Oxler Private Wealth LLC Top Holdings and 13F Report (2025) About Oxler Private Wealth LLCInvestment ActivityOxler Private Wealth LLC has $284.62 million in total holdings as of March 31, 2025.Oxler Private Wealth LLC owns shares of 85 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 0.46% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Oxler Private Wealth LLC has purchased 85 new stocks and bought additional shares in 43 stocks.Oxler Private Wealth LLC sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $31,549,657Vanguard S&P 500 ETF $27,100,021ISHARES BITCOIN TRUST ETF $23,707,393Amazon.com $17,926,868Meta Platforms $14,813,764 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $223,325 Holding Largest Purchases this Quarter Invesco QQQ 709 shares (about $332.47K)ISHARES BITCOIN TRUST ETF 6,186 shares (about $289.57K)Invesco NASDAQ 100 ETF 1,157 shares (about $223.33K)Strategy 292 shares (about $84.17K)Vanguard S&P 500 ETF 150 shares (about $77.09K) Largest Sales this Quarter Salesforce 1,801 shares (about $483.36K)Amazon.com 2,183 shares (about $415.34K)SPDR Gold Shares 1,046 shares (about $301.39K)Meta Platforms 254 shares (about $146.40K)JPMorgan Chase & Co. 434 shares (about $106.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOxler Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$31,549,657$332,467 ▲1.1%67,28111.1%FinanceVOOVanguard S&P 500 ETF$27,100,021$77,087 ▲0.3%52,7339.5%ETFISHARES BITCOIN TRUST ETF$23,707,393$289,567 ▲1.2%506,4608.3%SHS BEN INTAMZNAmazon.com$17,926,868$415,338 ▼-2.3%94,2236.3%Retail/WholesaleMETAMeta Platforms$14,813,764$146,397 ▼-1.0%25,7025.2%Computer and TechnologyMSFTMicrosoft$11,784,797$11,262 ▼-0.1%31,3934.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$10,617,760$11,188 ▼-0.1%18,9813.7%FinanceAAPLApple$9,167,993$70,638 ▼-0.8%41,2733.2%Computer and TechnologyNVDANVIDIA$8,871,0300.0%81,8513.1%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$7,773,7850.0%141,9612.7%ETFVYMVanguard High Dividend Yield ETF$6,877,340$28,887 ▼-0.4%53,3292.4%ETFGLDSPDR Gold Shares$6,741,612$301,394 ▼-4.3%23,3972.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$6,595,257$92,605 ▼-1.4%67,6582.3%ETFGOOGLAlphabet$6,207,264$3,247 ▲0.1%40,1402.2%Computer and TechnologyGOOGAlphabet$5,862,790$24,059 ▼-0.4%37,5272.1%Computer and TechnologyVVisa$5,344,963$79,556 ▼-1.5%15,2511.9%Business ServicesLLYEli Lilly and Company$5,002,500$8,259 ▲0.2%6,0571.8%MedicalTMOThermo Fisher Scientific$4,918,116$27,367 ▼-0.6%9,8841.7%MedicalVIGVanguard Dividend Appreciation ETF$4,878,917$92,923 ▼-1.9%25,1501.7%ETFOKEONEOK$4,728,163$49,313 ▲1.1%47,6531.7%EnergyNOCNorthrop Grumman$3,657,504$13,825 ▲0.4%7,1431.3%AerospaceCOSTCostco Wholesale$3,537,717$3,783 ▲0.1%3,7411.2%Retail/WholesaleABBVAbbVie$3,531,406$29,332 ▲0.8%16,8551.2%MedicalAMGNAmgen$2,847,423$94,395 ▼-3.2%9,1401.0%MedicalPANWPalo Alto Networks$2,549,362$51,192 ▼-2.0%14,9400.9%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$2,369,310$65,970 ▼-2.7%19,7890.8%ETFABTAbbott Laboratories$2,347,329$11,540 ▼-0.5%17,6960.8%MedicalPEPPepsiCo$2,119,121$13,495 ▲0.6%14,1330.7%Consumer StaplesMCDMcDonald's$1,940,671$8,746 ▼-0.4%6,2130.7%Retail/WholesaleSYKStryker$1,800,383$2,978 ▲0.2%4,8360.6%MedicalSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,688,572$57,370 ▼-3.3%36,9090.6%ETFCMGChipotle Mexican Grill$1,679,525$15,063 ▼-0.9%33,4500.6%Retail/WholesaleARISTA NETWORKS INC$1,471,5010.0%18,9920.5%COM SHSCHDChurch & Dwight$1,394,973$19,706 ▼-1.4%12,6710.5%Consumer StaplesNFLXNetflix$1,326,058$67,142 ▲5.3%1,4220.5%Consumer DiscretionaryBMYBristol-Myers Squibb$1,319,266$2,501 ▲0.2%21,6310.5%MedicalCMCSAComcast$1,314,451$10,553 ▲0.8%35,6220.5%Consumer DiscretionaryKOCoca-Cola$1,287,341$8,164 ▲0.6%17,9750.5%Consumer StaplesPRUPrudential Financial$1,253,969$15,636 ▲1.3%11,2280.4%FinanceJPMJPMorgan Chase & Co.