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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
IJHIshares Tr
Recent Activity
Increased 15.86%
0.12%
$1.785M
28,640 shares@ $62.33 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 16.48%
0.1%
$1.554M
24,660 shares@ $63.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 693.77%
0.09%
$1.319M
7,644 shares@ $172.5 avg price
IJRIshares Tr
Recent Activity
Increased 26.7%
0.08%
$1.236M
10,570 shares@ $116.96 avg price
VUGVanguard Index Fds
Recent Activity
Increased 51.51%
0.07%
$1.1M
2,865 shares@ $383.93 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.89%
0.05%
$768,713
3,405 shares@ $225.77 avg price
USBUs Bancorp Del
Recent Activity
Increased 55.07%
0.05%
$682,520
14,925 shares@ $45.73 avg price
SCCOSouthern Copper Corp
Recent Activity
Increased 0.75%
0.04%
$606,111
5,240 shares@ $115.68 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.01%
0.04%
$533,851
11,780 shares@ $45.32 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Increased 27.66%
0.04%
$493,096
2,917 shares@ $169.05 avg price