Oxford Wealth Group, LLC Portfolio Holdings

Oxford Wealth Group, LLC

  • $123 Billion
  • Q3 2024

Oxford Wealth Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 58 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 $20.1B, Pacer Fds Tr Us Cash Cows 100 with a value of $19.7B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.19B, Apple Inc. with a value of $4.68B, and Meta Platforms, Inc. with a value of $4.68B.

Examining the 13F form we can see an decrease of $22.6B in the current position value, from $145B to 123B.

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 $123 Billion
ETFs: $53.9 Billion
Technology: $21.7 Billion
Healthcare: $13 Billion
Communication Services: $9.21 Billion
Consumer Cyclical: $6.78 Billion
Industrials: $5.73 Billion
Financial Services: $5.61 Billion
Energy: $4.61 Billion
Other: $2.24 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94B
$458 Million 0.37% of portfolio
2,718
Q3 2024 Added 1,158.33%
$9.8B
$395 Million 0.32% of portfolio
1,540
Q1 2024 New
$9.91B
$290 Million 0.24% of portfolio
355
Q3 2024 Reduced 21.11%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $123 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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