OXFORD FINANCIAL GROUP, LTD. LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$1.6B
Holdings
295
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (295 positions)
| Stock | Value |
|---|---|
XLKSELECT SECTOR SPDR TR | $769K |
EFAXSPDR INDEX SHS FDS | $765K |
AMGNAMGEN INC | $755K |
UNHUNITEDHEALTH GROUP INC | $739K |
LOWLOWES COS INC | $722K |
UPGDINVESCO EXCHANGE TRADED FD T | $719K |
GEGE AEROSPACE | $714K |
USBUS BANCORP DEL | $683K |
MRKMERCK & CO INC | $665K |
EMXCISHARES INC | $662K |
CVXCHEVRON CORP NEW | $655K |
IYHISHARES TR | $654K |
CATCATERPILLAR INC | $652K |
QUALISHARES TR | $649K |
VIGVANGUARD SPECIALIZED FUNDS | $649K |
GEVGE VERNOVA INC | $641K |
IWPISHARES TR | $641K |
TSLATESLA INC | $632K |
PEPPEPSICO INC | $623K |
BABOEING CO | $619K |
SCCOSOUTHERN COPPER CORP | $606K |
DFUVDIMENSIONAL ETF TRUST | $597K |
SCHFSCHWAB STRATEGIC TR | $596K |
ELVELEVANCE HEALTH INC | $592K |
AEEAMEREN CORP | $591K |
LINLINDE PLC | $590K |
AQLTISHARES TR | $586K |
ACNACCENTURE PLC IRELAND | $584K |
SYKSTRYKER CORPORATION | $578K |
RTXRTX CORPORATION | $565K |
XCEMCOLUMBIA ETF TR II | $561K |
AOAISHARES TR | $559K |
IQLTISHARES TR | $558K |
SIVRABRDN SILVER ETF TRUST | $550K |
CSCOCISCO SYS INC | $538K |
XLFSELECT SECTOR SPDR TR | $534K |
BKBANK NEW YORK MELLON CORP | $519K |
DISDISNEY WALT CO | $511K |
DONSPDR DOW JONES INDL AVERAGE | $510K |
MBINMERCHANTS BANCORP IND | $501K |
FFORD MTR CO | $497K |
G2CEVERI HLDGS INC | $495K |
AORISHARES TR | $494K |
CRMSALESFORCE INC | $494K |
SPGSIMON PPTY GROUP INC NEW | $493K |
ADBEADOBE INC | $493K |
DHRDANAHER CORPORATION | $491K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $491K |
WGOWINNEBAGO INDS INC | $469K |
ICLNISHARES TR | $469K |
NVONOVO-NORDISK A S | $464K |
PGRPROGRESSIVE CORP | $460K |
3M4MASIMO CORP | $459K |
QNSTQUINSTREET INC | $457K |
INBKFIRST INTERNET BANCORP | $447K |
IWOISHARES TR | $444K |
GMGENERAL MTRS CO | $436K |
KMIKINDER MORGAN INC DEL | $436K |
EFXEQUIFAX INC | $436K |
FITBFIFTH THIRD BANCORP | $430K |
HONHONEYWELL INTL INC | $428K |
SPSMSPDR SER TR | $428K |
DEDEERE & CO | $421K |
FISVFISERV INC | $405K |
QCOMQUALCOMM INC | $405K |
AMDADVANCED MICRO DEVICES INC | $404K |
PNRPENTAIR PLC | $404K |
BACBANK AMERICA CORP | $394K |
SLBSCHLUMBERGER LTD | $392K |
PNCPNC FINL SVCS GROUP INC | $389K |
PCTYPAYLOCITY HLDG CORP | $384K |
WFCWELLS FARGO CO NEW | $383K |
4I1PHILIP MORRIS INTL INC | $383K |
AXPAMERICAN EXPRESS CO | $381K |
VLOVALERO ENERGY CORP | $378K |
COFCAPITAL ONE FINL CORP | $375K |
ANETEURARISTA NETWORKS INC | $373K |
SHOPSHOPIFY INC | $372K |
TIPISHARES TR | $364K |
ETENERGY TRANSFER L P | $363K |
CECELANESE CORP DEL | $362K |
SUSAISHARES TR | $361K |
STZCONSTELLATION BRANDS INC | $358K |
SOSOUTHERN CO | $351K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $349K |
TTDTHE TRADE DESK INC | $343K |
HESHESS CORP | $342K |
RSPINVESCO EXCHANGE TRADED FD T | $339K |
ECLECOLAB INC | $337K |
USMVISHARES TR | $328K |
NSCNORFOLK SOUTHN CORP | $327K |
ADPAUTOMATIC DATA PROCESSING IN | $327K |
FNDFSCHWAB STRATEGIC TR | $325K |
ROPROPER TECHNOLOGIES INC | $321K |
AGGISHARES TR | $319K |
OKEONEOK INC NEW | $314K |
PHOINVESCO EXCHANGE TRADED FD T | $313K |
CITHE CIGNA GROUP | $312K |
FXFINVESCO CURRENCYSHARES SWISS | $310K |
NOWSERVICENOW INC | $308K |