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
MRK
Merck & Co., Inc.

Healthcare
-45
- 0.77%
$96.31 - $114.76 $4.33K - $5.16K
5.81K $577K
WGO
Winnebago Industries Inc

Consumer Cyclical
-2
- 0.02%
$45.96 - $65.1 $91.9 - $130
8.08K $385K
CI
Cigna Corp

Healthcare
-34
- 3.77%
$265.59 - $358.58 $9.03K - $12.2K
867 $239K
FISV
Fiserv Inc

Technology
-551
- 24.42%
N/A
1.71K $213K
EFX
Equifax Inc

Industrials
-21
- 1.42%
$245.03 - $293.5 $5.15K - $6.16K
1.46K $372K
DGRO
Ishares Core Dividend Growth E

ETFs
-631
- 3.9%
$60.73 - $64.94 $38.3K - $41K
15.6K $953K
IEMG
Ishares Inc

ETFs
-1.1K
- 27.23%
N/A
2.93K $157K
MPC
Marathon Petroleum Corp

Energy
-104
- 5.9%
$131.65 - $174.84 $13.7K - $18.2K
1.66K $231K
ORCL
Oracle Corp

Technology
-166
- 2.49%
$165.41 - $192.43 $27.5K - $31.9K
6.51K $1.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-128
- 10.62%
$417.69 - $450.94 $53.5K - $57.7K
1.08K $458K
SYK
Stryker Corp

Healthcare
-110
- 6.88%
$345.14 - $392.15 $38K - $43.1K
1.49K $536K
XLF
Financial Sector Spdr

ETFs
-1.6K
- 13.57%
$44.89 - $51.34 $71.8K - $82.1K
10.2K $492K
ACN
Accenture PLC

Technology
-109
- 6.59%
$343.9 - $376.86 $37.5K - $41.1K
1.54K $543K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.3K
- 92.46%
$28.6 - $29.27 $37.2K - $38.1K
106 $3K
SLB
Schlumberger Limited

Energy
-117
- 1.25%
$36.83 - $45.59 $4.31K - $5.33K
9.24K $354K
EPD
Enterprise Products Partners L.P.

Energy
-1.83K
- 20.92%
$28.66 - $34.43 $52.4K - $63K
6.92K $216K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-295
- 41.9%
$121.89 - $135.52 $36K - $40K
409 $51K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-234
- 7.43%
$96.64 - $101.23 $22.6K - $23.7K
2.92K $282K
ECL
Ecolab Inc.

Basic Materials
-34
- 2.58%
$234.32 - $261.43 $7.97K - $8.89K
1.29K $301K
PGR
Progressive Corp

Financial Services
-30
- 1.65%
$239.6 - $268.88 $7.19K - $8.07K
1.78K $427K
CMCSA
Comcast Corp

Communication Services
-159
- 2.71%
$37.39 - $45.14 $5.95K - $7.18K
5.7K $214K
SWKS
Skyworks Solutions, Inc.

Technology
-58
- 2.32%
$83.18 - $99.15 $4.82K - $5.75K
2.44K $216K
BDX
Becton Dickinson & CO

Healthcare
-53
- 5.28%
$220.02 - $243.75 $11.7K - $12.9K
951 $215K
IBM
International Business Machines Corp

Technology
-85
- 2.11%
$204.9 - $238.04 $17.4K - $20.2K
3.94K $865K
TIP
Ishares Tr Tips Bd ETF

ETFs
-72
- 2.18%
$106.33 - $110.69 $7.66K - $7.97K
3.22K $343K
ETN
Eaton Corp PLC

Industrials
-82
- 0.68%
$326.96 - $377.52 $26.8K - $31K
12K $3.99M
CSX
Csx Corp

Industrials
-44
- 0.59%
$31.58 - $36.88 $1.39K - $1.62K
7.44K $239K
ET
Energy Transfer LP

Energy
-5.01K
- 22.17%
$16.05 - $19.86 $80.5K - $99.6K
17.6K $344K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-80
- 5.11%
$278.19 - $315.36 $22.3K - $25.2K
1.49K $427K
EOG
Eog Resources Inc

Energy
-111
- 4.59%
$118.22 - $136.54 $13.1K - $15.2K
2.31K $282K
NVT
N Vent Electric PLC

Industrials
-85
- 2.16%
$67.69 - $79.19 $5.75K - $6.73K
3.85K $262K
DE
Deere & CO

Industrials
-48
- 4.75%
$389.45 - $466.0 $18.7K - $22.4K
962 $407K
PM
Philip Morris International Inc.

Consumer Defensive
-25
- 0.79%
$118.38 - $133.06 $2.96K - $3.33K
3.13K $376K
MS
Morgan Stanley

Financial Services
-424
- 18.68%
$104.42 - $134.99 $44.3K - $57.2K
1.85K $232K
IVZ
Invesco Ltd.

Financial Services
-169
- 1.31%
$16.78 - $18.63 $2.84K - $3.15K
12.8K $223K
AXP
American Express CO

Financial Services
-132
- 9.4%
$267.35 - $305.57 $35.3K - $40.3K
1.27K $377K
ATO
Atmos Energy Corp

Utilities
-30
- 1.57%
$136.41 - $151.43 $4.09K - $4.54K
1.89K $262K
Linde PLC
-60
- 4.85%
N/A
1.18K $0
Ge Healthcare Technologies I
-403
- 10.83%
N/A
3.32K $0
Qt Imaging Hldgs Inc
-13.9K
- 18.37%
N/A
61.7K $0
ADP
Automatic Data Processing Inc

Industrials
-60
- 5.08%
$280.08 - $307.97 $16.8K - $18.5K
1.12K $328K
MA
Mastercard Inc

Financial Services
-90
- 5.64%
$491.3 - $536.15 $44.2K - $48.3K
1.51K $793K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-255
- 8.03%
$45.39 - $62.98 $11.6K - $16.1K
2.92K $165K
HON
Honeywell International Inc

Industrials
-111
- 5.35%
$202.84 - $236.0 $22.5K - $26.2K
1.96K $443K
TTD
Trade Desk, Inc.

Technology
-61
- 1.95%
$108.7 - $139.51 $6.63K - $8.51K
3.07K $360K
BAC
Bank Of America Corp

Financial Services
-467
- 4.71%
$39.22 - $47.77 $18.3K - $22.3K
9.46K $415K
NOW
Service Now, Inc.

Technology
-29
- 8.43%
$867.18 - $1148.42 $25.1K - $33.3K
315 $333K
GOOGL
Alphabet Inc.

Communication Services
-1.05K
- 10.64%
$161.86 - $196.66 $170K - $206K
8.81K $1.67M
NFLX
Netflix Inc

Communication Services
-43
- 10.62%
$687.65 - $936.56 $29.6K - $40.3K
362 $322K
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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