Oxford Wealth Group

Oxford Wealth Group as of Dec. 31, 2025

Portfolio Holdings for Oxford Wealth Group

Oxford Wealth Group holds 87 positions in its portfolio as reported in the December 2025 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) 10.3 $21M 153k 138.46
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 9.8 $20M 169k 119.32
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 6.1 $13M 211k 59.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $8.4M 14k 614.30
Ea Series Trust Bridgeway Blue (BBLU) 3.9 $7.9M 520k 15.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.7 $7.5M 125k 60.17
First Tr Exchange-traded Ft Vest Ris (RDVI) 3.1 $6.3M 241k 26.24
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 3.0 $6.1M 54k 114.50
Ishares Tr Msci Usa Mmentm (MTUM) 2.2 $4.5M 18k 250.31
Meta Platforms Cl A (META) 2.1 $4.3M 6.5k 660.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $4.2M 6.7k 627.13
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.0 $4.2M 43k 98.32
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $4.2M 13k 335.28
Vanguard Index Fds Growth Etf (VUG) 2.0 $4.1M 8.4k 487.83
First Tr Exchange Traded Nasdq Cln Edge (GRID) 2.0 $4.1M 27k 153.02
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $4.0M 18k 224.67
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $4.0M 32k 123.26
Vanguard World Mega Grwth Ind (MGK) 1.9 $3.9M 9.5k 412.77
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.9 $3.9M 8.7k 444.59
Apple (AAPL) 1.9 $3.8M 14k 271.86
Ishares Tr Core S&p500 Etf (IVV) 1.9 $3.8M 5.6k 684.90
Select Sector Spdr Tr State Street Tec (XLK) 1.9 $3.8M 27k 143.97
NVIDIA Corporation (NVDA) 1.9 $3.8M 20k 186.50
Global X Fds Us Infr Dev Etf (PAVE) 1.8 $3.7M 77k 47.79
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.7 $3.4M 71k 48.72
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.6 $3.2M 45k 72.01
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.9M 9.2k 313.01
Eli Lilly & Co. (LLY) 1.2 $2.6M 2.4k 1074.69
Amazon (AMZN) 1.1 $2.3M 9.9k 230.82
Microsoft Corporation (MSFT) 1.1 $2.2M 4.6k 483.63
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.8 $1.7M 44k 38.32
Old Dominion Freight Line (ODFL) 0.7 $1.4M 8.7k 156.80
Tesla Motors (TSLA) 0.6 $1.2M 2.6k 449.72
Citigroup Com New (C) 0.6 $1.2M 10k 116.69
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.4k 322.24
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 3.4k 313.80
Ciena Corp Com New (CIEN) 0.5 $1.1M 4.5k 233.87
Lockheed Martin Corporation (LMT) 0.5 $1.0M 2.1k 483.67
Netflix (NFLX) 0.5 $1.0M 11k 93.76
Oracle Corporation (ORCL) 0.5 $985k 5.1k 194.92
Costco Wholesale Corporation (COST) 0.5 $979k 1.1k 862.34
Merck & Co (MRK) 0.5 $975k 9.3k 105.26
Robinhood Mkts Com Cl A (HOOD) 0.5 $973k 8.6k 113.10
Vertiv Holdings Com Cl A (VRT) 0.5 $957k 5.9k 162.01
Exxon Mobil Corporation (XOM) 0.4 $797k 6.6k 120.33
salesforce (CRM) 0.4 $781k 2.9k 264.93
Palantir Technologies Cl A (PLTR) 0.4 $749k 4.2k 177.75
Spdr Series Trust State Street Spd (BIL) 0.3 $711k 7.8k 91.38
Pfizer (PFE) 0.3 $672k 27k 24.90
Broadcom (AVGO) 0.3 $637k 1.8k 346.11
Morgan Stanley Com New (MS) 0.3 $622k 3.5k 177.51
Goldman Sachs (GS) 0.3 $622k 707.00 879.17
Wal-Mart Stores (WMT) 0.3 $620k 5.6k 111.40
Asml Holding N V N Y Registry Shs (ASML) 0.3 $599k 560.00 1069.86
Home Depot (HD) 0.3 $575k 1.7k 344.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $508k 3.5k 146.58
Global X Fds Adaptive Us (AUSF) 0.2 $489k 11k 46.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $481k 5.7k 83.74
Visa Com Cl A (V) 0.2 $454k 1.3k 350.72
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $453k 4.7k 96.16
Applied Materials (AMAT) 0.2 $451k 1.8k 257.01
Halozyme Therapeutics (HALO) 0.2 $449k 6.7k 67.30
Raytheon Technologies Corp (RTX) 0.2 $424k 2.3k 183.41
Intuitive Surgical Com New (ISRG) 0.2 $422k 745.00 566.36
Rev 0.2 $409k 6.7k 60.81
Laureate Education Common Stock (LAUR) 0.2 $406k 12k 33.67
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $395k 13k 30.54
Hewlett Packard Enterprise (HPE) 0.2 $394k 16k 24.02
Granite Construction (GVA) 0.2 $379k 3.3k 115.35
Mastercard Incorporated Cl A (MA) 0.2 $379k 663.00 570.90
Fifth Third Ban (FITB) 0.2 $374k 8.0k 46.81
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $354k 5.5k 64.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $353k 1.2k 303.89
Allegion Ord Shs (ALLE) 0.2 $343k 2.2k 159.22
Palo Alto Networks (PANW) 0.2 $339k 1.8k 184.20
Johnson & Johnson (JNJ) 0.2 $319k 1.5k 206.95
Amgen (AMGN) 0.2 $316k 964.00 327.31
Ishares Tr National Mun Etf (MUB) 0.2 $312k 2.9k 107.11
Vanguard World Inf Tech Etf (VGT) 0.2 $311k 413.00 753.78
UnitedHealth (UNH) 0.1 $279k 846.00 330.21
Cheniere Energy Com New (LNG) 0.1 $279k 1.4k 194.40
Pvh Corporation (PVH) 0.1 $278k 4.1k 67.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $277k 406.00 681.92
Wayside Technology (CLMB) 0.1 $269k 2.6k 102.79
Verizon Communications (VZ) 0.1 $226k 5.6k 40.73
Nxp Semiconductors N V (NXPI) 0.1 $217k 1.0k 217.06
D-wave Quantum (QBTS) 0.1 $214k 8.2k 26.15