Oxford Wealth Group, LLC Portfolio Holdings

Oxford Wealth Group, LLC

  • $155 Billion
  • Q4 2024

Oxford Wealth Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $26.5B, Pacer Fds Tr Us Cash Cows 100 with a value of $25.7B, Invesco Qqq Trust, Series 1 with a value of $12.6B, Ishares Msci Usa Momentum Fact with a value of $12.2B, and Apple Inc. with a value of $5.05B.

Examining the 13F form we can see an increase of $31.8B in the current position value, from $123B to 155B.

Oxford Wealth Group, LLC is based out at Orlando, FL

Below you can find more details about Oxford Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $84.7 Billion
Technology: $23.8 Billion
Healthcare: $10.3 Billion
Communication Services: $9.81 Billion
Consumer Cyclical: $7.74 Billion
Financial Services: $5.68 Billion
Industrials: $5.34 Billion
Energy: $4.43 Billion
Other: $2.09 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Billion 17.15% of portfolio
214,884
Q4 2024 Added 28.81%
$0
$25.7 Billion 16.61% of portfolio
454,954
Q4 2024 Added 33.35%
$0
$12.6 Billion 8.11% of portfolio
24,562
Q4 2024 Added 233.81%
$0
$12.2 Billion 7.87% of portfolio
58,856
Q4 2024 Added 232.97%
$0
$4.91 Billion 3.17% of portfolio
107,208
Q4 2024 Added 229.42%
$0
$2.36 Billion 1.53% of portfolio
25,840
Q4 2024 Reduced 54.33%
$0
$230 Million 0.15% of portfolio
393
Q4 2024 New
$0
$213 Million 0.14% of portfolio
396
Q4 2024 Added 2.59%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $155 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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