Oxford Financial Group LTD Reduced Holdings in Q4 2024

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REET
Ishares Global Reit ETF

ETFs
-2.49M
- 97.81%
$23.43 - $26.54 $58.3M - $66M
55.6K $1.33M
LLY
Eli Lilly & CO

Healthcare
-2.46K
- 1.01%
$727.2 - $932.06 $1.79M - $2.3M
242K $187M
MSFT
Microsoft Corp

Technology
-12.6K
- 21.02%
$406.35 - $454.46 $5.12M - $5.72M
47.3K $19.9M
DSTL
ETF Ser Solution Distillate Us

ETFs
-40.6K
- 2.44%
$54.74 - $58.88 $2.22M - $2.39M
1.62M $89.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 75.0%
$664750.0 - $724132.5 $3.99M - $4.34M
2 $1.36M
MUB
Ishares National Muni Bond ETF

ETFs
-11.9K
- 1.23%
$105.78 - $108.7 $1.26M - $1.3M
956K $102M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.77K
- 23.17%
$442.29 - $483.08 $2.99M - $3.27M
22.4K $10.2M
VTV
Vanguard Value ETF

ETFs
-9.23K
- 3.2%
$168.32 - $181.87 $1.55M - $1.68M
279K $47.2M
KKR
Kkr & Co. Inc.

Financial Services
-14.8K
- 88.95%
$129.87 - $162.87 $1.93M - $2.42M
1.84K $272K
AVUV
American Centy ETF Tr Avantis

ETFs
-23.2K
- 3.24%
$94.37 - $106.41 $2.19M - $2.47M
693K $66.9M
AON
Aon PLC

Financial Services
-4.36K
- 50.96%
$344.14 - $393.31 $1.5M - $1.72M
4.2K $1.51M
GNR
Spdr S&P Global Natural Resour

ETFs
-9.17K
- 11.52%
$48.67 - $58.43 $446K - $536K
70.5K $3.51M
IWN
Ishares Russell2000 Val ETF

ETFs
-5.97K
- 17.76%
$162.69 - $181.35 $970K - $1.08M
27.6K $4.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.45K
- 3.56%
$570.51 - $610.59 $1.97M - $2.11M
93.5K $55.1M
INTU
Intuit Inc

Technology
-1.41K
- 64.69%
$602.01 - $706.25 $846K - $992K
767 $482K
GLW
Corning Inc

Technology
-17.3K
- 43.77%
$44.11 - $49.76 $765K - $862K
22.3K $1.06M
NKE
Nike, Inc.

Consumer Cyclical
-205
- 0.6%
$73.36 - $89.13 $15K - $18.3K
34.1K $2.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.35K
- 3.15%
$183.23 - $199.79 $247K - $269K
41.4K $7.66M
VT
Vanguard Total World Stk Index

ETFs
-1.77K
- 1.7%
$117.09 - $123.07 $207K - $218K
102K $12M
JNJ
Johnson & Johnson

Healthcare
-1.67K
- 14.71%
$143.34 - $165.86 $239K - $277K
9.67K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
-1.62K
- 17.88%
$261.5 - $284.63 $424K - $462K
7.45K $1.97M
PG
Procter & Gamble CO

Consumer Defensive
-1.66K
- 10.33%
$161.05 - $179.7 $267K - $298K
14.4K $2.41M
VB
Vanguard Small Cap ETF

ETFs
-1.63K
- 15.82%
$233.76 - $261.58 $382K - $427K
8.69K $2.09M
BALL
Ball Corp

Consumer Cyclical
-53
- 0.24%
$54.84 - $67.94 $2.91K - $3.6K
21.9K $1.2M
USB
Us Bancorp \De\

Financial Services
-6.5K
- 43.54%
$43.98 - $53.66 $286K - $349K
8.43K $403K
CAT
Caterpillar Inc

Industrials
-618
- 37.05%
$360.37 - $416.88 $223K - $258K
1.05K $380K
XOM
Exxon Mobil Corp

Energy
-621
- 2.92%
$105.51 - $125.37 $65.5K - $77.9K
20.7K $2.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.87K
- 7.58%
$57.29 - $63.1 $107K - $118K
22.8K $1.31M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.81K
- 3.37%
$201.32 - $217.44 $565K - $610K
80.4K $16.6M
ADBE
Adobe Inc.

Technology
-371
- 38.97%
$437.39 - $552.96 $162K - $205K
581 $258K
HD
Home Depot, Inc.

Consumer Cyclical
-449
- 12.66%
$385.02 - $431.37 $173K - $194K
3.1K $1.2M
VV
Vanguard Large Cap ETF

ETFs
-1.05K
- 12.51%
$260.27 - $280.65 $274K - $295K
7.35K $1.98M
UNH
Unitedhealth Group Inc

Healthcare
-250
- 19.78%
$485.52 - $625.25 $121K - $156K
1.01K $512K
NEE
Nextera Energy Inc

Utilities
-474
- 3.25%
$69.77 - $85.43 $33.1K - $40.5K
14.1K $1.01M
ELV
Elevance Health, Inc.

Healthcare
-28
- 2.46%
$365.96 - $514.62 $10.2K - $14.4K
1.11K $410K
RJF
Raymond James Financial Inc

Financial Services
-3.22K
- 31.92%
$123.0 - $170.1 $396K - $548K
6.87K $1.07M
AMGN
Amgen Inc

Healthcare
-81
- 3.46%
$258.78 - $328.31 $21K - $26.6K
2.26K $589K
KO
Coca Cola CO

Consumer Defensive
-392
- 2.72%
$61.74 - $71.71 $24.2K - $28.1K
14K $874K
GII
Spdr S&P Global Infrasture ETF

ETFs
-172
- 0.29%
$57.64 - $63.28 $9.91K - $10.9K
59.1K $3.5M
NVO
Novo Nordisk A S

Healthcare
-310
- 7.95%
$85.0 - $120.04 $26.4K - $37.2K
3.59K $308K
AMD
Advanced Micro Devices Inc

Technology
-326
- 13.25%
$118.88 - $172.8 $38.8K - $56.3K
2.13K $257K
PEP
Pepsico Inc

Consumer Defensive
-506
- 13.82%
$151.29 - $176.1 $76.6K - $89.1K
3.16K $479K
LMT
Lockheed Martin Corp

Industrials
-14
- 1.05%
$479.66 - $614.62 $6.72K - $8.6K
1.32K $639K
ABBV
Abb Vie Inc.

Healthcare
-62
- 1.05%
$164.99 - $203.87 $10.2K - $12.6K
5.85K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
-257
- 9.64%
$244.52 - $284.07 $62.8K - $73K
2.41K $594K
QCOM
Qualcomm Inc

Technology
-508
- 21.32%
$150.4 - $178.04 $76.4K - $90.4K
1.88K $288K
GE
General Electric CO

Industrials
-140
- 3.7%
$159.95 - $194.23 $22.4K - $27.2K
3.64K $607K
AEP
American Electric Power CO Inc

Utilities
-22
- 0.23%
$90.91 - $102.21 $2K - $2.25K
9.63K $888K
DHR
Danaher Corp

Healthcare
-63
- 3.57%
$226.16 - $274.52 $14.2K - $17.3K
1.7K $390K
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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