Holdings Channel
EntityShares/Amount
Change
Position Value
Change
SPLG +35,226+$1,969
FI +5,350+$711
TRGP +7,500+$652
HSY +2,775+$517
BAC +8,346+$281
AXP +1,372+$257
FRME +6,942+$257
ARES +2,000+$238
ATO +2,055+$238
GLD +1,214+$232
EntityShares/Amount
Change
Position Value
Change
WELL -17,218-$1,410
HZNP -5,000-$578
FISV -2,074-$234
ET -15,599-$219
UNP -1,057-$215
FNV -1,525-$204
TLT -341-$30
IYH -78-$21
LIFW -50,000-$11
EntityShares/Amount
Change
Position Value
Change
REET +2,297,209+$56,337
KE +121,076+$3,115
DSTL +52,745+$10,333
ACWI +45,503+$6,632
ISRG +42,185+$21,905
AVUV +34,664+$11,208
SCHX +23,284+$1,331
HNI +19,032+$1,033
VTI +17,479+$19,791
VTV +14,193+$5,518
EntityShares/Amount
Change
Position Value
Change
WGO -96,384-$582
GII -48,928-$2,141
JCPI -37,018-$1,182
ONB -29,292+$364
MTUM -18,416-$566
VT -10,965+$455
FNDX -9,679+$1,969
MUB -9,172+$4,780
DFIV -7,100-$226
Size ($ in 1000's)
At 12/31/2023: $1,362,908
At 09/30/2023: $1,157,032

Oxford Financial Group LTD. LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oxford Financial Group LTD. LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Oxford Financial Group LTD. LLC
As of  12/31/2023, we find all stocks held by Oxford Financial Group LTD. LLC to be as follows, presented in the table below with each row detailing each Oxford Financial Group LTD. LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Oxford Financial Group LTD. LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Oxford Financial Group LTD. LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ELI LILLY & CO      $207,430
     LLY376,247-1,303$219,322
     Put20,400UNCH$11,892
VANGUARD INDEX FDS (VTI) 648,061 +17,479 $153,733
     VTI648,061+17,479$153,733
ISHARES TR (MUB) 974,409 -9,172 $105,636
     MUB974,409-9,172$105,636
ETF SER SOLUTIONS (DSTL) 1,686,853 +52,745 $83,280
     DSTL1,686,853+52,745$83,280
INTUITIVE SURGICAL INC 212,443 +42,185 $71,670
     ISRG212,443+42,185$71,670
AMERICAN CENTY ETF TR (AVUV) 717,821 +34,664 $64,460
     AVUV717,821+34,664$64,460
ISHARES TR (REET) 2,559,808 +2,297,209 $61,896
     REET2,559,808+2,297,209$61,896
ISHARES TR (IVV) 104,506 +1,833 $49,915
     IVV104,506+1,833$49,915
VANGUARD INDEX FDS (VTV) 307,676 +14,193 $45,998
     VTV307,676+14,193$45,998
WINNEBAGO INDS INC 383,325 -96,384 $27,937
     WGO383,325-96,384$27,937
ISHARES TR (ACWI) 258,406 +45,503 $26,298
     ACWI258,406+45,503$26,298
SCHWAB STRATEGIC TR 420,705 -9,679 $26,058
     FNDX420,705-9,679$26,058
