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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
GMGeneral Mtrs Co
Recent Activity
Increased 0.88%
0.03%
$436,185
9,728 shares@ $44.84 avg price
FIFiserv Inc
Recent Activity
Increased 3.54%
0.03%
$405,290
2,256 shares@ $179.65 avg price
ETEnergy Transfer L P
Recent Activity
Increased 0.45%
0.03%
$362,985
22,616 shares@ $16.05 avg price
NVTNvent Electric Plc
Recent Activity
Increased 1.45%
0.02%
$276,614
3,937 shares@ $70.27 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.61%
0.02%
$254,545
8,744 shares@ $29.12 avg price
ATECAlphatec Hldgs Inc
Recent Activity
Increased 1.32%
0.02%
$225,336
40,528 shares@ $5.57 avg price
IJTIshares Tr
Recent Activity
Increased 0.19%
0.01%
$149,766
1,074 shares@ $139.45 avg price
IYYIshares Tr
Recent Activity
Increased 0.38%
0.01%
$148,749
1,066 shares@ $139.54 avg price
IJJIshares Tr
Recent Activity
Increased 138.65%
0.01%
$87,028
704 shares@ $123.62 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
Increased 1.27%
0.01%
$3,775
241 shares@ $15.67 avg price