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
ROPROPER TECHNOLOGIES INC
$221.3M
SPGSIMON PPTY GROUP INC NEW
$219.9M
ETENERGY TRANSFER L P
$218.9M
DOVDOVER CORP
$216.8M
CSXCSX CORP
$216.3M
CRMSALESFORCE INC
$216.2M
VUGVANGUARD INDEX FDS
$215.7M
UNPUNION PAC CORP
$215.2M
INBKFIRST INTERNET BANCORP
$211.3M
IBMINTERNATIONAL BUSINESS MACHS
$211.1M
OKEONEOK INC NEW
$209.9M
FNVFRANCO NEV CORP
$203.6M
AGGISHARES TR
$191.1M
OEFISHARES TR
$185.8M
IVZINVESCO LTD
$185.5M
AMALAMALGAMATED FINANCIAL CORP
$180.6M
ESGVVANGUARD WORLD FD
$165.9M
EEMISHARES TR
$156.7M
AQLTISHARES TR
$150.4M
SCHXSCHWAB STRATEGIC TR
$150.2M
INGING GROEP N.V.
$131.8M
NRGVENERGY VAULT HOLDINGS INC
$129.3M
FNDESCHWAB STRATEGIC TR
$127.1M
IJTISHARES TR
$117.1M
ELANELANCO ANIMAL HEALTH INC
$114.9M
ARKKARK ETF TR
$114.7M
SPEMSPDR INDEX SHS FDS
$112.4M
IYY*ISHARES TR
$109.6M
IUSVISHARES TR
$91.8M
SMRTSMARTRENT INC
$86.0M
SCHOSCHWAB STRATEGIC TR
$84.8M
XLISELECT SECTOR SPDR TR
$76.0M
VSGXVANGUARD WORLD FD
$75.0M
RNWRENEW ENERGY GLOBAL PLC
$70.6M
ARKQARK ETF TR
$63.4M
EFVISHARES TR
$58.9M
IYRISHARES TR
$52.6M
VBRVANGUARD INDEX FDS
$47.8M
AMJEURJPMORGAN CHASE & CO
$40.5M
AOMISHARES TR
$36.2M
ARKFARK ETF TR
$36.2M
ARKTARK ETF TR
$35.3M
EMBISHARES TR
$35.2M
ARKGARK ETF TR
$31.2M
TLTISHARES TR
$30.2M
IYWISHARES TR
$29.8M
IJJISHARES TR
$29.8M
SCHBSCHWAB STRATEGIC TR
$26.2M
VHTVANGUARD WORLD FDS
$24.9M
MGCVANGUARD WORLD FD
$24.9M
PFFISHARES TR
$21.1M
IYHISHARES TR
$21.1M
LCTXLINEAGE CELL THERAPEUTICS IN
$14.9M
VDEVANGUARD WORLD FDS
$12.7M
VDCVANGUARD WORLD FDS
$11.3M
MSP RECOVERY INC
$10.7M
VLUEISHARES TR
$8.5M
HYGISHARES TR
$8.1M
IUSGISHARES TR
$6.0M
IUSBISHARES TR
$5.8M
DRIVGLOBAL X FDS
$3.6M
PGFINVESCO EXCHANGE TRADED FD T
$3.2M
IWSISHARES TR
$2.1M
ATLANTIC COASTAL ACQUISTN CO
$282K
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