Oxford Wealth Group, LLC Portfolio Holdings

Oxford Wealth Group, LLC

  • $110 Billion
  • Q1 2024

Oxford Wealth Group, LLC has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 60 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 $18.4B, Pacer Fds Tr Us Cash Cows 100 with a value of $16.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $8.38B, Meta Platforms, Inc. with a value of $3.87B, and Microsoft Corp with a value of $3.69B.

Examining the 13F form we can see an increase of $110B in the current position value.

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 $110 Billion
ETFs: $51.4 Billion
Technology: $17.4 Billion
Healthcare: $12.7 Billion
Communication Services: $7.48 Billion
Financial Services: $5.12 Billion
Consumer Cyclical: $4.94 Billion
Industrials: $4.22 Billion
Energy: $3.91 Billion
Other: $2.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.4 Billion 16.72% of portfolio
159,988
Q1 2024 New
$0
$16.7 Billion 15.16% of portfolio
286,603
Q1 2024 New
$0
$8.38 Billion 7.63% of portfolio
91,301
Q1 2024 New
$1.05T
$3.87 Billion 3.52% of portfolio
7,962
Q1 2024 New
$3.09T
$3.69 Billion 3.36% of portfolio
8,770
Q1 2024 New
$3.09T
$3.38 Billion 3.08% of portfolio
19,712
Q1 2024 New
$1.8T
$3.16 Billion 2.87% of portfolio
17,507
Q1 2024 New
$2.73T
$2.97 Billion 2.71% of portfolio
3,290
Q1 2024 New
$779B
$2.88 Billion 2.62% of portfolio
3,698
Q1 2024 New
$0
$2.8 Billion 2.55% of portfolio
14,960
Q1 2024 New
$0
$2.69 Billion 2.45% of portfolio
6,065
Q1 2024 New
$1.03T
$2.53 Billion 2.3% of portfolio
16,753
Q1 2024 New
$19.6B
$1.93 Billion 1.76% of portfolio
8,814
Q1 2024 New
$489B
$1.88 Billion 1.71% of portfolio
16,186
Q1 2024 New
$161B
$1.62 Billion 1.48% of portfolio
58,528
Q1 2024 New
$381B
$1.6 Billion 1.46% of portfolio
1,649
Q1 2024 New
$463B
$1.58 Billion 1.44% of portfolio
3,189
Q1 2024 New
$305B
$1.57 Billion 1.43% of portfolio
12,210
Q1 2024 New
$316B
$1.5 Billion 1.36% of portfolio
11,929
Q1 2024 New
$594B
$1.38 Billion 1.26% of portfolio
6,902
Q1 2024 New
$129B
$1.35 Billion 1.23% of portfolio
2,605
Q1 2024 New
$121B
$1.23 Billion 1.12% of portfolio
19,500
Q1 2024 New
$207B
$1.22 Billion 1.11% of portfolio
2,409
Q1 2024 New
$106B
$1.16 Billion 1.06% of portfolio
6,033
Q1 2024 New
$445B
$1.09 Billion 0.99% of portfolio
3,910
Q1 2024 New
$0
$1.09 Billion 0.99% of portfolio
25,436
Q1 2024 New
$426B
$1.07 Billion 0.98% of portfolio
2,225
Q1 2024 New
$318B
$1.07 Billion 0.98% of portfolio
6,809
Q1 2024 New
$81.9B
$1.05 Billion 0.95% of portfolio
1,947
Q1 2024 New
$207B
$1.01 Billion 0.92% of portfolio
13,955
Q1 2024 New
$39.4B
$953 Million 0.87% of portfolio
5,908
Q1 2024 New
$123B
$943 Million 0.86% of portfolio
2,074
Q1 2024 New
$88.2B
$912 Million 0.83% of portfolio
3,211
Q1 2024 New
$234B
$817 Million 0.74% of portfolio
2,714
Q1 2024 New
$75.4B
$796 Million 0.72% of portfolio
16,920
Q1 2024 New
$358B
$774 Million 0.7% of portfolio
1,057
Q1 2024 New
$14.4B
$683 Million 0.62% of portfolio
5,184
Q1 2024 New
$222B
$658 Million 0.6% of portfolio
6,800
Q1 2024 New
$286B
$621 Million 0.57% of portfolio
1,023
Q1 2024 New
$343B
$501 Million 0.46% of portfolio
1,306
Q1 2024 New
$1.06T
$466 Million 0.42% of portfolio
3,058
Q1 2024 New
$0
$351 Million 0.32% of portfolio
15,981
Q1 2024 New
$7.49B
$338 Million 0.31% of portfolio
1,540
Q1 2024 New
$0
$332 Million 0.3% of portfolio
15,545
Q1 2024 New
$164B
$299 Million 0.27% of portfolio
1,051
Q1 2024 New
$562B
$276 Million 0.25% of portfolio
1,571
Q1 2024 New
$178B
$266 Million 0.24% of portfolio
4,417
Q1 2024 New
$0
$264 Million 0.24% of portfolio
12,009
Q1 2024 New
$71.5B
$248 Million 0.23% of portfolio
1,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $110 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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