APPLE INC 133,707 -2,448 $25,743
     AAPL133,707-2,448$25,743
MCDONALDS CORP 79,619 +664 $23,608
     MCD79,619+664$23,608
SPDR S&P 500 ETF TR (SPY) 48,753 -498 $23,173
     SPY48,753-498$23,173
ISHARES TR (MTUM) 116,735 -18,416 $18,315
     MTUM116,735-18,416$18,315
BERKSHIRE HATHAWAY INC DEL      $17,382
     BRK.B30,478+3,836$10,870
     BRK.A12+4$6,512
J P MORGAN EXCHANGE TRADED F (JCPI) 373,292 -37,018 $17,364
     JCPI373,292-37,018$17,364
VANGUARD INTL EQUITY INDEX F (VT) 152,284 -10,965 $15,667
     VT152,284-10,965$15,667
ISHARES TR (EFA) 179,079 +432 $13,494
     EFA179,079+432$13,494
KIMBALL ELECTRONICS INC 463,536 +121,076 $12,492
     KE463,536+121,076$12,492
ISHARES TR (IWB) 40,908 -441 $10,729
     IWB40,908-441$10,729
NIKE INC 74,989 -1,469 $8,142
     NKE74,989-1,469$8,142
VANGUARD INDEX FDS (VOO) 17,870 -265 $7,806
     VOO17,870-265$7,806
STOCK YDS BANCORP INC 147,878 +353 $7,614
     SYBT147,878+353$7,614
JPMORGAN CHASE & CO 44,276 -630 $7,531
     JPM44,276-630$7,531
ISHARES TR (IWD) 45,259 +3,009 $7,479
     IWD45,259+3,009$7,479
NVIDIA CORPORATION 13,141 +454 $6,508
     NVDA13,141+454$6,508
MICROSOFT CORP 17,038 -104 $6,407
     MSFT17,038-104$6,407
DOMINOS PIZZA INC 15,130 UNCH $6,237
     DPZ15,130UNCH$6,237
OLD NATL BANCORP IND 335,920 -29,292 $5,674
     ONB335,920-29,292$5,674
VANGUARD INDEX FDS (VXF) 32,923 -3,346 $5,413
     VXF32,923-3,346$5,413
ISHARES TR (IWN) 34,166 -1,349 $5,307
     IWN34,166-1,349$5,307
ISHARES INC (ESGE) 158,041 +1,075 $5,067
     ESGE158,041+1,075$5,067
SPDR INDEX SHS FDS (GNR) 74,714 +469 $4,233
     GNR74,714+469$4,233
AMAZON COM INC 24,678 -723 $3,750
     AMZN24,678-723$3,750
ISHARES TR (IVW) 45,907 +9,924 $3,448
     IVW45,907+9,924$3,448
SPDR INDEX SHS FDS (GII) 63,465 -48,928 $3,395
     GII63,465-48,928$3,395
EATON CORP PLC 12,195 +200 $2,937
     ETN12,195+200$2,937
ISHARES TR (IVE) 15,453 UNCH $2,687
     IVE15,453UNCH$2,687
ISHARES TR (IWF) 8,789 +290 $2,665
     IWF8,789+290$2,665
EXXON MOBIL CORP 26,270 +172 $2,626
     XOM26,270+172$2,626
PROCTER AND GAMBLE CO 17,133 -488 $2,511
     PG17,133-488$2,511
COSTCO WHSL CORP NEW 3,775 -95 $2,492
     COST3,775-95$2,492
JOHNSON & JOHNSON 14,180 +2,170 $2,223
     JNJ14,180+2,170$2,223
HNI CORP 51,867 +19,032 $2,170
     HNI51,867+19,032$2,170
VANGUARD INDEX FDS (VV) 9,047 +644 $1,974
     VV9,047+644$1,974
SPDR SER TR (SPLG) 35,226 +35,226 $1,969
     SPLG35,226+35,226$1,969
ISHARES TR (ITOT) 18,347 UNCH $1,931
     ITOT18,347UNCH$1,931
