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CIK: 0002007082
Total reported value
$223.5M
$223.5M
68 檔
28.1%
According to the latest 13F quarterly dataset, Oxford Wealth Group, LLC managed an equity portfolio of $223.5M at the end of Q2 2024, spanning 68 distinct U.S. exchange-listed positions.
During Q2 2024, Oxford Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 16.83% | -0.42% | +34.22% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 16.16% | -1.18% | +50.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.10% | +29.18% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.09% | +20.31% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.25% | -0.40% | +17.77% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | -0.22% | +949.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | -0.16% | +25.29% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.86% | -0.16% | +42.93% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.80% | -0.11% | +39.87% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | -0.06% | +22.70% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.51% | +0.08% | +9.17% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.09% | -0.11% | -63.65% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.85% | +0.05% | +59.92% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.84% | +0.02% | +64.82% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.61% | EXIT | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.65% | -0.08% | +42.23% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.64% | — | +78.75% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.54% | — | +28.33% | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 1.44% | — | +48.48% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.40% | — | +85.63% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.06% | +29.37% | |
| 22 | LNG | Cheniere Energy Inc | Stock-Energy | 1.16% | -0.09% | +63.19% | |
| 23 | C | Citigroup Inc | Stock-Financials | 1.14% | -0.04% | +33.72% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.10% | +0.10% | +46.68% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 1.08% | — | +37.96% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.07% | — | +46.37% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.07% | -0.09% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.03% | +50.49% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.03% | +55.15% | |
| 30 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.04% | +0.02% | +49.06% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 1.01% | -0.14% | -9.85% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.01% | -0.09% | +46.26% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | -0.07% | -2.08% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | -0.08% | +36.31% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.09% | +59.14% | |
| 36 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | — | +49.94% | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.72% | — | +27.52% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.16% | +2.74% | |
| 39 | ALB | Albemarle CORP | Stock-Materials | 0.58% | — | +70.56% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.21% | -0.78% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | — | +92.83% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.01% | -3.27% | |
| 43 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.37% | — | — | |
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.33% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.12% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.02% | -5.28% | |
| 47 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.28% | — | — | |
| 48 | SNOW | Snowflake Inc | Stock-Tech | 0.27% | — | — | |
| 49 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.24% | — | +346.25% | |
| 50 | U | Unity Software Inc | Stock-Tech | 0.24% | — | — |
According to official SEC Form 13F filings, Oxford Wealth Group, LLC reported a total U.S. public equity portfolio value of $223.5M across 68 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XMMO, COWZ, MSFT) accounted for 28.1% of total reported equity market value during Q2 2024.
During Q2 2024, Oxford Wealth Group, LLC's top holdings by market value included XMMO (16.8%)、COWZ (16.2%)、MSFT (3.5%). The largest single position, XMMO, represented 16.8% of total portfolio value.
In Q2 2024, Oxford Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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