OXFORD FINANCIAL GROUP, LTD. LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$1.5B
Holdings
300
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $211.0M |
LLYELI LILLY & CO | $187.0M |
INFLLISTED FD TR | $149.6M |
ISRGINTUITIVE SURGICAL INC | $107.3M |
MUBISHARES TR | $101.8M |
DSTLETF SER SOLUTIONS | $89.2M |
AVUVAMERICAN CENTY ETF TR | $66.9M |
IVVISHARES TR | $55.1M |
VTVVANGUARD INDEX FDS | $47.2M |
AAPLAPPLE INC | $32.6M |
SPYSPDR S&P 500 ETF TR | $29.4M |
ACWIISHARES TR | $27.8M |
FNDXSCHWAB STRATEGIC TR | $26.7M |
MCDMCDONALDS CORP | $23.0M |
NVDANVIDIA CORPORATION | $20.3M |
MSFTMICROSOFT CORP | $19.9M |
MTUMISHARES TR | $16.6M |
JCPIJ P MORGAN EXCHANGE TRADED F | $15.7M |
EFAISHARES TR | $13.1M |
VTVANGUARD INTL EQUITY INDEX F | $12.0M |
SYBTSTOCK YDS BANCORP INC | $10.5M |
JPMJPMORGAN CHASE & CO. | $10.4M |
IWBISHARES TR | $10.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.2M |
DPZDOMINOS PIZZA INC | $8.4M |
IWDISHARES TR | $7.7M |
CPRTCOPART INC | $7.1M |
KEKIMBALL ELECTRONICS INC | $6.4M |
VOOVANGUARD INDEX FDS | $6.4M |
ESGEISHARES INC | $5.8M |
AMZNAMAZON COM INC | $5.8M |
VXFVANGUARD INDEX FDS | $5.2M |
IWNISHARES TR | $4.5M |
BXBLACKSTONE INC | $4.5M |
AQLTISHARES TR | $4.4M |
ETNEATON CORP PLC | $4.0M |
COSTCOSTCO WHSL CORP NEW | $3.9M |
IVWISHARES TR | $3.9M |
VEAVANGUARD TAX-MANAGED FDS | $3.6M |
IWFISHARES TR | $3.6M |
ITOTISHARES TR | $3.5M |
GNRSPDR INDEX SHS FDS | $3.5M |
GIISPDR INDEX SHS FDS | $3.5M |
IWRISHARES TR | $3.3M |
IVEISHARES TR | $3.1M |
NDQINVESCO QQQ TR | $2.9M |
METAMETA PLATFORMS INC | $2.8M |
NKENIKE INC | $2.6M |
IWMISHARES TR | $2.5M |
PGPROCTER AND GAMBLE CO | $2.4M |
RDDTREDDIT INC | $2.4M |
IJHISHARES TR | $2.4M |
XOMEXXON MOBIL CORP | $2.2M |
VBVANGUARD INDEX FDS | $2.1M |
IWVISHARES TR | $2.0M |
VYMVANGUARD WHITEHALL FDS | $2.0M |
VVVANGUARD INDEX FDS | $2.0M |
VOVANGUARD INDEX FDS | $2.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.8M |
AVGOBROADCOM INC | $1.7M |
HNIHNI CORP | $1.7M |
VRTVERTIV HOLDINGS CO | $1.7M |
GOOGALPHABET INC | $1.7M |
GOOGLALPHABET INC | $1.7M |
DOCUDOCUSIGN INC | $1.6M |
AONAON PLC | $1.5M |
SCHGSCHWAB STRATEGIC TR | $1.4M |
JNJJOHNSON & JOHNSON | $1.4M |
SMHVANECK ETF TRUST | $1.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.4M |
HBNCHORIZON BANCORP INC | $1.3M |
REETISHARES TR | $1.3M |
VWOVANGUARD INTL EQUITY INDEX F | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.3M |
IJRISHARES TR | $1.3M |
NINISOURCE INC | $1.2M |
VNQVANGUARD INDEX FDS | $1.2M |
WMTWALMART INC | $1.2M |
BALLBALL CORP | $1.2M |
HDHOME DEPOT INC | $1.2M |
FAIFIRST TR EXCHANGE-TRADED FD | $1.2M |
APPAPPLOVIN CORP | $1.2M |
VUGVANGUARD INDEX FDS | $1.2M |
VVISA INC | $1.2M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.1M |
EMEEMCOR GROUP INC | $1.1M |
ORCLORACLE CORP | $1.1M |
SCHESCHWAB STRATEGIC TR | $1.1M |
GEVGE VERNOVA INC | $1.1M |
RJFRAYMOND JAMES FINL INC | $1.1M |
RBRKRUBRIK INC. | $1.1M |
GLWCORNING INC | $1.1M |
ABBVABBVIE INC | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
VGTVANGUARD WORLD FD | $1.0M |
AQLTISHARES TR | $998K |
QUALISHARES TR | $955K |
DGROISHARES TR | $954K |
TSLATESLA INC | $938K |
PEYINVESCO EXCHANGE TRADED FD T | $934K |
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