Oxford Wealth Group, LLC Top Holdings and 13F Report (2024) → Discover How to Turn $10,000 into $1 Million (From Paradigm Press) (Ad) About Oxford Wealth Group, LLCInvestment ActivityOxford Wealth Group, LLC has $109.88 million in total holdings as of March 31, 2024.Oxford Wealth Group, LLC owns shares of 60 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco S&P MidCap Momentum ETF $18,376,208Pacer US Cash Cows 100 ETF $16,654,510SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $8,381,395Meta Platforms $3,866,188Microsoft $3,689,723 Sector AllocationMap of 500 Largest Holdings ofOxford Wealth Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorXMMOInvesco S&P MidCap Momentum ETF$18,376,208159,98816.7%ETFCOWZPacer US Cash Cows 100 ETF$16,654,510286,60315.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$8,381,39591,3017.6%ETFMETAMeta Platforms$3,866,1887,9623.5%Computer and TechnologyMSFTMicrosoft$3,689,7238,7703.4%Computer and TechnologyAAPLApple$3,380,18719,7123.1%Computer and TechnologyAMZNAmazon.com$3,157,91317,5072.9%Retail/WholesaleNVDANVIDIA$2,972,7133,2902.7%Computer and TechnologyLLYEli Lilly and Company$2,876,8963,6982.6%MedicalMTUMiShares MSCI USA Momentum Factor ETF$2,802,75614,9602.6%ETFQQQInvesco QQQ$2,692,9216,0652.5%FinanceGOOGLAlphabet$2,528,53016,7532.3%Computer and TechnologyODFLOld Dominion Freight Line$1,932,9988,8141.8%TransportationXOMExxon Mobil$1,881,49016,1861.7%Oils/EnergyPFEPfizer$1,624,14158,5281.5%MedicalASMLASML$1,600,3051,6491.5%Computer and TechnologyMRKMerck & Co., Inc.$1,594,48412,0841.5%MedicalUNHUnitedHealth Group$1,577,6523,1891.4%MedicalNVONovo Nordisk A/S$1,567,76412,2101.4%MedicalORCLOracle$1,498,40211,9291.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,382,4716,9021.3%FinanceELVElevance Health$1,350,8312,6051.2%MedicalCCitigroup$1,233,18019,5001.1%FinanceADBEAdobe$1,215,5812,4091.1%Computer and TechnologyBABoeing$1,164,3096,0331.1%AerospaceVVisa$1,091,2033,9101.0%Business ServicesRWJInvesco S&P SmallCap 600 Revenue ETF$1,088,91525,4361.0%ETFCVXChevron$1,074,0526,8091.0%Oils/EnergyMAMastercard$1,071,4932,2251.0%Business ServicesMCKMcKesson$1,045,2471,9471.0%MedicalBABAAlibaba Group$1,009,78413,9550.9%Retail/WholesaleCHENIERE ENERGY INC$952,8425,9080.9%COM NEWLMTLockheed Martin$943,4002,0740.9%AerospacePANWPalo Alto Networks$912,3413,2110.8%Computer and TechnologyCRMSalesforce$817,4032,7140.7%Computer and TechnologyFCXFreeport-McMoRan$795,57816,9200.7%Basic MaterialsCOSTCostco Wholesale$774,3901,0570.7%Retail/WholesaleALBAlbemarle$682,9405,1840.6%Basic MaterialsNVSNovartis$657,7646,8000.6%MedicalNFLXNetflix$621,2991,0230.6%Consumer DiscretionaryHDHome Depot$500,9821,3060.5%Retail/WholesaleGOOGAlphabet$465,6113,0580.4%Computer and TechnologyMOHRMohr Growth ETF$351,00315,9810.3%ETFMKTXMarketAxess$337,6451,5400.3%FinanceMFULMindful Conservative ETF$332,19715,5450.3%ETFAMGNAmgen$298,8201,0510.3%MedicalTSLATesla$276,1661,5710.3%Auto/Tires/TrucksWMTWalmart$265,7714,4170.2%Retail/WholesaleRULEAdaptive Core ETF$264,25812,0090.2%ETFDIREXION SHS ETF TR$248,3024,5560.2%DAILY 20+ YEAR TNXPINXP Semiconductors$247,7701,0000.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$230,2584400.2%FinanceTSMTaiwan Semiconductor Manufacturing$225,8431,6600.2%Computer and TechnologyAVGOBroadcom$212,0661600.2%Computer and TechnologyVOOVanguard S&P 500 ETF$208,1434330.2%ETFCOINCoinbase Global$204,9387730.2%FinanceAMDAdvanced Micro Devices$204,3151,1320.2%Computer and TechnologyPLUGPlug Power$183,80353,4310.2%Industrial ProductsIONQIonQ$173,69617,3870.2%Computer and TechnologyRXRXRecursion Pharmaceuticals$106,08110,6400.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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