Oxler Private Wealth LLC Top Holdings and 13F Report (2025) About Oxler Private Wealth LLCInvestment ActivityOxler Private Wealth LLC has $318.20 million in total holdings as of June 30, 2025.Oxler Private Wealth LLC owns shares of 86 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 4.80% of the portfolio was sold this quarter.This quarter, Oxler Private Wealth LLC has purchased 85 new stocks and bought additional shares in 29 stocks.Oxler Private Wealth LLC sold shares of 41 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $43,370,551Vanguard S&P 500 ETF $36,511,637ISHARES BITCOIN TRUST ETF $31,257,132Amazon.com $20,344,693Meta Platforms $18,278,844 Largest New Holdings this Quarter 53656G498 - Roundhill Magnificent Seven ETF $568,734 Holding253868103 - Digital Realty Trust $240,359 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,544 shares (about $6.56M)Invesco QQQ 11,340 shares (about $6.26M)Roundhill Magnificent Seven ETF 10,253 shares (about $568.73K)ISHARES BITCOIN TRUST ETF 4,194 shares (about $256.71K)Digital Realty Trust 1,379 shares (about $240.36K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 134,480 shares (about $7.41M)iShares S&P Small-Cap 600 Value ETF 33,967 shares (about $3.38M)Meta Platforms 937 shares (about $691.59K)Vanguard Dividend Appreciation ETF 2,514 shares (about $514.54K)Pacer US Small Cap Cash Cows ETF 12,680 shares (about $504.86K) 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$43,370,551$6,255,607 ▲16.9%78,62113.6%FinanceVOOVanguard S&P 500 ETF$36,511,637$6,557,405 ▲21.9%64,27711.5%ETFISHARES BITCOIN TRUST ETF$31,257,132$256,715 ▲0.8%510,6549.8%SHS BEN INTAMZNAmazon.com$20,344,693$326,891 ▼-1.6%92,7336.4%Retail/WholesaleMETAMeta Platforms$18,278,844$691,592 ▼-3.6%24,7655.7%Computer and TechnologyMSFTMicrosoft$15,582,788$32,331 ▼-0.2%31,3284.9%Computer and TechnologyNVDANVIDIA$12,932,746$1,106 ▲0.0%81,8584.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,637,384$90,207 ▼-0.8%18,8353.7%FinanceAAPLApple$8,428,446$39,598 ▼-0.5%41,0802.6%Computer and TechnologyGLDSPDR Gold Shares$7,122,049$10,059 ▼-0.1%23,3642.2%FinanceGOOGLAlphabet$7,080,021$6,168 ▲0.1%40,1752.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$6,770,517$338,739 ▼-4.8%50,7882.1%ETFGOOGAlphabet$6,647,655$9,224 ▼-0.1%37,4752.1%Computer and TechnologyVVisa$5,322,499$92,312 ▼-1.7%14,9911.7%Business ServicesLLYEli Lilly and Company$4,730,239$8,575 ▲0.2%6,0681.5%MedicalVIGVanguard Dividend Appreciation ETF$4,632,895$514,539 ▼-10.0%22,6361.5%ETFOKEONEOK$3,936,512$46,611 ▲1.2%48,2241.2%EnergyTMOThermo Fisher Scientific$3,851,451$156,102 ▼-3.9%9,4991.2%MedicalCOSTCostco Wholesale$3,706,898$3,959 ▲0.1%3,7451.2%Retail/WholesaleNOCNorthrop Grumman$3,555,492$16,000 ▼-0.4%7,1111.1%AerospaceIJSiShares S&P Small-Cap 600 Value ETF$3,351,883$3,379,342 ▼-50.2%33,6911.1%ETFABBVAbbVie$3,155,898$27,286 ▲0.9%17,0021.0%MedicalPANWPalo Alto Networks$3,057,3220.0%14,9401.0%Computer and TechnologyAMGNAmgen$2,458,997$92,977 ▼-3.6%8,8070.8%MedicalABTAbbott Laboratories$2,333,775$73,037 ▼-3.0%17,1590.7%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$2,265,819$179,684 ▼-7.3%18,3350.7%ETFARISTA NETWORKS INC$1,943,0720.0%18,9920.6%COM SHSSYKStryker$1,912,700$396 ▼0.0%4,8350.6%MedicalNFLXNetflix$1,904,2430.0%1,4220.6%Consumer DiscretionarySPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,883,466$3,667 ▲0.2%36,9810.6%ETFCMGChipotle Mexican Grill$1,830,490$47,728 ▼-2.5%32,6000.6%Retail/WholesalePEPPepsiCo$1,821,840$44,232 ▼-2.4%13,7980.6%Consumer StaplesMCDMcDonald's$1,821,032$5,843 ▲0.3%6,2330.6%Retail/WholesaleMSTRMicroStrategy$1,536,074$33,147 ▲2.2%3,8000.