The Analysis of OXFORD FINANCIAL GROUP, LTD. LLC's Holdings


Currently, OXFORD FINANCIAL GROUP, LTD. LLC holds 289 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in AAPL (+22.1K shares, valued at $6.0M), GNR (+62.6K shares, valued at $3.9M), IVV (+2.5K shares, valued at $1.7M); decreased their positions in VTI (-62.8K shares, valued at $21.0M), LLY (-14.9K shares, valued at $16.0M), ISRG (-10.2K shares, valued at $5.8M); initiated new positions in PAYC (+3.3K shares, valued at $528.1K), VIS (+1.7K shares, valued at $510.2K), FFIC (+32.5K shares, valued at $493.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS795.9K shares-7.31%2025-12-312026-02-13history
ISRG INTUITIVE SURGICAL INC364.0K shares-2.72%2025-12-312026-02-13history
INFL LISTED FDS TR4.0M shares-0.38%2025-12-312026-02-13history
LLY ELI LILLY & CO136.1K shares-9.84%2025-12-312026-02-13history
GNR SPDR INDEX SHS FDS1.9M shares3.48%2025-12-312026-02-13history
DSTL ETF SER SOLUTIONS1.6M shares-2.04%2025-12-312026-02-13history
MUB ISHARES TR836.1K shares-3.37%2025-12-312026-02-13history
AVUV AMERICAN CENTY ETF TR668.7K shares-3.37%2025-12-312026-02-13history
Sponsored
IVV ISHARES TR92.1K shares2.81%2025-12-312026-02-13history
VTV VANGUARD INDEX FDS267.3K shares-1.71%2025-12-312026-02-13history
AAPL APPLE INC159.1K shares16.09%2025-12-312026-02-13history
SPY SPDR S&P 500 ETF TR52.5K shares4.57%2025-12-312026-02-13history
ACWI ISHARES TR199.9K shares-4.85%2025-12-312026-02-13history
FNDX SCHWAB STRATEGIC TR966.5K shares-1.59%2025-12-312026-02-13history
MCD MCDONALDS CORP80.6K shares0.39%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION115.5K shares-11.05%2025-12-312026-02-13history
Sponsored
MSFT MICROSOFT CORP37.2K shares-18.24%2025-12-312026-02-13history
MTUM ISHARES TR69.4K shares-1.67%2025-12-312026-02-13history
EFA ISHARES TR157.9K shares-2.11%2025-12-312026-02-13history
VT VANGUARD INTL EQUITY INDEX F96.3K shares-1.42%2025-12-312026-02-13history
JPM JPMORGAN CHASE & CO.40.6K shares-1.67%2025-12-312026-02-13history
JCPI J P MORGAN EXCHANGE TRADED F268.4K shares-4.26%2025-12-312026-02-13history
IWB ISHARES TR29.7K shares-0.26%2025-12-312026-02-13history
KE KIMBALL ELECTRONICS INC342.5K shares0.00%2025-12-312026-02-13history
Sponsored
SYBT STOCK YDS BANCORP INC146.1K shares0.18%2025-12-312026-02-13history
IWD ISHARES TR42.2K shares-2.97%2025-12-312026-02-13history
VANGUARD INDEX FDS VANGUARD INDEX FDS12.6K shares-0.02%2025-12-312026-02-13history
ESGE ISHARES INC162.6K shares-2.51%2025-12-312026-02-13history
IVW ISHARES TR43.8K shares8.76%2025-12-312026-02-13history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.2K shares-52.01%2025-12-312026-02-13history
DPZ DOMINOS PIZZA INC12.3K shares-38.60%2025-12-312026-02-13history
IWL ISHARES TR29.3K shares0.00%2025-12-312026-02-13history
Sponsored
IWN ISHARES TR27.1K shares0.00%2025-12-312026-02-13history
