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Oxler Private Wealth LLC Top Holdings and 13F Report (2026)

About Oxler Private Wealth LLC

Investment Activity

  • Oxler Private Wealth LLC has $319.42 million in total holdings as of March 31, 2026.
  • Oxler Private Wealth LLC owns shares of 92 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 0.34% of the portfolio was purchased this quarter.
  • About 0.56% of the portfolio was sold this quarter.
  • This quarter, Oxler Private Wealth LLC has purchased 90 new stocks and bought additional shares in 45 stocks.
  • Oxler Private Wealth LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Invesco QQQ
$45,775,865
ISHARES BITCOIN TRUST ETF
$21,330,400
Amazon.com
$19,384,522
NVIDIA
$14,620,865

Largest New Holdings this Quarter

68235P108 - ONE Gas
$210,112 Holding
233331107 - DTE Energy
$203,933 Holding

Largest Purchases this Quarter

ONE Gas
2,439 shares (about $210.11K)
DTE Energy
1,395 shares (about $203.93K)
TIDAL TRUST I
4,420 shares (about $105.51K)
Industrial Select Sector SPDR Fund
485 shares (about $78.45K)
NVIDIA
437 shares (about $76.21K)

Largest Sales this Quarter

Alphabet
904 shares (about $259.96K)
Vanguard Dividend Appreciation ETF
1,025 shares (about $220.43K)
Vanguard High Dividend Yield ETF
1,328 shares (about $196.67K)
Vanguard S&P 500 ETF
244 shares (about $145.80K)
Invesco QQQ
194 shares (about $111.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOxler Private Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$45,775,865$111,972 -0.2%79,31014.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$37,750,133$145,802 -0.4%63,17511.8%ETF
ISHARES BITCOIN TRUST ETF
$21,330,400$66,697 0.3%555,1906.7%SHS BEN INT
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$19,384,522$20,827 0.1%93,0746.1%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,620,865$76,213 0.5%83,8354.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,208,033$1,144 0.0%24,8344.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,009,872$71,538 -0.6%18,4673.8%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$11,575,031$34,426 0.3%31,2693.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,243,446$259,957 -2.3%39,0993.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$10,690,858$41,307 0.4%37,2693.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$10,272,097$19,034 0.2%40,4753.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,059,7500.0%23,3793.1%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,104,323$196,675 -3.1%41,2181.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,573,222$9,198 0.2%6,0591.7%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$4,832,561$13,646 0.3%7,0831.5%Aerospace
Visa Inc. stock logo
V
Visa
$4,666,641$11,485 -0.2%15,4401.5%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,337,456$95,361 -2.2%8,8241.4%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$4,238,636$52,426 1.3%46,8931.3%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,040,511$220,435 -5.2%18,7881.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,791,982$99,025 -2.5%32,0131.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,765,684$26,317 0.7%17,3141.2%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,584,408$31,888 -0.9%3,5971.1%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$3,116,463$3,519 -0.1%8,8571.0%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,395,1810.0%14,9400.7%Computer and Technology
ARISTA NETWORKS INC
$2,331,8380.0%18,9920.7%COM SHS
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$2,326,876$63,336 -2.6%17,5610.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,006,440$8,800 0.4%8,2080.6%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$1,970,840$10,878 0.6%6,3410.6%Retail/Wholesale
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$1,922,185$3,553 0.2%36,2470.6%ETF
TIDAL TRUST I
$1,850,116$105,505 6.0%77,5080.6%FUNDSTRAT GRANNY
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,687,758$68,480 -3.9%16,4390.5%Medical
Stryker Corporation stock logo
SYK
Stryker
$1,572,725$5,258 -0.3%4,7860.5%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$1,547,224$23,049 1.5%4,1620.5%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,482,997$5,001 0.3%5,0410.5%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,463,4030.0%15,2200.5%Consumer Discretionary
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,318,113$14,556 1.1%21,7330.4%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,151,908$6,065 0.5%4,7480.4%Transportation
Hershey Company (The) stock logo
HSY
Hershey
