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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
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$212,706
3,250 shares@ $65.45 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$207,562
1,067 shares@ $194.53 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$205,420
250 shares@ $821.68 avg price
HEI.AHeico Corp New
Recent Activity
Exited
0%
$200,598
1,130 shares@ $177.53 avg price
TAt&t Inc
Recent Activity
Exited
0%
$191,158
10,003 shares@ $19.12 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$114,097
1,129 shares@ $101.07 avg price
EWJIshares Inc
Recent Activity
Exited
0%
$86,801
1,272 shares@ $68.24 avg price
SHYIshares Tr
Recent Activity
Exited
0%
$78,547
962 shares@ $81.65 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$74,048
1,109 shares@ $66.78 avg price
IEOIshares Tr
Recent Activity
Exited
0%
$73,844
742 shares@ $99.53 avg price