OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEG | 6K | $464.45K |
 | BA | 5K | $1.18M |
 | RTX | 5K | $877.14K |
 | MRK | 5K | $433.16K |
 | GM | 5K | $313.99K |
 | ABBV | 5K | $1.19M |
 | SCCO | 5K | $589.93K |
 | BMY | 5K | $218.10K |
 | CSCO | 5K | $321.85K |
 | CCJ | 5K | $385.08K |
 | NKE | 5K | $315.80K |
 | META | 4K | $3.20M |
 | PNR | 4K | $467.63K |
 | SNEX | 4K | $425.78K |
 | GE | 4K | $1.19M |
 | NVT | 4K | $388.64K |
 | COST | 4K | $3.63M |
 | KKR | 4K | $508.49K |
 | MS | 4K | $600.23K |
 | OKE | 4K | $255.51K |
Public Service Enterprise Group Incorporated
PEG
Shares Held
6K
Value
$464.45K
The Boeing Company
BA
Shares Held
5K
Value
$1.18M
RTX Corporation
RTX
Shares Held
5K
Value
$877.14K
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$433.16K
General Motors Company
GM
Shares Held
5K
Value
$313.99K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.19M
Southern Copper Corporation
SCCO
Shares Held
5K
Value
$589.93K
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$218.10K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$321.85K
Cameco Corporation
CCJ
Shares Held
5K
Value
$385.08K
NIKE, Inc.
NKE
Shares Held
5K
Value
$315.80K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$3.20M
Pentair plc
PNR
Shares Held
4K
Value
$467.63K
StoneX Group Inc.
SNEX
Shares Held
4K
Value
$425.78K
GE Aerospace
GE
Shares Held
4K
Value
$1.19M
nVent Electric plc
NVT
Shares Held
4K
Value
$388.64K
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.63M
KKR & Co. Inc.
KKR
Shares Held
4K
Value
$508.49K
Morgan Stanley
MS
Shares Held
4K
Value
$600.23K
ONEOK, Inc.
OKE
Shares Held
4K
Value
$255.51K