OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 3K | $557.12K |
 | MASI | 3K | $506.10K |
 | SHOP | 3K | $503.79K |
 | D | 3K | $205.16K |
 | IBM | 3K | $931.66K |
 | GEHC | 3K | $225.60K |
 | TKR | 3K | $225.54K |
 | SPG | 3K | $562.51K |
 | AON | 3K | $1.06M |
 | LEN | 3K | $354.30K |
 | HD | 3K | $1.14M |
 | PEP | 3K | $390.76K |
 | GEV | 3K | $1.69M |
 | AMD | 3K | $442.31K |
 | TSLA | 3K | $1.12M |
 | LOW | 3K | $630.01K |
 | V | 2K | $792.00K |
 | EOG | 2K | $258.55K |
 | PCTY | 2K | $366.80K |
 | ATO | 2K | $352.09K |
Philip Morris International Inc.
PM
Shares Held
3K
Value
$557.12K
Masimo Corporation
MASI
Shares Held
3K
Value
$506.10K
Shopify Inc.
SHOP
Shares Held
3K
Value
$503.79K
Dominion Energy, Inc.
D
Shares Held
3K
Value
$205.16K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$931.66K
GE HealthCare Technologies Inc.
GEHC
Shares Held
3K
Value
$225.60K
The Timken Company
TKR
Shares Held
3K
Value
$225.54K
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$562.51K
Aon plc
AON
Shares Held
3K
Value
$1.06M
Lennar Corporation
LEN
Shares Held
3K
Value
$354.30K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.14M
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$390.76K
GE Vernova Inc.
GEV
Shares Held
3K
Value
$1.69M
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$442.31K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.12M
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$630.01K
Visa Inc.
V
Shares Held
2K
Value
$792.00K
EOG Resources, Inc.
EOG
Shares Held
2K
Value
$258.55K
Paylocity Holding Corporation
PCTY
Shares Held
2K
Value
$366.80K
Atmos Energy Corporation
ATO
Shares Held
2K
Value
$352.09K