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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
AMALAmalgamated Financial Corp
Recent Activity
Exited
0%
$294,386
10,744 shares@ $27.41 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$287,462
225 shares@ $1277.61 avg price
WMWaste Mgmt Inc Del
Recent Activity
Exited
0%
$264,755
1,241 shares@ $213.35 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$260,655
248 shares@ $1051.03 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$242,559
633 shares@ $383.19 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$241,872
3,357 shares@ $72.06 avg price
EMREmerson Elec Co
Recent Activity
Exited
0%
$234,200
2,126 shares@ $110.16 avg price
LENLennar Corp
Recent Activity
Exited
0%
$224,505
1,498 shares@ $149.87 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Exited
0%
$224,091
1,027 shares@ $218.2 avg price
ADSKAutodesk Inc
Recent Activity
Exited
0%
$214,292
866 shares@ $247.46 avg price