CPRT COPART INC124.0K shares-0.05%2025-12-312026-02-13history
AMZN AMAZON COM INC21.0K shares-11.34%2025-12-312026-02-13history
IWF ISHARES TR9.1K shares0.02%2025-12-312026-02-13history
VXF VANGUARD INDEX FDS20.1K shares-14.23%2025-12-312026-02-13history
INVESCO QQQ TR INVESCO QQQ TR6.4K shares5.81%2025-12-312026-02-13history
GII SPDR INDEX SHS FDS55.9K shares-0.42%2025-12-312026-02-13history
EATON CORP PLC EATON CORP PLC12.0K shares-3.38%2025-12-312026-02-13history
Sponsored
ITOT ISHARES TR25.3K shares-0.43%2025-12-312026-02-13history
IVE ISHARES TR17.4K shares0.00%2025-12-312026-02-13history
COST COSTCO WHSL CORP NEW4.0K shares1.97%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC9.8K shares-9.54%2025-12-312026-02-13history
VEA VANGUARD TAX-MANAGED FDS48.8K shares10.73%2025-12-312026-02-13history
VB VANGUARD INDEX FDS11.8K shares4.56%2025-12-312026-02-13history
IWR ISHARES TR29.0K shares-11.11%2025-12-312026-02-13history
BROADCOM INC BROADCOM INC7.6K shares-0.16%2025-12-312026-02-13history
Sponsored
IJH ISHARES TR39.6K shares-9.75%2025-12-312026-02-13history
VUG VANGUARD INDEX FDS5.4K shares0.00%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC7.9K shares38.82%2025-12-312026-02-13history
IWV ISHARES TR6.3K shares0.00%2025-12-312026-02-13history
XOM EXXON MOBIL CORP20.0K shares-8.43%2025-12-312026-02-13history
IWM ISHARES TR9.7K shares1.54%2025-12-312026-02-13history
VV VANGUARD INDEX FDS7.4K shares0.00%2025-12-312026-02-13history
HGTY HAGERTY INC170.0K shares0.00%2025-12-312026-02-13history
Sponsored
VYM VANGUARD WHITEHALL FDS15.9K shares0.00%2025-12-312026-02-13history
BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-13history
PG PROCTER AND GAMBLE CO14.7K shares-0.59%2025-12-312026-02-13history
GLW CORNING INC22.3K shares-0.62%2025-12-312026-02-13history
VO VANGUARD INDEX FDS6.6K shares-11.44%2025-12-312026-02-13history
JNJ JOHNSON & JOHNSON9.1K shares-2.55%2025-12-312026-02-13history
IBIT ISHARES BITCOIN TRUST ETF36.5K shares86.20%2025-12-312026-02-13history
SCHG SCHWAB STRATEGIC TR52.9K shares2.28%2025-12-312026-02-13history
Sponsored
META META PLATFORMS INC2.5K shares-43.64%2025-12-312026-02-13history
HNI HNI CORP35.0K shares0.81%2025-12-312026-02-13history
HBNC HORIZON BANCORP INC83.0K shares0.00%2025-12-312026-02-13history
NI NISOURCE INC33.6K shares0.12%2025-12-312026-02-13history
IEFA ISHARES TR15.6K shares3924.48%2025-12-312026-02-13history
BA BOEING CO6.1K shares11.70%2025-12-312026-02-13history
GLD SPDR GOLD TR3.3K shares0.12%2025-12-312026-02-13history
VGT VANGUARD WORLD FD1.7K shares-7.00%2025-12-312026-02-13history
Sponsored
ORCL ORACLE CORP6.5K shares-0.72%2025-12-312026-02-13history
SIVR ABRDN SILVER ETF TRUST18.5K shares0.00%2025-12-312026-02-13history
GE AEROSPACE GE AEROSPACE4.0K shares1.99%2025-12-312026-02-13history
FV FIRST TR EXCHANGE TRADED FD19.8K shares0.00%2025-12-312026-02-13history
