Oxford Financial Group Ltd Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Deep Dive into the Changes

Investors are always on the lookout for insights on the movements of top-performing funds. One such fund, Oxford Financial Group Ltd, recently released its Q3 2022 vs. Q4 2022 13F holdings comparison. In this blog post, we'll take a closer look at the changes in holdings of this fund and explore what it may mean for investors.

First, some background on Oxford Financial Group Ltd. The firm is an investment advisory and consulting firm that provides customized investment solutions to high net worth individuals, families, and institutions. With over $20 billion in assets under advisement, Oxford Financial Group Ltd is a major player in the investment world. Let's dive in and see what the firm's latest 13F filings tell us about the fund's movements.

Some Key Takeaways

Looking at the summary data, we notice some interesting changes from Q3 2022 to Q4 2022. For example, ISHARES TR (MUB) saw an increase in shares from 51,250 to 984,173, a staggering 1,875.5% increase. The Q3 2022 value was $5,257,000, which increased to $103,849,000 in Q4 2022, a gain of 1,875.5%. In contrast, VANGUARD INDEX FDS (VTI) saw a dip in shares from 660,928 to 529,641, a decrease of 14.6%. Similarly, ISHARES TR (IVW) decreased by 18.9% from 62,163 shares to 49,833 shares.

These changes may reflect shifting market sentiments, investment strategies, or opportunities. For instance, LILLY ELI & CO (LLY) saw a decline in shares from 185,296 to 183,661, but the Q3 2022 value of $59,916,000 increased to $67,190,000 in Q4 2022, a gain of 12.1%. This suggests that the fund believes that LLY has stronger prospects for growth in the future, despite holding fewer shares.

Another interesting observation relates to VANGUARD INDEX FDS (VTV). The fund increased its VTV shares from 266,164 to 287,376, a significant increase of 22.7%. The Q3 2022 value was $32,866,000, which increased to $40,338,000 in Q4 2022, representing a growth of 22.7%. This may indicate that the fund sees potential in the growth of the companies held by VTV.

Further Data Mining

The changes in holdings of this fund can tell us more about its investment strategy. For example, the fund increased its shares in INTUITIVE SURGICAL INC (ISRG) from 126,314 to 151,924, a gain of 70.3%. This may suggest that the fund is bullish on the future prospects of the healthcare industry. We also observe that ISHARES TR (ACWI) and ISHARES TR (EFA) saw increases of 3,189.3% and 95.5% respectively. These changes may indicate the fund's continued interest in international investments.

Moving on, we see an interesting drop in holdings for SPDR INDEX SHS FDS (GII). The fund held no shares of the company in Q3 2022, but in Q4 2022, it held 85,675 shares, reflecting a change of 0% to 4,491%. This suggests that the fund may have identified a new opportunity or sees untapped potential in GII's future growth prospects.

Conclusion

Investors rely on funds like Oxford Financial Group Ltd to achieve their investment goals. By analyzing the changes in the fund's holdings, we can get insights into its investment strategy and gain a better understanding of the movements in the market. While we can't predict the future with certainty, understanding the changes in holdings of a fund like Oxford Financial Group Ltd can help us make informed investment decisions.