OXFORD FINANCIAL GROUP, LTD. LLC Q4 2021 Filing

Filed February 10, 2022

Portfolio Value

$889.9B

Holdings

271

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
101
VOVANGUARD INDEX FDS
2,614$666.0M0.07%
102
SUSAISHARES TR
6,212$660.0M0.07%
103
TSLATESLA INC
617$652.0M0.07%
104
VVISA INC
2,951$640.0M0.07%
105
LOWLOWES COS INC
2,465$637.0M0.07%
106
UPGDINVESCO EXCHANGE TRADED FD T
10,120$636.0M0.07%
107
PEPPEPSICO INC
3,656$635.0M0.07%
108
QCOMQUALCOMM INC
3,450$631.0M0.07%
109
USBUS BANCORP DEL
10,803$607.0M0.07%
110
CMCSACOMCAST CORP NEW
11,608$584.0M0.07%
111
SNEXSTONEX GROUP INC
9,453$579.0M0.07%
112
PYPLPAYPAL HLDGS INC
3,046$574.0M0.06%
113
SCHXSCHWAB STRATEGIC TR
4,899$558.0M0.06%
114
AMGNAMGEN INC
2,381$536.0M0.06%
115
QNSTQUINSTREET INC
29,250$532.0M0.06%
116
PNCPNC FINL SVCS GROUP INC
2,638$529.0M0.06%
117
ABMDEURABIOMED INC
1,464$526.0M0.06%
118
TFCTRUIST FINL CORP
8,950$524.0M0.06%
119
XLVSELECT SECTOR SPDR TR
3,680$518.0M0.06%
120
XLCSELECT SECTOR SPDR TR
6,644$516.0M0.06%
121
WFCWELLS FARGO CO NEW
10,758$516.0M0.06%
122
ACNACCENTURE PLC IRELAND
1,230$510.0M0.06%
123
ANGLVANECK ETF TRUST
15,346$506.0M0.06%
124
METAMETA PLATFORMS INC
1,488$500.0M0.06%
125
FITBFIFTH THIRD BANCORP
11,359$495.0M0.06%
126
CECELANESE CORP DEL
2,913$490.0M0.06%
127
VISVANGUARD WORLD FDS
2,407$489.0M0.05%
128
CSCOCISCO SYS INC
7,382$468.0M0.05%
129
INBKFIRST INTERNET BANCORP
9,834$463.0M0.05%
130
ORCLORACLE CORP
5,214$455.0M0.05%
131
WMTWALMART INC
2,969$430.0M0.05%
132
EFXEQUIFAX INC
1,462$428.0M0.05%
133
SHOPSHOPIFY INC
310$427.0M0.05%
134
IWOISHARES TR
1,453$426.0M0.05%
135
AGGISHARES TR
3,696$422.0M0.05%
136
USMVISHARES TR
5,129$415.0M0.05%
137
RTXRAYTHEON TECHNOLOGIES CORP
4,779$411.0M0.05%
138
MRKMERCK & CO INC
5,358$411.0M0.05%
139
HONHONEYWELL INTL INC
1,967$410.0M0.05%
140
ATSG*AIR TRANSPORT SERVICES GRP I
13,870$408.0M0.05%
141
BABOEING CO
1,975$398.0M0.04%
142
DEDEERE & CO
1,162$398.0M0.04%
143
VSCOVICTORIAS SECRET AND CO
7,035$391.0M0.04%
144
BMYBRISTOL-MYERS SQUIBB CO
6,057$378.0M0.04%
145
XLISELECT SECTOR SPDR TR
3,529$373.0M0.04%
146
INTCINTEL CORP
7,181$370.0M0.04%
147
PEGPUBLIC SVC ENTERPRISE GRP IN
5,497$367.0M0.04%
148
4I1PHILIP MORRIS INTL INC
3,856$366.0M0.04%
149
ADPAUTOMATIC DATA PROCESSING IN
1,482$365.0M0.04%
150
