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 |
|---|---|
AEPAMERICAN ELEC PWR CO INC | $889K |
KOCOCA COLA CO | $875K |
IBMINTERNATIONAL BUSINESS MACHS | $865K |
SCHXSCHWAB STRATEGIC TR | $827K |
MAMASTERCARD INCORPORATED | $794K |
EFGISHARES TR | $792K |
XLKSELECT SECTOR SPDR TR | $792K |
SYFSYNCHRONY FINANCIAL | $780K |
EFAXSPDR INDEX SHS FDS | $756K |
BABOEING CO | $708K |
GAPGAP INC | $696K |
IWPISHARES TR | $692K |
UPGDINVESCO EXCHANGE TRADED FD T | $691K |
GQ9SPDR GOLD TR | $655K |
CVXCHEVRON CORP NEW | $646K |
VIGVANGUARD SPECIALIZED FUNDS | $642K |
LMTLOCKHEED MARTIN CORP | $639K |
GEGE AEROSPACE | $608K |
AEEAMEREN CORP | $603K |
EMXCISHARES INC | $601K |
AOAISHARES TR | $598K |
LOWLOWES COS INC | $594K |
AMGNAMGEN INC | $590K |
CSCOCISCO SYS INC | $588K |
DFUVDIMENSIONAL ETF TRUST | $586K |
IYHISHARES TR | $586K |
CRMSALESFORCE INC | $579K |
MRKMERCK & CO INC | $578K |
DISDISNEY WALT CO | $574K |
DECKDECKERS OUTDOOR CORP | $573K |
AQLTISHARES TR | $570K |
3M4MASIMO CORP | $567K |
BKBANK NEW YORK MELLON CORP | $558K |
KMIKINDER MORGAN INC DEL | $546K |
ACNACCENTURE PLC IRELAND | $543K |
THCTENET HEALTHCARE CORP | $542K |
SCHFSCHWAB STRATEGIC TR | $538K |
SYKSTRYKER CORPORATION | $536K |
SPGSIMON PPTY GROUP INC NEW | $532K |
RTXRTX CORPORATION | $515K |
VSTVISTRA CORP | $514K |
UNHUNITEDHEALTH GROUP INC | $513K |
SIVRABRDN SILVER ETF TRUST | $510K |
XCEMCOLUMBIA ETF TR II | $508K |
IQLTISHARES TR | $499K |
GMGENERAL MTRS CO | $496K |
GDDYGODADDY INC | $494K |
LINLINDE PLC | $493K |
XLFSELECT SECTOR SPDR TR | $492K |
FFORD MTR CO | $485K |
INTUINTUIT | $482K |
AORISHARES TR | $482K |
PEPPEPSICO INC | $480K |
SCCOSOUTHERN COPPER CORP | $478K |
INBKFIRST INTERNET BANCORP | $469K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $468K |
PCTYPAYLOCITY HLDG CORP | $461K |
DONSPDR DOW JONES INDL AVERAGE | $458K |
WFCWELLS FARGO CO NEW | $454K |
PNCPNC FINL SVCS GROUP INC | $445K |
ANETARISTA NETWORKS INC | $444K |
HONHONEYWELL INTL INC | $443K |
FITBFIFTH THIRD BANCORP | $437K |
IWOISHARES TR | $427K |
PGRPROGRESSIVE CORP | $427K |
SPSMSPDR SER TR | $422K |
IUSVISHARES TR | $417K |
PNRPENTAIR PLC | $417K |
BACBANK AMERICA CORP | $416K |
JAAAJANUS DETROIT STR TR | $414K |
ELVELEVANCE HEALTH INC | $409K |
SHOPSHOPIFY INC | $408K |
DEDEERE & CO | $408K |
USBUS BANCORP DEL | $403K |
DHRDANAHER CORPORATION | $391K |
WGOWINNEBAGO INDS INC | $386K |
VSCOVICTORIAS SECRET AND CO | $384K |
CATCATERPILLAR INC | $381K |
AXPAMERICAN EXPRESS CO | $378K |
4I1PHILIP MORRIS INTL INC | $377K |
JMOMJ P MORGAN EXCHANGE TRADED F | $376K |
EFXEQUIFAX INC | $373K |
GSGOLDMAN SACHS GROUP INC | $369K |
ATECALPHATEC HLDGS INC | $367K |
SUSAISHARES TR | $365K |
TOSTTOAST INC | $364K |
ICLNISHARES TR | $363K |
TTDTHE TRADE DESK INC | $361K |
SLBSCHLUMBERGER LTD | $354K |
OKEONEOK INC NEW | $351K |
FISVFISERV INC | $350K |
ETENERGY TRANSFER L P | $345K |
TIPISHARES TR | $344K |
NOWSERVICENOW INC | $334K |
RSPINVESCO EXCHANGE TRADED FD T | $331K |
ADPAUTOMATIC DATA PROCESSING IN | $328K |
NFLXNETFLIX INC | $323K |
SOSOUTHERN CO | $322K |
USMVISHARES TR | $319K |
NVONOVO-NORDISK A S | $309K |