Oxford Wealth Group

Oxford Wealth Group as of March 31, 2026

Portfolio Holdings for Oxford Wealth Group

Oxford Wealth Group holds 88 positions in its portfolio as reported in the March 2026 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) 10.9 $20M 138k 145.02
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 5.5 $10M 90k 112.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $7.5M 13k 577.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.0 $7.4M 118k 62.56
Ea Series Trust Bridgeway Blue (BBLU) 3.8 $6.9M 471k 14.76
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 3.3 $6.1M 121k 50.48
First Tr Exchange-traded Wcm Intl Equity (WCMI) 3.2 $5.9M 351k 16.77
First Tr Exchange-traded Ft Vest Ris (RDVI) 2.9 $5.4M 210k 25.55
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 2.9 $5.3M 46k 114.91
First Tr Exchange-traded SHS (FDL) 2.5 $4.6M 92k 50.80
First Tr Exchange Traded Smid Risng Etf (SDVY) 2.3 $4.3M 108k 39.43
First Tr Exchange-traded Dj Glbl Divid (FGD) 2.3 $4.2M 131k 31.93
Ishares Tr Msci Usa Mmentm (MTUM) 2.2 $4.0M 17k 239.98
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.1 $3.9M 35k 110.78
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.1 $3.8M 23k 163.58
Meta Platforms Cl A (META) 2.0 $3.7M 6.5k 572.16
Ishares Core Msci Emkt (IEMG) 2.0 $3.6M 52k 69.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $3.6M 6.1k 597.51
Apple (AAPL) 2.0 $3.6M 14k 253.79
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $3.6M 17k 208.05
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $3.5M 11k 320.80
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.3M 7.7k 436.78
Select Sector Spdr Tr State Street Tec (XLK) 1.8 $3.3M 25k 132.90
Global X Fds Us Infr Dev Etf (PAVE) 1.8 $3.3M 65k 50.81
Vanguard World Mega Grwth Ind (MGK) 1.8 $3.3M 8.9k 367.44
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.6 $3.0M 40k 76.02
NVIDIA Corporation (NVDA) 1.6 $2.9M 17k 174.40
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.6M 9.0k 287.56
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.2 $2.3M 41k 54.55
Eli Lilly & Co. (LLY) 1.2 $2.2M 2.4k 919.78
Amazon (AMZN) 1.1 $2.0M 9.6k 208.27
Old Dominion Freight Line (ODFL) 0.9 $1.7M 8.7k 195.40
Ciena Corp Com New (CIEN) 0.9 $1.6M 4.2k 388.23
Microsoft Corporation (MSFT) 0.8 $1.5M 4.0k 370.21
Vertiv Holdings Com Cl A (VRT) 0.8 $1.4M 5.6k 250.58
Costco Wholesale Corporation (COST) 0.6 $1.1M 1.1k 996.43
Exxon Mobil Corporation (XOM) 0.6 $1.1M 6.6k 169.67
Citigroup Com New (C) 0.6 $1.1M 9.8k 113.41
Merck & Co (MRK) 0.6 $1.1M 9.0k 120.29
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.7k 286.88
Netflix (NFLX) 0.6 $1.0M 11k 96.15
JPMorgan Chase & Co. (JPM) 0.6 $1.0M 3.5k 294.19
Tesla Motors (TSLA) 0.5 $824k 2.2k 371.75
Wal-Mart Stores (WMT) 0.4 $683k 5.5k 124.28
Spdr Series Trust State Street Spd (BIL) 0.4 $670k 7.3k 91.64
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $664k 503.00 1320.83
Pfizer (PFE) 0.4 $661k 24k 28.08
Oracle Corporation (ORCL) 0.4 $659k 4.5k 147.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $642k 5.7k 113.12
Global X Fds Adaptive Us (AUSF) 0.3 $632k 13k 48.35
Johnson & Johnson (JNJ) 0.3 $594k 2.4k 244.44
Palantir Technologies Cl A (PLTR) 0.3 $592k 4.0k 146.28
Applied Materials (AMAT) 0.3 $583k 1.7k 341.83
Home Depot (HD) 0.3 $561k 1.7k 328.94
Goldman Sachs (GS) 0.3 $558k 659.00 846.22
Robinhood Mkts Com Cl A (HOOD) 0.3 $556k 8.0k 69.30
Broadcom (AVGO) 0.3 $554k 1.8k 309.55
Morgan Stanley Com New (MS) 0.3 $543k 3.3k 164.57
salesforce (CRM) 0.2 $454k 2.4k 186.68
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $435k 669.00 650.46
Halozyme Therapeutics (HALO) 0.2 $435k 6.7k 64.63
Raytheon Technologies Corp (RTX) 0.2 $427k 2.2k 192.93
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $426k 1.0k 407.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $423k 648.00 652.95
Laureate Ed Common Stock (LAUR) 0.2 $420k 12k 34.84
Cheniere Energy Com New (LNG) 0.2 $416k 1.5k 283.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $407k 3.2k 125.46
Granite Construction (GVA) 0.2 $395k 3.3k 119.88
Terex Corporation (TEX) 0.2 $390k 6.6k 59.10
Hewlett Packard Enterprise (HPE) 0.2 $383k 16k 23.81
Fifth Third Ban (FITB) 0.2 $376k 8.1k 46.46
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $370k 5.5k 67.07
Visa Com Cl A (V) 0.2 $346k 1.1k 302.35
Carnival Corp Common Stock (CCL) 0.2 $345k 13k 25.88
Amgen (AMGN) 0.2 $333k 946.00 351.68
Lockheed Martin Corporation (LMT) 0.2 $320k 530.00 604.39
Allegion Ord Shs (ALLE) 0.2 $303k 2.1k 145.29
Palo Alto Networks (PANW) 0.2 $293k 1.8k 160.32
Intuitive Surgical Com New (ISRG) 0.2 $293k 635.00 460.99
Mastercard Incorporated Cl A (MA) 0.2 $291k 582.00 499.69
Verizon Communications (VZ) 0.2 $287k 5.7k 50.20
Pvh Corporation (PVH) 0.2 $286k 4.1k 69.76
Spdr Gold Tr Gold Shs (GLD) 0.1 $223k 518.00 430.29
UnitedHealth (UNH) 0.1 $217k 800.00 270.74
Lam Research Corp Com New (LRCX) 0.1 $211k 985.00 213.68
Wayside Technology (CLMB) 0.1 $207k 10k 19.82
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $206k 610.00 337.95
Gabelli Equity Trust (GAB) 0.1 $94k 17k 5.60