Top 50 Oxford Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | 10.93% | 137.9K | $20.0M | -9.91%(-15.18K) | $109.11(+49.52%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.5% | 89.7K | $10.1M | -46.88%(-79.20K) | $120.19(+25.49%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.11% | 13.0K | $7.5M | -4.77%(-652) | $480.95(+48.17%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 4.05% | 118.4K | $7.4M | -5.53%(-6.93K) | $55.89(+14.13%) | 2026-03-31 | |
| BBLU | EA SERIES TRUST | 3.79% | 470.5K | $6.9M | -9.58%(-49.85K) | $15.14(+10.60%) | 2026-03-31 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 3.33% | 120.8K | $6.1M | +71.18%(+50.24K) | $46.66(+27.46%) | 2026-03-31 | |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 3.22% | 351.4K | $5.9M | new | $16.89(+14.51%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2.93% | 210.0K | $5.4M | -12.87%(-31.02K) | $26.05(+11.61%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 2.91% | 46.4K | $5.3M | -13.43%(-7.19K) | $112.58(+14.96%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 2.54% | 91.5K | $4.6M | new | $47.57(+4.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.20% | +6.73% |
| Top 20 Holdings Unweighted | -0.38% | -1.14% |
Sign up free to track Oxford Wealth Group, LLC, compare funds side by side, and get alerts the moment positions change.