Oxford Wealth Group, LLC Incresed Positions in Q2 2024

Oxford Wealth Group, LLC

  • $145 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
145K
+ 50.49%
$54.04 - $58.09 $7.82M - $8.41M
431K $23.5B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
54.7K
+ 34.22%
$106.61 - $117.53 $5.84M - $6.43M
215K $24.5B
AAPL
Apple Inc.

Technology
4K
+ 20.31%
$165.0 - $216.67 $660K - $867K
23.7K $4.99B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.6K
+ 42.93%
$414.65 - $485.21 $1.08M - $1.26M
8.67K $4.15B
MSFT
Microsoft Corp

Technology
2.56K
+ 29.18%
$389.33 - $452.85 $996K - $1.16M
11.3K $5.06B
NVDA
Nvidia Corp

Technology
31.2K
+ 949.39%
$118.11 - $1224.4 $3.69M - $38.2M
34.5K $4.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.96K
+ 39.87%
$173.58 - $198.8 $1.04M - $1.19M
20.9K $4.08B
GOOGL
Alphabet Inc.

Communication Services
3.8K
+ 22.7%
$150.53 - $185.41 $572K - $705K
20.6K $3.74B
ADBE
Adobe Inc.

Technology
1.9K
+ 78.75%
$439.02 - $555.54 $833K - $1.05M
4.31K $2.39B
UNH
Unitedhealth Group Inc

Healthcare
2.07K
+ 64.82%
$439.2 - $524.63 $908K - $1.08M
5.26K $2.68B
AMZN
Amazon Com Inc

Consumer Cyclical
4.43K
+ 25.29%
$173.67 - $197.85 $769K - $876K
21.9K $4.24B
ORCL
Oracle Corp

Technology
5.04K
+ 42.23%
$113.75 - $144.64 $573K - $729K
17K $2.4B
BA
Boeing CO

Industrials
5.17K
+ 85.63%
$164.33 - $191.42 $849K - $989K
11.2K $2.04B
META
Meta Platforms, Inc.

Communication Services
1.42K
+ 17.77%
$430.17 - $527.34 $609K - $746K
9.38K $4.73B
LLY
Eli Lilly & CO

Healthcare
339
+ 9.17%
$724.87 - $909.04 $246K - $308K
4.04K $3.66B
ELV
Elevance Health, Inc.

Healthcare
1.26K
+ 48.48%
$497.49 - $547.8 $628K - $692K
3.87K $2.1B
LNG
Cheniere Energy, Inc.

Energy
3.73K
+ 63.19%
$153.87 - $174.83 $574K - $653K
9.64K $1.69B
PANW
Palo Alto Networks Inc

Technology
1.5K
+ 46.68%
$265.2 - $340.82 $398K - $511K
4.71K $1.6B
NVO
Novo Nordisk A S

Healthcare
3.46K
+ 28.33%
$122.71 - $146.91 $424K - $508K
15.7K $2.24B
XOM
Exxon Mobil Corp

Energy
4.97K
+ 30.72%
$108.36 - $122.2 $539K - $608K
21.2K $2.44B
MCK
Mckesson Corp

Healthcare
739
+ 37.96%
$518.81 - $607.81 $383K - $449K
2.69K $1.57B
CVX
Chevron Corp

Energy
3.16K
+ 46.37%
$152.57 - $166.33 $482K - $525K
9.97K $1.56B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.46K
+ 46.26%
$68.82 - $88.54 $444K - $572K
20.4K $1.47B
V
Visa Inc.

Financial Services
1.97K
+ 50.49%
$262.47 - $281.5 $518K - $556K
5.88K $1.54B
MA
Mastercard Inc

Financial Services
1.23K
+ 55.15%
$441.1 - $479.43 $541K - $588K
3.45K $1.52B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.5K
+ 49.06%
$39.16 - $42.3 $489K - $528K
37.9K $1.52B
NVS
Novartis Ag

Healthcare
3.4K
+ 49.94%
$92.57 - $107.37 $314K - $365K
10.2K $1.09B
JPM
Jpmorgan Chase & CO

Financial Services
2.03K
+ 29.37%
$180.08 - $204.79 $365K - $415K
8.93K $1.81B
C
Citigroup Inc

Financial Services
6.58K
+ 33.72%
$57.02 - $64.74 $375K - $426K
26.1K $1.65B
LMT
Lockheed Martin Corp

Industrials
753
+ 36.31%
$447.57 - $471.51 $337K - $355K
2.83K $1.32B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.54K
+ 92.83%
$127.7 - $179.69 $197K - $277K
3.2K $556M
CRM
Salesforce, Inc.

Technology
1.61K
+ 59.14%
$218.01 - $304.74 $350K - $489K
4.32K $1.11B
FCX
Freeport Mcmoran Inc

Basic Materials
4.66K
+ 27.52%
$47.26 - $54.86 $220K - $255K
21.6K $1.05B
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
36.8K
+ 346.25%
$7.35 - $10.05 $271K - $370K
47.5K $356M
ALB
Albemarle Corp

Basic Materials
3.66K
+ 70.56%
$92.77 - $135.46 $339K - $496K
8.84K $845M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 2.74%
$704.88 - $870.75 $20.4K - $25.3K
1.09K $923M
IONQ
Ion Q, Inc.

Technology
21.5K
+ 123.71%
$6.59 - $9.99 $142K - $215K
38.9K $273M
PLUG
Plug Power Inc

Industrials
51.7K
+ 96.78%
$2.3 - $3.45 $119K - $178K
105K $245M
AMD
Advanced Micro Devices Inc

Technology
433
+ 38.25%
$144.27 - $183.34 $62.5K - $79.4K
1.57K $254M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.76%
$142.05 - $197.88 $1.7K - $2.37K
1.58K $313M
Activity Summary
Buys All Purchases 55 New Holdings 14 Increased Positions 41 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Oxford Wealth Group, LLC Portfolio

Follow Oxford Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email