Oxford Wealth Group
Latest statistics and disclosures from Oxford Wealth Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002007082
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Positions held by Oxford Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Oxford Wealth Group holds 60 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 16.7 | $18M | 160k | 114.86 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 15.2 | $17M | 287k | 58.11 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 7.6 | $8.4M | 91k | 91.80 |
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Meta Platforms Cl A (META) | 3.5 | $3.9M | 8.0k | 485.58 |
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Microsoft Corporation (MSFT) | 3.4 | $3.7M | 8.8k | 420.72 |
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Apple (AAPL) | 3.1 | $3.4M | 20k | 171.48 |
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Amazon (AMZN) | 2.9 | $3.2M | 18k | 180.38 |
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NVIDIA Corporation (NVDA) | 2.7 | $3.0M | 3.3k | 903.56 |
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Eli Lilly & Co. (LLY) | 2.6 | $2.9M | 3.7k | 777.96 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 2.6 | $2.8M | 15k | 187.35 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $2.7M | 6.1k | 444.01 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.5M | 17k | 150.93 |
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Old Dominion Freight Line (ODFL) | 1.8 | $1.9M | 8.8k | 219.31 |
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Exxon Mobil Corporation (XOM) | 1.7 | $1.9M | 16k | 116.24 |
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Pfizer (PFE) | 1.5 | $1.6M | 59k | 27.75 |
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Asml Holding N V N Y Registry Shs (ASML) | 1.5 | $1.6M | 1.6k | 970.47 |
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Merck & Co (MRK) | 1.5 | $1.6M | 12k | 131.95 |
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UnitedHealth (UNH) | 1.4 | $1.6M | 3.2k | 494.72 |
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Novo-nordisk A S Adr (NVO) | 1.4 | $1.6M | 12k | 128.40 |
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Oracle Corporation (ORCL) | 1.4 | $1.5M | 12k | 125.61 |
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JPMorgan Chase & Co. (JPM) | 1.3 | $1.4M | 6.9k | 200.30 |
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Anthem (ELV) | 1.2 | $1.4M | 2.6k | 518.55 |
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Citigroup Com New (C) | 1.1 | $1.2M | 20k | 63.24 |
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Adobe Systems Incorporated (ADBE) | 1.1 | $1.2M | 2.4k | 504.60 |
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Boeing Company (BA) | 1.1 | $1.2M | 6.0k | 192.99 |
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Visa Com Cl A (V) | 1.0 | $1.1M | 3.9k | 279.08 |
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 1.0 | $1.1M | 25k | 42.81 |
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Chevron Corporation (CVX) | 1.0 | $1.1M | 6.8k | 157.74 |
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Mastercard Incorporated Cl A (MA) | 1.0 | $1.1M | 2.2k | 481.57 |
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McKesson Corporation (MCK) | 1.0 | $1.0M | 1.9k | 536.85 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $1.0M | 14k | 72.36 |
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Cheniere Energy Com New (LNG) | 0.9 | $953k | 5.9k | 161.28 |
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Lockheed Martin Corporation (LMT) | 0.9 | $943k | 2.1k | 454.87 |
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Palo Alto Networks (PANW) | 0.8 | $912k | 3.2k | 284.13 |
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salesforce (CRM) | 0.7 | $817k | 2.7k | 301.18 |
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Freeport-mcmoran CL B (FCX) | 0.7 | $796k | 17k | 47.02 |
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Costco Wholesale Corporation (COST) | 0.7 | $774k | 1.1k | 732.63 |
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Albemarle Corporation (ALB) | 0.6 | $683k | 5.2k | 131.74 |
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Novartis Sponsored Adr (NVS) | 0.6 | $658k | 6.8k | 96.73 |
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Netflix (NFLX) | 0.6 | $621k | 1.0k | 607.33 |
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Home Depot (HD) | 0.5 | $501k | 1.3k | 383.60 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $466k | 3.1k | 152.26 |
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Collaborative Investmnt Ser Mohr Growth Etf (MOHR) | 0.3 | $351k | 16k | 21.96 |
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MarketAxess Holdings (MKTX) | 0.3 | $338k | 1.5k | 219.25 |
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Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) | 0.3 | $332k | 16k | 21.37 |
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Amgen (AMGN) | 0.3 | $299k | 1.1k | 284.32 |
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Tesla Motors (TSLA) | 0.3 | $276k | 1.6k | 175.79 |
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Wal-Mart Stores (WMT) | 0.2 | $266k | 4.4k | 60.17 |
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Collaborative Investmnt Ser Adaptive Core (RULE) | 0.2 | $264k | 12k | 22.00 |
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Direxion Shs Etf Tr Daily 20+ Year T (TMF) | 0.2 | $248k | 4.6k | 54.50 |
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Nxp Semiconductors N V (NXPI) | 0.2 | $248k | 1.0k | 247.77 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $230k | 440.00 | 523.31 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $226k | 1.7k | 136.05 |
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Broadcom (AVGO) | 0.2 | $212k | 160.00 | 1325.41 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $208k | 433.00 | 480.70 |
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Coinbase Global Com Cl A (COIN) | 0.2 | $205k | 773.00 | 265.12 |
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Advanced Micro Devices (AMD) | 0.2 | $204k | 1.1k | 180.49 |
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Plug Power Com New (PLUG) | 0.2 | $184k | 53k | 3.44 |
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Ionq Inc Pipe (IONQ) | 0.2 | $174k | 17k | 9.99 |
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Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $106k | 11k | 9.97 |
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Past Filings by Oxford Wealth Group
SEC 13F filings are viewable for Oxford Wealth Group going back to 2024
- Oxford Wealth Group 2024 Q1 filed May 16, 2024