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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
ESGEIshares Inc
Recent Activity
Increased 0.14%
0.37%
$5.725M
157,239 shares@ $36.42 avg price
IWNIshares Tr
Recent Activity
Decreased -0.01%
0.36%
$5.603M
33,586 shares@ $166.82 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.36%
$5.529M
8 shares@ $691180.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.8%
0.34%
$5.212M
27,970 shares@ $186.33 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -1.88%
0.32%
$5.001M
27,480 shares@ $181.99 avg price
GNRSpdr Index Shs Fds
Recent Activity
Increased 0.37%
0.3%
$4.592M
79,628 shares@ $57.67 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -1.2%
0.26%
$4.012M
12,106 shares@ $331.45 avg price
BXBlackstone Inc
Recent Activity
Decreased -1.22%
0.26%
$3.99M
26,055 shares@ $153.13 avg price
GIISpdr Index Shs Fds
Recent Activity
Decreased -0.05%
0.24%
$3.657M
59,288 shares@ $61.7 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.35%
0.23%
$3.58M
4,038 shares@ $886.6 avg price