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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.59%
0.86%
$13.445M
29,211 shares@ $460.27 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -6.85%
0.79%
$12.437M
103,902 shares@ $119.71 avg price
IWBIshares Tr
Recent Activity
Decreased -9.66%
0.66%
$10.298M
32,755 shares@ $314.4 avg price
SYBTStock Yds Bancorp Inc
Recent Activity
Increased 0.1%
0.59%
$9.186M
148,191 shares@ $62.0 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.34%
0.59%
$9.172M
43,498 shares@ $210.87 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 30.41%
0.55%
$8.606M
20,008 shares@ $430.14 avg price
IWDIshares Tr
Recent Activity
Decreased -0.83%
0.52%
$8.112M
42,737 shares@ $189.81 avg price
CPRTCopart Inc
Recent Activity
Increased 2871.85%
0.42%
$6.52M
124,431 shares@ $52.4 avg price
KEKimball Electronics Inc
Recent Activity
Decreased -0.36%
0.41%
$6.339M
342,460 shares@ $18.52 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.92%
0.41%
$6.331M
11,998 shares@ $527.69 avg price