INTUIT 3,059 +965 $1,912
     INTU3,059+965$1,912
ISHARES TR (IWV) 6,976 UNCH $1,910
     IWV6,976UNCH$1,910
ALPHABET INC 13,338 +348 $1,863
     GOOGL13,338+348$1,863
HOME DEPOT INC 5,242 +90 $1,817
     HD5,242+90$1,817
VANGUARD WHITEHALL FDS (VYM) 15,875 UNCH $1,772
     VYM15,875UNCH$1,772
VANGUARD INDEX FDS (VB) 8,194 +108 $1,748
     VB8,194+108$1,748
KKR & CO INC 20,579 UNCH $1,705
     KKR20,579UNCH$1,705
SPDR S&P MIDCAP 400 ETF TR (MDY) 3,319 UNCH $1,684
     MDY3,319UNCH$1,684
PROGRESSIVE CORP 10,561 +14 $1,682
     PGR10,561+14$1,682
SPDR INDEX SHS FDS (SPDW) 45,860 UNCH $1,560
     SPDW45,860UNCH$1,560
ISHARES TR (IWM) 7,729 +527 $1,551
     IWM7,729+527$1,551
BOEING CO 5,904 -228 $1,539
     BA5,904-228$1,539
SCHWAB STRATEGIC TR 26,252 +23,284 $1,481
     SCHX26,252+23,284$1,481
VANGUARD INTL EQUITY INDEX F (VEU) 25,534 -2,065 $1,433
     VEU25,534-2,065$1,433
VANGUARD INDEX FDS (VNQ) 16,180 UNCH $1,430
     VNQ16,180UNCH$1,430
AON PLC 4,754 UNCH $1,384
     AON4,754UNCH$1,384
ISHARES TR (IJH) 4,939 -518 $1,369
     IJH4,939-518$1,369
INVESCO QQQ TR 3,276 UNCH $1,342
     QQQ3,276UNCH$1,342
META PLATFORMS INC 3,718 +62 $1,316
     META3,718+62$1,316
SCHWAB STRATEGIC TR 17,433 UNCH $1,313
     SCHM17,433UNCH$1,313
BALL CORP 21,883 UNCH $1,259
     BALL21,883UNCH$1,259
TARGET CORP 8,700 +1,275 $1,239
     TGT8,700+1,275$1,239
RAYMOND JAMES FINL INC 11,099 UNCH $1,238
     RJF11,099UNCH$1,238
ALPHABET INC 8,749 -517 $1,233
     GOOG8,749-517$1,233
HORIZON BANCORP INC 83,045 UNCH $1,188
     HBNC83,045UNCH$1,188
ISHARES TR (IWR) 15,002 UNCH $1,166
     IWR15,002UNCH$1,166
VANGUARD INTL EQUITY INDEX F (VWO) 28,126 -88 $1,156
     VWO28,126-88$1,156
FORD MTR CO DEL 93,229 +1,219 $1,136
     F93,229+1,219$1,136
COCA COLA CO 17,904 +4,022 $1,055
     KO17,904+4,022$1,055
STONEX GROUP INC 14,179 +4,726 $1,047
     SNEX14,179+4,726$1,047
SCHWAB STRATEGIC TR 12,595 UNCH $1,045
     SCHG12,595UNCH$1,045
BLACKSTONE INC 7,857 +505 $1,029
     BX7,857+505$1,029
SCHWAB STRATEGIC TR 40,695 UNCH $1,009
     SCHE40,695UNCH$1,009
VISA INC 3,575 -518 $931
     V3,575-518$931
NEXTERA ENERGY INC 15,306 +14 $930
     NEE15,306+14$930
INVESCO EXCHANGE TRADED FD T (PEY) 43,928 UNCH $929
     PEY43,928UNCH$929
ORACLE CORP 8,612 -98 $908
     ORCL8,612-98$908
BATH & BODY WORKS INC 20,881 UNCH $901
     BBWI20,881UNCH$901
NISOURCE INC 33,563 UNCH $891
     NI33,563UNCH$891
ISHARES TR (AOR) 16,469 +62 $876
     AOR16,469+62$876
ISHARES TR (DGRO) 16,182 UNCH $871
     DGRO16,182UNCH$871
