OXFORD FINANCIAL GROUP, LTD. LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$1.6T

Holdings

295

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (295 positions)

StockValue
EOGEOG RES INC
$297.1M
TKRTIMKEN CO
$291.1M
TYLTYLER TECHNOLOGIES INC
$287.8M
MPCMARATHON PETE CORP
$287.4M
NFLXNETFLIX INC
$287.3M
DOVDOVER CORP
$284.5M
NVTNVENT ELECTRIC PLC
$276.6M
DYHTARGET CORP
$274.9M
NEMNEWMONT CORP
$272.4M
ATOATMOS ENERGY CORP
$265.8M
BMYBRISTOL-MYERS SQUIBB CO
$263.1M
BACVERIZON COMMUNICATIONS INC
$262.8M
BPBP PLC
$259.7M
CSXCSX CORP
$258.3M
OEFISHARES TR
$256.3M
UPSUNITED PARCEL SERVICE INC
$255.4M
EPDENTERPRISE PRODS PARTNERS L
$254.5M
AWMSKYWORKS SOLUTIONS INC
$246.9M
CMCSACOMCAST CORP NEW
$244.9M
BDXBECTON DICKINSON & CO
$242.1M
DUKDUKE ENERGY CORP NEW
$239.6M
DWDMORGAN STANLEY
$236.6M
VTEBVANGUARD MUN BD FDS
$234.7M
IEMGISHARES INC
$231.5M
LYVLIVE NATION ENTERTAINMENT IN
$229.4M
FRMEFIRST MERCHANTS CORP
$227.6M
IVZINVESCO LTD
$227.3M
ATECALPHATEC HLDGS INC
$225.3M
VBRVANGUARD INDEX FDS
$222.1M
GQ9SPDR GOLD TR
$220.5M
CEGCONSTELLATION ENERGY CORP
$216.9M
BLKCHFBLACKROCK INC
$214.6M
CVSCVS HEALTH CORP
$211.9M
TMOTHERMO FISHER SCIENTIFIC INC
$207.8M
ICEINTERCONTINENTAL EXCHANGE IN
$206.3M
ESGVVANGUARD WORLD FD
$203.0M
LITGLOBAL X FDS
$202.1M
DDOMINION ENERGY INC
$202.0M
APDAIR PRODS & CHEMS INC
$200.1M
EEMISHARES TR
$189.4M
ATSG*AIR TRANSPORT SERVICES GRP I
$182.3M
IYWISHARES TR
$181.9M
INGING GROEP N.V.
$181.6M
AQLTISHARES TR
$171.6M
FNDESCHWAB STRATEGIC TR
$156.5M
ARKKARK ETF TR
$150.9M
IJTISHARES TR
$149.8M
IYY*ISHARES TR
$148.7M
SPEMSPDR INDEX SHS FDS
$138.2M
DFIVDIMENSIONAL ETF TRUST
$110.4M
VOEVANGUARD INDEX FDS
$109.2M
VSGXVANGUARD WORLD FD
$98.6M
VOTVANGUARD INDEX FDS
$94.0M
QCLNFIRST TR EXCHANGE-TRADED FD
$90.8M
ARKQARK ETF TR
$87.5M
IJJISHARES TR
$87.0M
ARKFARK ETF TR
$75.7M
MGCVANGUARD WORLD FD
$74.4M
SCHDSCHWAB STRATEGIC TR
$60.2M
XLVSELECT SECTOR SPDR TR
$55.4M
ARKTARK ETF TR
$55.4M
IJKISHARES TR
$55.2M
QTIQT IMAGING HLDGS INC
$53.6M
NRGVENERGY VAULT HOLDINGS INC
$48.7M
ANGLVANECK ETF TRUST
$41.4M
SCHBSCHWAB STRATEGIC TR
$34.9M
MOOVANECK ETF TRUST
$31.3M
VHTVANGUARD WORLD FD
$29.9M
ARKGARK ETF TR
$28.1M
IXCISHARES TR
$25.0M
AOMISHARES TR
$24.9M
PFFISHARES TR
$23.3M
SPDWSPDR INDEX SHS FDS
$22.8M
FNGRFINGERMOTION INC
$21.8M
ACWXISHARES TR
$16.4M
XLYSELECT SECTOR SPDR TR
$15.6M
VDCVANGUARD WORLD FD
$14.3M
VDEVANGUARD WORLD FD
$12.2M
LCTXLINEAGE CELL THERAPEUTICS IN
$11.4M
GDXVANECK ETF TRUST
$9.0M
HYGISHARES TR
$8.8M
IGSBISHARES TR
$8.3M
IYRISHARES TR
$8.0M
VLUEISHARES TR
$7.4M
IUSBISHARES TR
$6.3M
IUSVISHARES TR
$6.2M
IUSGISHARES TR
$5.3M
PGFINVESCO EXCHANGE TRADED FD T
$3.8M
DRIVGLOBAL X FDS
$3.7M
XLESELECT SECTOR SPDR TR
$2.4M
MOATVANECK ETF TRUST
$1.1M
EFVISHARES TR
$748K
VOXVANGUARD WORLD FD
$727K
MCHIISHARES TR
$509K
VFHVANGUARD WORLD FD
$330K
PreviousPage 3 of 3