OXFORD FINANCIAL GROUP, LTD. LLC Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$788.5B

Holdings

264

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (264 positions)

#StockSharesValue% PortfolioType
101
USMVISHARES TR
8,013$622.0M0.08%
102
UPGDINVESCO EXCHANGE TRADED FD T
10,120$618.0M0.08%
103
SHOPSHOPIFY INC
910$615.0M0.08%
104
USBUS BANCORP DEL
10,803$574.0M0.07%
105
IWPISHARES TR
5,674$570.0M0.07%
106
GOOGALPHABET INC
203$568.0M0.07%
107
DEDEERE & CO
1,365$567.0M0.07%
108
FFORD MTR CO DEL
33,115$560.0M0.07%
109
SCHXSCHWAB STRATEGIC TR
9,862$531.0M0.07%
110
3M4MASIMO CORP
3,642$530.0M0.07%
111
WFCWELLS FARGO CO NEW
10,770$522.0M0.07%
112
BMYBRISTOL-MYERS SQUIBB CO
6,976$509.0M0.06%
113
XLVSELECT SECTOR SPDR TR
3,680$504.0M0.06%
114
RTXRAYTHEON TECHNOLOGIES CORP
5,029$498.0M0.06%
115
LOWLOWES COS INC
2,465$498.0M0.06%
116
CMCSACOMCAST CORP NEW
10,490$491.0M0.06%
117
AMGNAMGEN INC
2,032$491.0M0.06%
118
PNCPNC FINL SVCS GROUP INC
2,642$487.0M0.06%
119
ABMDEURABIOMED INC
1,464$485.0M0.06%
120
PEPPEPSICO INC
2,884$483.0M0.06%
121
TFCTRUIST FINL CORP
8,501$482.0M0.06%
122
VISVANGUARD WORLD FDS
2,407$468.0M0.06%
123
ATSG*AIR TRANSPORT SERVICES GRP I
13,870$464.0M0.06%
124
ORCLORACLE CORP
5,468$452.0M0.06%
125
MRKMERCK & CO INC
5,375$441.0M0.06%
126
QCOMQUALCOMM INC
2,773$424.0M0.05%
127
INBKFIRST INTERNET BANCORP
9,834$423.0M0.05%
128
METAMETA PLATFORMS INC
1,888$420.0M0.05%
129
WMTWALMART INC
2,791$416.0M0.05%
130
CECELANESE CORP DEL
2,913$416.0M0.05%
131
SLBSCHLUMBERGER LTD
9,919$410.0M0.05%
132
LMTLOCKHEED MARTIN CORP
904$399.0M0.05%
133
ABBVABBVIE INC
2,409$391.0M0.05%
134
SCCOSOUTHERN COPPER CORP
5,086$386.0M0.05%
135
PEGPUBLIC SVC ENTERPRISE GRP IN
5,497$385.0M0.05%
136
FITBFIFTH THIRD BANCORP
8,852$381.0M0.05%
137
IEPICAHN ENTERPRISES LP
7,259$377.0M0.05%
138
IWOISHARES TR
1,453$372.0M0.05%
139
ACNACCENTURE PLC IRELAND
1,101$371.0M0.05%
140
PYPLPAYPAL HLDGS INC
3,196$370.0M0.05%
141
HONHONEYWELL INTL INC
1,862$362.0M0.05%
142
4I1PHILIP MORRIS INTL INC
3,856$362.0M0.05%
143
VSCOVICTORIAS SECRET AND CO
7,035$361.0M0.05%
144
VIGVANGUARD SPECIALIZED FUNDS
2,224$361.0M0.05%
145
BACVERIZON COMMUNICATIONS INC
6,873$350.0M0.04%
146
VVISA INC
1,574$349.0M0.04%
147
EFXEQUIFAX INC
1,462$347.0M0.04%
148
QNSTQUINSTREET INC
29,250$339.0M0.04%
149
BABOEING CO