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,443,608$1,739 ▲0.1%4,9800.5%FinanceTSLATesla$1,261,1110.0%3,9700.4%Auto/Tires/TrucksCMCSAComcast$1,240,207$31,158 ▼-2.5%34,7490.4%Consumer DiscretionaryPRUPrudential Financial$1,221,687$15,364 ▲1.3%11,3710.4%FinanceKOCocaCola$1,165,946$105,770 ▼-8.3%16,4800.4%Consumer StaplesUNPUnion Pacific$1,079,000$5,752 ▲0.5%4,6900.3%TransportationCHDChurch & Dwight$1,057,269$160,498 ▼-13.2%11,0010.3%Consumer StaplesCRMSalesforce$986,334$15,271 ▼-1.5%3,6170.3%Computer and TechnologyBMYBristol Myers Squibb$976,154$25,135 ▼-2.5%21,0880.3%MedicalJNJJohnson & Johnson$953,371$23,219 ▼-2.4%6,2410.3%MedicalIDXXIDEXX Laboratories$902,1240.0%1,6820.3%MedicalHSYHershey$849,364$6,638 ▲0.8%5,1180.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$782,238$425 ▲0.1%1,8420.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$764,518$44,767 ▼-5.5%3,5180.2%FinanceDISWalt Disney$756,928$77,379 ▼-9.3%6,1040.2%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$752,818$14,687 ▼-1.9%2,9730.2%ETFVRTXVertex Pharmaceuticals$745,2650.0%1,6740.2%MedicalIVWiShares S&P 500 Growth ETF$742,991$551 ▲0.1%6,7480.2%ETFAVGOBroadcom$700,890$1,654 ▲0.2%2,5430.2%Computer and TechnologyEESWisdomTree U.S. SmallCap Fund$670,820$66,042 ▼-9.0%13,1640.2%FinanceEZMWisdomTree U.S. MidCap Fund$659,481$38,484 ▼-5.5%10,6760.2%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$624,236$40,100 ▼-6.0%15,3490.2%ManufacturingVTIVanguard Total Stock Market ETF$622,7530.0%2,0490.2%ETFIVEiShares S&P 500 Value ETF$572,251$26,189 ▼-4.4%2,9280.2%ETFBIGTRoundhill Magnificent Seven ETF$568,734$568,734 ▲New Holding10,2530.2%ETFIWDiShares Russell 1000 Value ETF$559,101$23,692 ▼-4.1%2,8790.2%ETFVXUSVanguard Total International Stock ETF$545,924$5,251 ▼-1.0%7,9020.2%ETFBRK.BBerkshire Hathaway$486,2560.0%1,0010.2%FinanceLNTAlliant Energy$475,134$45,355 ▼-8.7%7,8570.1%UtilitiesGSThe Goldman Sachs Group$446,405$1,415 ▲0.3%6310.1%FinanceCOWZPacer US Cash Cows 100 ETF$412,204$7,409,864 ▼-94.7%7,4810.1%ETFHDHome Depot$411,994$2,566 ▲0.6%1,1240.1%Retail/WholesaleDSIiShares ESG MSCI KLD 400 ETF$369,433$813 ▲0.2%3,1800.1%ETFPGProcter & Gamble$363,529$1,752 ▲0.5%2,2820.1%Consumer StaplesSHAKShake Shack$361,7640.0%2,5730.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$361,220$1,699 ▲0.5%1,9140.1%ETFWCLDWisdomTree Cloud Computing Fund$350,5950.0%9,7010.1%ManufacturingYUMYum! Brands$321,475$30,384 ▼-8.6%2,1690.1%Retail/WholesaleARKKARK Innovation ETF$315,3680.0%4,4870.1%ETFXLVHealth Care Select Sector SPDR Fund$313,848$136,567 ▼-30.3%2,3280.1%ETFCMSCMS Energy$305,164$7,620 ▼-2.4%4,4050.1%UtilitiesXLIIndustrial Select Sector SPDR Fund$298,867$885 ▲0.3%2,0260.1%ETFESEversource Energy$293,935$127 ▲0.0%4,6200.1%UtilitiesRTXRTX$276,021$876 ▲0.3%1,8900.1%AerospaceQQQMInvesco NASDAQ 100 ETF$266,843$4,088 ▲1.6%1,1750.1%ETFVUGVanguard Growth ETF$252,8150.0%5770.1%ETFFVDFirst Trust Value Line Dividend Index Fund$249,669$1,386 ▲0.6%5,5850.1%ETFDTEDTE Energy$247,383$47,808 ▼-16.2%1,8680.1%UtilitiesDLRDigital Realty Trust$240,359$240,359 ▲New Holding1,3790.1%FinanceCALFPacer US Small Cap Cash Cows ETF$213,847$504,856 ▼-70.2%5,3710.1%ETFIBBiShares Biotechnology ETF$201,4980.0%1,5930.1%FinancePESIPerma-Fix Environmental Services$178,8930.0%17,0050.1%IndustrialsPFEPfizer$0$251,973 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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