OXFORD FINANCIAL GROUP, LTD. LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.4B
Holdings
261
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (261 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $221.9M |
INFLLISTED FD TR | $162.4M |
LLYELI LILLY & CO | $118.4M |
MUBISHARES TR | $101.1M |
ISRGINTUITIVE SURGICAL INC | $94.8M |
DSTLETF SER SOLUTIONS | $88.4M |
AVUVAMERICAN CENTY ETF TR | $61.5M |
IVVISHARES TR | $51.5M |
VTVVANGUARD INDEX FDS | $46.8M |
AAPLAPPLE INC | $29.1M |
SPYSPDR S&P 500 ETF TR | $28.3M |
ACWIISHARES TR | $26.1M |
FNDXSCHWAB STRATEGIC TR | $26.0M |
MCDMCDONALDS CORP | $24.8M |
MSFTMICROSOFT CORP | $16.8M |
JCPIJ P MORGAN EXCHANGE TRADED F | $15.5M |
MTUMISHARES TR | $15.2M |
NVDANVIDIA CORPORATION | $14.0M |
EFAISHARES TR | $13.6M |
VTVANGUARD INTL EQUITY INDEX F | $11.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.2M |
JPMJPMORGAN CHASE & CO. | $10.1M |
SYBTSTOCK YDS BANCORP INC | $10.1M |
IWBISHARES TR | $9.3M |
DPZDOMINOS PIZZA INC | $9.2M |
GNRSPDR INDEX SHS FDS | $8.0M |
IWDISHARES TR | $7.7M |
CPRTCOPART INC | $7.0M |
VOOVANGUARD INDEX FDS | $6.4M |
ESGEISHARES INC | $6.0M |
KEKIMBALL ELECTRONICS INC | $5.6M |
VXFVANGUARD INDEX FDS | $4.6M |
AMZNAMAZON COM INC | $4.4M |
IWNISHARES TR | $4.2M |
AQLTISHARES TR | $4.1M |
IVWISHARES TR | $3.7M |
COSTCOSTCO WHSL CORP NEW | $3.7M |
BXBLACKSTONE INC | $3.6M |
GIISPDR INDEX SHS FDS | $3.5M |
ITOTISHARES TR | $3.3M |
IVEISHARES TR | $3.3M |
ETNEATON CORP PLC | $3.2M |
IWFISHARES TR | $3.1M |
IWRISHARES TR | $2.8M |
NDQINVESCO QQQ TR | $2.7M |
XOMEXXON MOBIL CORP | $2.4M |
PGPROCTER AND GAMBLE CO | $2.3M |
VEAVANGUARD TAX-MANAGED FDS | $2.2M |
IJHISHARES TR | $2.2M |
IWMISHARES TR | $2.2M |
VYMVANGUARD WHITEHALL FDS | $2.0M |
IWVISHARES TR | $1.9M |
VOVANGUARD INDEX FDS | $1.9M |
VBVANGUARD INDEX FDS | $1.9M |
VVVANGUARD INDEX FDS | $1.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.7M |
AONAON PLC | $1.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
HNIHNI CORP | $1.5M |
VEUVANGUARD INTL EQUITY INDEX F | $1.4M |
REETISHARES TR | $1.3M |
NINISOURCE INC | $1.3M |
GOOGLALPHABET INC | $1.3M |
JNJJOHNSON & JOHNSON | $1.3M |
SCHGSCHWAB STRATEGIC TR | $1.3M |
GOOGALPHABET INC | $1.3M |
HBNCHORIZON BANCORP INC | $1.3M |
METAMETA PLATFORMS INC | $1.2M |
AVGOBROADCOM INC | $1.2M |
SMHVANECK ETF TRUST | $1.2M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.1M |
ABBVABBVIE INC | $1.1M |
BALLBALL CORP | $1.1M |
IJRISHARES TR | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
FAIFIRST TR EXCHANGE TRADED FD | $1.1M |
HDHOME DEPOT INC | $1.1M |
VWOVANGUARD INTL EQUITY INDEX F | $1.1M |
VVISA INC | $1.1M |
RJFRAYMOND JAMES FINL INC | $1.0M |
GLWCORNING INC | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
KOCOCA COLA CO | $1.0M |
RBRKRUBRIK INC. | $991K |
AEPAMERICAN ELEC PWR CO INC | $957K |
DGROISHARES TR | $903K |
IBMINTERNATIONAL BUSINESS MACHS | $888K |
VGTVANGUARD WORLD FD | $878K |
ORCLORACLE CORP | $874K |
SCHESCHWAB STRATEGIC TR | $859K |
VNQVANGUARD INDEX FDS | $856K |
PEYINVESCO EXCHANGE TRADED FD T | $818K |
EFAXSPDR INDEX SHS FDS | $814K |
BABOEING CO | $802K |
SCHXSCHWAB STRATEGIC TR | $787K |
GQ9SPDR GOLD TR | $780K |
MAMASTERCARD INCORPORATED | $763K |
GEVGE VERNOVA INC | $761K |
GEGE AEROSPACE | $748K |
CVXCHEVRON CORP NEW | $735K |
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