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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 $1,767,509,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 858,659 $281,786,025 15.94%
2.
Listed Fds Tr
 3,990,146 $178,339,592 10.09%
3.
Intuitive Surgical Inc
 ISRG 374,163 $167,336,918 9.47%
4.
Eli Lilly & Co
 LLY 151,012 $115,222,209 6.52%
5.
Spdr Index Shs Fds
 1,799,606 $106,554,669 6.03%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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