Oxford Financial Group Ltd Top Holdings and 13F Report (2025) About Oxford Financial Group LtdInvestment ActivityOxford Financial Group Ltd has $1.54 billion in total holdings as of December 31, 2024.Oxford Financial Group Ltd owns shares of 300 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.05% of the portfolio was purchased this quarter.About 7.39% of the portfolio was sold this quarter.This quarter, Oxford Financial Group Ltd has purchased 295 new stocks and bought additional shares in 69 stocks.Oxford Financial Group Ltd sold shares of 124 stocks and completely divested from 29 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $210,959,100Eli Lilly and Company $186,991,671Horizon Kinetics Inflation Beneficiaries ETF $149,620,249Intuitive Surgical $107,321,240iShares National Muni Bond ETF $101,825,112 Largest New Holdings this Quarter REDDIT INC $2,400,280 HoldingVertiv $1,696,879 HoldingDocuSign $1,639,426 HoldingAPPLOVIN CORP $1,176,151 HoldingEMCOR Group $1,094,353 Holding Largest Purchases this Quarter Horizon Kinetics Inflation Beneficiaries ETF 1,622,676 shares (about $61.79M)Schwab Fundamental U.S. Large Company Index ETF 740,955 shares (about $17.55M)Vanguard Total Stock Market ETF 24,933 shares (about $7.23M)iShares Russell Top 200 ETF 24,855 shares (about $3.60M)REDDIT INC 14,686 shares (about $2.40M) Largest Sales this Quarter iShares Global REIT ETF 2,487,646 shares (about $59.63M)Intuitive Surgical 11,975 shares (about $6.25M)Microsoft 12,589 shares (about $5.31M)Berkshire Hathaway 6 shares (about $4.09M)Berkshire Hathaway 6,767 shares (about $3.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOxford Financial Group Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$210,959,100$7,225,834 ▲3.5%727,92213.7%ETFLLYEli Lilly and Company$186,991,671$1,902,209 ▼-1.0%242,21712.1%MedicalINFLHorizon Kinetics Inflation Beneficiaries ETF$149,620,249$61,791,505 ▲70.4%3,929,1039.7%ETFISRGIntuitive Surgical$107,321,240$6,250,471 ▼-5.5%205,6127.0%MedicalMUBiShares National Muni Bond ETF$101,825,112$1,270,289 ▼-1.2%955,6566.6%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$89,239,739$2,228,533 ▼-2.4%1,624,7925.8%ETFAVUVAvantis U.S. Small Cap Value ETF$66,908,352$2,239,980 ▼-3.2%693,1354.3%ETFIVViShares Core S&P 500 ETF$55,061,167$2,030,952 ▼-3.6%93,5333.6%ETFVTVVanguard Value ETF$47,231,157$1,562,809 ▼-3.2%278,9793.1%ETFAAPLApple$32,643,882$503,593 ▼-1.5%130,3572.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$29,368,469$1,060,805 ▲3.7%50,1101.9%FinanceACWIiShares MSCI ACWI ETF$27,843,564$759,636 ▲2.8%236,9671.8%ManufacturingFNDXSchwab Fundamental U.S. Large Company Index ETF$26,718,610$17,545,809 ▲191.3%1,128,3201.7%ETFMCDMcDonald's$22,964,742$57,978 ▲0.3%79,2191.5%Retail/WholesaleNVDANVIDIA$20,289,772$2,051,820 ▲11.3%151,0891.3%Computer and TechnologyMSFTMicrosoft$19,942,342$5,306,240 ▼-21.0%47,3131.