Filer Name: OXFORD WEALTH GROUP, LLC
CIK: 2007082
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 57
Portfolio Value: $0.15B

Oxford Wealth Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
XMMO US INVESCO S&P MIDCAP MOMENTUM 214,884 $27M 17.15% 28.8% -
COWZ US PACER US CASH COWS 100 ETF 454,954 $26M 16.61% 33.4% -
QQQ US INVESCO QQQ TRUST SERIES 1 24,562 $13M 8.11% 233.8% -
MTUM US ISHARES MSCI USA MOMENTUM FA 58,856 $12M 7.87% 233.0% -
AAPL US APPLE INC 20,179 $5M 3.27% 0.4% -
RWJ US INVESCO S&P SMALLCAP 600 107,208 $5M 3.17% 229.4% -
META US META PLATFORMS INC-CLASS A 8,041 $5M 3.04% -1.7% -
AMZN US AMAZON.COM INC 19,458 $4M 2.76% 4.9% -
MSFT US MICROSOFT CORP 9,834 $4M 2.68% 3.6% -
NVDA US NVIDIA CORP 27,050 $4M 2.35% -2.3% -
GOOGL US ALPHABET INC-CL A 18,980 $4M 2.32% 7.3% -
LLY US ELI LILLY & CO 3,636 $3M 1.81% 6.4% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 25,840 $2M 1.53% -54.3% -
VRT US VERTIV HOLDINGS CO-A 17,263 $2M 1.27% -11.6% -
XOM US EXXON MOBIL CORP 17,257 $2M 1.20% -5.8% -
UNH US UNITEDHEALTH GROUP INC 3,614 $2M 1.18% 5.7% -
ORCL US ORACLE CORP 10,492 $2M 1.13% -4.9% -
ASML US ASML HOLDING NV-NY REG SHS 2,498 $2M 1.12% 5.9% -
JPM US JPMORGAN CHASE & CO 6,628 $2M 1.03% -3.9% -
ODFL US OLD DOMINION FREIGHT LINE 8,714 $2M 0.99% -1.1% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us