MDY SPDR S&P MIDCAP 400 ETF TR2.1K shares0.00%2025-12-312026-02-13history
ABBV ABBVIE INC5.2K shares1.50%2025-12-312026-02-13history
FTCS FIRST TR EXCHANGE-TRADED FD12.8K shares0.00%2025-12-312026-02-13history
VWO VANGUARD INTL EQUITY INDEX F22.0K shares-10.19%2025-12-312026-02-13history
Sponsored
RJF RAYMOND JAMES FINL INC7.3K shares-4.91%2025-12-312026-02-13history
SCHF SCHWAB STRATEGIC TR48.6K shares67.08%2025-12-312026-02-13history
REET ISHARES TR46.4K shares-15.46%2025-12-312026-02-13history
NEE NEXTERA ENERGY INC13.9K shares3.25%2025-12-312026-02-13history
IBM INTERNATIONAL BUSINESS MACHS3.6K shares8.15%2025-12-312026-02-13history
AON PLC AON PLC3.0K shares0.88%2025-12-312026-02-13history
VEU VANGUARD INTL EQUITY INDEX F14.0K shares-0.46%2025-12-312026-02-13history
SCHE SCHWAB STRATEGIC TR31.2K shares0.00%2025-12-312026-02-13history
Sponsored
DGRO ISHARES TR14.6K shares0.00%2025-12-312026-02-13history
PCTY PAYLOCITY HLDG CORP6.6K shares188.02%2025-12-312026-02-13history
AEP AMERICAN ELEC PWR CO INC8.7K shares0.75%2025-12-312026-02-13history
EFAX SPDR INDEX SHS FDS19.5K shares2.91%2025-12-312026-02-13history
XLK SELECT SECTOR SPDR TR6.8K shares99.53%2025-12-312026-02-13history
VNQ VANGUARD INDEX FDS10.8K shares12.94%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED1.7K shares-2.31%2025-12-312026-02-13history
HD HOME DEPOT INC2.7K shares-3.77%2025-12-312026-02-13history
Sponsored
KO COCA COLA CO13.1K shares2.32%2025-12-312026-02-13history
PM PHILIP MORRIS INTL INC5.6K shares62.77%2025-12-312026-02-13history
TSLA TESLA INC2.0K shares-20.88%2025-12-312026-02-13history
WMT WALMART INC8.0K shares-1.94%2025-12-312026-02-13history
AGG ISHARES TR8.6K shares852.81%2025-12-312026-02-13history
RTX RTX CORPORATION4.5K shares-13.43%2025-12-312026-02-13history
BK BANK NEW YORK MELLON CORP7.1K shares-3.20%2025-12-312026-02-13history
V VISA INC2.4K shares1.29%2025-12-312026-02-13history
Sponsored
IJR ISHARES TR6.6K shares-21.64%2025-12-312026-02-13history
EMXC ISHARES INC10.8K shares0.00%2025-12-312026-02-13history
AXP AMERICAN EXPRESS CO2.1K shares4.97%2025-12-312026-02-13history
BLACKSTONE INC BLACKSTONE INC4.9K shares-79.74%2025-12-312026-02-13history
IWP ISHARES TR5.5K shares0.00%2025-12-312026-02-13history
UPGD INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2025-12-312026-02-13history
XLF SELECT SECTOR SPDR TR13.5K shares355.65%2025-12-312026-02-13history
GEV GE VERNOVA INC1.1K shares-59.50%2025-12-312026-02-13history
Sponsored
AOA ISHARES TR8.1K shares8.07%2025-12-312026-02-13history
VIG VANGUARD SPECIALIZED FUNDS3.3K shares14.00%2025-12-312026-02-13history
CVX CHEVRON CORP NEW4.7K shares-27.26%2025-12-312026-02-13history
ADP AUTOMATIC DATA PROCESSING IN2.8K shares133.47%2025-12-312026-02-13history
PEY INVESCO EXCHANGE TRADED FD T34.5K shares0.00%2025-12-312026-02-13history
SCCO SOUTHERN COPPER CORP4.9K shares0.84%2025-12-312026-02-13history
