Oxford Financial Group LTD Purchases in Q3 2025

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GNR
Spdr S&P Global Natural Resour

ETFs
109K
+ 6.43%
$54.23 - $59.34 $5.89M - $6.45M
1.8M $107M
AAPL
Apple Inc.

Technology
4.03K
+ 3.03%
$202.38 - $256.87 $815K - $1.03M
137K $34.9M
NVDA
Nvidia Corp

Technology
23.2K
+ 21.72%
$153.3 - $186.58 $3.55M - $4.32M
130K $24.2M
VTV
Vanguard Value ETF

ETFs
4.5K
+ 1.68%
$175.51 - $186.57 $789K - $839K
272K $50.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
604
+ 1.22%
$617.65 - $666.84 $373K - $403K
50.2K $33.4M
MSFT
Microsoft Corp

Technology
2.26K
+ 5.23%
$491.09 - $535.64 $1.11M - $1.21M
45.5K $23.6M
HGTY
Hagerty, Inc.

Financial Services
170K
New
$9.34 - $13.02 $1.59M - $2.21M
170K $2.05M
META
Meta Platforms, Inc.

Communication Services
2.52K
+ 136.85%
$695.21 - $791.73 $1.75M - $1.99M
4.36K $3.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 3.06%
$282.78 - $316.06 $347K - $388K
41.3K $13M
VUG
Vanguard Growth ETF

ETFs
2.34K
+ 77.93%
$433.97 - $484.08 $1.02M - $1.13M
5.35K $2.57M
GOOGL
Alphabet Inc.

Communication Services
1.7K
+ 18.6%
$174.36 - $254.72 $296K - $433K
10.8K $2.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 23.7%
$546.99 - $602.2 $630K - $694K
6.01K $3.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
681
+ 8.05%
$420.11 - $472.68 $286K - $322K
9.14K $4.28M
GLW
Corning Inc

Technology
184
+ 0.83%
$51.6 - $82.03 $9.49K - $15.1K
22.5K $1.84M
TSLA
Tesla, Inc.

Consumer Cyclical
842
+ 50.51%
$293.94 - $444.72 $247K - $374K
2.51K $1.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.21K
+ 3.1%
$108.97 - $121.65 $132K - $147K
40.3K $4.87M
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 15.35%
$237.58 - $259.17 $357K - $390K
11.3K $2.87M
AMZN
Amazon Com Inc

Consumer Cyclical
2.44K
+ 11.52%
$211.65 - $238.24 $517K - $582K
23.6K $5.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.26K
+ 16.64%
$62.09 - $66.51 $389K - $416K
43.9K $2.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
332
+ 1.58%
$459.11 - $506.91 $152K - $168K
21.3K $10.7M
ORCL
Oracle Corp

Technology
231
+ 3.66%
$218.96 - $328.33 $50.6K - $75.8K
6.55K $1.84M
ETN
Eaton Corp PLC

Industrials
597
+ 5.06%
$342.99 - $392.76 $205K - $234K
12.4K $4.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
34
+ 0.08%
$192.76 - $203.86 $6.55K - $6.93K
43.5K $8.85M
GOOG
Alphabet Inc.

Communication Services
167
+ 3.03%
$175.16 - $255.24 $29.3K - $42.6K
5.68K $1.38M
CVX
Chevron Corp

Energy
2.25K
+ 53.68%
$145.57 - $161.83 $327K - $363K
6.43K $998K
MS
Morgan Stanley

Financial Services
2.29K
+ 153.76%
$139.09 - $161.16 $318K - $369K
3.78K $600K
CCJ
Cameco Corp

Energy
4.59K
New
$70.47 - $86.89 $324K - $399K
4.59K $385K
JNJ
Johnson & Johnson

Healthcare
350
+ 3.88%
$155.17 - $185.42 $54.3K - $64.9K
9.38K $1.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
747
+ 178.28%
$412.46 - $514.1 $308K - $384K
1.17K $571K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.89K
+ 24.94%
$49.43 - $54.52 $242K - $267K
24.5K $1.33M
XOM
Exxon Mobil Corp

Energy
2.29K
+ 11.67%
$105.83 - $117.22 $242K - $268K
21.9K $2.47M
INTC
Intel Corp

Technology
10.3K
New
$19.31 - $35.5 $198K - $365K
10.3K $344K
VGT
Vanguard Information Technolog

ETFs
234
+ 14.55%
$656.44 - $753.15 $154K - $176K
1.84K $1.38M
COIN
Coinbase Global, Inc.

Technology
898
New
$297.99 - $419.78 $268K - $377K
898 $303K
ABBV
Abb Vie Inc.

Healthcare
299
+ 6.2%
$184.85 - $231.54 $55.3K - $69.2K
5.12K $1.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
629
New
$435.72 - $463.74 $274K - $292K
629 $291K
BAC
Bank Of America Corp

Financial Services
5.01K
+ 71.96%
$44.92 - $52.42 $225K - $263K
12K $617K
GS
Goldman Sachs Group Inc

Financial Services
312
+ 68.57%
$696.56 - $806.32 $217K - $252K
767 $610K
GLD
Spdr Gold Trust

ETFs
378
+ 12.88%
$300.96 - $355.47 $114K - $134K
3.31K $1.18M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
9.85K
New
$24.13 - $29.07 $238K - $286K
9.85K $281K
LIT
Global X Fds Global X Lithium

ETFs
4.64K
New
$38.41 - $56.85 $178K - $264K
4.64K $263K
RTX
Raytheon Technologies Corp

Industrials
944
+ 21.96%
$144.19 - $167.33 $136K - $158K
5.24K $877K
AXP
American Express CO

Financial Services
700
+ 53.35%
$294.27 - $342.31 $206K - $240K
2.01K $668K
DUK
Duke Energy Corp

Utilities
2.01K
New
$116.31 - $125.93 $234K - $253K
2.01K $248K
EFV
Msci Eafe Value ETF

ETFs
3.45K
New
$62.79 - $68.42 $217K - $236K
3.45K $234K
GE
General Electric CO

Industrials
177
+ 4.67%
$244.75 - $305.63 $43.3K - $54.1K
3.97K $1.19M
D
Dominion Energy, Inc

Utilities
3.35K
New
$56.32 - $62.1 $189K - $208K
3.35K $205K
CMCSA
Comcast Corp

Communication Services
6.46K
New
$31.41 - $36.33 $203K - $235K
6.46K $202K
CI
Cigna Corp

Healthcare
704
New
$262.23 - $334.39 $185K - $235K
704 $202K
Activity Summary
Buys All Purchases 143 New Holdings 24 Increased Positions 119 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Oxford Financial Group LTD Portfolio

Follow Oxford Financial Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email