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CIK: 0002007082
Total reported value
$223.5M
$223.5M
58 檔
24.3%
In Q3 2024, Oxford Wealth Group, LLC's U.S. equity holdings reached a combined market value of $223.5M, distributed across 58 disclosed stock positions.
During Q3 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 | 16.33% | -0.42% | -22.31% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 16.05% | -1.18% | -20.90% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.23% | -0.11% | +70.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.81% | -0.09% | -15.23% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.81% | -0.40% | -12.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.10% | -16.21% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.92% | -0.16% | -15.12% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.92% | -0.11% | -15.52% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.16% | -15.41% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.22% | -19.79% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.46% | +0.08% | -15.38% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | -0.06% | -13.97% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -0.61% | EXIT | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.63% | +0.02% | -34.95% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.60% | +0.05% | -10.58% | |
| 16 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.58% | +0.01% | — | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.53% | -0.08% | -35.00% | |
| 18 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.42% | -0.09% | — | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.25% | -0.09% | -29.08% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 1.21% | — | -25.98% | |
| 21 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.21% | +0.02% | -14.17% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.21% | — | -20.33% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.20% | — | -34.07% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.06% | -22.79% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.07% | +2.09% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.08% | -0.04% | -18.58% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.01% | — | -15.42% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.03% | -23.35% | |
| 29 | LNG | Cheniere Energy Inc | Stock-Energy | 0.99% | -0.09% | -29.50% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.03% | -29.87% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | -0.08% | -29.11% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.10% | -31.46% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.89% | -0.14% | -28.30% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.86% | — | -19.96% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.16% | +1.10% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.05% | +130.26% | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.77% | — | -12.12% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.73% | -0.09% | -24.08% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.05% | — | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.68% | — | -29.16% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.21% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.02% | +0.97% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.01% | — | |
| 44 | MSTR | Strategy Inc | Stock-Tech | 0.37% | — | +1158.33% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.33% | — | -26.62% | |
| 46 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.32% | — | — | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.31% | — | — | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.12% | -44.72% | |
| 49 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.26% | — | -22.40% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.06% | -1.79% |
According to official SEC Form 13F filings, Oxford Wealth Group, LLC reported a total U.S. public equity portfolio value of $223.5M across 58 disclosed positions in Q3 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, BIL) accounted for 24.3% of total reported equity market value during Q3 2024.
During Q3 2024, Oxford Wealth Group, LLC's top holdings by market value included XMMO (16.3%)、COWZ (16.1%)、BIL (4.2%). The largest single position, XMMO, represented 16.3% of total portfolio value.
In Q3 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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