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The Analysis of Oxford Wealth Group, LLC's Holdings & P&L

Currently, Oxford Wealth Group, LLC holds 88 types of securities in its portfolio with a total value $183.1M. In the most recent quarter, they have increased their positions in WCMI (+351.4K shares, valued at $5.9M), FDL (+91.5K shares, valued at $4.6M), FGD (+131.0K shares, valued at $4.2M); decreased their positions in XLG (-170.0K shares, valued at $9.3M), SPMO (-79.2K shares, valued at $8.9M), IVV (-4.9K shares, valued at $3.2M); initiated new positions in WCMI (+351.4K shares, valued at $5.9M), FDL (+91.5K shares, valued at $4.6M), FGD (+131.0K shares, valued at $4.2M).

1M P&L

+441.8K+0.23%

3M P&L

+8.1M+4.46%

HY P&L

-15.3M-7.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.6M

75.4%

2Drug Manufacturers - General3.8M

2.3%

3Internet Content & Information3.7M

2.2%

Top Industries by Stock Count

1N/A31 stocks

38.8%

2Drug Manufacturers - General4 stocks

5.0%

3Software - Infrastructure4 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XMMO INVESCO EXCHANGE TRADED FD T137.9K shares-9.91%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II89.7K shares-46.88%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR13.0K shares-4.77%2026-03-312026-05-11

COWZ PACER FDS TR118.4K shares-5.53%2026-03-312026-05-11

BBLU EA SERIES TRUST470.5K shares-9.58%2026-03-312026-05-11

RWJ INVESCO EXCH TRADED FD TR II120.8K shares71.18%2026-03-312026-05-11

WCMI FIRST TR EXCHANGE-TRADED FD351.4K sharesnew addition2026-03-312026-05-11

RDVI FIRST TR EXCHANGE-TRADED FD210.0K shares-12.87%2026-03-312026-05-11

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RWL INVESCO EXCH TRADED FD TR II46.4K shares-13.43%2026-03-312026-05-11

FDL FIRST TR EXCHANGE-TRADED FD91.5K sharesnew addition2026-03-312026-05-11

SDVY FIRST TR EXCHANGE TRADED FD107.9K shares143.68%2026-03-312026-05-11

FGD FIRST TR EXCHANGE-TRADED FD131.0K sharesnew addition2026-03-312026-05-11

MTUM ISHARES TR16.9K shares-6.24%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD35.2K shares-17.66%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD22.9K shares-13.96%2026-03-312026-05-11

META META PLATFORMS INC6.5K shares-1.13%2026-03-312026-05-11

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IEMG ISHARES INC52.1K sharesnew addition2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares-9.87%2026-03-312026-05-11

AAPL APPLE INC14.1K shares-0.09%2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST17.1K shares-3.58%2026-03-312026-05-11

VTI VANGUARD INDEX FDS11.0K shares-12.05%2026-03-312026-05-11

VUG VANGUARD INDEX FDS7.7K shares-8.99%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR24.9K shares-6.14%2026-03-312026-05-11

PAVE GLOBAL X FDS64.7K shares-15.38%2026-03-312026-05-11

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MGK VANGUARD WORLD FD8.9K shares-5.97%2026-03-312026-05-11

XSMO INVESCO EXCHANGE TRADED FD T39.5K shares-12.00%2026-03-312026-05-11

NVDA NVIDIA CORPORATION16.9K shares-17.51%2026-03-312026-05-11

ALPHABET INC ALPHABET INC9.0K shares-1.73%2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T41.4K shares-80.41%2026-03-312026-05-11

LLY ELI LILLY & CO2.4K shares0.21%2026-03-312026-05-11

AMZN AMAZON COM INC9.6K shares-2.80%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE IN8.7K shares0.03%2026-03-312026-05-11

Sponsored

CIEN CIENA CORP4.2K shares-6.56%2026-03-312026-05-11

MSFT MICROSOFT CORP4.0K shares-13.68%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO5.6K shares-4.93%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.1K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP6.6K shares-0.14%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC9.8K shares-1.32%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC9.0K shares-3.20%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.7K shares9.46%2026-03-312026-05-11

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NFLX NETFLIX INC.10.7K shares-0.33%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO3.5K shares2.67%2026-03-312026-05-11

