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Oxford Wealth Group, LLC13F | |
| Oxford Wealth Group, LLC | |
| Last update 2025-02-14 | 57 Stocks (4 new) |
| Value $155.00 Mil | Turnover 24 % |
Oxford Wealth Group, LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XMMO | Invesco S&P MidCap Momentum ETF | 214,884 | 26,544.6 | +28.81% | 17.150 | +3.84% | 0.600 | +19.92% | +6.72% | 4,084.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 454,954 | 25,695.8 | +33.35% | 16.610 | +4.15% | 0.100 | +11.37% | -0.56% | 20,494.6 | ||
QQQ | INVESCO QQQ Trust | 24,562 | 12,556.8 | +233.81% | 8.110 | +5.68% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 58,856 | 12,178.5 | +232.97% | 7.870 | +5.51% | 0.080 | +22.63% | +16.07% | 17,703.4 | ||
AAPL | Apple Inc | 20,179 | 5,053.2 | +0.38% | 3.270 | +0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
RWJ |
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P SmallCap 600 Revenue ETF
| 107,208 | 4,905.8 | +229.42% | 3.170 | +2.21% | 0.280 | +20.34% | -2.31% | 1,527.8 | ||
META | Meta Platforms Inc | 8,041 | 4,708.1 | -1.68% | 3.040 | -0.06% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
AMZN | Amazon.com Inc | 19,458 | 4,268.9 | +4.87% | 2.760 | +0.13% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 9,834 | 4,145.1 | +3.60% | 2.680 | +0.09% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 27,050 | 3,632.6 | -2.31% | 2.350 | -0.06% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
Oxford Wealth Group, LLC's Historical Top Holdings Breakdowns
Oxford Wealth Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +5.68% | 481.59 ($506.19) 538.17 | $561.26 | 10.88% | Add 233.81% | 24,562 | 17,204 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2024-12-31 | Add Add | +5.51% | 201.32 ($209.63) 217.55 | $239.07 | 14.04% | Add 232.97% | 58,856 | 41,180 | |
COWZ | Pacer US Cash Cows 100 ETF | 2024-12-31 | Add Add | +4.15% | 56.06 ($58.63) 61.35 | $55.76 | -4.90% | Add 33.35% | 454,954 | 113,787 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2024-12-31 | Add Add | +3.84% | 119.61 ($126.99) 136.3 | $131.16 | 3.28% | Add 28.81% | 214,884 | 48,062 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-12-31 | Reduce Reduce | -2.30% | 91.29 ($91.59) 91.8 | $91.64 | 0.05% | Reduce -54.33% | 25,840 | -30,740 | |
RWJ |
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P SmallCap 600 Revenue ETF
| 2024-12-31 | Add Add | +2.21% | 44.2 ($46.65) 49.46 | $44.44 | -4.74% | Add 229.42% | 107,208 | 74,664 | |
ELV | Elevance Health Inc | 2024-12-31 | Sold Out Sold Out | -1.21% | 365.96 ($416.99) 509.02 | $277.09 | -33.55% | Sold Out | 0 | -2,863 | |
MKTX | MarketAxess Holdings Inc | 2024-12-31 | Sold Out Sold Out | -0.32% | 225.3 ($263.35) 293.61 | $208.84 | -20.70% | Sold Out | 0 | -1,540 | |
TMUS | T-Mobile US Inc | 2024-12-31 | Sold Out Sold Out | -0.31% | 208.03 ($227.76) 246.94 | $227.21 | -0.24% | Sold Out | 0 | -1,842 | |
AVGO | Broadcom Inc | 2024-12-31 | Add Add | +0.28% | 159.67 ($185.23) 250 | $283.34 | 52.97% | Add 131.43% | 3,240 | 1,840 |
Oxford Wealth Group, LLC Total Holding History ($B)
Oxford Wealth Group, LLC's Asset Allocation
Oxford Wealth Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Oxford Wealth Group, LLC's Hypothetical Growth since 2024-12-31
Oxford Wealth Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Oxford Wealth Group, LLC's Holdings Heat Map
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Oxford Wealth Group, LLC's Holdings Bubble Chart
Oxford Wealth Group, LLC News
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