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Entity | Shares/Amount Change | Position Value Change |
IBIT |
+277,769 | +$11,241 | NVDA |
+7,972 | +$7,203 | CALF |
+75,659 | +$3,719 | OKE |
+45,630 | +$3,658 | CMG |
+675 | +$1,962 | PRU |
+10,727 | +$1,259 | UNP |
+4,797 | +$1,180 | MRK |
+8,686 | +$1,146 | HSY |
+5,255 | +$1,022 | NFLX |
+1,350 | +$820 |
Entity | Shares/Amount Change | Position Value Change |
ARKF |
-9,404 | -$259 |
Entity | Shares/Amount Change | Position Value Change |
COWZ |
+135,576 | +$7,904 | AMZN |
+37,923 | +$8,562 | QQQ |
+28,355 | +$13,813 | CMCSA |
+27,834 | +$1,203 | VOO |
+26,833 | +$13,918 | BMY |
+22,627 | +$1,250 | GOOGL |
+20,100 | +$3,260 | GOOG |
+20,040 | +$3,253 | MSFT |
+15,389 | +$7,195 | GLD |
+13,463 | +$2,812 |
Entity | Shares/Amount Change | Position Value Change |
ARKG |
-7,743 | -$287 | CHWY |
-7,400 | -$312 | WCLD |
-3,563 | -$127 | ARKK |
-1,831 | -$113 | VYM |
-1,447 | +$340 | ICLN |
-1,209 | -$41 | XLV |
-616 | -$39 | IJS |
-572 | -$67 | PRFZ |
-498 | +$18 |
Size ($ in 1000's)
At 03/31/2024: $255,047 At 12/31/2023: $120,507
Oxler Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oxler Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Oxler Private Wealth LLC to be as follows, presented in the
table below with each row detailing each Oxler Private Wealth LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Oxler Private Wealth LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Oxler Private Wealth LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
INVESCO QQQ TR |
63,830 |
+28,355 |
$28,341 | QQQ | 63,830 | +28,355 | $28,341 | VANGUARD INDEX FDS (VOO) |
50,052 |
+26,833 |
$24,060 | VOO | 50,052 | +26,833 | $24,060 | AMAZON COM INC |
98,477 |
+37,923 |
$17,763 | AMZN | 98,477 | +37,923 | $17,763 | META PLATFORMS INC |
27,706 |
+8,963 |
$13,453 | META | 27,706 | +8,963 | $13,453 | MICROSOFT CORP |
31,532 |
+15,389 |
$13,266 | MSFT | 31,532 | +15,389 | $13,266 | ISHARES BITCOIN TR (IBIT) |
277,769 |
+277,769 |
$11,241 | IBIT | 277,769 | +277,769 | $11,241 | SPDR S&P 500 ETF TR (SPY) |
18,879 |
+8,337 |
$9,875 | SPY | 18,879 | +8,337 | $9,875 | PACER FDS TR |
139,766 |
+135,576 |
$8,122 | COWZ | 139,766 | +135,576 | $8,122 | APPLE INC |
43,257 |
+1,646 |
$7,418 | AAPL | 43,257 | +1,646 | $7,418 | NVIDIA CORPORATION |
7,972 |
+7,972 |
$7,203 | NVDA | 7,972 | +7,972 | $7,203 | VANGUARD WHITEHALL FDS (VYM) |
53,651 |
-1,447 |
$6,491 | VYM | 53,651 | -1,447 | $6,491 | ALPHABET INC |
40,226 |
+20,100 |
$6,071 | GOOGL | 40,226 | +20,100 | $6,071 | THERMO FISHER SCIENTIFIC INC |
9,939 |
+2,365 |
$5,776 | TMO | 9,939 | +2,365 | $5,776 | ALPHABET INC |
37,827 |
+20,040 |
$5,760 | GOOG | 37,827 | +20,040 | $5,760 | VANGUARD SPECIALIZED FUNDS (VIG) |
26,301 |
-193 |
