Oxford Wealth Group, LLC Portfolio Holdings

Oxford Wealth Group, LLC

  • $145 Billion
  • Q2 2024

Oxford Wealth Group, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 68 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 $24.5B, Pacer Fds Tr Us Cash Cows 100 with a value of $23.5B, Microsoft Corp with a value of $5.06B, Apple Inc. with a value of $4.99B, and Meta Platforms, Inc. with a value of $4.73B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $110B to 145B.

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 $145 Billion
ETFs: $60.8 Billion
Technology: $29.3 Billion
Healthcare: $17.4 Billion
Communication Services: $10 Billion
Consumer Cyclical: $7.05 Billion
Financial Services: $6.84 Billion
Energy: $5.68 Billion
Industrials: $5.16 Billion
Other: $3.09 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.5 Billion 16.83% of portfolio
214,735
Q2 2024 Added 34.22%
$0
$23.5 Billion 16.16% of portfolio
431,317
Q2 2024 Added 50.49%
$0
$4.15 Billion 2.86% of portfolio
8,669
Q2 2024 Added 42.93%
$0
$4.08 Billion 2.8% of portfolio
20,924
Q2 2024 Added 39.87%
$0
$3.05 Billion 2.09% of portfolio
33,190
Q2 2024 Reduced 63.65%
$0
$1.52 Billion 1.04% of portfolio
37,916
Q2 2024 Added 49.06%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $145 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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