DIS DISNEY WALT CO6.1K shares2.23%2025-12-312026-02-13history
EFG ISHARES TR6.0K shares0.00%2025-12-312026-02-13history
Sponsored
AEE AMEREN CORP6.8K shares0.10%2025-12-312026-02-13history
INTU INTUIT1.0K shares-1.07%2025-12-312026-02-13history
QUAL ISHARES TR3.4K shares-7.40%2025-12-312026-02-13history
XCEM COLUMBIA ETF TR II17.2K shares0.00%2025-12-312026-02-13history
IYH ISHARES TR10.1K shares0.00%2025-12-312026-02-13history
BALL BALL CORP12.2K shares-44.16%2025-12-312026-02-13history
ATEC ALPHATEC HLDGS INC30.0K shares-25.00%2025-12-312026-02-13history
SCHX SCHWAB STRATEGIC TR23.4K shares-34.24%2025-12-312026-02-13history
Sponsored
WFC WELLS FARGO CO NEW6.7K shares-13.44%2025-12-312026-02-13history
LOW LOWES COS INC2.5K shares1.08%2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP1.3K shares-1.57%2025-12-312026-02-13history
OEF ISHARES TR1.8K shares14.44%2025-12-312026-02-13history
AMGN AMGEN INC1.8K shares-6.33%2025-12-312026-02-13history
SPG SIMON PPTY GROUP INC NEW3.0K shares1.37%2025-12-312026-02-13history
GS GOLDMAN SACHS GROUP INC637 shares-16.95%2025-12-312026-02-13history
SHOP SHOPIFY INC3.5K shares1.95%2025-12-312026-02-13history
Sponsored
AOR ISHARES TR8.4K shares0.54%2025-12-312026-02-13history
BAC BANK AMERICA CORP9.8K shares-18.24%2025-12-312026-02-13history
AMD ADVANCED MICRO DEVICES INC2.5K shares-8.27%2025-12-312026-02-13history
PAYC PAYCOM SOFTWARE INC3.3K sharesnew addition2025-12-312026-02-13history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-4.77%2025-12-312026-02-13history
MERCK & CO INC MERCK & CO INC5.0K shares-3.91%2025-12-312026-02-13history
VIS VANGUARD WORLD FD1.7K sharesnew addition2025-12-312026-02-13history
FFIC FLUSHING FINL CORP32.5K sharesnew addition2025-12-312026-02-13history
Sponsored
XLY SELECT SECTOR SPDR TR4.1K shares5164.10%2025-12-312026-02-13history
GM GENERAL MTRS CO5.9K shares13.94%2025-12-312026-02-13history
DE DEERE & CO1.0K shares-2.03%2025-12-312026-02-13history
USB US BANCORP DEL8.8K shares1.14%2025-12-312026-02-13history
NOW SERVICENOW INC3.1K shares348.02%2025-12-312026-02-13history
DFUV DIMENSIONAL ETF TRUST10.0K shares-29.94%2025-12-312026-02-13history
IWO ISHARES TR1.4K shares0.00%2025-12-312026-02-13history
FITB FIFTH THIRD BANCORP9.6K shares-2.26%2025-12-312026-02-13history
Sponsored
MASI MASIMO CORP3.4K shares0.00%2025-12-312026-02-13history
KMI KINDER MORGAN INC DEL16.1K shares1.70%2025-12-312026-02-13history
SPSM SPDR SERIES TRUST9.4K shares0.00%2025-12-312026-02-13history
PEG PUBLIC SVC ENTERPRISE GRP IN5.4K shares-2.35%2025-12-312026-02-13history
WGO WINNEBAGO INDS INC10.7K shares0.47%2025-12-312026-02-13history
PNR PENTAIR PLC4.1K shares-1.97%2025-12-312026-02-13history
PGR PROGRESSIVE CORP1.9K shares1.67%2025-12-312026-02-13history
KKR & CO INC KKR & CO INC3.4K shares-14.18%2025-12-312026-02-13history
Sponsored
CAT CATERPILLAR INC745 shares5.37%2025-12-312026-02-13history
