| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 2 | Q2 2024 | 16.8% |
| PACER FDS TR | 2 | Q2 2024 | 16.2% |
| SPDR SER TR | 2 | Q2 2024 | 7.6% |
| MICROSOFT CORP | 2 | Q2 2024 | 3.5% |
| META PLATFORMS INC | 2 | Q2 2024 | 3.5% |
| APPLE INC | 2 | Q2 2024 | 3.4% |
| AMAZON COM INC | 2 | Q2 2024 | 2.9% |
| NVIDIA CORPORATION | 2 | Q2 2024 | 2.9% |
| ISHARES TR | 2 | Q2 2024 | 2.8% |
| INVESCO QQQ TR | 2 | Q2 2024 | 2.9% |
View Oxford Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-16 |
View Oxford Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.