Oxford Wealth Group
Latest statistics and disclosures from Oxford Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XMMO, COWZ, QQQ, MTUM, AAPL, and represent 53.01% of Oxford Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$8.8M), MTUM (+$8.5M), COWZ (+$6.4M), XMMO (+$5.9M), RWJ, PANW, IBIT, AVGO, COIN, LRCX.
- Started 5 new stock positions in COIN, IBIT, SPY, NET, LRCX.
- Reduced shares in these 10 stocks: BIL, ELV, , TMUS, RXRX, Lam Research Corporation, VRT, TMF, MSTR, XOM.
- Sold out of its positions in ELV, TMF, Lam Research Corporation, MKTX, RXRX, TMUS.
- Oxford Wealth Group was a net buyer of stock by $31M.
- Oxford Wealth Group has $155M in assets under management (AUM), dropping by 25.90%.
- Central Index Key (CIK): 0002007082
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Portfolio Holdings for Oxford Wealth Group
Oxford Wealth Group holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 17.2 | $27M | +28% | 215k | 123.53 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 16.6 | $26M | +33% | 455k | 56.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.1 | $13M | +233% | 25k | 511.23 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 7.9 | $12M | +232% | 59k | 206.92 |
|
| Apple (AAPL) | 3.3 | $5.1M | 20k | 250.42 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 3.2 | $4.9M | +229% | 107k | 45.76 |
|
| Meta Platforms Cl A (META) | 3.0 | $4.7M | 8.0k | 585.52 |
|
|
| Amazon (AMZN) | 2.8 | $4.3M | +4% | 20k | 219.39 |
|
| Microsoft Corporation (MSFT) | 2.7 | $4.1M | +3% | 9.8k | 421.51 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $3.6M | -2% | 27k | 134.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.6M | +7% | 19k | 189.30 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $2.8M | +6% | 3.6k | 772.01 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.5 | $2.4M | -54% | 26k | 91.43 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $2.0M | -11% | 17k | 113.61 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | -5% | 17k | 107.57 |
|
| UnitedHealth (UNH) | 1.2 | $1.8M | +5% | 3.6k | 505.91 |
|
| Oracle Corporation (ORCL) | 1.1 | $1.7M | -4% | 11k | 166.64 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $1.7M | +5% | 2.5k | 693.10 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.6M | -3% | 6.6k | 239.70 |
|
| Old Dominion Freight Line (ODFL) | 1.0 | $1.5M | 8.7k | 176.40 |
|
|
| Tesla Motors (TSLA) | 1.0 | $1.5M | 3.7k | 403.84 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.5M | +16% | 3.3k | 444.68 |
|
| Citigroup Com New (C) | 0.9 | $1.4M | -5% | 20k | 70.39 |
|
| Visa Com Cl A (V) | 0.9 | $1.4M | 4.4k | 316.05 |
|
|
| Cheniere Energy Com New (LNG) | 0.9 | $1.4M | -5% | 6.4k | 214.88 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $1.3M | +20% | 15k | 86.02 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.3M | 2.4k | 526.58 |
|
|
| McKesson Corporation (MCK) | 0.8 | $1.3M | +4% | 2.2k | 569.92 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $1.2M | -2% | 14k | 84.79 |
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | -2% | 8.2k | 144.83 |
|
| Merck & Co (MRK) | 0.7 | $1.2M | -4% | 12k | 99.48 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.1M | +95% | 6.3k | 181.96 |
|
| salesforce (CRM) | 0.7 | $1.1M | -3% | 3.1k | 334.34 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $1.0M | +4% | 2.1k | 485.98 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.0M | 1.1k | 916.27 |
|
|
| Pfizer (PFE) | 0.6 | $986k | 37k | 26.53 |
|
|
| Netflix (NFLX) | 0.6 | $922k | 1.0k | 891.32 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $817k | 7.1k | 115.72 |
|
|
| Broadcom (AVGO) | 0.5 | $751k | +131% | 3.2k | 231.84 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $724k | 19k | 38.08 |
|
|
| Novartis Sponsored Adr (NVS) | 0.5 | $721k | +2% | 7.4k | 97.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $697k | -9% | 9.2k | 75.63 |
|
| Microstrategy Cl A New (MSTR) | 0.4 | $672k | -14% | 2.3k | 289.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $585k | +3% | 3.1k | 190.44 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $548k | +18% | 2.8k | 197.50 |
|
| Home Depot (HD) | 0.3 | $487k | 1.3k | 388.99 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $437k | NEW | 8.2k | 53.05 |
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $409k | NEW | 1.6k | 248.30 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $371k | NEW | 5.1k | 72.23 |
|
| Wal-Mart Stores (WMT) | 0.2 | $357k | 4.0k | 90.35 |
|
|
| Draftkings Com Cl A (DKNG) | 0.2 | $311k | 8.4k | 37.20 |
|
|
| Cloudflare Cl A Com (NET) | 0.2 | $291k | NEW | 2.7k | 107.68 |
|
| Advanced Micro Devices (AMD) | 0.2 | $288k | +93% | 2.4k | 120.79 |
|
| Amgen (AMGN) | 0.2 | $254k | 973.00 | 260.64 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $230k | NEW | 393.00 | 585.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $213k | +2% | 396.00 | 538.81 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $208k | 1.0k | 207.85 |
|
Past Filings by Oxford Wealth Group
SEC 13F filings are viewable for Oxford Wealth Group going back to 2024
- Oxford Wealth Group 2024 Q4 filed Feb. 14, 2025
- Oxford Wealth Group 2024 Q3 filed Nov. 12, 2024
- Oxford Wealth Group 2024 Q2 filed Aug. 12, 2024
- Oxford Wealth Group 2024 Q1 filed May 16, 2024