Oxford Wealth Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$145M
Signature - Title
Roseann Higgins - Chief Compliance Officer
Location
111 N. Orange Avenue, Orlando, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 68 $145M +$43.5M -$7.22M +$36.3M XMMO, COWZ, MSFT, AAPL, META 13F-HR 8/12/2024, 02:00 PM
Q1 2024 60 $110M $0 $0 XMMO, COWZ, BIL, META, MSFT 13F-HR 5/16/2024, 03:01 PM