Oxford Financial Group LTD Incresed Positions in Q4 2024

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.62M
+ 70.35%
$37.46 - $43.08 $60.8M - $69.9M
3.93M $150M
VTI
Vanguard Total Stock Market Et

ETFs
24.9K
+ 3.55%
$280.04 - $302.45 $6.98M - $7.54M
728K $211M
NVDA
Nvidia Corp

Technology
15.3K
+ 11.25%
$117.0 - $148.88 $1.79M - $2.27M
151K $20.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
24.9K
+ 436.28%
$138.92 - $149.97 $3.45M - $3.73M
30.6K $4.42M
VEA
Vanguard Ftse Developed Market

ETFs
47.9K
+ 168.74%
$47.57 - $52.44 $2.28M - $2.51M
76.2K $3.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
+ 3.75%
$567.81 - $607.81 $1.03M - $1.1M
50.1K $29.4M
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 0.06%
$205.18 - $250.29 $5.54K - $6.76K
43.5K $10.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
14K
+ 61.66%
$87.25 - $95.52 $1.23M - $1.34M
36.8K $3.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
7K
+ 22.37%
$94.43 - $105.47 $661K - $738K
38.3K $3.88M
IEFA
Ishares Tr

ETFs
12K
+ 545.57%
$70.06 - $77.43 $841K - $929K
14.2K $997K
CPRT
Copart Inc

Consumer Cyclical
52
+ 0.04%
$51.36 - $63.8 $2.67K - $3.32K
124K $7.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.54K
+ 33.29%
$61.68 - $67.87 $588K - $647K
38.2K $2.38M
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 30.48%
$216.13 - $242.4 $562K - $631K
11.1K $2.46M
GLD
Spdr Gold Trust

ETFs
1.8K
+ 198.46%
$236.59 - $257.5 $426K - $464K
2.71K $655K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.44K
+ 6824.62%
$91.94 - $100.02 $408K - $444K
4.5K $416K
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 5.05%
$873.59 - $994.69 $178K - $203K
4.24K $3.89M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.74K
+ 48.01%
$176.42 - $186.91 $307K - $325K
5.36K $954K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.17K
+ 5412.5%
$129.96 - $144.97 $281K - $314K
2.21K $307K
ACWI
Ishares Msci Acwi ETF

ETFs
6.47K
+ 2.8%
$117.05 - $123.03 $757K - $795K
237K $27.8M
VXF
Vanguard Extended Market ETF

ETFs
105
+ 0.38%
$179.17 - $207.15 $18.8K - $21.8K
27.6K $5.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 2.26%
$481.22 - $538.17 $60.2K - $67.3K
5.65K $2.89M
META
Meta Platforms, Inc.

Communication Services
105
+ 2.25%
$554.08 - $632.68 $58.2K - $66.4K
4.76K $2.81M
KMI
Kinder Morgan, Inc.

Energy
196
+ 0.99%
$22.59 - $28.54 $4.43K - $5.59K
19.9K $546K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.8K
+ 304.32%
$25.93 - $105.3 $1.01M - $4.09M
51.6K $1.44M
IVE
Ishares S&P 500 Value ETF

ETFs
1.04K
+ 6.74%
$189.5 - $206.17 $197K - $215K
16.5K $3.15M
KE
Kimball Electronics, Inc.

Industrials
53
+ 0.02%
$17.14 - $21.18 $908 - $1.12K
343K $6.42M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
16.2K
+ 10.32%
$33.39 - $37.66 $542K - $611K
173K $5.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.96K
+ 322.94%
$34.13 - $37.35 $66.8K - $73.1K
2.56K $87K
PNC
Pnc Financial Services Group, Inc.

Financial Services
202
+ 9.59%
$178.39 - $215.0 $36K - $43.4K
2.31K $445K
BK
Bank Of New York Mellon Corp

Financial Services
41
+ 0.57%
$70.82 - $81.87 $2.9K - $3.36K
7.26K $557K
SPG
Simon Property Group Inc

Real Estate
173
+ 5.93%
$167.23 - $183.84 $28.9K - $31.8K
3.09K $532K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
503
+ 4.76%
$113.92 - $127.38 $57.3K - $64.1K
11.1K $1.28M
AOA
Ishares Tr Core Aggressive All

ETFs
716
+ 10.1%
$76.61 - $79.88 $54.9K - $57.2K
7.81K $597K
OKE
Oneok Inc

Energy
46
+ 1.33%
$92.28 - $117.05 $4.24K - $5.38K
3.49K $350K
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 2.95%
$51.92 - $59.94 $7.79K - $8.99K
5.24K $296K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.8K
+ 200.0%
$22.4 - $68.28 $533K - $1.62M
35.7K $826K
PNR
Pentair PLC

Industrials
12
+ 0.29%
$95.0 - $109.21 $1.14K - $1.31K
4.14K $416K
FITB
Fifth Third Bancorp

Financial Services
313
+ 3.12%
$41.76 - $48.44 $13.1K - $15.2K
10.3K $437K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.25K
+ 238.1%
$22.01 - $66.82 $27.5K - $83.5K
1.78K $40K
TYL
Tyler Technologies Inc

Technology
12
+ 2.43%
$576.64 - $635.69 $6.92K - $7.63K
505 $291K
IYY
Ishares Tr

ETFs
3
+ 0.28%
$138.14 - $149.13 $414 - $447
1.07K $152K
Ge Vernova Inc
766
+ 30.48%
N/A
3.28K $0
PGF
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.66%
$14.4 - $15.83 $57.6 - $63.3
245 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 1.54%
$210.96 - $223.62 $211 - $224
66 $13K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3
+ 1.33%
$33.77 - $44.09 $101 - $132
229 $7K
VOE
Vanguard Mid Cap Value Index F

ETFs
17
+ 2.61%
$160.89 - $176.18 $2.74K - $3K
668 $108K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 1.18%
$197.36 - $217.3 $2.57K - $2.82K
1.12K $221K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.42K
+ 200.0%
$26.93 - $84.95 $38.3K - $121K
2.14K $58K
VZ
Verizon Communications Inc

Communication Services
636
+ 10.87%
$39.6 - $45.21 $25.2K - $28.8K
6.49K $259K
Activity Summary
Buys All Purchases 103 New Holdings 34 Increased Positions 69 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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