BROADCOM INC 779 +88 $870
     AVGO779+88$870
ELEVANCE HEALTH INC 1,844 +5 $870
     ELV1,844+5$870
AMGEN INC 2,954 +56 $851
     AMGN2,954+56$851
ABBVIE INC 5,422 +175 $840
     ABBV5,422+175$840
VANGUARD INDEX FDS (VO) 3,517 +214 $818
     VO3,517+214$818
WALMART INC 4,961 -1,105 $782
     WMT4,961-1,105$782
TESLA INC 3,115 +28 $774
     TSLA3,115+28$774
CHEVRON CORP NEW 5,119 +837 $764
     CVX5,119+837$764
AMERICAN ELEC PWR CO INC 9,360 +8 $760
     AEP9,360+8$760
ABBOTT LABS 6,637 +457 $731
     ABT6,637+457$731
DEERE & CO 1,827 +51 $731
     DE1,827+51$731
ISHARES TR (EFG) 7,426 UNCH $719
     EFG7,426UNCH$719
FISERV INC 5,350 +5,350 $711
     FI5,350+5,350$711
DANAHER CORPORATION 3,023 -134 $699
     DHR3,023-134$699
MERCK & CO INC 6,104 -567 $665
     MRK6,104-567$665
HONEYWELL INTL INC 3,167 +154 $664
     HON3,167+154$664
TARGA RES CORP 7,500 +7,500 $652
     TRGP7,500+7,500$652
VANGUARD WORLD FDS (VGT) 1,336 -36 $647
     VGT1,336-36$647
SPDR INDEX SHS FDS (EFAX) 16,528 +285 $645
     EFAX16,528+285$645
DISNEY WALT CO 6,925 +1,799 $625
     DIS6,925+1,799$625
INVESCO EXCHANGE TRADED FD T (RYJ) 10,120 UNCH $625
     RYJ10,120UNCH$625
SELECT SECTOR SPDR TR (XLK) 3,211 UNCH $618
     XLK3,211UNCH$618
MASTERCARD INCORPORATED 1,419 -63 $605
     MA1,419-63$605
ISHARES TR (IJR) 5,526 +394 $598
     IJR5,526+394$598
ISHARES TR (TIP) 5,563 +1,668 $598
     TIP5,563+1,668$598
ISHARES TR (ICLN) 38,267 +37 $596
     ICLN38,267+37$596
VANGUARD TAX MANAGED FDS (VEA) 12,262 -338 $587
     VEA12,262-338$587
LOCKHEED MARTIN CORP 1,291 UNCH $585
     LMT1,291UNCH$585
ISHARES TR (IWP) 5,494 -180 $574
     IWP5,494-180$574
SPDR DOW JONES INDL AVERAGE (DIA) 1,519 UNCH $572
     DIA1,519UNCH$572
LOWES COS INC 2,560 +144 $570
     LOW2,560+144$570
ISHARES TR (AOA) 8,222 +806 $568
     AOA8,222+806$568
PEPSICO INC 3,332 +89 $566
     PEP3,332+89$566
ACCENTURE PLC IRELAND 1,597 -174 $560
     ACN1,597-174$560
VANGUARD SPECIALIZED FUNDS (VIG) 3,278 UNCH $559
     VIG3,278UNCH$559
ISHARES TR (QUAL) 3,773 +151 $555
     QUAL3,773+151$555
UNITEDHEALTH GROUP INC 1,027 -158 $541
     UNH1,027-158$541
SCHWAB STRATEGIC TR 14,484 UNCH $535
     SCHF14,484UNCH$535
D R HORTON INC 3,512 -412 $534
     DHI3,512-412$534
DIMENSIONAL ETF TRUST (DFUV) 14,330 UNCH $533
     DFUV14,330UNCH$533
CISCO SYS INC 10,391 +825 $525
     CSCO10,391+825$525
EVERI HLDGS INC 46,420 UNCH $523
     EVRI46,420UNCH$523
ADOBE INC 874 -63 $521
     ADBE874-63$521
COLUMBIA ETF TR II (XCEM) 17,175 UNCH $520