$1,087,167$7,275 0.7%5,2300.3%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,043,5260.0%32,6000.3%Retail/Wholesale
ISHARES ETHEREUM TR
$1,032,243$11,809 1.2%65,2080.3%SHS
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$1,014,818$7,185 -0.7%10,8750.3%Consumer Staples
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$968,1370.0%1,7230.3%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$924,708$9,934 1.1%32,2090.3%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$793,225$1,063 0.1%5,9690.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$791,537$1,548 0.2%2,5570.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$787,258$426 0.1%1,8460.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$770,707$1,199 0.2%7,0720.2%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$765,073$452 0.1%6,7640.2%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$728,7540.0%1,6320.2%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$669,140$2,053 -0.3%3,5850.2%Computer and Technology
WisdomTree U.S. SmallCap Fund stock logo
EES
WisdomTree U.S. SmallCap Fund
$661,076$27,516 -4.0%11,3880.2%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$657,3400.0%2,0490.2%ETF
LISTED FDS TR
$626,274$50,408 -7.4%10,8090.2%ROUNDHILL MAGNIF
Invesco RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
$625,356$29,633 -4.5%13,6330.2%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$624,260$1,689 0.3%2,9560.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$621,204$1,710 0.3%2,9070.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$603,218$308 0.1%7,8230.2%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$596,463$26,687 -4.3%8,8730.2%Finance
Strategy Inc stock logo
MSTR
Strategy
$591,053$7,238 1.2%4,7360.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$523,648$12,689 -2.4%6190.2%Finance
Alliant Energy Corporation stock logo
LNT
Alliant Energy
$513,500$8,611 -1.6%7,1560.2%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$487,919$79,328 -14.0%5,0620.2%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$479,6800.0%1,0010.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$442,412$3,572 -0.8%2,8490.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$417,408$2,302 0.6%1,2690.1%Retail/Wholesale
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$395,516$1,834 0.5%1,9410.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$388,377$969 0.3%3,2050.1%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$385,762$78,446 25.5%2,3850.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$380,6160.0%6,0840.1%ETF
RTX Corporation stock logo
RTX
RTX
$367,701$772 0.2%1,9060.1%Aerospace
CMS Energy Corporation stock logo
CMS
CMS Energy
$347,337$1,862 0.5%4,4770.1%Utilities
Eversource Energy stock logo
ES
Eversource Energy
$329,092$3,118 1.0%4,7500.1%Utilities
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$316,106$1,244 0.4%2,0330.1%Retail/Wholesale
BITMINE IMMERSION TECNOLOGIE
$293,7730.0%14,8520.1%COM NEW
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$279,2040.0%1,1750.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$278,052$47,762 -14.7%3,6560.1%Consumer Staples
ARK ETF TR
$275,652$26,970 -8.9%4,0780.1%INNOVATION ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$269,578$338 0.1%1,5970.1%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$267,401$1,458 0.5%5,6860.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$267,305$38,413 -12.6%1,8510.1%Consumer Staples
Entergy Corporation stock logo
ETR
Entergy
$263,890$1,685 0.6%2,3490.1%Utilities
Caterpillar Inc. stock logo
CAT
Caterpillar
$259,297$8,502 -3.2%3660.1%Industrials
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$253,840$3,783 1.5%1,4090.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$252,877$437 0.2%5790.1%ETF
WisdomTree Cloud Computing Fund stock logo
WCLD
WisdomTree Cloud Computing Fund
$237,275$17,485 -6.9%8,6850.1%Manufacturing
Amphenol Corporation stock logo
APH
Amphenol
$234,8850.0%1,8590.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$213,039$1,751 -0.8%1,4600.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$211,122$733 0.3%1,4400.1%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$210,127$14,493 -6.5%4,6830.1%ETF
ONE Gas, Inc. stock logo
OGS
ONE Gas
$210,112$210,112 New Holding2,4390.1%Utilities
DTE Energy Company stock logo
DTE
DTE Energy
$203,933$203,933 New Holding1,3950.1%Utilities
Perma-Fix Environmental Services, Inc. stock logo
PESI
Perma-Fix Environmental Services
$181,7840.0%17,0050.1%Industrials

Showing largest 100 holdings. View all holdings.
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