TSLA TESLA INC2.2K shares-14.60%2026-03-312026-05-11

WMT WALMART INC5.5K shares-1.31%2026-03-312026-05-11

BIL SPDR SERIES TRUST7.3K shares-6.06%2026-03-312026-05-11

ASML ASML HLDG NV503 shares-10.18%2026-03-312026-05-11

PFE PFIZER INC23.5K shares-12.84%2026-03-312026-05-11

ORCL ORACLE CORP4.5K shares-11.42%2026-03-312026-05-11

Sponsored

IVW ISHARES TR5.7K shares-82.45%2026-03-312026-05-11

AUSF GLOBAL X FDS13.1K shares23.86%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON2.4K shares57.49%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC4.0K shares-3.96%2026-03-312026-05-11

AMAT APPLIED MATLS INC1.7K shares-2.74%2026-03-312026-05-11

HD HOME DEPOT INC1.7K shares1.91%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC659 shares-6.79%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC8.0K shares-6.70%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC1.8K shares-2.88%2026-03-312026-05-11

MS MORGAN STANLEY3.3K shares-5.80%2026-03-312026-05-11

CRM SALESFORCE INC2.4K shares-17.55%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T669 shares64.78%2026-03-312026-05-11

HALO HALOZYME THERAPEUTICS INC6.7K shares0.79%2026-03-312026-05-11

RTX RTX CORPORATION2.2K shares-4.24%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC1.0K shares-88.01%2026-03-312026-05-11

IVV ISHARES TR648 shares-88.40%2026-03-312026-05-11

Sponsored

LAUR LAUREATE ED INC12.0K shares-0.04%2026-03-312026-05-11

LNG CHENIERE ENERGY INC1.5K shares2.09%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD3.2K shares-6.46%2026-03-312026-05-11

GVA GRANITE CONSTR INC3.3K shares0.30%2026-03-312026-05-11

TEX TEREX CORP NEW6.6K sharesnew addition2026-03-312026-05-11

HPE HEWLETT PACKARD ENTERPRISE C16.1K shares-1.89%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP8.1K shares1.23%2026-03-312026-05-11

IBKR INTERACTIVE BROKERS GROUP IN5.5K shares0.07%2026-03-312026-05-11

Sponsored

V VISA INC1.1K shares-11.45%2026-03-312026-05-11

CCL CARNIVAL CORP13.3K shares2.99%2026-03-312026-05-11

AMGN AMGEN INC946 shares-1.87%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP530 shares-74.86%2026-03-312026-05-11

ALLE ALLEGION PLC2.1K shares-3.34%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC1.8K shares-0.65%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC635 shares-14.77%2026-03-312026-05-11

MA MASTERCARD INCORPORATED582 shares-12.22%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC5.7K shares2.75%2026-03-312026-05-11

PVH PVH CORPORATION4.1K shares-0.99%2026-03-312026-05-11

GLD SPDR GOLD TR518 sharesnew addition2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC800 shares-5.44%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP985 sharesnew addition2026-03-312026-05-11

CLMB CLIMB GLOBAL SOLUTIONS INC10.4K shares298.02%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC610 shares-47.50%2026-03-312026-05-11

GAB GABELLI EQUITY TR INC16.7K sharesnew addition2026-03-312026-05-11

Sponsored

XMMO

INVESCO EXCHANGE TRADED FD T

-9.91%

Shares137.9K

Event2026-03-31

Filed2026-05-11

SPMO

INVESCO EXCH TRADED FD TR II

-46.88%

Shares89.7K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-4.77%

Shares13.0K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

-5.53%

Shares118.4K

Event2026-03-31

Filed2026-05-11

BBLU

EA SERIES TRUST

-9.58%

Shares470.5K

Event2026-03-31

Filed2026-05-11

RWJ

INVESCO EXCH TRADED FD TR II

71.18%

Shares120.8K

Event2026-03-31

Filed2026-05-11

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares351.4K

Event2026-03-31

Filed2026-05-11

RDVI

FIRST TR EXCHANGE-TRADED FD

-12.87%

Shares210.0K

Event2026-03-31

Filed2026-05-11

RWL

INVESCO EXCH TRADED FD TR II

-13.43%

Shares46.4K

Event2026-03-31

Filed2026-05-11

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares91.5K

Event2026-03-31

Filed2026-05-11

SDVY

FIRST TR EXCHANGE TRADED FD

143.68%

Shares107.9K

Event2026-03-31

Filed2026-05-11

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares131.0K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

-6.24%

Shares16.9K

Event2026-03-31

Filed2026-05-11

AIRR

FIRST TR EXCHANGE TRADED FD

-17.66%

Shares35.2K

Event2026-03-31

Filed2026-05-11

GRID

FIRST TR EXCHANGE-TRADED FD

-13.96%

Shares22.9K

Event2026-03-31

Filed2026-05-11