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  Name: OXFORD FINANCIAL GROUP LTD
  City: INDIANAPOLIS
  State: IN
  Zip: 46280-0238
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,440,821,000
  Total Value Change : $89,804,000
  Securities Held Change : -27
   
All Securities Held : 274
  New Positions : 9
  Closed Positions : 36
  Increased Positions : 96
  Unchanged Positions : 68
  Decreased Positions : 101

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PNR)1 Year Chart         PNR Pentair Inc 166 New $79.33 $354,000 4,142 0.02% 354,000 4,142 0.002    Diversified Machinery
   (GM)1 Year Chart         GM General Motors Co 208 New $42.66 $236,000 5,194 0.02% 236,000 5,194 0    Auto Manufacturers
   (LYV)1 Year Chart         LYV Live Nation Inc 212 New $93.32 $220,000 2,084 0.02% 220,000 2,084 0.001    Business Services
   (LRCX)1 Year Chart         LRCX Lam Research Corp 216 New $950.70 $208,000 214 0.01% 208,000 214 0    Semiconductor Equipme...
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 218 New $963.64 $204,000 181 0.01% 204,000 181 0    Auto Parts Stores
   (IEO)1 Year Chart         IEO iShares Dow Jones U.S. Oil ... 238 New $0.00 $79,000 742 0.01% 79,000 742 0.019    Closed - End Fund - E...
   (QTI)1 Year Chart         QTI Qt Imaging Hldgs Inc 245 New $0.00 $65,000 61,689 0% 65,000 61,689 0.209    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 249 New $0.00 $53,000 404 0% 53,000 404 0    Closed - End Fund - E...

      8 Records Found
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