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Oxford Wealth Group, LLC Top Holdings and 13F Report (2024)

About Oxford Wealth Group, LLC

Investment Activity

  • Oxford 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.

Sector Allocation

Map of 500 Largest Holdings ofOxford Wealth Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$18,376,208159,98816.7%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$16,654,510286,60315.2%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$8,381,39591,3017.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,866,1887,9623.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,689,7238,7703.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,380,18719,7123.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,157,91317,5072.9%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,972,7133,2902.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,876,8963,6982.6%Medical
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,802,75614,9602.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,692,9216,0652.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,528,53016,7532.3%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$1,932,9988,8141.8%Transportation
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,881,49016,1861.7%Oils/Energy
Pfizer Inc. stock logo
PFE
Pfizer
$1,624,14158,5281.5%Medical
ASML Holding stock logo
ASML
ASML
$1,600,3051,6491.5%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,594,48412,0841.5%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,577,6523,1891.4%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,567,76412,2101.4%Medical
Oracle Co. stock logo
ORCL
Oracle
$1,498,40211,9291.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,382,4716,9021.3%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,350,8312,6051.2%Medical
Citigroup Inc. stock logo
C
Citigroup
$1,233,18019,5001.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$1,215,5812,4091.1%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$1,164,3096,0331.1%Aerospace
Visa Inc. stock logo
V
Visa
$1,091,2033,9101.0%Business Services
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$1,088,91525,4361.0%ETF
Chevron Co. stock logo
CVX
Chevron
$1,074,0526,8091.0%Oils/Energy
Mastercard Incorporated stock logo
MA
Mastercard
$1,071,4932,2251.0%Business Services
McKesson Co. stock logo
MCK
McKesson
$1,045,2471,9471.0%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,009,78413,9550.9%Retail/Wholesale
CHENIERE ENERGY INC
$952,8425,9080.9%COM NEW
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$943,4002,0740.9%Aerospace
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$912,3413,2110.8%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$817,4032,7140.7%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$795,57816,9200.7%Basic Materials
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$774,3901,0570.7%Retail/Wholesale
Albemarle Co. stock logo
ALB
Albemarle
$682,9405,1840.6%Basic Materials
Novartis AG stock logo
NVS
Novartis
$657,7646,8000.6%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$621,2991,0230.6%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$500,9821,3060.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$465,6113,0580.4%Computer and Technology
Mohr Growth ETF stock logo
MOHR
Mohr Growth ETF
$351,00315,9810.3%ETF
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$337,6451,5400.3%Finance
MFUL
Mindful Conservative ETF
$332,19715,5450.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$298,8201,0510.3%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$276,1661,5710.3%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$265,7714,4170.2%Retail/Wholesale
RULE
Adaptive Core ETF
$264,25812,0090.2%ETF
DIREXION SHS ETF TR
$248,3024,5560.2%DAILY 20+ YEAR T
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$247,7701,0000.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$230,2584400.2%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$225,8431,6600.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$212,0661600.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$208,1434330.2%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$204,9387730.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$204,3151,1320.2%Computer and Technology
Plug Power Inc. stock logo
PLUG
Plug Power
$183,80353,4310.2%Industrial Products
IonQ, Inc. stock logo
IONQ
IonQ
$173,69617,3870.2%Computer and Technology
Recursion Pharmaceuticals, Inc. stock logo
RXRX
Recursion Pharmaceuticals
$106,08110,6400.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data: