Long-term investor
Oxford Financial Group, Ltd. LLC @oxfordfinancialgroupltdl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001245862).
Record
- Tracked since 2025-06-30 (454 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +815.2% · all +815.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 14.3% · long · since 2025-06-30
- 53656F623 · 9.8% · long · since 2025-06-30
- 30254T577 · 7.9% · long · since 2026-03-31
- LLY · 7.8% · long · since 2025-06-30
- ISRG · 7.2% · long · since 2025-06-30
- 78463X541 · 6.2% · long · since 2025-06-30
- 464288414 · 4.6% · long · since 2025-06-30
- 26922A321 · 3.8% · long · since 2025-06-30
- 464287200 · 3.2% · long · since 2025-06-30
- 025072877 · 3.1% · long · since 2025-06-30
- 922908744 · 2.7% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30