     XCEM17,175UNCH$520
HERSHEY CO 2,775 +2,775 $517
     HSY2,775+2,775$517
SCHLUMBERGER LTD 9,796 -123 $510
     SLB9,796-123$510
ISHARES TR (DVY) 4,338 UNCH $508
     DVY4,338UNCH$508
UNITED PARCEL SERVICE INC 3,142 +39 $494
     UPS3,142+39$494
SELECT SECTOR SPDR TR (XLF) 13,139 +1,364 $494
     XLF13,139+1,364$494
AMEREN CORP 6,762 UNCH $489
     AEE6,762UNCH$489
INTEL CORP 9,633 -185 $484
     INTC9,633-185$484
MERCHANTS BANCORP IND 11,137 UNCH $474
     MBIN11,137UNCH$474
STARBUCKS CORP 4,939 +1,716 $474
     SBUX4,939+1,716$474
FIFTH THIRD BANCORP 13,627 +3,584 $470
     FITB13,627+3,584$470
STRYKER CORPORATION 1,569 +169 $470
     SYK1,569+169$470
QUALCOMM INC 3,240 -974 $469
     QCOM3,240-974$469
LINDE PLC 1,137 -127 $467
     LIN1,137-127$467
US BANCORP DEL 10,361 -399 $448
     USB10,361-399$448
CELANESE CORP DEL 2,875 UNCH $447
     CE2,875UNCH$447
ADVANCED MICRO DEVICES INC 2,983 -559 $440
     AMD2,983-559$440
GENERAL ELECTRIC CO 3,358 +5 $429
     GE3,358+5$429
ISHARES SILVER TR (SLV) 19,590 UNCH $427
     SLV19,590UNCH$427
MASIMO CORP 3,430 UNCH $402
     MASI3,430UNCH$402
SOUTHERN COPPER CORP 4,629 UNCH $398
     SCCO4,629UNCH$398
SPDR SER TR (SPSM) 9,379 UNCH $396
     SPSM9,379UNCH$396
BRISTOL MYERS SQUIBB CO 7,592 +4 $390
     BMY7,592+4$390
VALERO ENERGY CORP 2,964 UNCH $385
     VLO2,964UNCH$385
PAYLOCITY HLDG CORP 2,303 UNCH $380
     PCTY2,303UNCH$380
QUINSTREET INC 29,250 UNCH $375
     QNST29,250UNCH$375
ISHARES TR (IWO) 1,453 -210 $366
     IWO1,453-210$366
RTX CORPORATION 4,333 -1,480 $365
     RTX4,333-1,480$365
EQUIFAX INC 1,462 UNCH $362
     EFX1,462UNCH$362
HESS CORP 2,482 UNCH $358
     HES2,482UNCH$358
VANGUARD MUN BD FDS (VTEB) 6,979 +979 $356
     VTEB6,979+979$356
PHILIP MORRIS INTL INC 3,678 +588 $346
     PM3,678+588$346
CARDINAL HEALTH INC 3,405 UNCH $343
     CAH3,405UNCH$343
ECOLAB INC 1,727 -113 $343
     ECL1,727-113$343
CAPITAL ONE FINL CORP 2,573 +100 $337
     COF2,573+100$337
CONSTELLATION BRANDS INC 1,381 +30 $334
     STZ1,381+30$334
PUBLIC SVC ENTERPRISE GRP IN 5,405 UNCH $331
     PEG5,405UNCH$331
SIMON PPTY GROUP INC NEW 2,296 +260 $327
     SPG2,296+260$327
SHOPIFY INC 4,190 -5,610 $326
     SHOP4,190-5,610$326
ISHARES TR (USMV) 4,176 -700 $326
     USMV4,176-700$326
ATLANTIC COASTAL ACQUISTN CO 30,250 UNCH $320
     ACAH30,250UNCH$320
NOVO NORDISK A S 3,081 +51 $319
     NVO3,081+51$319
FIRST INTERNET BANCORP 13,034 UNCH $315
     INBK13,034UNCH$315
CATERPILLAR INC 1,060 +121 $313