SUSA ISHARES TR3.0K shares0.00%2025-12-312026-02-13history
BLACKROCK INC BLACKROCK INC389 shares-3.47%2025-12-312026-02-13history
PAYX PAYCHEX INC3.6K sharesnew addition2025-12-312026-02-13history
LINDE PLC LINDE PLC949 shares-1.04%2025-12-312026-02-13history
HON HONEYWELL INTL INC2.0K shares-0.15%2025-12-312026-02-13history
DHR DANAHER CORPORATION1.7K shares-0.41%2025-12-312026-02-13history
NVT NVENT ELECTRIC PLC3.9K shares-2.23%2025-12-312026-02-13history
Sponsored
PEP PEPSICO INC2.7K shares-4.13%2025-12-312026-02-13history
CRM SALESFORCE INC1.4K shares-26.73%2025-12-312026-02-13history
MBIN MERCHANTS BANCORP IND11.1K shares0.00%2025-12-312026-02-13history
SLB SLB LIMITED9.8K shares0.82%2025-12-312026-02-13history
SYK STRYKER CORPORATION1.1K shares-6.25%2025-12-312026-02-13history
MS MORGAN STANLEY2.1K shares-44.47%2025-12-312026-02-13history
VHT VANGUARD WORLD FD1.3K shares1089.62%2025-12-312026-02-13history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-12-312026-02-13history
Sponsored
NFLX NETFLIX INC3.9K shares789.15%2025-12-312026-02-13history
CSCO CISCO SYS INC4.6K shares-2.95%2025-12-312026-02-13history
TIP ISHARES TR3.2K shares0.00%2025-12-312026-02-13history
INTC INTEL CORP9.5K shares-8.02%2025-12-312026-02-13history
ATO ATMOS ENERGY CORP2.1K shares0.92%2025-12-312026-02-13history
CEG CONSTELLATION ENERGY CORP966 shares-6.03%2025-12-312026-02-13history
UNH UNITEDHEALTH GROUP INC1.0K shares-12.70%2025-12-312026-02-13history
USMV ISHARES TR3.6K shares0.00%2025-12-312026-02-13history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares1.41%2025-12-312026-02-13history
SNEX STONEX GROUP INC3.4K shares-19.79%2025-12-312026-02-13history
DOV DOVER CORP1.6K shares0.56%2025-12-312026-02-13history
PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-12-312026-02-13history
XLC SELECT SECTOR SPDR TR2.6K sharesnew addition2025-12-312026-02-13history
DIA SPDR DOW JONES INDL AVERAGE629 shares0.00%2025-12-312026-02-13history
LIT GLOBAL X FDS4.6K shares0.00%2025-12-312026-02-13history
LEN LENNAR CORP2.8K shares1.10%2025-12-312026-02-13history
Sponsored
ING ING GROEP N.V.10.3K shares2.82%2025-12-312026-02-13history
WTAI WISDOMTREE TR9.9K shares0.00%2025-12-312026-02-13history
BP BP PLC8.2K shares-1.09%2025-12-312026-02-13history
CSX CSX CORP7.8K shares-0.21%2025-12-312026-02-13history
CAH CARDINAL HEALTH INC1.4K shares1.12%2025-12-312026-02-13history
ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K sharesnew addition2025-12-312026-02-13history
ICLN ISHARES TR16.6K shares0.00%2025-12-312026-02-13history
F FORD MTR CO20.3K shares-55.57%2025-12-312026-02-13history
Sponsored
WELL WELLTOWER INC1.4K shares2.65%2025-12-312026-02-13history
XLP SELECT SECTOR SPDR TR3.4K sharesnew addition2025-12-312026-02-13history
BMY BRISTOL-MYERS SQUIBB CO4.8K shares-1.16%2025-12-312026-02-13history
OBDC BLUE OWL CAPITAL CORPORATION20.5K shares0.00%2025-12-312026-02-13history