$4,803 | VIG | 26,301 | -193 | $4,803 | ELI LILLY & CO |
6,012 |
+4,116 |
$4,677 | LLY | 6,012 | +4,116 | $4,677 | VISA INC |
15,497 |
+5,879 |
$4,325 | V | 15,497 | +5,879 | $4,325 | PACER FDS TR |
75,659 |
+75,659 |
$3,719 | CALF | 75,659 | +75,659 | $3,719 | ONEOK INC NEW |
45,630 |
+45,630 |
$3,658 | OKE | 45,630 | +45,630 | $3,658 | SPDR GOLD TR (GLD) |
16,417 |
+13,463 |
$3,377 | GLD | 16,417 | +13,463 | $3,377 | NORTHROP GRUMMAN CORP |
7,032 |
+4,167 |
$3,366 | NOC | 7,032 | +4,167 | $3,366 | ABBVIE INC |
16,380 |
+13,122 |
$2,983 | ABBV | 16,380 | +13,122 | $2,983 | COSTCO WHSL CORP NEW |
3,714 |
+2,100 |
$2,721 | COST | 3,714 | +2,100 | $2,721 | ISHARES TR (IJS) |
26,236 |
-572 |
$2,696 | IJS | 26,236 | -572 | $2,696 | AMGEN INC |
9,323 |
+3,272 |
$2,651 | AMGN | 9,323 | +3,272 | $2,651 | PEPSICO INC |
14,716 |
+10,729 |
$2,575 | PEP | 14,716 | +10,729 | $2,575 | ISHARES TR (IJJ) |
21,759 |
-399 |
$2,574 | IJJ | 21,759 | -399 | $2,574 | PALO ALTO NETWORKS INC |
7,620 |
+6,300 |
$2,165 | PANW | 7,620 | +6,300 | $2,165 | ABBOTT LABS |
17,851 |
+10,454 |
$2,029 | ABT | 17,851 | +10,454 | $2,029 | CHIPOTLE MEXICAN GRILL INC |
675 |
+675 |
$1,962 | CMG | 675 | +675 | $1,962 | STRYKER CORPORATION |
4,938 |
+12 |
$1,767 | SYK | 4,938 | +12 | $1,767 | MCDONALDS CORP |
6,133 |
+4,240 |
$1,729 | MCD | 6,133 | +4,240 | $1,729 | SPDR SER TR (SPYX) |
39,566 |
+85 |
$1,693 | SPYX | 39,566 | +85 | $1,693 | BRISTOL MYERS SQUIBB CO |
30,552 |
+22,627 |
$1,657 | BMY | 30,552 | +22,627 | $1,657 | SALESFORCE INC |
5,457 |
+2,500 |
$1,644 | CRM | 5,457 | +2,500 | $1,644 | COMCAST CORP NEW |
35,194 |
+27,834 |
$1,526 | CMCSA | 35,194 | +27,834 | $1,526 | CHURCH & DWIGHT CO INC |
13,378 |
-66 |
$1,395 | CHD | 13,378 | -66 | $1,395 | ARISTA NETWORKS INC |
4,748 |
+3,820 |
$1,377 | ANET | 4,748 | +3,820 | $1,377 | PRUDENTIAL FINL INC |
10,727 |
+10,727 |
$1,259 | PRU | 10,727 | +10,727 | $1,259 | UNION PAC CORP |
4,797 |
+4,797 |
$1,180 | UNP | 4,797 | +4,797 | $1,180 | MERCK & CO INC |
8,686 |
+8,686 |
$1,146 | MRK | 8,686 | +8,686 | $1,146 | JOHNSON & JOHNSON |
7,161 |
-97 |
$1,133 | JNJ | 7,161 | -97 | $1,133 | COCA COLA CO |
18,249 |
+12,583 |
$1,116 | KO | 18,249 | +12,583 | $1,116 | JPMORGAN CHASE & CO |
5,211 |
+28 |
$1,044 | JPM | 5,211 | +28 | $1,044 | HERSHEY CO |
5,255 |
+5,255 |
$1,022 | HSY | 5,255 | +5,255 | $1,022 | IDEXX LABS INC |
1,725 |
+1,270 |
$931 | IDXX | 1,725 | +1,270 | $931 | DISNEY WALT CO |
7,507 |
-112 |
$919 | DIS | 7,507 | -112 | $919 | WISDOMTREE TR |
14,319 |
-312 |
$874 | EZM | 14,319 | -312 | $874 | WISDOMTREE TR |
16,782 |
-368 |
$841 | EES | 16,782 | -368 | $841 | NETFLIX INC |
1,350 |
+1,350 |
$820 | NFLX | 1,350 | +1,350 | $820 | INVESCO EXCHANGE TRADED FD T (PRFZ) |
20,358 |
-498 |
