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Roseann Higgins

Oxford Wealth Group, Llc

Assets Managed
$183.059M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-10.99%(2Q avg: 10.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oxford Wealth Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Oxford Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 183.059M in assets, with a quarterly growth rate of -10.99% and a 2-quarter average growth rate of 10.97%. The portfolio is managed by Roseann Higgins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Decreased -9.91%
10.93%
$20.004M
137,941 shares@ $145.02 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -46.87%
5.5%
$10.061M
89,747 shares@ $112.11 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.76%
4.11%
$7.521M
13,030 shares@ $577.19 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -5.53%
4.05%
$7.408M
118,407 shares@ $62.57 avg price
BBLU
Ea Bridgeway Blue Chip Etf
Recent Activity
Decreased -9.58%
3.8%
$6.945M
470,549 shares@ $14.77 avg price
RWJ
Invesco S&p Smallcap 600
Recent Activity
Increased 71.19%
3.34%
$6.099M
120,815 shares@ $50.48 avg price
WCMI
Ft Wcm International Etf
Recent Activity
New Position
3.22%
$5.892M
351,361 shares@ $16.78 avg price
RDVI
Ft Vest Rising Dividend Achi
Recent Activity
Decreased -12.86%
2.94%
$5.365M
209,985 shares@ $25.55 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Decreased -13.43%
2.91%
$5.327M
46,355 shares@ $114.92 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
New Position
2.54%
$4.648M
91,506 shares@ $50.8 avg price

1-10 of 88