Oxford Wealth Group

Oxford Wealth Group as of June 30, 2024

Portfolio Holdings for Oxford Wealth Group

Oxford Wealth Group holds 68 positions in its portfolio as reported in the June 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) 16.8 $25M 215k 113.99
Pacer Fds Tr Us Cash Cows 100 (COWZ) 16.2 $24M 431k 54.49
Microsoft Corporation (MSFT) 3.5 $5.1M 11k 446.95
Apple (AAPL) 3.4 $5.0M 24k 210.62
Meta Platforms Cl A (META) 3.3 $4.7M 9.4k 504.22
NVIDIA Corporation (NVDA) 2.9 $4.3M 35k 123.54
Amazon (AMZN) 2.9 $4.2M 22k 193.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $4.2M 8.7k 479.11
Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $4.1M 21k 194.87
Alphabet Cap Stk Cl A (GOOGL) 2.6 $3.7M 21k 182.15
Eli Lilly & Co. (LLY) 2.5 $3.7M 4.0k 905.38
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.1 $3.0M 33k 91.78
Asml Holding N V N Y Registry Shs (ASML) 1.9 $2.7M 2.6k 1022.74
UnitedHealth (UNH) 1.8 $2.7M 5.3k 509.28
Exxon Mobil Corporation (XOM) 1.7 $2.4M 21k 115.12
Oracle Corporation (ORCL) 1.6 $2.4M 17k 141.20
Adobe Systems Incorporated (ADBE) 1.6 $2.4M 4.3k 555.54
Novo-nordisk A S Adr (NVO) 1.5 $2.2M 16k 142.74
Anthem (ELV) 1.4 $2.1M 3.9k 541.88
Boeing Company (BA) 1.4 $2.0M 11k 182.01
JPMorgan Chase & Co. (JPM) 1.2 $1.8M 8.9k 202.27
Cheniere Energy Com New (LNG) 1.2 $1.7M 9.6k 174.83
Citigroup Com New (C) 1.1 $1.7M 26k 63.46
Palo Alto Networks (PANW) 1.1 $1.6M 4.7k 339.01
McKesson Corporation (MCK) 1.1 $1.6M 2.7k 584.04
Chevron Corporation (CVX) 1.1 $1.6M 10k 156.41
Old Dominion Freight Line (ODFL) 1.1 $1.6M 8.8k 176.60
Visa Com Cl A (V) 1.1 $1.5M 5.9k 262.47
Mastercard Incorporated Cl A (MA) 1.0 $1.5M 3.5k 441.16
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.0 $1.5M 38k 40.07
Pfizer (PFE) 1.0 $1.5M 53k 27.98
Alibaba Group Hldg Sponsored Ads (BABA) 1.0 $1.5M 20k 72.00
Merck & Co (MRK) 1.0 $1.5M 12k 123.80
Lockheed Martin Corporation (LMT) 0.9 $1.3M 2.8k 467.11
salesforce (CRM) 0.8 $1.1M 4.3k 257.10
Novartis Sponsored Adr (NVS) 0.7 $1.1M 10k 106.46
Freeport-mcmoran CL B (FCX) 0.7 $1.0M 22k 48.60
Costco Wholesale Corporation (COST) 0.6 $923k 1.1k 849.99
Albemarle Corporation (ALB) 0.6 $845k 8.8k 95.52
Netflix (NFLX) 0.5 $685k 1.0k 674.88
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $556k 3.2k 173.81
Alphabet Cap Stk Cl C (GOOG) 0.4 $543k 3.0k 183.42
Cadence Design Systems (CDNS) 0.4 $535k 1.7k 307.75
Lam Research Corporation (LRCX) 0.3 $479k 450.00 1064.86
Palantir Technologies Cl A (PLTR) 0.3 $468k 19k 25.33
Home Depot (HD) 0.3 $426k 1.2k 344.24
Draftkings Com Cl A (DKNG) 0.3 $408k 11k 38.17
Snowflake Cl A (SNOW) 0.3 $389k 2.9k 135.09
Recursion Pharmaceuticals In Cl A (RXRX) 0.2 $356k 48k 7.50
Unity Software (U) 0.2 $347k 21k 16.26
Metropcs Communications (TMUS) 0.2 $325k 1.8k 176.18
Amgen (AMGN) 0.2 $315k 1.0k 312.45
Tesla Motors (TSLA) 0.2 $313k 1.6k 197.88
MarketAxess Holdings (MKTX) 0.2 $309k 1.5k 200.53
Microstrategy Cl A New (MSTR) 0.2 $298k 216.00 1377.48
Schrodinger (SDGR) 0.2 $276k 14k 19.34
Ionq Inc Pipe (IONQ) 0.2 $273k 39k 7.03
Wal-Mart Stores (WMT) 0.2 $272k 4.0k 67.71
Nxp Semiconductors N V (NXPI) 0.2 $269k 1.0k 269.09
Advanced Micro Devices (AMD) 0.2 $254k 1.6k 162.21
Plug Power Com New (PLUG) 0.2 $245k 105k 2.33
Broadcom (AVGO) 0.2 $244k 152.00 1605.53
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.2 $221k 4.6k 48.50
Zscaler Incorporated (ZS) 0.1 $211k 1.1k 192.19
Cyberark Software SHS (CYBR) 0.1 $209k 764.00 273.42
Crowdstrike Hldgs Cl A (CRWD) 0.1 $202k 527.00 383.19
Rivian Automotive Com Cl A (RIVN) 0.1 $195k 15k 13.42
Teladoc (TDOC) 0.1 $180k 18k 9.78