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

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%
$3.95T
$5.05 Billion 3.27% of portfolio
20,179
Q4 2024 Added 0.38%
$0
$4.91 Billion 3.17% of portfolio
107,208
Q4 2024 Added 229.42%
$1.56T
$4.71 Billion 3.04% of portfolio
8,041
Q4 2024 Reduced 1.68%
$2.27T
$4.27 Billion 2.76% of portfolio
19,458
Q4 2024 Added 4.87%
$3.1T
$4.15 Billion 2.68% of portfolio
9,834
Q4 2024 Added 3.6%
$349B
$3.63 Billion 2.35% of portfolio
27,050
Q4 2024 Reduced 2.31%
$1.1T
$3.59 Billion 2.32% of portfolio
18,980
Q4 2024 Added 7.33%
$830B
$2.81 Billion 1.81% of portfolio
3,636
Q4 2024 Added 6.44%
$0
$2.36 Billion 1.53% of portfolio
25,840
Q4 2024 Reduced 54.33%
$32.7B
$1.96 Billion 1.27% of portfolio
17,263
Q4 2024 Reduced 11.56%
$467B
$1.86 Billion 1.2% of portfolio
17,257
Q4 2024 Reduced 5.82%
$470B
$1.83 Billion 1.18% of portfolio
3,614
Q4 2024 Added 5.7%
$295B
$1.73 Billion 1.12% of portfolio
2,498
Q4 2024 Added 5.94%
$783B
$1.59 Billion 1.03% of portfolio
6,628
Q4 2024 Reduced 3.86%
$22B
$1.54 Billion 0.99% of portfolio
8,714
Q4 2024 Reduced 1.13%
$1.12T
$1.48 Billion 0.96% of portfolio
3,673
Q4 2024 Added 0.77%
$211B
$1.47 Billion 0.95% of portfolio
3,313
Q4 2024 Added 16.7%
$158B
$1.41 Billion 0.91% of portfolio
20,051
Q4 2024 Reduced 5.56%
$573B
$1.4 Billion 0.91% of portfolio
4,442
Q4 2024 Reduced 1.51%
$56.7B
$1.38 Billion 0.89% of portfolio
6,427
Q4 2024 Reduced 5.44%
$189B
$1.29 Billion 0.83% of portfolio
14,989
Q4 2024 Added 20.08%
$86.7B
$1.28 Billion 0.83% of portfolio
2,241
Q4 2024 Added 4.23%
$537B
$1.28 Billion 0.83% of portfolio
2,426
Q4 2024 Added 0.21%
$360B
$1.19 Billion 0.77% of portfolio
14,041
Q4 2024 Reduced 2.99%
$311B
$1.19 Billion 0.77% of portfolio
8,209
Q4 2024 Reduced 2.61%
$59.5B
$1.15 Billion 0.74% of portfolio
6,318
Q4 2024 Added 95.72%
$222B
$1.15 Billion 0.74% of portfolio
11,570
Q4 2024 Reduced 4.22%
$318B
$1.05 Billion 0.68% of portfolio
3,149
Q4 2024 Reduced 3.96%
$114B
$1.02 Billion 0.66% of portfolio
2,099
Q4 2024 Added 4.74%
$458B
$1.01 Billion 0.65% of portfolio
1,098
Q3 2024 Added 1.1%
$145B
$986 Million 0.64% of portfolio
37,148
Q4 2024 Reduced 1.81%
$456B
$922 Million 0.6% of portfolio
1,034
Q4 2024 Added 1.87%
$184B
$817 Million 0.53% of portfolio
7,058
Q4 2024 Reduced 1.71%
$91.8B
$751 Million 0.49% of portfolio
3,240
Q4 2024 Added 131.43%
$231B
$721 Million 0.47% of portfolio
7,407
Q4 2024 Added 2.55%
$55.7B
$724 Million 0.47% of portfolio
19,008
Q4 2024 Added 0.24%
$209B
$697 Million 0.45% of portfolio
9,212
Q4 2024 Reduced 9.76%
$3.03B
$672 Million 0.43% of portfolio
2,320
Q4 2024 Reduced 14.64%
$1.14T
$584 Million 0.38% of portfolio
3,069
Q4 2024 Added 3.75%
$1.04T
$548 Million 0.35% of portfolio
2,776
Q4 2024 Added 18.18%
$404B
$487 Million 0.31% of portfolio
1,251
Q4 2024 Added 0.16%
Ishares Bitcoin Trust ETF
-
$437 Million 0.28% of portfolio
-
Q4 2024 New
$36.4B
$408 Million 0.26% of portfolio
1,645
Q4 2024 New
Lam Research Corp
-
$371 Million 0.24% of portfolio
-
Q4 2024 New
$264B
$357 Million 0.23% of portfolio
3,955
Q4 2024 Added 0.1%

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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