$800 | PRFZ | 20,358 | -498 | $800 | VERTEX PHARMACEUTICALS INC |
1,784 |
+1,784 |
$746 | VRTX | 1,784 | +1,784 | $746 | TESLA INC |
3,970 |
+3,970 |
$698 | TSLA | 3,970 | +3,970 | $698 | SELECT SECTOR SPDR TR (XLY) |
3,722 |
-27 |
$684 | XLY | 3,722 | -27 | $684 | SELECT SECTOR SPDR TR (XLK) |
3,054 |
+5 |
$636 | XLK | 3,054 | +5 | $636 | ISHARES TR (IWF) |
1,835 |
+2 |
$618 | IWF | 1,835 | +2 | $618 | SELECT SECTOR SPDR TR (XLV) |
3,931 |
-616 |
$581 | XLV | 3,931 | -616 | $581 | ISHARES TR (IVW) |
6,719 |
+5 |
$567 | IVW | 6,719 | +5 | $567 | ISHARES TR (IVE) |
3,018 |
+9 |
$564 | IVE | 3,018 | +9 | $564 | WISDOMTREE TR |
15,285 |
-3,563 |
$532 | WCLD | 15,285 | -3,563 | $532 | ISHARES TR (IWD) |
2,960 |
+9 |
$530 | IWD | 2,960 | +9 | $530 | ALLIANT ENERGY CORP |
9,165 |
-262 |
$462 | LNT | 9,165 | -262 | $462 | BERKSHIRE HATHAWAY INC DEL |
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$450 | BRK.B | 1,070 | +240 | $450 | HOME DEPOT INC |
1,125 |
+39 |
$431 | HD | 1,125 | +39 | $431 | SELECT SECTOR SPDR TR (XLF) |
9,826 |
-230 |
$414 | XLF | 9,826 | -230 | $414 | PROCTER AND GAMBLE CO |
2,357 |
+424 |
$382 | PG | 2,357 | +424 | $382 | ARK ETF TR (ARKK) |
7,551 |
-1,831 |
$378 | ARKK | 7,551 | -1,831 | $378 | VANGUARD ADMIRAL FDS INC (VOOV) |
1,865 |
+8 |
$337 | VOOV | 1,865 | +8 | $337 | YUM BRANDS INC |
2,432 |
+11 |
$337 | YUM | 2,432 | +11 | $337 | BROADCOM INC |
251 |
+1 |
$332 | AVGO | 251 | +1 | $332 | MICROSTRATEGY INC |
192 |
+192 |
$327 | MSTR | 192 | +192 | $327 | ISHARES TR (DSI) |
3,139 |
+8 |
$316 | DSI | 3,139 | +8 | $316 | SHAKE SHACK INC |
3,000 |
-338 |
$312 | SHAK | 3,000 | -338 | $312 | EVERSOURCE ENERGY |
5,106 |
-24 |
$305 | ES | 5,106 | -24 | $305 | VANGUARD STAR FDS (VXUS) |
5,044 |
+19 |
$304 | VXUS | 5,044 | +19 | $304 | SELECT SECTOR SPDR TR (XLI) |
2,292 |
-40 |
$289 | XLI | 2,292 | -40 | $289 | PFIZER INC |
10,317 |
-148 |
$286 | PFE | 10,317 | -148 | $286 | CMS ENERGY CORP |
4,710 |
+36 |
$284 | CMS | 4,710 | +36 | $284 | CHEWY INC |
17,743 |
-7,400 |
$282 | CHWY | 17,743 | -7,400 | $282 | GOLDMAN SACHS GROUP INC |
609 |
+22 |
$255 | GS | 609 | +22 | $255 | ISHARES TR (IBB) |
1,860 |
+1 |
$255 | IBB | 1,860 | +1 | $255 | NIKE INC |
2,682 |
+2,682 |
$252 | NKE | 2,682 | +2,682 | $252 | DTE ENERGY CO |
2,151 |
+20 |
$241 | DTE | 2,151 | +20 | $241 | ARK ETF TR (ARKG) |
8,231 |
-7,743 |
$237 | ARKG | 8,231 | -7,743 | $237 | FIRST TR VALUE LINE DIVID IN (FVD) |
5,422 |
+25 |
$229 | FVD | 5,422 | +25 | $229 | ISHARES TR (ICLN) |
14,275 |
-1,209 |
$200 | ICLN | 14,275 | -1,209 | $200 | ARK ETF TR |
0 |
-9,404 |
$0 (exited) | ARKF | 0 | -9,404 | $0 |
See Summary: Oxler Private Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Oxler Private Wealth LLC
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