OKE ONEOK INC NEW3.4K shares-2.40%2025-12-312026-02-13history
ARKK ARK ETF TR3.2K shares11.31%2025-12-312026-02-13history
EFV ISHARES TR3.5K shares0.00%2025-12-312026-02-13history
IUSB ISHARES TR5.3K sharesnew addition2025-12-312026-02-13history
Sponsored
GEHC GE HEALTHCARE TECHNOLOGIES I3.0K shares-0.83%2025-12-312026-02-13history
EOG EOG RES INC2.3K shares0.56%2025-12-312026-02-13history
ISHARES GOLD TR ISHARES GOLD TR3.0K sharesnew addition2025-12-312026-02-13history
ESGV VANGUARD WORLD FD2.0K shares-0.80%2025-12-312026-02-13history
IYW ISHARES TR1.2K shares0.00%2025-12-312026-02-13history
XLV SELECT SECTOR SPDR TR1.5K shares326.39%2025-12-312026-02-13history
EPD ENTERPRISE PRODS PARTNERS L7.4K shares0.76%2025-12-312026-02-13history
QCOM QUALCOMM INC1.4K shares-3.92%2025-12-312026-02-13history
Sponsored
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares-1.24%2025-12-312026-02-13history
MO ALTRIA GROUP INC4.0K sharesnew addition2025-12-312026-02-13history
AMAL AMALGAMATED FINANCIAL CORP7.1K sharesnew addition2025-12-312026-02-13history
TKR TIMKEN CO2.7K shares-11.03%2025-12-312026-02-13history
T AT&T INC8.9K shares1.75%2025-12-312026-02-13history
NVO NOVO-NORDISK A S4.3K sharesnew addition2025-12-312026-02-13history
MU MICRON TECHNOLOGY INC755 sharesnew addition2025-12-312026-02-13history
VDE VANGUARD WORLD FD1.7K shares1600.00%2025-12-312026-02-13history
Sponsored
MPC MARATHON PETE CORP1.3K shares-17.89%2025-12-312026-02-13history
D DOMINION ENERGY INC3.6K shares8.14%2025-12-312026-02-13history
SPHY SPDR SERIES TRUST8.9K sharesnew addition2025-12-312026-02-13history
CRWD CROWDSTRIKE HLDGS INC445 shares-61.84%2025-12-312026-02-13history
BN BROOKFIELD CORP4.5K sharesnew addition2025-12-312026-02-13history
INBK FIRST INTERNET BANCORP9.8K shares0.00%2025-12-312026-02-13history
ELV ELEVANCE HEALTH INC FORMERLY581 shares-51.46%2025-12-312026-02-13history
ARKQ ARK ETF TR1.7K shares18.31%2025-12-312026-02-13history
Sponsored
IGSB ISHARES TR3.7K sharesnew addition2025-12-312026-02-13history
EEM ISHARES TR3.5K shares13.99%2025-12-312026-02-13history
GDX VANECK ETF TRUST2.2K shares0.05%2025-12-312026-02-13history
PPA INVESCO EXCHANGE TRADED FD T1.2K shares15.51%2025-12-312026-02-13history
SDY SPDR SERIES TRUST1.3K sharesnew addition2025-12-312026-02-13history
IYY ISHARES TR1.1K shares0.28%2025-12-312026-02-13history
SOXX ISHARES TR555 sharesnew addition2025-12-312026-02-13history
IJT ISHARES TR1.1K shares0.19%2025-12-312026-02-13history
Sponsored
VFH VANGUARD WORLD FD950 sharesnew addition2025-12-312026-02-13history
ARKF ARK ETF TR2.5K shares0.00%2025-12-312026-02-13history
XLI SELECT SECTOR SPDR TR775 sharesnew addition2025-12-312026-02-13history
XLU SELECT SECTOR SPDR TR2.8K sharesnew addition2025-12-312026-02-13history
VSGX VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-02-13history
VBR VANGUARD INDEX FDS537 shares0.00%2025-12-312026-02-13history