     CAT1,060+121$313
MARATHON PETE CORP 2,107 +61 $313
     MPC2,107+61$313
INVESCO CURRENCYSHARES SWISS (FXF) 2,950 UNCH $312
     FXF2,950UNCH$312
SALESFORCE INC 1,142 +76 $301
     CRM1,142+76$301
ISHARES TR (SUSA) 2,998 -108 $301
     SUSA2,998-108$301
TJX COS INC NEW 3,184 +136 $299
     TJX3,184+136$299
BP PLC 8,349 UNCH $296
     BP8,349UNCH$296
SCHWAB STRATEGIC TR 8,695 UNCH $293
     FNDF8,695UNCH$293
AMALGAMATED FINANCIAL CORP 10,724 +236 $289
     AMAL10,724+236$289
CVS HEALTH CORP 3,611 +38 $285
     CVS3,611+38$285
VANGUARD INDEX FDS (VUG) 917 +125 $285
     VUG917+125$285
EOG RES INC 2,332 -1,108 $282
     EOG2,332-1,108$282
BANK AMERICA CORP 8,346 +8,346 $281
     BAC8,346+8,346$281
AUTOMATIC DATA PROCESSING IN 1,202 +169 $280
     ADP1,202+169$280
NORFOLK SOUTHN CORP 1,180 -178 $279
     NSC1,180-178$279
PNC FINL SVCS GROUP INC 1,794 -76 $278
     PNC1,794-76$278
INVESCO EXCHANGE TRADED FD T (PHO) 4,528 +88 $276
     PHO4,528+88$276
SKYWORKS SOLUTIONS INC 2,442 UNCH $275
     SWKS2,442UNCH$275
KINDER MORGAN INC DEL 15,359 +125 $271
     KMI15,359+125$271
VERIZON COMMUNICATIONS INC 7,148 +155 $269
     VZ7,148+155$269
INTERNATIONAL BUSINESS MACHS 1,605 +100 $262
     IBM1,605+100$262
AMERICAN EXPRESS CO 1,372 +1,372 $257
     AXP1,372+1,372$257
FIRST MERCHANTS CORP 6,942 +6,942 $257
     FRME6,942+6,942$257
ROPER TECHNOLOGIES INC 457 UNCH $249
     ROP457UNCH$249
BECTON DICKINSON & CO 1,013 +62 $247
     BDX1,013+62$247
CSX CORP 7,100 +66 $246
     CSX7,100+66$246
ISHARES TR (OEF) 1,096 +170 $245
     OEF1,096+170$245
AIR TRANSPORT SERVICES GRP I 13,870 UNCH $244
     ATSG13,870UNCH$244
COMCAST CORP NEW 5,527 +37 $242
     CMCSA5,527+37$242
ISHARES INC (IEMG) 4,718 UNCH $239
     IEMG4,718UNCH$239
ARES MANAGEMENT CORPORATION 2,000 +2,000 $238
     ARES2,000+2,000$238
ATMOS ENERGY CORP 2,055 +2,055 $238
     ATO2,055+2,055$238
GLOBAL X FDS 4,637 UNCH $236
     LIT4,637UNCH$236
WELLS FARGO CO NEW 4,761 -2,139 $234
     WFC4,761-2,139$234
AIR PRODS & CHEMS INC 851 -294 $233
     APD851-294$233
ONEOK INC NEW 3,321 +12 $233
     OKE3,321+12$233
SPDR GOLD TR (GLD) 1,214 +1,214 $232
     GLD1,214+1,214$232
INVESCO LTD 12,944 +171 $231
     IVZ12,944+171$231
LULULEMON ATHLETICA INC 450 +450 $230
     LULU450+450$230
DOVER CORP 1,484 -70 $228
     DOV1,484-70$228
GOLDMAN SACHS GROUP INC 584 +584 $225
     GS584+584$225
HILLENBRAND INC 4,697 +4,697 $225
     HI4,697+4,697$225
GE HEALTHCARE TECHNOLOGIES I 2,866 +2,866 $222
     GEHC2,866+2,866$222
