Oxford Wealth Group, LLC Top Holdings and 13F Report (2025) About Oxford Wealth Group, LLCInvestment ActivityOxford Wealth Group, LLC has $154.74 million in total holdings as of December 31, 2024.Oxford Wealth Group, LLC owns shares of 57 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 24.32% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Oxford Wealth Group, LLC has purchased 58 new stocks and bought additional shares in 30 stocks.Oxford Wealth Group, LLC sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco S&P MidCap Momentum ETF $26,544,598Pacer US Cash Cows 100 ETF $25,695,817Invesco QQQ $12,556,840iShares MSCI USA Momentum Factor ETF $12,178,484Apple $5,053,158 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $437,397 HoldingCoinbase Global $408,454 HoldingLAM RESEARCH CORP $371,417 HoldingCloudflare $290,844 HoldingSPDR S&P 500 ETF Trust $230,205 Holding Largest Purchases this Quarter Invesco QQQ 17,204 shares (about $8.80M)iShares MSCI USA Momentum Factor ETF 41,180 shares (about $8.52M)Pacer US Cash Cows 100 ETF 113,787 shares (about $6.43M)Invesco S&P MidCap Momentum ETF 48,062 shares (about $5.94M)Invesco S&P SmallCap 600 Revenue ETF 74,664 shares (about $3.42M) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 30,740 shares (about $2.81M)Vertiv 2,257 shares (about $256.42K)MicroStrategy 398 shares (about $115.27K)Exxon Mobil 1,066 shares (about $114.67K)Oracle 536 shares (about $89.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOxford Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXMMOInvesco S&P MidCap Momentum ETF$26,544,598$5,937,094 ▲28.8%214,88417.2%ETFCOWZPacer US Cash Cows 100 ETF$25,695,817$6,426,694 ▲33.4%454,95416.6%ETFQQQInvesco QQQ$12,556,840$8,795,207 ▲233.8%24,5628.1%FinanceMTUMiShares MSCI USA Momentum Factor ETF$12,178,484$8,520,966 ▲233.0%58,8567.9%ETFAAPLApple$5,053,158$19,032 ▲0.4%20,1793.3%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$4,905,838$3,416,625 ▲229.4%107,2083.2%ETFMETAMeta Platforms$4,708,140$80,216 ▼-1.7%8,0413.0%Computer and TechnologyAMZNAmazon.com$4,268,891$198,109 ▲4.9%19,4582.8%Retail/WholesaleMSFTMicrosoft$4,145,122$144,156 ▲3.6%9,8342.7%Computer and TechnologyNVDANVIDIA$3,632,557$86,080 ▼-2.3%27,0502.3%Computer and TechnologyGOOGLAlphabet$3,592,982$245,337 ▲7.3%18,9802.3%Computer and TechnologyLLYEli Lilly and Company$2,807,020$169,842 ▲6.4%3,6361.8%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,362,551$2,810,558 ▼-54.3%25,8401.5%ETFVRTVertiv$1,961,256$256,419 ▼-11.6%17,2631.3%Computer and TechnologyXOMExxon Mobil$1,856,365$114,671 ▼-5.8%17,2571.2%Oils/EnergyUNHUnitedHealth Group$1,828,362$98,653 ▲5.7%3,6141.2%MedicalORCLOracle$1,748,341$89,317 ▼-4.9%10,4921.1%Computer and TechnologyASMLASML$1,731,361$97,034 ▲5.9%2,4981.