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
SHOP
Shopify Inc.

Technology
-804
- 17.33%
$78.14 - $119.49 $62.8K - $96.1K
3.84K $407K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-161
- 1.34%
$521.84 - $558.82 $84K - $90K
11.8K $6.38M
VGT
Vanguard Information Technolog

ETFs
-15
- 0.92%
$571.78 - $647.97 $8.58K - $9.72K
1.62K $1.01M
CSCO
Cisco Systems, Inc.

Technology
-165
- 1.63%
$52.45 - $60.02 $8.65K - $9.9K
9.94K $588K
GM
General Motors CO

Consumer Cyclical
-419
- 4.31%
$44.82 - $60.2 $18.8K - $25.2K
9.31K $495K
V
Visa Inc.

Financial Services
-325
- 8.19%
$273.87 - $320.91 $89K - $104K
3.64K $1.15M
DIS
Walt Disney CO

Communication Services
-158
- 2.97%
$92.39 - $117.6 $14.6K - $18.6K
5.16K $574K
GOOG
Alphabet Inc.

Communication Services
-814
- 8.49%
$163.08 - $198.16 $133K - $161K
8.77K $1.67M
WFC
Wells Fargo & Company

Financial Services
-329
- 4.85%
$54.98 - $77.35 $18.1K - $25.4K
6.46K $453K
VUG
Vanguard Growth ETF

ETFs
-16
- 0.56%
$378.79 - $428.11 $6.06K - $6.85K
2.85K $1.17M
CRM
Salesforce, Inc.

Technology
-71
- 3.94%
$270.87 - $367.87 $19.2K - $26.1K
1.73K $579K
BA
Boeing CO

Industrials
-74
- 1.82%
$138.14 - $180.72 $10.2K - $13.4K
4K $707K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-478
- 1.46%
$311.11 - $335.64 $149K - $160K
32.3K $10.4M
MASI
Masimo Corp

Healthcare
-16
- 0.46%
$132.43 - $177.7 $2.12K - $2.84K
3.43K $566K
WMT
Walmart Inc.

Consumer Defensive
-276
- 1.99%
$79.1 - $95.7 $21.8K - $26.4K
13.6K $1.23M
ATEC
Alphatec Holdings, Inc.

Healthcare
-528
- 1.3%
$4.98 - $10.48 $2.63K - $5.53K
40K $367K
TSLA
Tesla, Inc.

Consumer Cyclical
-92
- 3.81%
$213.65 - $479.86 $19.7K - $44.1K
2.32K $937K
AVGO
Broadcom Inc.

Technology
-239
- 3.13%
$159.67 - $250.0 $38.2K - $59.8K
7.41K $1.72M
ISRG
Intuitive Surgical Inc

Healthcare
-12K
- 5.5%
$471.27 - $550.62 $5.64M - $6.59M
206K $107M
BX
Blackstone Inc.

Financial Services
-18
- 0.07%
$148.45 - $199.05 $2.67K - $3.58K
26K $4.49M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.75K
- 6.25%
$180.88 - $232.93 $316K - $407K
26.2K $5.75M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-1.93K
- 1.3%
$58.22 - $78.62 $112K - $152K
146K $10.5M
AAPL
Apple Inc.

Technology
-2.01K
- 1.52%
$221.69 - $259.02 $446K - $521K
130K $32.6M
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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