Jennifer L. Emery

@Oxford Financial Group, Ltd. Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$1.578B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IGSBIshares Tr Recent Activity New Position	0.01%	$8,268 157 shares@ $52.67 avg price	New Position
DRIVGlobal X Fds Recent Activity New Position	0.01%	$3,663 156 shares@ $23.49 avg price	New Position