TYLER TECHNOLOGIES INC 525 -600 $220
     TYL525-600$220
THE TRADE DESK INC 3,044 UNCH $219
     TTD3,044UNCH$219
ARISTA NETWORKS INC 911 +911 $215
     ANET911+911$215
MONDELEZ INTL INC 2,883 +2,883 $209
     MDLZ2,883+2,883$209
ISHARES TR (LRGF) 4,245 +4,245 $205
     LRGF4,245+4,245$205
NEWMONT CORP 4,962 -1,491 $205
     NEM4,962-1,491$205
TRUIST FINL CORP 5,549 +5,549 $205
     TFC5,549+5,549$205
SCHWAB CHARLES CORP 2,971 +2,971 $204
     SCHW2,971+2,971$204
ISHARES TR (AGG) 2,032 UNCH $202
     AGG2,032UNCH$202
VANGUARD WORLD FD (ESGV) 2,205 UNCH $188
     ESGV2,205UNCH$188
ISHARES TR (IYW) 1,521 +1,237 $187
     IYW1,521+1,237$187
ARK ETF TR (ARKK) 3,174 +283 $166
     ARKK3,174+283$166
ISHARES TR (EEM) 4,130 UNCH $166
     EEM4,130UNCH$166
ISHARES TR (IEFA) 2,199 -139 $155
     IEFA2,199-139$155
ELANCO ANIMAL HEALTH INC 10,219 UNCH $152
     ELAN10,219UNCH$152
ING GROEP N.V. 10,000 UNCH $150
     ING10,000UNCH$150
SPDR SER TR (SDY) 1,116 +1,116 $139
     SDY1,116+1,116$139
ISHARES TR (IJT) 1,070 +2 $134
     IJT1,070+2$134
SCHWAB STRATEGIC TR 4,849 UNCH $132
     FNDE4,849UNCH$132
ISHARES TR (IYY) 1,057 +8 $123
     IYY1,057+8$123
SPDR INDEX SHS FDS (SPEM) 3,349 UNCH $119
     SPEM3,349UNCH$119
ENERGY VAULT HOLDINGS INC 50,700 UNCH $118
     NRGV50,700UNCH$118
SELECT SECTOR SPDR TR (XLV) 809 +809 $110
     XLV809+809$110
ISHARES TR (ITB) 1,053 +1,053 $107
     ITB1,053+1,053$107
SMARTRENT INC 32,963 UNCH $105
     SMRT32,963UNCH$105
ISHARES TR (IUSV) 1,230 UNCH $104
     IUSV1,230UNCH$104
ISHARES TR (SHY) 1,227 +1,227 $101
     SHY1,227+1,227$101
DIMENSIONAL ETF TRUST (DFIV) 2,900 -7,100 $100
     DFIV2,900-7,100$100
ISHARES INC (EWJ) 1,554 +1,554 $100
     EWJ1,554+1,554$100
RENEW ENERGY GLOBAL PLC 13,001 UNCH $100
     RNW13,001UNCH$100
SCHWAB STRATEGIC TR 1,770 UNCH $86
     SCHO1,770UNCH$86
ARK ETF TR (ARKQ) 1,436 +227 $83
     ARKQ1,436+227$83
VANGUARD WORLD FD (VSGX) 1,486 UNCH $82
     VSGX1,486UNCH$82
VANGUARD INTL EQUITY INDEX F (VGK) 1,109 +1,109 $72
     VGK1,109+1,109$72
ARK ETF TR (ARKF) 2,537 +669 $70
     ARKF2,537+669$70
SELECT SECTOR SPDR TR (XLU) 1,103 +1,103 $70
     XLU1,103+1,103$70
ISHARES TR (ACWX) 1,361 +1,361 $69
     ACWX1,361+1,361$69
ISHARES TR (IYR) 752 +79 $69
     IYR752+79$69
ISHARES TR (EFV) 1,203 UNCH $63
     EFV1,203UNCH$63
VANGUARD WORLD FD (MGC) 360 +196 $61
     MGC360+196$61
SPDR SER TR (SPYV) 1,266 +1,266 $59
     SPYV1,266+1,266$59
VANGUARD INDEX FDS (VBR) 300 UNCH $54
     VBR300UNCH$54
ARK ETF TR (ARKW) 651 UNCH $49
