OXFORD FINANCIAL GROUP, LTD. LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.7B
Holdings
259
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (259 positions)
| Stock | Value |
|---|---|
EPDENTERPRISE PRODS PARTNERS L | $218K |
ICEINTERCONTINENTAL EXCHANGE IN | $217K |
CRWDCROWDSTRIKE HLDGS INC | $213K |
TAT&T INC | $212K |
DWDMORGAN STANLEY | $210K |
NVONOVO-NORDISK A S | $209K |
IYWISHARES TR | $208K |
WELLWELLTOWER INC | $205K |
ARKKARK ETF TR | $205K |
QCOMQUALCOMM INC | $201K |
ETENERGY TRANSFER L P | $193K |
IEMGISHARES INC | $164K |
IYY*ISHARES TR | $162K |
EEMISHARES TR | $149K |
IJTISHARES TR | $143K |
SPEMSPDR INDEX SHS FDS | $143K |
ARKQARK ETF TR | $128K |
ARKFARK ETF TR | $127K |
AGGISHARES TR | $125K |
DFIVDIMENSIONAL ETF TRUST | $124K |
GDXVANECK ETF TRUST | $115K |
VOTVANGUARD INDEX FDS | $110K |
VSGXVANGUARD WORLD FD | $107K |
VBRVANGUARD INDEX FDS | $105K |
HDVISHARES TR | $98K |
ARKTARK ETF TR | $96K |
MGCVANGUARD WORLD FD | $81K |
PPAINVESCO EXCHANGE TRADED FD T | $71K |
SCHDSCHWAB STRATEGIC TR | $57K |
IJKISHARES TR | $55K |
IJJISHARES TR | $51K |
XLVSELECT SECTOR SPDR TR | $49K |
AQLTISHARES TR | $43K |
SCHBSCHWAB STRATEGIC TR | $42K |
NRGVENERGY VAULT HOLDINGS INC | $36K |
MOOVANECK ETF TRUST | $31K |
ARKGARK ETF TR | $27K |
VHTVANGUARD WORLD FD | $26K |
AOMISHARES TR | $25K |
SPDWSPDR INDEX SHS FDS | $25K |
IXCISHARES TR | $24K |
PFFISHARES TR | $21K |
FNGRFINGERMOTION INC | $20K |
FNDFSCHWAB STRATEGIC TR | $19K |
ACWXISHARES TR | $17K |
XLYSELECT SECTOR SPDR TR | $17K |
IVVDINVIVYD INC | $17K |
STIPISHARES TR | $16K |
VOEVANGUARD INDEX FDS | $15K |
VDCVANGUARD WORLD FD | $14K |
VDEVANGUARD WORLD FD | $12K |
LCTXLINEAGE CELL THERAPEUTICS IN | $11K |
VLUEISHARES TR | $8K |
IYRISHARES TR | $7K |
IUSGISHARES TR | $6K |
IUSVISHARES TR | $5K |
PGFINVESCO EXCHANGE TRADED FD T | $4K |
ANGLVANECK ETF TRUST | $3K |
EMBISHARES TR | $2K |
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