Oxford Wealth Group, LLC Reduced Holdings in Q3 2024

Oxford Wealth Group, LLC

  • $123 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-47.9K
- 22.31%
$110.22 - $120.89 $5.28M - $5.79M
167K $20.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-90.2K
- 20.9%
$53.41 - $57.9 $4.81M - $5.22M
341K $19.7B
MSFT
Microsoft Corp

Technology
-1.84K
- 16.22%
$395.15 - $467.56 $726K - $859K
9.49K $4.08B
ADBE
Adobe Inc.

Technology
-1.47K
- 34.07%
$508.13 - $586.55 $745K - $860K
2.84K $1.47B
NVDA
Nvidia Corp

Technology
-6.83K
- 19.79%
$98.91 - $134.91 $676K - $922K
27.7K $3.36B
GOOGL
Alphabet Inc.

Communication Services
-2.87K
- 13.97%
$148.65 - $191.18 $427K - $549K
17.7K $2.93B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.38K
- 15.41%
$161.02 - $200.0 $544K - $676K
18.6K $3.46B
NVO
Novo Nordisk A S

Healthcare
-3.19K
- 20.33%
$119.07 - $145.42 $379K - $463K
12.5K $1.49B
ASML
Asml Holding Nv

Technology
-279
- 10.58%
$749.82 - $1098.95 $209K - $307K
2.36K $1.96B
UNH
Unitedhealth Group Inc

Healthcare
-1.84K
- 34.95%
$488.01 - $604.18 $896K - $1.11M
3.42K $2B
ELV
Elevance Health, Inc.

Healthcare
-1.01K
- 25.98%
$500.12 - $562.29 $503K - $565K
2.86K $1.49B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.31K
- 15.12%
$434.77 - $502.96 $570K - $659K
7.36K $3.59B
ORCL
Oracle Corp

Technology
-5.94K
- 35.0%
$125.9 - $170.35 $748K - $1.01M
11K $1.88B
MCK
Mckesson Corp

Healthcare
-536
- 19.96%
$479.06 - $630.38 $257K - $338K
2.15K $1.06B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3.25K
- 15.52%
$175.46 - $203.3 $570K - $660K
17.7K $3.58B
PANW
Palo Alto Networks Inc

Technology
-1.48K
- 31.46%
$294.18 - $368.01 $436K - $545K
3.23K $1.1B
LNG
Cheniere Energy, Inc.

Energy
-2.84K
- 29.5%
$172.24 - $186.09 $490K - $529K
6.8K $1.22B
PFE
Pfizer Inc

Healthcare
-14.9K
- 28.3%
$27.7 - $31.39 $414K - $469K
37.8K $1.09B
JPM
Jpmorgan Chase & CO

Financial Services
-2.04K
- 22.79%
$194.9 - $224.8 $397K - $457K
6.89K $1.45B
MA
Mastercard Inc

Financial Services
-1.03K
- 29.87%
$429.6 - $500.99 $443K - $517K
2.42K $1.2B
C
Citigroup Inc

Financial Services
-4.84K
- 18.58%
$56.11 - $67.61 $272K - $328K
21.2K $1.33B
CVX
Chevron Corp

Energy
-1.54K
- 15.42%
$137.88 - $161.97 $212K - $249K
8.43K $1.24B
AAPL
Apple Inc.

Technology
-3.61K
- 15.23%
$207.23 - $234.82 $749K - $848K
20.1K $4.68B
V
Visa Inc.

Financial Services
-1.37K
- 23.35%
$253.74 - $291.56 $349K - $401K
4.51K $1.24B
XOM
Exxon Mobil Corp

Energy
-2.84K
- 13.4%
$109.72 - $119.0 $311K - $337K
18.3K $2.15B
NVS
Novartis Ag

Healthcare
-2.97K
- 29.16%
$106.13 - $120.89 $316K - $359K
7.22K $831M
CRM
Salesforce, Inc.

Technology
-1.04K
- 24.08%
$238.42 - $276.53 $248K - $288K
3.28K $898M
LRCX
Lam Research Corp

Technology
-95
- 21.11%
$731.56 - $1127.3 $69.5K - $107K
355 $290M
LMT
Lockheed Martin Corp

Industrials
-823
- 29.11%
$460.3 - $584.56 $379K - $481K
2K $1.17B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-852
- 26.62%
$147.95 - $191.05 $126K - $163K
2.35K $408M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.62K
- 12.12%
$39.52 - $51.92 $103K - $136K
19K $947M
PLTR
Palantir Technologies Inc.

Technology
-8.26K
- 44.72%
$24.09 - $37.95 $199K - $313K
10.2K $380M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.39K
- 22.4%
$29.85 - $41.1 $71.4K - $98.3K
8.29K $325M
AMD
Advanced Micro Devices Inc

Technology
-332
- 21.21%
$128.67 - $183.96 $42.7K - $61.1K
1.23K $202M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-655
- 1.38%
$5.92 - $8.6 $3.88K - $5.63K
46.8K $309M
META
Meta Platforms, Inc.

Communication Services
-1.2K
- 12.79%
$453.41 - $572.44 $544K - $686K
8.18K $4.68B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-5.37K
- 14.17%
$39.15 - $46.02 $210K - $247K
32.5K $1.49B
Direxion Shs ETF Tr
-919
- 20.17%
N/A
3.64K $210M
AMGN
Amgen Inc

Healthcare
-36
- 3.57%
$309.38 - $337.38 $11.1K - $12.1K
973 $314M
WMT
Walmart Inc.

Consumer Defensive
-72
- 1.79%
$66.91 - $81.4 $4.82K - $5.86K
3.95K $319M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.94K
- 29.08%
$72.18 - $107.33 $428K - $637K
14.5K $1.54B
Activity Summary
Buys All Purchases 10 New Holdings 3 Increased Positions 7 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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