Oxford Financial Group LTD Sells in Q3 2025

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-81.6K
- 8.62%
$103.24 - $106.68 $8.42M - $8.7M
865K $92.1M
LLY
Eli Lilly & CO

Healthcare
-2.77K
- 1.8%
$625.65 - $812.69 $1.73M - $2.25M
151K $115M
IEFA
Ishares Tr

ETFs
-7.65K
- 95.17%
$81.7 - $87.53 $625K - $670K
388 $33K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.14K
- 35.62%
$567.09 - $607.37 $645K - $691K
2.06K $1.22M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
-11.5K
- 3.96%
$47.87 - $49.04 $553K - $566K
280K $13.7M
AVGO
Broadcom Inc.

Technology
-2.66K
- 25.81%
$264.74 - $369.57 $705K - $985K
7.66K $2.53M
XLF
Financial Sector Spdr

ETFs
-5.91K
- 66.69%
$51.37 - $54.25 $304K - $321K
2.95K $159K
MSTR
Microstrategy Inc

Technology
-284
- 27.39%
$300.7 - $455.9 $85.4K - $129K
753 $242K
FNDX
Schwab Fundamental U S Large C

ETFs
-77.4K
- 7.31%
$24.38 - $26.34 $1.89M - $2.04M
982K $25.8M
INBK
First Internet Bancorp

Financial Services
-3.2K
- 24.55%
$21.46 - $28.0 $68.7K - $89.6K
9.83K $220K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.2K
- 65.69%
$42.67 - $46.91 $93.9K - $103K
1.15K $53K
VIG
Vanguard Dividend Appreciation

ETFs
-400
- 12.2%
N/A
2.88K $524K
VOT
Vanguard Mid Cap Growth Index

ETFs
-148
- 38.34%
$282.75 - $294.19 $41.8K - $43.5K
238 $69K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-356
- 28.19%
$97.75 - $100.75 $34.8K - $35.9K
907 $90K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.25K
- 8.15%
$135.0 - $146.02 $304K - $329K
25.4K $3.69M
EFG
Msci Eafe Growth ETF

ETFs
-340
- 5.36%
$106.99 - $114.46 $36.4K - $38.9K
6K $683K
IWM
Ishares Russell 2000 ETF

ETFs
-1.26K
- 11.62%
$214.92 - $244.84 $271K - $309K
9.6K $2.32M
KKR
Kkr & Co. Inc.

Financial Services
-41
- 1.04%
$129.95 - $152.16 $5.33K - $6.24K
3.91K $508K
IEMG
Ishares Inc

ETFs
-186
- 6.81%
N/A
2.54K $136K
VOE
Vanguard Mid Cap Value Index F

ETFs
-59
- 62.77%
$164.63 - $174.58 $9.71K - $10.3K
35 $6K
TIP
Ishares Tr Tips Bd ETF

ETFs
-36
- 1.12%
$109.11 - $111.88 $3.93K - $4.03K
3.18K $353K
AOA
Ishares Tr Core Aggressive All

ETFs
-291
- 3.74%
$82.71 - $88.14 $24.1K - $25.6K
7.5K $660K
REET
Ishares Global Reit ETF

ETFs
-1.5K
- 2.66%
$24.45 - $25.91 $36.7K - $38.9K
54.9K $1.4M
VNQ
Vanguard Specialized Funds Van

ETFs
-85
- 0.88%
$88.47 - $93.24 $7.52K - $7.93K
9.54K $872K
AOR
Ishares Tr Core Growth Allocat

ETFs
-149
- 1.75%
$60.99 - $64.39 $9.09K - $9.59K
8.36K $538K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5
- 0.14%
$182.33 - $194.5 $912 - $973
3.62K $704K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23
- 1.57%
$284.45 - $324.95 $6.54K - $7.47K
1.45K $462K
GII
Spdr S&P Global Infrasture ETF

ETFs
-387
- 0.68%
$66.35 - $69.9 $25.7K - $27.1K
56.1K $3.91M
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.04%
$279.83 - $293.74 $839 - $881
7.48K $2.2M
SHOP
Shopify Inc.

Technology
-7
- 0.21%
$112.11 - $157.12 $785 - $1.1K
3.39K $503K
IWV
Ishares Russell 3000 ETF

ETFs
-33
- 0.52%
$351.04 - $379.81 $11.6K - $12.5K
6.33K $2.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-96
- 0.55%
$194.44 - $206.51 $18.7K - $19.8K
17.4K $3.6M
VXF
Vanguard Extended Market ETF

ETFs
-743
- 3.07%
$193.58 - $213.07 $144K - $158K
23.5K $4.92M
VT
Vanguard Total World Stk Index

ETFs
-4.65K
- 4.55%
$128.41 - $138.03 $597K - $642K
97.7K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.61K
- 1.59%
$87.29 - $93.61 $228K - $244K
161K $15.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-82
- 0.65%
$567.77 - $614.76 $46.6K - $50.4K
12.6K $7.71M
IWN
Ishares Russell2000 Val ETF

ETFs
-34
- 0.13%
$157.1 - $178.94 $5.34K - $6.08K
27.1K $4.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-241
- 0.8%
$339.37 - $366.46 $81.8K - $88.3K
29.8K $10.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-418
- 0.25%
$39.06 - $43.42 $16.3K - $18.1K
167K $7.24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-869
- 1.22%
$236.25 - $257.69 $205K - $224K
70.5K $18.1M
ACWI
Ishares Msci Acwi ETF

ETFs
-8.38K
- 3.84%
$128.32 - $138.41 $1.08M - $1.16M
210K $29M
DSTL
ETF Ser Solution Distillate Us

ETFs
-53.1K
- 3.18%
$54.44 - $58.24 $2.89M - $3.09M
1.61M $93.6M
AVUV
American Centy ETF Tr Avantis

ETFs
-38.2K
- 5.24%
$90.37 - $102.12 $3.46M - $3.91M
692K $68.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-853
- 0.94%
$620.67 - $670.08 $529K - $572K
89.6K $60M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-12.4K
- 0.31%
$41.13 - $44.7 $512K - $556K
3.99M $178M
VTI
Vanguard Total Stock Market Et

ETFs
-12.4K
- 1.43%
$303.93 - $329.86 $3.78M - $4.1M
859K $282M
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
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