OXFORD FINANCIAL GROUP, LTD. LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.2T

Holdings

264

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (264 positions)

StockValue
DEDEERE & CO
$670.2M
EFGISHARES TR
$640.9M
G2CEVERI HLDGS INC
$613.7M
ABTABBOTT LABS
$598.5M
UNHUNITEDHEALTH GROUP INC
$597.5M
MAMASTERCARD INCORPORATED
$586.8M
HZNPHORIZON THERAPEUTICS PUB L
$578.5M
SLBSCHLUMBERGER LTD
$578.3M
EFAXSPDR INDEX SHS FDS
$576.2M
AVGOBROADCOM INC
$573.9M
VGTVANGUARD WORLD FDS
$569.2M
UPGDINVESCO EXCHANGE TRADED FD T
$564.0M
ICLNISHARES TR
$558.9M
HONHONEYWELL INTL INC
$556.6M
VEAVANGUARD TAX-MANAGED FDS
$550.9M
PEPPEPSICO INC
$549.5M
ACNACCENTURE PLC IRELAND
$543.9M
SHOPSHOPIFY INC
$534.8M
LMTLOCKHEED MARTIN CORP
$528.0M
XLKSELECT SECTOR SPDR TR
$526.4M
IWPISHARES TR
$518.3M
CSCOCISCO SYS INC
$514.3M
VIGVANGUARD SPECIALIZED FUNDS
$509.3M
DONSPDR DOW JONES INDL AVERAGE
$508.8M
AEEAMEREN CORP
$506.0M
LOWLOWES COS INC
$502.1M
SCHFSCHWAB STRATEGIC TR
$491.9M
DFUVDIMENSIONAL ETF TRUST
$487.5M
IJRISHARES TR
$484.1M
UPSUNITED PARCEL SERVICE INC
$483.7M
ADBEADOBE INC
$477.8M
QUALISHARES TR
$477.3M
XCEMCOLUMBIA ETF TR II
$470.9M
AOAISHARES TR
$470.8M
LINLINDE PLC
$470.6M
QCOMQUALCOMM INC
$468.0M
AQLTISHARES TR
$466.9M
BMYBRISTOL-MYERS SQUIBB CO
$440.4M
EOGEOG RES INC
$436.1M
TYLTYLER TECHNOLOGIES INC
$434.4M
DHID R HORTON INC
$421.7M
VLOVALERO ENERGY CORP
$420.0M
PCTYPAYLOCITY HLDG CORP
$418.5M
RTXRTX CORPORATION
$418.4M
DISDISNEY WALT CO
$415.5M
TIPISHARES TR
$404.0M
SLVISHARES SILVER TR
$398.5M
XLFSELECT SECTOR SPDR TR
$390.6M
SYKSTRYKER CORPORATION
$382.6M
HESHESS CORP
$379.7M
IWOISHARES TR
$372.8M
GEGENERAL ELECTRIC CO
$370.7M
AMDADVANCED MICRO DEVICES INC
$364.2M
CECELANESE CORP DEL
$360.9M
USBUS BANCORP DEL
$355.7M
USMVISHARES TR
$352.9M
INTCINTEL CORP
$349.0M
SCCOSOUTHERN COPPER CORP
$348.5M
SPSMSPDR SER TR
$346.1M
STZCONSTELLATION BRANDS INC
$339.5M
DFIVDIMENSIONAL ETF TRUST
$326.2M
APDAIR PRODS & CHEMS INC
$324.5M
BPBP PLC
$323.3M
1ZRATLANTIC COASTAL ACQUISTN CO
$316.1M
ECLECOLAB INC
$311.7M
MPCMARATHON PETE CORP
$309.6M
MBINMERCHANTS BANCORP IND
$308.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$307.6M
3M4MASIMO CORP
$300.7M
CAHCARDINAL HEALTH INC
$295.6M
SBUXSTARBUCKS CORP
$294.2M
ATSG*AIR TRANSPORT SERVICES GRP I
$289.5M
VTEBVANGUARD MUN BD FDS
$288.6M
FXFINVESCO CURRENCYSHARES SWISS
$286.7M
4I1PHILIP MORRIS INTL INC
$286.1M
WFCWELLS FARGO CO NEW
$281.9M
SUSAISHARES TR
$279.4M
NVONOVO-NORDISK A S
$275.5M
FNDFSCHWAB STRATEGIC TR
$275.4M
TJXTJX COS INC NEW
$270.9M
EFXEQUIFAX INC
$267.8M
NSCNORFOLK SOUTHN CORP
$267.4M
QNSTQUINSTREET INC
$262.4M
CATCATERPILLAR INC
$256.2M
LITGLOBAL X FDS
$255.8M
FITBFIFTH THIRD BANCORP
$254.4M
KMIKINDER MORGAN INC DEL
$252.6M
CVSCVS HEALTH CORP
$249.5M
ADPAUTOMATIC DATA PROCESSING IN
$248.5M
BDXBECTON DICKINSON & CO
$245.9M
CMCSACOMCAST CORP NEW
$243.4M
AWMSKYWORKS SOLUTIONS INC
$240.8M
COFCAPITAL ONE FINL CORP
$240.0M
NEMNEWMONT CORP
$238.4M
TTDTHE TRADE DESK INC
$237.9M
PHOINVESCO EXCHANGE TRADED FD T
$236.1M
FISVFISERV INC
$234.3M
PNCPNC FINL SVCS GROUP INC
$229.6M
BACVERIZON COMMUNICATIONS INC
$226.6M
IEMGISHARES INC
$224.5M
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