1,768$339.0M0.04%
150
FRMEFIRST MERCHANTS CORP
8,136$338.0M0.04%
151
CSCOCISCO SYS INC
6,032$336.0M0.04%
152
DFASDIMENSIONAL ETF TRUST
5,784$324.0M0.04%
153
LITGLOBAL X FDS
4,137$318.0M0.04%
154
GMGENERAL MTRS CO
7,162$313.0M0.04%
155
BPBP PLC
10,606$312.0M0.04%
156
INTCINTEL CORP
6,206$308.0M0.04%
157
MBINMERCHANTS BANCORP IND
11,137$305.0M0.04%
158
CLCOLGATE PALMOLIVE CO
4,011$304.0M0.04%
159
1ZRATLANTIC COASTAL ACQUISTN CO
30,250$295.0M0.04%
160
EPDENTERPRISE PRODS PARTNERS L
11,328$292.0M0.04%
161
FNDFSCHWAB STRATEGIC TR
8,950$289.0M0.04%
162
XLISELECT SECTOR SPDR TR
2,773$286.0M0.04%
163
DDOMINION ENERGY INC
3,354$285.0M0.04%
164
XLCSELECT SECTOR SPDR TR
4,135$284.0M0.04%
165
EOGEOG RES INC
2,292$273.0M0.03%
166
ELANELANCO ANIMAL HEALTH INC
10,219$267.0M0.03%
167
IEMGISHARES INC
4,762$265.0M0.03%
168
USACUSA COMPRESSION PARTNERS LP
15,000$264.0M0.03%
169
BDXBECTON DICKINSON & CO
972$259.0M0.03%
170
ADPAUTOMATIC DATA PROCESSING IN
1,135$258.0M0.03%
171
GEGENERAL ELECTRIC CO
2,825$258.0M0.03%
172
LINLINDE PLC
769$246.0M0.03%
173
DOVDOVER CORP
1,554$244.0M0.03%
174
CNRCANADIAN NATL RY CO
1,750$235.0M0.03%
175
BABAALIBABA GROUP HLDG LTD
2,102$229.0M0.03%
176
CFAVICTORY PORTFOLIOS II
3,050$226.0M0.03%
177
CRMSALESFORCE COM INC
1,061$225.0M0.03%
178
ATOATMOS ENERGY CORP
1,877$224.0M0.03%
179
VUGVANGUARD INDEX FDS
776$223.0M0.03%
180
ANGLVANECK ETF TRUST
7,338$223.0M0.03%
181
VVVANGUARD INDEX FDS
1,051$219.0M0.03%
182
DUKDUKE ENERGY CORP NEW
1,933$216.0M0.03%
183
UNPUNION PAC CORP
784$214.0M0.03%
184
EWEDWARDS LIFESCIENCES CORP
1,769$208.0M0.03%
185
COINCOINBASE GLOBAL INC
1,061$201.0M0.03%
186
MDYGSPDR SER TR
2,500$186.0M0.02%
187
FNDESCHWAB STRATEGIC TR
6,109$177.0M0.02%
188
SCHFSCHWAB STRATEGIC TR
4,741$174.0M0.02%
189
ARKKARK ETF TR
2,589$172.0M0.02%
190
XLESELECT SECTOR SPDR TR
2,225$170.0M0.02%
191
ARK ETF TR
9,770$160.0M0.02%
192
KBESPDR SER TR
3,000$157.0M0.02%
193
IBBISHARES TR
1,158$151.0M0.02%
194
SPYMSPDR SER TR
2,725$145.0M0.02%
195
QQQINVESCO EXCH TRD SLF IDX FD
6,402$135.0M0.02%
196
BSCPINVESCO EXCH TRD SLF IDX FD
6,347$133.0M0.02%
197
AGGISHARES TR
1,220$131.0M0.02%
198
SCHASCHWAB STRATEGIC TR
2,746$130.0M0.02%
199
EFAVISHARES TR
1,715$124.0M0.02%
200
VDCVANGUARD WORLD FDS
610$120.0M0.02%
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