Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Oxford Financial Group Ltd > Profile

Instuitional Investor - Oxford Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Oxford Financial Group Ltd
Portfolio Value $1,425,886,350
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 807,222 $221,857,028 15.56%
2.
Listed Fd Tr
 3,995,577 $162,420,204 11.39%
3.
Eli Lilly & Co
 LLY 143,323 $118,371,950 8.3%
4.
Ishares Tr - NATIONAL MUN ETF
 958,617 $101,076,622 7.09%
5.
Intuitive Surgical Inc
 ISRG 191,369 $94,779,325 6.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)