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Oxford Wealth Group, LLC

All holdings · as of Dec 31, 2025

87 positions

CompanyClassValueShares% of portfolio
Morgan Stanley—$621.8K3,5030.3%
THE GOLDMAN SACHS GROUP, INC.—$621.6K7070.3%
Walmart Inc.—$620.2K5,5670.3%
ASML HOLDING N V—$599.1K5600.3%
HOME DEPOT, INC.—$575.3K1,6720.3%
Alibaba Group Holding LtdBABAADR$508.0K3,4660.2%
GLOBAL X FDS—$489.4K10,5540.2%
VANGUARD SCOTTSDALE FDS—$481.0K5,7440.2%
Visa Inc—$453.5K1,2930.2%
ISHARES TR—$453.1K4,7120.2%
APPLIED MATERIALS INC /DE—$450.8K1,7540.2%
Halozyme Therapeutics Inc—$448.9K6,6700.2%
RTX Corp—$424.1K2,3120.2%
Intuitive Surgical Inc—$421.9K7450.2%
REV GROUP INC—$408.5K6,7180.2%
LAUREATE EDUCATION, INC.—$405.7K12,0500.2%
Carnival Corp Ltd.—$395.4K12,9470.2%
Hewlett Packard Enterprise Co—$393.7K16,3930.2%
GRANITE CONSTRUCTION INC—$379.0K3,2860.2%
Mastercard Inc—$378.5K6630.2%
FIFTH THIRD BANCORP—$374.3K7,9960.2%
Interactive Brokers Group Inc—$354.2K5,5080.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$353.1K1,1620.2%
Allegion plc—$343.0K2,1540.2%
Palo Alto Networks Inc—$339.3K1,8420.2%
JOHNSON & JOHNSON—$319.3K1,5430.2%
AMGEN INC—$315.5K9640.2%
ISHARES TR—$311.8K2,9110.2%
VANGUARD WORLD FD—$311.3K4130.2%
UNITEDHEALTH GROUP INC—$279.4K8460.1%
Cheniere Energy, Inc.—$279.0K1,4350.1%
PVH CORP. /DE—$277.8K4,1450.1%
SPDR S&P 500 ETF TR—$276.9K4060.1%
Climb Global Solutions, Inc.—$269.4K2,6210.1%
VERIZON COMMUNICATIONS INC—$226.4K5,5590.1%
NXP Semiconductors N.V.—$217.1K1,0000.1%
D-Wave Quantum Inc.—$213.8K8,1750.1%
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