OXFORD FINANCIAL GROUP, LTD. LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$891.2B

Holdings

260

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (260 positions)

#StockSharesValue% PortfolioType
101
QNSTQUINSTREET INC
29,250$00.00%
102
DDOMINION ENERGY INC
3,579$00.00%
103
XLCSELECT SECTOR SPDR TR
62$00.00%
104
DONSPDR DOW JONES INDL AVERAGE
1,703$00.00%
105
CECELANESE CORP DEL
2,969$00.00%
106
MBINMERCHANTS BANCORP IND
11,137$00.00%
107
ITA*ISHARES TR
302$00.00%
108
SPEMSPDR INDEX SHS FDS
3,349$00.00%
109
CSXCSX CORP
7,117$00.00%
110
OEFISHARES TR
550$00.00%
111
ADPAUTOMATIC DATA PROCESSING IN
1,614$00.00%
112
IJRISHARES TR
5,241$00.00%
113
SLVISHARES SILVER TR
19,590$00.00%
114
EFGISHARES TR
8,371$00.00%
115
XLYSELECT SECTOR SPDR TR
44$00.00%
116
IEMGISHARES INC
5,297$00.00%
117
ARKTARK ETF TR
651$00.00%
118
UNHUNITEDHEALTH GROUP INC
700$00.00%
119
IUSGISHARES TR
63$00.00%
120
CVSCVS HEALTH CORP
3,221$00.00%
121
QCOMQUALCOMM INC
4,593$00.00%
122
SLBSCHLUMBERGER LTD
10,398$00.00%
123
VSCOVICTORIAS SECRET AND CO
7,048$00.00%
124
RNWRENEW ENERGY GLOBAL PLC
13,001$00.00%
125
PCTYPAYLOCITY HLDG CORP
2,313$00.00%
126
XLFSELECT SECTOR SPDR TR
11,585$00.00%
127
SCZISHARES TR
113$00.00%
128
AORISHARES TR
16,371$00.00%
129
PGFINVESCO EXCHANGE TRADED FD T
220$00.00%
130
DISDISNEY WALT CO
5,822$00.00%
131
XLKSELECT SECTOR SPDR TR
68$00.00%
132
IYRISHARES TR
673$00.00%
133
CSCOCISCO SYS INC
7,059$00.00%
134
FFORD MTR CO DEL
41,712$00.00%
135
EOGEOG RES INC
2,462$00.00%
136
PEGPUBLIC SVC ENTERPRISE GRP IN
5,499$00.00%
137
NINISOURCE INC
33,563$00.00%
138
WELLWELLTOWER INC
8,638$00.00%
139
HYGISHARES TR
110$00.00%
140
GSGOLDMAN SACHS GROUP INC
651$00.00%
141
PYPLPAYPAL HLDGS INC
2,969$00.00%
142
FNDFSCHWAB STRATEGIC TR
10,238$00.00%
143
VNQIVANGUARD INTL EQUITY INDEX F
851$00.00%
144
EEMISHARES TR
4,140$00.00%
145
XLESELECT SECTOR SPDR TR
84$00.00%
146
IUSVISHARES TR
1,100$00.00%
147
HZNPHORIZON THERAPEUTICS PUB L
2,500$00.00%
148
PFFDGLOBAL X FDS
99$00.00%
149
LOWLOWES COS INC
2,756$00.00%
150
TJXTJX COS INC NEW
4,775$00.00%
151
ABBVABBVIE INC
2,876$00.00%
152
NEENEXTERA ENERGY INC
12,222$00.00%
153
SYKSTRYKER CORPORATION
1,098$00.00%
154
SCHXSCHWAB STRATEGIC TR
14,617$00.00%
155
DGROISHARES TR
18,855$00.00%
156
UPGDINVESCO EXCHANGE TRADED FD T
10,120$00.00%
157
MRKMERCK & CO INC
6,594$00.00%
158
HONHONEYWELL INTL INC
1,525$00.00%
159
ARKGARK ETF TR
1,119$00.00%
160
FNDCSCHWAB STRATEGIC TR
729$00.00%
161
GEHCGE HEALTHCARE TECHNOLOGIES I
2,944$00.00%
162
HELIOGEN INC
14,006$00.00%
163
IYWISHARES TR
284$00.00%
164
DFUVDIMENSIONAL ETF TRUST
14,330$00.00%
165
G2CEVERI HLDGS INC
46,420$00.00%
166
DHRDANAHER CORPORATION
2,138$00.00%
167
VAWVANGUARD WORLD FDS
11$00.00%
168
WEPMAGELLAN MIDSTREAM PRTNRS LP
4,315$00.00%
169
AGGISHARES TR
1,297$00.00%
170
AOMISHARES TR
930$00.00%
171
ICLNISHARES TR
6,300$00.00%
172
USMVISHARES TR
6,293$00.00%
173
DEDEERE & CO
1,881$00.00%
174
AEPAMERICAN ELEC PWR CO INC
8,726$00.00%
175
VGTVANGUARD WORLD FDS
1,574$00.00%
176
EFXEQUIFAX INC
1,714$00.00%
177
IWPISHARES TR
5,674$00.00%
178
LITGLOBAL X FDS
4,137$00.00%
179
BPBP PLC
7,927$00.00%
180
NRGVENERGY VAULT HOLDINGS INC
50,700$00.00%
181
AOAISHARES TR
10,535$00.00%
182
SNEXSTONEX GROUP INC
9,453$00.00%
183
IWSISHARES TR
20$00.00%
184
INTUINTUIT
1,594$00.00%
185
LMTLOCKHEED MARTIN CORP
932$00.00%
186
1ZRATLANTIC COASTAL ACQUISTN CO
30,250$00.00%
187
RTXRAYTHEON TECHNOLOGIES CORP
5,235$00.00%
188
QUALISHARES TR
3,622$00.00%
189
WMTWALMART INC
3,627$00.00%
190
MSP RECOVERY INC
50,000$00.00%
191
SCCOSOUTHERN COPPER CORP
4,778$00.00%
192
SBUXSTARBUCKS CORP
3,366$00.00%
193
SHOPSHOPIFY INC
11,100$00.00%
194
VUGVANGUARD INDEX FDS
829$00.00%
195
AVGOBROADCOM INC
485$00.00%
196
PFEPFIZER INC
5,638$00.00%
197
CNRCANADIAN NATL RY CO
1,750$00.00%
198
DOVDOVER CORP
1,573$00.00%
199
EMBISHARES TR
674$00.00%
200
DWDMORGAN STANLEY
2,497$00.00%
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