$1,220,046$106,454 ▼-8.0%4,9740.4%FinanceUNPUnion Pacific$1,102,003$23,859 ▼-2.1%4,6650.4%TransportationMSTRStrategy$1,071,788$84,175 ▲8.5%3,7180.4%Computer and TechnologyJNJJohnson & Johnson$1,060,277$96,193 ▼-8.3%6,3930.4%MedicalTSLATesla$1,028,8660.0%3,9700.4%Auto/Tires/TrucksCRMSalesforce$985,768$483,356 ▼-32.9%3,6730.3%Computer and TechnologyHSYHershey$868,458$7,012 ▲0.8%5,0780.3%Consumer StaplesVRTXVertex Pharmaceuticals$811,589$53,330 ▼-6.2%1,6740.3%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$735,277$1,974 ▲0.3%3,7240.3%FinanceIDXXIDEXX Laboratories$706,356$5,459 ▼-0.8%1,6820.2%MedicalEESWisdomTree U.S. SmallCap Fund$706,247$2,051 ▲0.3%14,4600.2%FinanceCALFPacer US Small Cap Cash Cows ETF$676,9130.0%18,0510.2%ETFEZMWisdomTree U.S. MidCap Fund$673,415$1,967 ▲0.3%11,2990.2%FinanceIWFiShares Russell 1000 Growth ETF$664,785$361 ▲0.1%1,8410.2%ETFDISWalt Disney$664,087$17,767 ▲2.7%6,7280.2%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$625,925$557 ▲0.1%6,7430.2%ETFXLKTechnology Select Sector SPDR Fund$625,870$1,032 ▲0.2%3,0310.2%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$618,431$719 ▲0.1%16,3350.2%ManufacturingIVEiShares S&P 500 Value ETF$583,544$1,715 ▲0.3%3,0620.2%ETFIWDiShares Russell 1000 Value ETF$564,664$1,693 ▲0.3%3,0010.2%ETFVTIVanguard Total Stock Market ETF$563,1480.0%2,0490.2%ETFLNTAlliant Energy$553,838$3,282 ▲0.6%8,6070.2%UtilitiesBRK.BBerkshire Hathaway$533,113$26,629 ▼-4.8%1,0010.2%FinanceVXUSVanguard Total International Stock ETF$495,418$39,184 ▼-7.3%7,9780.2%ETFXLVHealth Care Select Sector SPDR Fund$487,792$75,629 ▼-13.4%3,3410.2%ETFAVGOBroadcom$424,794$1,507 ▲0.4%2,5370.1%Computer and TechnologyHDHome Depot$409,267$2,198 ▲0.5%1,1170.1%Retail/WholesalePGProcter & Gamble$386,997$1,704 ▲0.4%2,2710.1%Consumer StaplesYUMYum! Brands$373,558$1,574 ▲0.4%2,3740.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$350,945$1,474 ▲0.4%1,9050.1%ETFGSThe Goldman Sachs Group$343,627$7,102 ▲2.1%6290.1%FinanceCMSCMS Energy$339,147$1,803 ▲0.5%4,5150.1%UtilitiesDSIiShares ESG MSCI KLD 400 ETF$324,943$819 ▲0.3%3,1730.1%ETFWCLDWisdomTree Cloud Computing Fund$314,798$13,434 ▼-4.1%9,7010.1%ManufacturingDTEDTE Energy$308,200$2,765 ▲0.9%2,2290.1%UtilitiesESEversource Energy$286,854$2,857 ▲1.0%4,6180.1%UtilitiesXLIIndustrial Select Sector SPDR Fund$264,752$39,189 ▼-12.9%2,0200.1%ETFPFEPfizer$251,973$4,181 ▼-1.6%9,9440.1%MedicalRTXRTX$249,504$927 ▲0.4%1,8840.1%AerospaceFVDFirst Trust Value Line Dividend Index Fund$247,631$1,471 ▲0.6%5,5540.1%ETFSHAKShake Shack$226,8620.0%2,5730.1%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$223,325$223,325 ▲New Holding1,1570.1%ETFVUGVanguard Growth ETF$213,843$371 ▲0.2%5770.1%ETFARKKARK Innovation ETF$213,476$8,421 ▼-3.8%4,4870.1%ETFIBBiShares Biotechnology ETF$203,712$256 ▲0.1%1,5930.1%FinancePESIPerma-Fix Environmental Services$123,6270.0%17,0050.0%IndustrialsDLRDigital Realty Trust$0$239,059 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
