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Oxford Wealth Group, LLC

Portfolio Manager
Oxford Wealth Group, LLC
Performance
-3.02% (2026 Q1)
AUM (13F)
$183.06M
# of Holdings
88
Performance Rank
Allocation (Top 20)
64.2%

Oxford Wealth Group, LLC Holdings Map

Top 50 Oxford Wealth Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XMMO
INVESCO EXCHANGE TRADED FD T
10.93%137.9K$20.0M
-9.91%(-15.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 153.1K shares2026-Q1: 137.9K shares
$109.11(+49.52%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
5.5%89.7K$10.1M
-46.88%(-79.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 168.9K shares2026-Q1: 89.7K shares
$120.19(+25.49%)
2026-03-31
QQQ
INVESCO QQQ TR
4.11%13.0K$7.5M
-4.77%(-652)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.7K shares2026-Q1: 13.0K shares
$480.95(+48.17%)
2026-03-31
COWZ
PACER FDS TR
4.05%118.4K$7.4M
-5.53%(-6.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 125.3K shares2026-Q1: 118.4K shares
$55.89(+14.13%)
2026-03-31
BBLU
EA SERIES TRUST
3.79%470.5K$6.9M
-9.58%(-49.85K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 520.4K shares2026-Q1: 470.5K shares
$15.14(+10.60%)
2026-03-31
RWJ
INVESCO EXCH TRADED FD TR II
3.33%120.8K$6.1M
+71.18%(+50.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.6K shares2026-Q1: 120.8K shares
$46.66(+27.46%)
2026-03-31
WCMI
FIRST TR EXCHANGE-TRADED FD
3.22%351.4K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 351.4K shares
$16.89(+14.51%)
2026-03-31
RDVI
FIRST TR EXCHANGE-TRADED FD
2.93%210.0K$5.4M
-12.87%(-31.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 241.0K shares2026-Q1: 210.0K shares
$26.05(+11.61%)
2026-03-31
RWL
INVESCO EXCH TRADED FD TR II
2.91%46.4K$5.3M
-13.43%(-7.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 53.5K shares2026-Q1: 46.4K shares
$112.58(+14.96%)
2026-03-31
FDL
FIRST TR EXCHANGE-TRADED FD
2.54%91.5K$4.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 91.5K shares
$47.57(+4.79%)
2026-03-31

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