XLB SELECT SECTOR SPDR TR2.4K sharesnew addition2025-12-312026-02-13history
HDV ISHARES TR835 shares0.00%2025-12-312026-02-13history
Sponsored
ARKW ARK ETF TR657 shares0.00%2025-12-312026-02-13history
MGC VANGUARD WORLD FD360 shares0.00%2025-12-312026-02-13history
IJJ ISHARES TR684 shares67.24%2025-12-312026-02-13history
IVR INVESCO MORTGAGE CAPITAL INC10.0K sharesnew addition2025-12-312026-02-13history
VOT VANGUARD INDEX FDS238 shares0.00%2025-12-312026-02-13history
SCHD SCHWAB STRATEGIC TR2.1K shares0.00%2025-12-312026-02-13history
IJK ISHARES TR600 shares0.00%2025-12-312026-02-13history
IVVD INVIVYD INC23.1K shares0.00%2025-12-312026-02-13history
Sponsored
SCHB SCHWAB STRATEGIC TR1.8K shares0.00%2025-12-312026-02-13history
DVY ISHARES TR305 shares-5.57%2025-12-312026-02-13history
ARKG ARK ETF TR1.1K shares0.00%2025-12-312026-02-13history
MOO VANECK ETF TRUST415 shares0.00%2025-12-312026-02-13history
SPDW SPDR INDEX SHS FDS615 shares0.00%2025-12-312026-02-13history
IXC ISHARES TR617 shares0.00%2025-12-312026-02-13history
FNDF SCHWAB STRATEGIC TR470 shares0.00%2025-12-312026-02-13history
LCTX LINEAGE CELL THERAPEUTICS IN12.6K shares0.00%2025-12-312026-02-13history
Sponsored
XLRE SELECT SECTOR SPDR TR500 shares0.00%2025-12-312026-02-13history
ACWX ISHARES TR286 shares0.00%2025-12-312026-02-13history
IEMG ISHARES INC251 shares-90.13%2025-12-312026-02-13history
STIP ISHARES TR152 shares0.00%2025-12-312026-02-13history
VDC VANGUARD WORLD FD66 shares1.54%2025-12-312026-02-13history
PFF ISHARES TR400 shares-42.86%2025-12-312026-02-13history
IQLT ISHARES TR271 shares0.00%2025-12-312026-02-13history
FNGR FINGERMOTION INC10.0K shares0.00%2025-12-312026-02-13history
Sponsored
VLU SPDR SERIES TRUST57 sharesnew addition2025-12-312026-02-13history
VLUE ISHARES TR68 shares0.00%2025-12-312026-02-13history
DFIV DIMENSIONAL ETF TRUST183 shares-94.06%2025-12-312026-02-13history
IYR ISHARES TR79 shares0.00%2025-12-312026-02-13history
IUSG ISHARES TR40 shares0.00%2025-12-312026-02-13history
VOE VANGUARD INDEX FDS35 shares0.00%2025-12-312026-02-13history
IXUS ISHARES TR73 shares0.00%2025-12-312026-02-13history
IUSV ISHARES TR55 shares0.00%2025-12-312026-02-13history
Sponsored
DRIV GLOBAL X FDS159 shares0.00%2025-12-312026-02-13history
PGF INVESCO EXCHANGE TRADED FD T260 shares1.56%2025-12-312026-02-13history
SPYM SPDR SERIES TRUST45 sharesnew addition2025-12-312026-02-13history
ANGL VANECK ETF TRUST106 shares0.00%2025-12-312026-02-13history
XBI SPDR SERIES TRUST25 sharesnew addition2025-12-312026-02-13history
SPAB SPDR SERIES TRUST116 sharesnew addition2025-12-312026-02-13history
ISTB ISHARES TR28 shares0.00%2025-12-312026-02-13history
SPTM SPDR SERIES TRUST13 sharesnew addition2025-12-312026-02-13history
Sponsored
DFAE DIMENSIONAL ETF TRUST3 shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: OXFORD FINANCIAL GROUP, LTD. LLC | TradeFomo