OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACN | 2K | $506.52K |
 | HON | 2K | $428.02K |
 | AXP | 2K | $668.39K |
 | DUK | 2K | $248.74K |
 | CRM | 2K | $465.51K |
 | AMGN | 2K | $548.60K |
 | PGR | 2K | $459.57K |
 | FI | 2K | $234.65K |
 | DHR | 2K | $342.00K |
 | MA | 2K | $961.49K |
 | DOV | 2K | $269.43K |
 | MPC | 2K | $308.19K |
 | VRT | 1K | $219.80K |
 | QCOM | 1K | $237.40K |
 | WELL | 1K | $248.50K |
 | CAH | 1K | $210.17K |
 | LMT | 1K | $637.51K |
 | ICE | 1K | $205.04K |
 | ELV | 1K | $386.77K |
 | ADP | 1K | $347.21K |
Accenture plc
ACN
Shares Held
2K
Value
$506.52K
Honeywell International Inc.
HON
Shares Held
2K
Value
$428.02K
American Express Company
AXP
Shares Held
2K
Value
$668.39K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$248.74K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$465.51K
Amgen Inc.
AMGN
Shares Held
2K
Value
$548.60K
The Progressive Corporation
PGR
Shares Held
2K
Value
$459.57K
Fiserv, Inc.
FI
Shares Held
2K
Value
$234.65K
Danaher Corporation
DHR
Shares Held
2K
Value
$342.00K
Mastercard Incorporated
MA
Shares Held
2K
Value
$961.49K
Dover Corporation
DOV
Shares Held
2K
Value
$269.43K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$308.19K
Vertiv Holdings Co
VRT
Shares Held
1K
Value
$219.80K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$237.40K
Welltower Inc.
WELL
Shares Held
1K
Value
$248.50K
Cardinal Health, Inc.
CAH
Shares Held
1K
Value
$210.17K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$637.51K
Intercontinental Exchange, Inc.
ICE
Shares Held
1K
Value
$205.04K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$386.77K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$347.21K