OXFORD FINANCIAL GROUP, LTD. LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$1.4B
Holdings
274
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (274 positions)
| Stock | Value |
|---|---|
SNEXSTONEX GROUP INC | $997K |
BXBLACKSTONE INC | $979K |
DGROISHARES TR | $940K |
NINISOURCE INC | $928K |
WMTWALMART INC | $917K |
NEENEXTERA ENERGY INC | $915K |
PEYINVESCO EXCHANGE TRADED FD T | $907K |
KOCOCA COLA CO | $898K |
VGTVANGUARD WORLD FD | $886K |
MRKMERCK & CO INC | $861K |
AMGNAMGEN INC | $839K |
AEPAMERICAN ELEC PWR CO INC | $815K |
BABOEING CO | $781K |
AORISHARES TR | $774K |
EFGISHARES TR | $771K |
DEDEERE & CO | $765K |
EFAXSPDR INDEX SHS FDS | $760K |
SCHXSCHWAB STRATEGIC TR | $738K |
ABTABBOTT LABS | $734K |
CVXCHEVRON CORP NEW | $727K |
IJRISHARES TR | $700K |
DISDISNEY WALT CO | $691K |
GEGENERAL ELECTRIC CO | $678K |
XLKSELECT SECTOR SPDR TR | $669K |
MAMASTERCARD INCORPORATED | $666K |
UPGDINVESCO EXCHANGE TRADED FD T | $662K |
HONHONEYWELL INTL INC | $645K |
LMTLOCKHEED MARTIN CORP | $640K |
ELVELEVANCE HEALTH INC | $639K |
LOWLOWES COS INC | $637K |
AOAISHARES TR | $634K |
LINLINDE PLC | $624K |
IWPISHARES TR | $623K |
CATCATERPILLAR INC | $607K |
VIGVANGUARD SPECIALIZED FUNDS | $599K |
QUALISHARES TR | $595K |
PEPPEPSICO INC | $592K |
AMDADVANCED MICRO DEVICES INC | $591K |
DFUVDIMENSIONAL ETF TRUST | $586K |
SCHFSCHWAB STRATEGIC TR | $565K |
VUGVANGUARD INDEX FDS | $557K |
SLBSCHLUMBERGER LTD | $556K |
UNHUNITEDHEALTH GROUP INC | $553K |
QCOMQUALCOMM INC | $548K |
ACNACCENTURE PLC IRELAND | $539K |
ICLNISHARES TR | $534K |
AQLTISHARES TR | $534K |
XCEMCOLUMBIA ETF TR II | $534K |
SYKSTRYKER CORPORATION | $533K |
DONSPDR DOW JONES INDL AVERAGE | $522K |
QNSTQUINSTREET INC | $517K |
CSCOCISCO SYS INC | $515K |
VLOVALERO ENERGY CORP | $513K |
3M4MASIMO CORP | $506K |
AEEAMEREN CORP | $504K |
DHRDANAHER CORPORATION | $497K |
XLFSELECT SECTOR SPDR TR | $496K |
SCCOSOUTHERN COPPER CORP | $496K |
CECELANESE CORP DEL | $494K |
G2CEVERI HLDGS INC | $487K |
MBINMERCHANTS BANCORP IND | $481K |
USBUS BANCORP DEL | $471K |
TSLATESLA INC | $461K |
INBKFIRST INTERNET BANCORP | $453K |
SLVISHARES SILVER TR | $446K |
ADBEADOBE INC | $430K |
RTXRTX CORPORATION | $429K |
INTCINTEL CORP | $427K |
UPSUNITED PARCEL SERVICE INC | $425K |
COFCAPITAL ONE FINL CORP | $409K |
SPSMSPDR SER TR | $404K |
PCTYPAYLOCITY HLDG CORP | $396K |
EFXEQUIFAX INC | $395K |
NVONOVO-NORDISK A S | $394K |
IWOISHARES TR | $392K |
STZCONSTELLATION BRANDS INC | $388K |
HESHESS CORP | $385K |
CAHCARDINAL HEALTH INC | $384K |
FITBFIFTH THIRD BANCORP | $377K |
BMYBRISTOL-MYERS SQUIBB CO | $376K |
CRMSALESFORCE INC | $375K |
PGRPROGRESSIVE CORP | $374K |
BACBANK AMERICA CORP | $372K |
MPCMARATHON PETE CORP | $371K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $364K |
PNRPENTAIR PLC | $354K |
TJXTJX COS INC NEW | $352K |
TIPISHARES TR | $352K |
SPGSIMON PPTY GROUP INC NEW | $346K |
FISVFISERV INC | $342K |
SUSAISHARES TR | $327K |
BACVERIZON COMMUNICATIONS INC | $324K |
IBMINTERNATIONAL BUSINESS MACHS | $321K |
BPBP PLC | $315K |
AXPAMERICAN EXPRESS CO | $310K |
FNDFSCHWAB STRATEGIC TR | $310K |
AGGISHARES TR | $308K |
SHOPSHOPIFY INC | $308K |
EOGEOG RES INC | $302K |
KMIKINDER MORGAN INC DEL | $302K |
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