Oxford Financial Group LTD Purchases and Sells in Q3 2025

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

Top Buys

Incresed Positions

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GNR	109K + 6.43%	$54.23 - $59.34 $5.89M - $6.45M	1.8M $107M
AAPL	4.03K + 3.03%	$202.38 - $256.87 $815K - $1.03M	137K $34.9M
NVDA	23.2K + 21.72%	$153.3 - $186.58 $3.55M - $4.32M	130K $24.2M
VTV	4.5K + 1.68%	$175.51 - $186.57 $789K - $839K	272K $50.7M
SPY	604 + 1.22%	$617.65 - $666.84 $373K - $403K	50.2K $33.4M
MSFT	2.26K + 5.23%	$491.09 - $535.64 $1.11M - $1.21M	45.5K $23.6M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HGTY	170K New	$9.34 - $13.02 $1.59M - $2.21M	170K $2.05M
CCJ	4.59K New	$70.47 - $86.89 $324K - $399K	4.59K $385K
INTC	10.3K New	$19.31 - $35.5 $198K - $365K	10.3K $344K
COIN	898 New	$297.99 - $419.78 $268K - $377K	898 $303K
DIA	629 New	$435.72 - $463.74 $274K - $292K	629 $291K
WTAI	9.85K New	$24.13 - $29.07 $238K - $286K	9.85K $281K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-81.6K - 8.62%	$103.24 - $106.68 $8.42M - $8.7M	865K $92.1M
LLY	-2.77K - 1.8%	$625.65 - $812.69 $1.73M - $2.25M	151K $115M
IEFA	-7.65K - 95.17%	$81.7 - $87.53 $625K - $670K	388 $33K
MDY	-1.14K - 35.62%	$567.09 - $607.37 $645K - $691K	2.06K $1.22M
JCPI	-11.5K - 3.96%	$47.87 - $49.04 $553K - $566K	280K $13.7M
AVGO	-2.66K - 25.81%	$264.74 - $369.57 $705K - $985K	7.66K $2.53M

Activity Summary All Purchases 143 New Holdings 24 Increased Positions 119 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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