UNHUNITEDHEALTH GROUP INC
720$362.0M0.04%
151
MBINMERCHANTS BANCORP IND
7,425$351.0M0.04%
152
LITGLOBAL X FDS
4,137$349.0M0.04%
153
DFASDIMENSIONAL ETF TRUST
5,784$347.0M0.04%
154
CLCOLGATE PALMOLIVE CO
4,011$342.0M0.04%
155
FRMEFIRST MERCHANTS CORP
8,136$341.0M0.04%
156
ABBVABBVIE INC
2,440$330.0M0.04%
157
LMTLOCKHEED MARTIN CORP
918$326.0M0.04%
158
SCCOSOUTHERN COPPER CORP
5,086$314.0M0.04%
159
BBJPJ P MORGAN EXCHANGE-TRADED F
5,548$306.0M0.03%
160
IEMGISHARES INC
5,104$306.0M0.03%
161
GMGENERAL MTRS CO
5,162$303.0M0.03%
162
JPSTJ P MORGAN EXCHANGE-TRADED F
5,875$297.0M0.03%
163
SLBSCHLUMBERGER LTD
9,919$297.0M0.03%
164
1ZRATLANTIC COASTAL ACQUISTN CO
30,250$295.0M0.03%
165
FNDFSCHWAB STRATEGIC TR
8,950$291.0M0.03%
166
ELANELANCO ANIMAL HEALTH INC
10,219$290.0M0.03%
167
IBMINTERNATIONAL BUSINESS MACHS
2,162$289.0M0.03%
168
DOVDOVER CORP
1,554$282.0M0.03%
169
BPBP PLC
10,606$282.0M0.03%
170
GEGENERAL ELECTRIC CO
2,825$267.0M0.03%
171
LINLINDE PLC
769$266.0M0.03%
172
DDOMINION ENERGY INC
3,354$263.0M0.03%
173
TJXTJX COS INC NEW
3,427$260.0M0.03%
174
UNPUNION PAC CORP
1,015$256.0M0.03%
175
VUGVANGUARD INDEX FDS
776$249.0M0.03%
176
RSPINVESCO EXCHANGE TRADED FD T
1,519$247.0M0.03%
177
SBUXSTARBUCKS CORP
2,109$247.0M0.03%
178
ARKKARK ETF TR
2,589$245.0M0.03%
179
DGROISHARES TR
4,381$243.0M0.03%
180
BDXBECTON DICKINSON & CO
960$241.0M0.03%
181
BBCAJ P MORGAN EXCHANGE-TRADED F
3,552$239.0M0.03%
182
CFAVICTORY PORTFOLIOS II
3,050$237.0M0.03%
183
SKYYFIRST TR EXCHANGE TRADED FD
2,268$237.0M0.03%
184
BACVERIZON COMMUNICATIONS INC
4,551$236.0M0.03%
185
VVVANGUARD INDEX FDS
1,051$232.0M0.03%
186
EWEDWARDS LIFESCIENCES CORP
1,767$229.0M0.03%
187
FDNFIRST TR EXCHANGE-TRADED FD
989$224.0M0.03%
188
MMM3M CO
1,239$220.0M0.02%
189
CSXCSX CORP
5,809$218.0M0.02%
190
SPYGSPDR SER TR
3,000$217.0M0.02%
191
CNRCANADIAN NATL RY CO
1,750$215.0M0.02%
192
CVSCVS HEALTH CORP
2,052$212.0M0.02%
193
WBAWALGREENS BOOTS ALLIANCE INC
3,928$205.0M0.02%
194
EOGEOG RES INC
2,292$204.0M0.02%
195
QUALISHARES TR
1,400$204.0M0.02%
196
MDYGSPDR SER TR
2,500$204.0M0.02%
197
DUKDUKE ENERGY CORP NEW
1,933$203.0M0.02%
198
EZMWISDOMTREE TR
3,600$203.0M0.02%
199
AWCAMERICAN WTR WKS CO INC NEW
1,070$202.0M0.02%
200
ARK ETF TR
9,770$191.0M0.02%
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