OXFORD FINANCIAL GROUP, LTD. LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$1.4B

Holdings

301

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (301 positions)

StockValue
CMCSACOMCAST CORP NEW
$242K
IEMGISHARES INC
$239K
ATOATMOS ENERGY CORP
$238K
ARESARES MANAGEMENT CORPORATION
$238K
LITGLOBAL X FDS
$236K
WFCWELLS FARGO CO NEW
$234K
OKEONEOK INC NEW
$233K
APDAIR PRODS & CHEMS INC
$233K
GQ9SPDR GOLD TR
$232K
IVZINVESCO LTD
$231K
LULULULULEMON ATHLETICA INC
$230K
LLYELI LILLY & CO
$230K
DOVDOVER CORP
$228K
GSGOLDMAN SACHS GROUP INC
$225K
HIHILLENBRAND INC
$225K
GEHCGE HEALTHCARE TECHNOLOGIES I
$222K
TYLTYLER TECHNOLOGIES INC
$220K
TTDTHE TRADE DESK INC
$219K
ANETEURARISTA NETWORKS INC
$215K
MDLZMONDELEZ INTL INC
$209K
NEMNEWMONT CORP
$205K
LRGFISHARES TR
$205K
TFCTRUIST FINL CORP
$205K
SCHWSCHWAB CHARLES CORP
$204K
AGGISHARES TR
$202K
ESGVVANGUARD WORLD FD
$188K
IYWISHARES TR
$187K
ARKKARK ETF TR
$166K
EEMISHARES TR
$166K
AQLTISHARES TR
$155K
ELANELANCO ANIMAL HEALTH INC
$152K
INGING GROEP N.V.
$150K
SDYSPDR SER TR
$139K
IJTISHARES TR
$134K
FNDESCHWAB STRATEGIC TR
$132K
IYY*ISHARES TR
$123K
SPEMSPDR INDEX SHS FDS
$119K
NRGVENERGY VAULT HOLDINGS INC
$118K
XLVSELECT SECTOR SPDR TR
$110K
ITBISHARES TR
$107K
SMRTSMARTRENT INC
$105K
IUSVISHARES TR
$104K
SHYISHARES TR
$101K
EWJISHARES INC
$100K
DFIVDIMENSIONAL ETF TRUST
$100K
RNWRENEW ENERGY GLOBAL PLC
$100K
SCHOSCHWAB STRATEGIC TR
$86K
ARKQARK ETF TR
$83K
VSGXVANGUARD WORLD FD
$82K
VGKVANGUARD INTL EQUITY INDEX F
$72K
ARKFARK ETF TR
$70K
XLUSELECT SECTOR SPDR TR
$70K
ACWXISHARES TR
$69K
IYRISHARES TR
$69K
EFVISHARES TR
$63K
MGCVANGUARD WORLD FD
$61K
SPYVSPDR SER TR
$59K
VBRVANGUARD INDEX FDS
$54K
ARKTARK ETF TR
$49K
IXCISHARES TR
$46K
VTVVANGUARD INDEX FDS
$45K
AMJEURJPMORGAN CHASE & CO
$42K
EMBISHARES TR
$38K
ARKGARK ETF TR
$37K
IEFISHARES TR
$35K
IJJISHARES TR
$34K
XLESELECT SECTOR SPDR TR
$29K
SCHBSCHWAB STRATEGIC TR
$29K
VHTVANGUARD WORLD FDS
$27K
AOMISHARES TR
$23K
PFFISHARES TR
$22K
SPIPSPDR SER TR
$19K
XLISELECT SECTOR SPDR TR
$18K
VTVANGUARD INTL EQUITY INDEX F
$15K
VSSVANGUARD INTL EQUITY INDEX F
$15K
INTFISHARES TR
$15K
XLYSELECT SECTOR SPDR TR
$14K
LCTXLINEAGE CELL THERAPEUTICS IN
$14K
XLFISELECT SECTOR SPDR TR
$14K
STIPISHARES TR
$13K
VDCVANGUARD WORLD FDS
$12K
VDEVANGUARD WORLD FDS
$12K
AQLTISHARES TR
$11K
BRK/BBERKSHIRE HATHAWAY INC DEL
$10K
XLBSELECT SECTOR SPDR TR
$10K
SCHDSCHWAB STRATEGIC TR
$9K
VLUSPDR SER TR
$9K
HYGISHARES TR
$9K
MBBISHARES TR
$8K
VLUEISHARES TR
$7K
IUSGISHARES TR
$7K
IUSBISHARES TR
$6K
IEIISHARES TR
$6K
DRIVGLOBAL X FDS
$4K
IQLTISHARES TR
$4K
PGFINVESCO EXCHANGE TRADED FD T
$3K
IWSISHARES TR
$2K
SPABSPDR SER TR
$2K
EFAVISHARES TR
$2K
COSTCOSTCO WHSL CORP NEW
$2K
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