     ARKW651UNCH$49
ISHARES TR (IXC) 1,169 +1,169 $46
     IXC1,169+1,169$46
JPMORGAN CHASE & CO 1,639 UNCH $42
     AMJ1,639UNCH$42
ISHARES TR (EMB) 427 UNCH $38
     EMB427UNCH$38
ARK ETF TR (ARKG) 1,119 UNCH $37
     ARKG1,119UNCH$37
ISHARES TR (IEF) 368 +368 $35
     IEF368+368$35
ISHARES TR (IJJ) 295 UNCH $34
     IJJ295UNCH$34
SCHWAB STRATEGIC TR 525 UNCH $29
     SCHB525UNCH$29
SELECT SECTOR SPDR TR (XLE) 349 +349 $29
     XLE349+349$29
VANGUARD WORLD FDS (VHT) 106 UNCH $27
     VHT106UNCH$27
ISHARES TR (AOM) 552 -378 $23
     AOM552-378$23
ISHARES TR (PFF) 700 UNCH $22
     PFF700UNCH$22
SPDR SER TR (SPIP) 750 +750 $19
     SPIP750+750$19
SELECT SECTOR SPDR TR (XLI) 154 -596 $18
     XLI154-596$18
ISHARES TR (INTF) 518 +518 $15
     INTF518+518$15
VANGUARD INTL EQUITY INDEX F (VSS) 130 +130 $15
     VSS130+130$15
LINEAGE CELL THERAPEUTICS IN 12,630 UNCH $14
     LCTX12,630UNCH$14
SELECT SECTOR SPDR TR (XLP) 188 +188 $14
     XLP188+188$14
SELECT SECTOR SPDR TR (XLY) 78 +78 $14
     XLY78+78$14
ISHARES TR (STIP) 132 +132 $13
     STIP132+132$13
VANGUARD WORLD FDS (VDC) 63 +1 $12
     VDC63+1$12
VANGUARD WORLD FDS (VDE) 100 UNCH $12
     VDE100UNCH$12
ISHARES TR (GOVT) 473 +473 $11
     GOVT473+473$11
SELECT SECTOR SPDR TR (XLB) 114 +114 $10
     XLB114+114$10
ISHARES TR (HYG) 110 UNCH $9
     HYG110UNCH$9
SCHWAB STRATEGIC TR 124 +124 $9
     SCHD124+124$9
SPDR SER TR (VLU) 55 +55 $9
     VLU55+55$9
ISHARES TR (MBB) 85 +85 $8
     MBB85+85$8
ISHARES TR (IUSG) 63 UNCH $7
     IUSG63UNCH$7
ISHARES TR (VLUE) 68 -26 $7
     VLUE68-26$7
ISHARES TR (IEI) 47 +47 $6
     IEI47+47$6
ISHARES TR (IUSB) 133 UNCH $6
     IUSB133UNCH$6
GLOBAL X FDS 153 UNCH $4
     DRIV153UNCH$4
ISHARES TR (IQLT) 94 +94 $4
     IQLT94+94$4
INVESCO EXCHANGE TRADED FD T (PGF) 230 +4 $3
     PGF230+4$3
ISHARES TR (EFAV) 31 +31 $2
     EFAV31+31$2
ISHARES TR (IWS) 20 UNCH $2
     IWS20UNCH$2
SPDR SER TR (SPAB) 84 +84 $2
     SPAB84+84$2
ATLANTIC COASTAL ACQUISTN CO 10,083 +0 $0
     ACAHW10,083UNCH$0
ENERGY TRANSFER L P $0 (exited)
     ET0-15,599$0
FISERV INC $0 (exited)
     FISV0-2,074$0
FRANCO NEV CORP $0 (exited)
     FNV0-1,525$0
HORIZON THERAPEUTICS PUB L $0 (exited)
     HZNP0-5,000$0
ISHARES TR $0 (exited)
     IYH0-78$0
MSP RECOVERY INC $0 (exited)
     LIFW0-50,000$0
ISHARES TR $0 (exited)
     TLT0-341$0
UNION PAC CORP $0 (exited)
     UNP0-1,057$0
WELLTOWER INC 0 -17,218 $0 (exited)
     WELL0-17,218$0

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