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$16,632,943$580,414 ▼-3.4%80,3831.1%ETFJCPIJPMorgan Inflation Managed Bond ETF$15,713,204$1,155,633 ▼-6.9%335,7521.0%ETFEFAiShares MSCI EAFE ETF$13,106,086$267,281 ▲2.1%173,3380.8%FinanceVTVanguard Total World Stock ETF$11,998,735$207,705 ▼-1.7%102,1340.8%ETFSYBTStock Yards Bancorp$10,473,576$138,350 ▼-1.3%146,2590.7%FinanceJPMJPMorgan Chase & Co.$10,433,460$6,472 ▲0.1%43,5250.7%FinanceIWBiShares Russell 1000 ETF$10,398,403$153,993 ▼-1.5%32,2770.7%ETFBRK.BBerkshire Hathaway$10,173,642$3,067,414 ▼-23.2%22,4440.7%FinanceDOMINOS PIZZA INC$8,406,953$8,395 ▲0.1%20,0280.5%COMIWDiShares Russell 1000 Value ETF$7,662,392$249,557 ▼-3.2%41,3890.5%ETFCPRTCopart$7,144,079$2,984 ▲0.0%124,4830.5%Business ServicesKEKimball Electronics$6,415,268$993 ▲0.0%342,5130.4%Computer and TechnologyVOOVanguard S&P 500 ETF$6,378,138$86,752 ▼-1.3%11,8370.4%ETFESGEiShares ESG Aware MSCI EM ETF$5,792,108$541,887 ▲10.3%173,4680.4%ManufacturingAMZNAmazon.com$5,752,625$383,713 ▼-6.3%26,2210.4%Retail/WholesaleVXFVanguard Extended Market ETF$5,240,598$19,948 ▲0.4%27,5850.3%ETFIWNiShares Russell 2000 Value ETF$4,534,500$979,266 ▼-17.8%27,6210.3%ETFBXBlackstone$4,489,300$3,104 ▼-0.1%26,0370.3%FinanceIWLiShares Russell Top 200 ETF$4,421,180$3,596,767 ▲436.3%30,5520.3%ETFETNEaton$3,990,405$27,213 ▼-0.7%12,0240.3%Industrial ProductsCOSTCostco Wholesale$3,887,199$186,937 ▲5.1%4,2420.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$3,884,639$710,202 ▲22.4%38,2610.3%ETFVEAVanguard FTSE Developed Markets ETF$3,645,940$2,289,239 ▲168.7%76,2430.2%ETFIWFiShares Russell 1000 Growth ETF$3,550,7700.0%8,8420.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,520,587$727,989 ▲26.1%27,3720.2%ETFGNRSPDR S&P Global Natural Resources ETF$3,505,858$456,451 ▼-11.5%70,4550.2%ETFGIISPDR S&P Global Infrastructure ETF$3,497,894$10,177 ▼-0.3%59,1160.2%ETFIWRiShares Russell Mid-Cap ETF$3,254,181$1,241,224 ▲61.7%36,8120.2%ETFIVEiShares S&P 500 Value ETF$3,148,566$198,897 ▲6.7%16,4950.2%ETFQQQInvesco QQQ$2,888,406$63,903 ▲2.3%5,6500.2%FinanceMETAMeta Platforms$2,788,589$61,474 ▲2.3%4,7630.2%Computer and TechnologyNKENIKE$2,579,664$15,512 ▼-0.6%34,0910.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$2,461,494$574,938 ▲30.5%11,1400.2%FinancePGProcter & Gamble$2,410,366$277,636 ▼-10.3%14,3770.2%Consumer StaplesREDDIT INC$2,400,280$2,400,280 ▲New Holding14,6860.2%CL AIJHiShares Core S&P Mid-Cap ETF$2,378,684$594,126 ▲33.3%38,1750.2%ETFXOMExxon Mobil$2,223,571$66,801 ▼-2.9%20,6710.1%Oils/EnergyVBVanguard Small-Cap ETF$2,087,362$392,387 ▼-15.8%8,6870.1%ETFIWViShares Russell 3000 ETF$2,046,3870.0%6,1220.1%ETFVYMVanguard High Dividend Yield ETF$2,025,4910.0%15,8750.1%ETFVVVanguard Large-Cap ETF$1,982,834$283,455 ▼-12.5%7,3520.1%ETFVOVanguard Mid-Cap ETF$1,968,561$428,683 ▼-17.9%7,4530.