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,588,710$63,759 ▼-3.9%6,6281.0%FinanceODFLOld Dominion Freight Line$1,537,150$17,640 ▼-1.1%8,7141.0%TransportationTSLATesla$1,483,304$11,308 ▲0.8%3,6731.0%Auto/Tires/TrucksADBEAdobe$1,473,225$210,778 ▲16.7%3,3131.0%Computer and TechnologyCCitigroup$1,411,412$83,132 ▼-5.6%20,0510.9%FinanceVVisa$1,403,897$21,491 ▼-1.5%4,4420.9%Business ServicesCHENIERE ENERGY INC$1,381,044$79,506 ▼-5.4%6,4270.9%COM NEWNVONovo Nordisk A/S$1,289,326$215,561 ▲20.1%14,9890.8%MedicalMAMastercard$1,277,493$2,633 ▲0.2%2,4260.8%Business ServicesMCKMcKesson$1,277,188$51,863 ▲4.2%2,2410.8%MedicalBABAAlibaba Group$1,190,557$36,715 ▼-3.0%14,0410.8%Retail/WholesaleCVXChevron$1,188,931$31,863 ▼-2.6%8,2090.8%Oils/EnergyMRKMerck & Co., Inc.$1,150,984$50,735 ▼-4.2%11,5700.7%MedicalPANWPalo Alto Networks$1,149,623$562,256 ▲95.7%6,3180.7%Computer and TechnologyCRMSalesforce$1,052,829$43,464 ▼-4.0%3,1490.7%Computer and TechnologyLMTLockheed Martin$1,020,077$46,168 ▲4.7%2,0990.7%AerospaceCOSTCostco Wholesale$1,006,0640.0%1,0980.7%Retail/WholesalePFEPfizer$985,526$18,173 ▼-1.8%37,1480.6%MedicalNFLXNetflix$921,625$16,935 ▲1.9%1,0340.6%Consumer DiscretionaryRTXRTX$816,772$14,234 ▼-1.7%7,0580.5%AerospaceAVGOBroadcom$751,166$426,588 ▲131.4%3,2400.5%Computer and TechnologyFCXFreeport-McMoRan$723,832$1,752 ▲0.2%19,0080.5%Basic MaterialsNVSNovartis$720,748$17,904 ▲2.5%7,4070.5%MedicalPALANTIR TECHNOLOGIES INC$696,704$75,328 ▼-9.8%9,2120.5%CL AMSTRMicroStrategy$671,918$115,269 ▼-14.6%2,3200.4%Computer and TechnologyGOOGAlphabet$584,460$21,139 ▲3.8%3,0690.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$548,247$84,331 ▲18.2%2,7760.4%Computer and TechnologyHDHome Depot$486,626$778 ▲0.2%1,2510.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$437,397$437,397 ▲New Holding8,2450.3%SHS BEN INTCOINCoinbase Global$408,454$408,454 ▲New Holding1,6450.3%FinanceLAM RESEARCH CORP$371,417$371,417 ▲New Holding5,1420.2%COM NEWWMTWalmart$357,334$361 ▲0.1%3,9550.2%Retail/WholesaleDKNGDraftKings$311,290$2,976 ▲1.0%8,3680.2%Consumer DiscretionaryNETCloudflare$290,844$290,844 ▲New Holding2,7010.2%Computer and TechnologyAMDAdvanced Micro Devices$287,601$138,667 ▲93.1%2,3810.2%Computer and TechnologyAMGNAmgen$253,6030.0%9730.2%MedicalSPYSPDR S&P 500 ETF Trust$230,205$230,205 ▲New Holding3930.1%FinanceVOOVanguard S&P 500 ETF$213,369$5,388 ▲2.6%3960.1%ETFNXPINXP Semiconductors$207,8500.0%1,0000.1%Computer and TechnologyELVElevance Health$0$1,488,861 ▼-100.0%00.0%MedicalMKTXMarketAxess$0$394,548 ▼-100.0%00.0%FinanceTMUST-Mobile US$0$380,115 ▼-100.0%00.0%Computer and TechnologyRXRXRecursion Pharmaceuticals$0$308,583 ▼-100.0%00.0%MedicalLRCXLam Research$0$289,715 ▼-100.0%00.0%Computer and TechnologyDIREXION SHS ETF TR$0$210,073 ▼-100.0%00.0%DAILY 20+ YEAR TShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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