Oxford Wealth Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Orlando, FL
CIK
0002007082
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 68 145,475 XMMO, COWZ, MSFT, AAPL 13F-HR 8/12/2024 000176538024000303
Q1 2024 60 109,879 XMMO, COWZ, BIL, META 13F-HR 5/16/2024 000176538024000230