Asset Manager
← All Institutions
Oxford Wealth Group, LLC
Market Value
$0
-100.0%
Holdings
57
-5
New Purchases
0
Added To
0
Closed
57
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 34 | $0 | 0% |
| Large Cap | 21 | $0 | 0% |
| Mid Cap | 1 | $0 | 0% |
| Small Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$829.1B
Median Market Cap
$311.8B
Avg P/E
50.6
Median P/E
30.9
Avg Dividend Yield
0.01%
Avg Beta
1.14
# Stocks
48
# ETFs / Funds
9
Top Holdings (57 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVX | —% | — | — | — | -$1M | -8,209 | -100.0% | SOLD |
| 2 | LNG | —% | — | — | — | -$1M | -6,427 | -100.0% | SOLD |
| 3 | XOM | —% | — | — | — | -$2M | -17,257 | -100.0% | SOLD |
| 4 | HD | —% | — | — | — | -$487K | -1,251 | -100.0% | SOLD |
| 5 | CRM | —% | — | — | — | -$1M | -3,149 | -100.0% | SOLD |
| 6 | PFE | —% | — | — | — | -$986K | -37,148 | -100.0% | SOLD |
| 7 | LMT | —% | — | — | — | -$1M | -2,099 | -100.0% | SOLD |
| 8 | JPM | —% | — | — | — | -$2M | -6,628 | -100.0% | SOLD |
| 9 | V | —% | — | — | — | -$1M | -4,442 | -100.0% | SOLD |
| 10 | VRT | —% | — | — | — | -$2M | -17,263 | -100.0% | SOLD |
| 11 | MCK | —% | — | — | — | -$1M | -2,241 | -100.0% | SOLD |
| 12 | LLY | —% | — | — | — | -$3M | -3,636 | -100.0% | SOLD |
| 13 | NVO | —% | — | — | — | -$1M | -14,989 | -100.0% | SOLD |
| 14 | MA | —% | — | — | — | -$1M | -2,426 | -100.0% | SOLD |
| 15 | MRK | —% | — | — | — | -$1M | -11,570 | -100.0% | SOLD |
| 16 | BABA | —% | — | — | — | -$1M | -14,041 | -100.0% | SOLD |
| 17 | NVS | —% | — | — | — | -$721K | -7,407 | -100.0% | SOLD |
| 18 | UNH | —% | — | — | — | -$2M | -3,614 | -100.0% | SOLD |
| 19 | RTX | —% | — | — | — | -$817K | -7,058 | -100.0% | SOLD |
| 20 | ASML | —% | — | — | — | -$2M | -2,498 | -100.0% | SOLD |
| 21 | TSM | —% | — | — | — | -$548K | -2,776 | -100.0% | SOLD |
| 22 | COST | —% | — | — | — | -$1M | -1,098 | -100.0% | SOLD |
| 23 | AMD | —% | — | — | — | -$288K | -2,381 | -100.0% | SOLD |
| 24 | MSTR | —% | — | — | — | -$672K | -2,320 | -100.0% | SOLD |
| 25 | LRCX | —% | — | — | — | -$371K | -5,142 | -100.0% | SOLD |
| 26 | AMZN | —% | — | — | — | -$4M | -19,458 | -100.0% | SOLD |
| 27 | AAPL | —% | — | — | — | -$5M | -20,179 | -100.0% | SOLD |
| 28 | COIN | —% | — | — | — | -$408K | -1,645 | -100.0% | SOLD |
| 29 | DKNG | —% | — | — | — | -$311K | -8,368 | -100.0% | SOLD |
| 30 | AVGO | —% | — | — | — | -$751K | -3,240 | -100.0% | SOLD |
| 31 | META | —% | — | — | — | -$5M | -8,041 | -100.0% | SOLD |
| 32 | ADBE | —% | — | — | — | -$1M | -3,313 | -100.0% | SOLD |
| 33 | AMGN | —% | — | — | — | -$254K | -973 | -100.0% | SOLD |
| 34 | C | —% | — | — | — | -$1M | -20,051 | -100.0% | SOLD |
| 35 | FCX | —% | — | — | — | -$724K | -19,008 | -100.0% | SOLD |
| 36 | NET | —% | — | — | — | -$291K | -2,701 | -100.0% | SOLD |
| 37 | PANW | —% | — | — | — | -$1M | -6,318 | -100.0% | SOLD |
| 38 | IBIT | —% | — | — | — | -$437K | -8,245 | -100.0% | SOLD |
| 39 | RWJ | —% | — | — | — | -$5M | -107,208 | -100.0% | SOLD |
| 40 | ODFL | —% | — | — | — | -$2M | -8,714 | -100.0% | SOLD |
| 41 | SPY | —% | — | — | — | -$230K | -393 | -100.0% | SOLD |
| 42 | COWZ | —% | — | — | — | -$26M | -454,954 | -100.0% | SOLD |
| 43 | WMT | —% | — | — | — | -$357K | -3,955 | -100.0% | SOLD |
| 44 | GOOGL | —% | — | — | — | -$4M | -18,980 | -100.0% | SOLD |
| 45 | MTUM | —% | — | — | — | -$12M | -58,856 | -100.0% | SOLD |
| 46 | GOOG | —% | — | — | — | -$584K | -3,069 | -100.0% | SOLD |
| 47 | BIL | —% | — | — | — | -$2M | -25,840 | -100.0% | SOLD |
| 48 | MSFT | —% | — | — | — | -$4M | -9,834 | -100.0% | SOLD |
| 49 | QQQ | —% | — | — | — | -$13M | -24,562 | -100.0% | SOLD |
| 50 | NVDA | —% | — | — | — | -$4M | -27,050 | -100.0% | SOLD |
| 51 | NXPI | —% | — | — | — | -$208K | -1,000 | -100.0% | SOLD |
| 52 | TSLA | —% | — | — | — | -$1M | -3,673 | -100.0% | SOLD |
| 53 | PLTR | —% | — | — | — | -$697K | -9,212 | -100.0% | SOLD |
| 54 | NFLX | —% | — | — | — | -$922K | -1,034 | -100.0% | SOLD |
| 55 | VOO | —% | — | — | — | -$213K | -396 | -100.0% | SOLD |
| 56 | XMMO | —% | — | — | — | -$27M | -214,884 | -100.0% | SOLD |
| 57 | ORCL | —% | — | — | — | -$2M | -10,492 | -100.0% | SOLD |