test

Jennifer L. Emery

@Oxford Financial Group, Ltd. Llc

Latest period2024 - Q3ReportedManaged Assets$1.578BTotal holdings295
Assets growth rate4.07%Assets growth rate (2-Q avg)4.64%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Oxford Financial Group, Ltd. Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 295 positions.

Assets under management

The assets under management (AUM) of Oxford Financial Group, Ltd. Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.578B in assets, with a quarterly growth rate of 4.07% and a 2-quarter average growth rate of 4.64%. The portfolio is managed by Jennifer L. Emery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BKBank New York Mellon Corp
Recent Activity
New Position
0.04%
$518,542
7,216 shares@ $71.87 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.02%
$220,455
907 shares@ $243.06 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.02%
$216,857
834 shares@ $260.03 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
New Position
0.02%
$207,840
336 shares@ $618.58 avg price
ICEIntercontinental Exchange In
Recent Activity
New Position
0.02%
$206,262
1,284 shares@ $160.65 avg price
LITGlobal X Fds
Recent Activity
New Position
0.02%
$202,127
4,637 shares@ $43.6 avg price
DDominion Energy Inc
Recent Activity
New Position
0.02%
$201,976
3,495 shares@ $57.79 avg price
APDAir Prods & Chems Inc
Recent Activity
New Position
0.02%
$200,081
672 shares@ $297.74 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.01%
$60,185
712 shares@ $84.53 avg price
IJKIshares Tr
Recent Activity
New Position
0.01%
$55,158
600 shares@ $91.93 avg price