OXFORD WEALTH GROUP, LLC

PrivateCIK: 2007082
Location

ORLANDO, FL

88
Positions
$183.06M
Total AUM (reported)
2.58M
Total Shares

Allocation by class

TOTAL AUM$183.06M88 positions
COM$29.86M16.3%
S&P MDCP MOMNTUM$20.00M10.9%
S&P 500 MOMNTM$10.06M5.5%
UNIT SER 1$7.52M4.1%
US CASH COWS 100$7.41M4.0%
BRIDGEWAY BLUE$6.95M3.8%
S&P SMALLCAP 600$6.10M3.3%

Portfolio Concentration

Top 320.5%4–1022.8%11–2530.0%Rest26.7%TOP 1043.3%0%100%
Top 3$37.59M20.5%
4–10$41.68M22.8%
11–25$55.00M30.0%
Rest$48.79M26.7%

Top 3 weight

20.5%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 2.58M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.58M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares137.94K
TypeSH
Market value$20.00M
10.93%
Sole
0.00
Shared
0.00
None
137.94K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares89.75K
TypeSH
Market value$10.06M
5.50%
Sole
0.00
Shared
0.00
None
89.75K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares13.03K
TypeSH
Market value$7.52M
4.11%
Sole
0.00
Shared
0.00
None
13.03K

PACER FDS TR

SOLE
US CASH COWS 100
Shares118.41K
TypeSH
Market value$7.41M
4.05%
Sole
0.00
Shared
0.00
None
118.41K

EA SERIES TRUST

SOLE
BRIDGEWAY BLUE
Shares470.55K
TypeSH
Market value$6.95M
3.79%
Sole
0.00
Shared
0.00
None
470.55K

INVESCO EXCH TRADED FD TR II

SOLE
S&P SMALLCAP 600
Shares120.81K
TypeSH
Market value$6.10M
3.33%
Sole
0.00
Shared
0.00
None
120.81K

FIRST TR EXCHANGE-TRADED FD

SOLE
WCM INTL EQUITY
Shares351.36K
TypeSH
Market value$5.89M
3.22%
Sole
0.00
Shared
0.00
None
351.36K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST RIS
Shares209.99K
TypeSH
Market value$5.37M
2.93%
Sole
0.00
Shared
0.00
None
209.99K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares46.35K
TypeSH
Market value$5.33M
2.91%
Sole
0.00
Shared
0.00
None
46.35K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares91.51K
TypeSH
Market value$4.65M
2.54%
Sole
0.00
Shared
0.00
None
91.51K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares107.92K
TypeSH
Market value$4.26M
2.32%
Sole
0.00
Shared
0.00
None
107.92K

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ GLBL DIVID
Shares130.97K
TypeSH
Market value$4.18M
2.28%
Sole
0.00
Shared
0.00
None
130.97K

ISHARES TR

SOLE
MSCI USA MMENTM
Shares16.88K
TypeSH
Market value$4.05M
2.21%
Sole
0.00
Shared
0.00
None
16.88K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares35.20K
TypeSH
Market value$3.90M
2.13%
Sole
0.00
Shared
0.00
None
35.20K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares22.94K
TypeSH
Market value$3.75M
2.05%
Sole
0.00
Shared
0.00
None
22.94K

META PLATFORMS INC

SOLE
CL A
Shares6.47K
TypeSH
Market value$3.70M
2.02%
Sole
0.00
Shared
0.00
None
6.47K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares52.13K
TypeSH
Market value$3.64M
1.99%
Sole
0.00
Shared
0.00
None
52.13K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares6.05K
TypeSH
Market value$3.62M
1.98%
Sole
0.00
Shared
0.00
None
6.05K

APPLE INC

SOLE
COM
Shares14.13K
TypeSH
Market value$3.59M
1.96%
Sole
0.00
Shared
0.00
None
14.13K

FIDELITY COVINGTON TRUST

SOLE
MSCI INFO TECH I
Shares17.13K
TypeSH
Market value$3.56M
1.95%
Sole
0.00
Shared
0.00
None
17.13K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares11.01K
TypeSH
Market value$3.53M
1.93%
Sole
0.00
Shared
0.00
None
11.01K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares7.65K
TypeSH
Market value$3.34M
1.83%
Sole
0.00
Shared
0.00
None
7.65K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares24.91K
TypeSH
Market value$3.31M
1.81%
Sole
0.00
Shared
0.00
None
24.91K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares64.69K
TypeSH
Market value$3.29M
1.80%
Sole
0.00
Shared
0.00
None
64.69K

VANGUARD WORLD FD

SOLE
MEGA GRWTH IND
Shares8.93K
TypeSH
Market value$3.28M
1.79%
Sole
0.00
Shared
0.00
None
8.93K
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