OXFORD FINANCIAL GROUP LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 1K | $405.09K |
 | CRWD | 1K | $571.78K |
 | SYK | 1K | $419.94K |
 | TSM | 1K | $296.93K |
 | DE | 1K | $472.58K |
 | CEG | 1K | $338.28K |
 | INTU | 1K | $699.21K |
 | LIN | 959 | $455.52K |
 | COIN | 898 | $303.07K |
 | GS | 767 | $610.80K |
 | MSTR | 753 | $242.62K |
 | CAT | 707 | $337.44K |
 | CI | 704 | $203.01K |
 | NOW | 683 | $628.55K |
 | ROP | 471 | $234.88K |
 | NFLX | 433 | $519.13K |
 | BLK | 403 | $469.85K |
 | BRK-A | 3 | $2.26M |
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$405.09K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$571.78K
Stryker Corporation
SYK
Shares Held
1K
Value
$419.94K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$296.93K
Deere & Company
DE
Shares Held
1K
Value
$472.58K
Constellation Energy Corporation
CEG
Shares Held
1K
Value
$338.28K
Intuit Inc.
INTU
Shares Held
1K
Value
$699.21K
Linde plc
LIN
Shares Held
959
Value
$455.52K
Coinbase Global, Inc.
COIN
Shares Held
898
Value
$303.07K
The Goldman Sachs Group, Inc.
GS
Shares Held
767
Value
$610.80K
MicroStrategy Incorporated
MSTR
Shares Held
753
Value
$242.62K
Caterpillar Inc.
CAT
Shares Held
707
Value
$337.44K
Cigna Corporation
CI
Shares Held
704
Value
$203.01K
ServiceNow, Inc.
NOW
Shares Held
683
Value
$628.55K
Roper Technologies, Inc.
ROP
Shares Held
471
Value
$234.88K
Netflix, Inc.
NFLX
Shares Held
433
Value
$519.13K
BlackRock, Inc.
BLK
Shares Held
403
Value
$469.85K
Berkshire Hathaway Inc.
BRK-A
Shares Held
3
Value
$2.26M