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,818,0990.0%3,1920.1%ETFAVGOBroadcom$1,716,775$55,410 ▼-3.1%7,4050.1%Computer and TechnologyHNIHNI$1,712,182$9,721 ▲0.6%33,9920.1%Business ServicesVRTVertiv$1,696,879$1,696,879 ▲New Holding14,9360.1%Computer and TechnologyGOOGAlphabet$1,670,848$155,011 ▼-8.5%8,7740.1%Computer and TechnologyGOOGLAlphabet$1,666,976$198,386 ▼-10.6%8,8060.1%Computer and TechnologyDOCUDocuSign$1,639,426$1,639,426 ▲New Holding18,2280.1%Computer and TechnologyAONAON$1,507,035$1,566,296 ▼-51.0%4,1960.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,437,493$1,081,959 ▲304.3%51,5790.1%ETFJNJJohnson & Johnson$1,399,081$241,375 ▼-14.7%9,6740.1%MedicalSMHVanEck Semiconductor ETF$1,368,2610.0%5,6500.1%ManufacturingBRK.ABerkshire Hathaway$1,361,840$4,085,520 ▼-75.0%20.1%FinanceHBNCHorizon Bancorp$1,337,8550.0%83,0450.1%FinanceREETiShares Global REIT ETF$1,333,068$59,628,893 ▼-97.8%55,6140.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,309,397$19,686 ▲1.5%29,7320.1%ETFVEUVanguard FTSE All-World ex-US ETF$1,308,489$107,242 ▼-7.6%22,7920.1%ETFIJRiShares Core S&P Small-Cap ETF$1,275,831$57,956 ▲4.8%11,0730.1%ETFNINiSource$1,233,7760.0%33,5630.1%UtilitiesVNQVanguard Real Estate ETF$1,228,502$24,942 ▲2.1%13,7910.1%ETFWMTWalmart$1,225,571$24,936 ▼-2.0%13,5650.1%Retail/WholesaleBALLBall$1,206,410$2,922 ▼-0.2%21,8830.1%Industrial ProductsHDHome Depot$1,204,515$174,629 ▼-12.7%3,0970.1%Retail/WholesaleFVFirst Trust Dorsey Wright Focus 5 ETF$1,189,0550.0%20,1330.1%ManufacturingAPPLOVIN CORP$1,176,151$1,176,151 ▲New Holding3,6320.1%COM CL AVUGVanguard Growth ETF$1,169,344$6,567 ▼-0.6%2,8490.1%ETFVVisa$1,151,018$102,713 ▼-8.2%3,6420.1%Business ServicesFTCSFirst Trust Capital Strength ETF$1,124,0960.0%12,8000.1%ETFEMEEMCOR Group$1,094,353$1,094,353 ▲New Holding2,4110.1%ConstructionORCLOracle$1,084,300$27,662 ▼-2.5%6,5070.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,083,7080.0%40,6950.1%ETFGE VERNOVA INC$1,078,561$251,960 ▲30.5%3,2790.1%COMRJFRaymond James$1,067,272$500,318 ▼-31.9%6,8710.1%FinanceRUBRIK INC.$1,061,773$1,061,773 ▲New Holding16,2450.1%CL AGLWCorning$1,058,332$823,675 ▼-43.8%22,2710.1%Computer and TechnologyABBVAbbVie$1,039,540$11,017 ▼-1.0%5,8500.1%MedicalNEENextEra Energy$1,010,757$33,981 ▼-3.3%14,0990.1%UtilitiesVGTVanguard Information Technology ETF$1,006,694$9,327 ▼-0.9%1,6190.1%ETFIEFAiShares Core MSCI EAFE ETF$997,695$843,149 ▲545.6%14,1960.1%ETFQUALiShares MSCI USA Quality Factor ETF$954,687$309,681 ▲48.0%5,3610.1%ETFDGROiShares Core Dividend Growth ETF$953,908$38,706 ▼-3.9%15,5510.1%ETFTSLATesla$937,716$37,153 ▼-3.8%2,3220.1%Auto/Tires/TrucksPEYInvesco High Yield Equity Dividend Achievers ETF$933,9190.0%43,9280.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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