Sponsored
The Analysis of Oxler Private Wealth LLC's Holdings & P&L
Currently, Oxler Private Wealth LLC holds 93 types of securities in its portfolio with a total value $350.0M. In the most recent quarter, they have increased their positions in IBIT (+61.3K shares, valued at $2.0M), ETHA (+64.5K shares, valued at $766.8K), IWF (+5.6K shares, valued at $689.3K); decreased their positions in QQQ (-1.6K shares, valued at $1.2M), VOO (-1.5K shares, valued at $1.0M), N/A (-2.4K shares, valued at $833.0K); initiated new positions in SOXX (+767 shares, valued at $491.7K), N/A (+2.5K shares, valued at $293.9K), N/A (+1.6K shares, valued at $280.2K).
1M P&L
+5.5M+1.87%
3M P&L
+21.9M+7.84%
HY P&L
+36.6M+13.86%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A164.7M
54.2%
2Internet Content & Information26.8M
8.8%
3Internet Retail21.6M
7.1%
Top Industries by Stock Count
1N/A35 stocks
44.9%
2Utilities - Regulated Electric5 stocks
6.4%
3Drug Manufacturers - General4 stocks
5.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.6K sharesnew addition2026-06-302026-08-03
Sponsored
QQQ
-2.05%INVESCO QQQ TR
Shares77.7K
Event2026-06-30
Filed2026-08-03
VOO
-2.37%VANGUARD INDEX FDS
Shares61.7K
Event2026-06-30
Filed2026-08-03
AMZN
-2.62%AMAZON COM INC
Shares90.6K
Event2026-06-30
Filed2026-08-03
IBIT
11.05%ISHARES BITCOIN TRUST ETF
Shares616.5K
Event2026-06-30
Filed2026-08-03
NVDA
-1.22%NVIDIA CORPORATION
Shares82.8K
Event2026-06-30
Filed2026-08-03
GOOGL
-1.14%ALPHABET INC
Shares38.7K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
-2.30%META PLATFORMS INC
Shares24.3K
Event2026-06-30
Filed2026-08-03
STATE STR SPDR S&P 500 ETF T
-4.19%STATE STR SPDR S&P 500 ETF T
Shares17.7K
Event2026-06-30
Filed2026-08-03
GOOG
-1.21%ALPHABET INC
Shares36.8K
Event2026-06-30
Filed2026-08-03
MSFT
-0.86%MICROSOFT CORP
Shares31.0K
Event2026-06-30
Filed2026-08-03
AAPL
-1.65%APPLE INC
Shares39.8K
Event2026-06-30
Filed2026-08-03
GLD
-0.10%SPDR GOLD TR
Shares23.4K
Event2026-06-30
Filed2026-08-03
LLY
-0.53%ELI LILLY & CO
Shares6.0K
Event2026-06-30
Filed2026-08-03
VYM
-11.78%VANGUARD WHITEHALL FDS
Shares36.4K
Event2026-06-30
Filed2026-08-03
PANW
0.00%PALO ALTO NETWORKS INC
Shares14.9K
Event2026-06-30
Filed2026-08-03
VISA INC
-15.73%VISA INC
Shares13.0K
Event2026-06-30
Filed2026-08-03
ABBVIE INC
-0.20%ABBVIE INC
Shares17.3K
Event2026-06-30
Filed2026-08-03
OKE
1.20%ONEOK INC NEW
Shares47.5K
Event2026-06-30
Filed2026-08-03
VIG
-7.65%VANGUARD SPECIALIZED FUNDS
Shares17.4K
Event2026-06-30
Filed2026-08-03
IJS
-7.05%ISHARES TR
Shares29.8K
Event2026-06-30
Filed2026-08-03
TMO
-15.74%THERMO FISHER SCIENTIFIC INC
Shares7.4K
Event2026-06-30
Filed2026-08-03
NOC
0.01%NORTHROP GRUMMAN CORP
Shares7.1K
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
-1.33%COSTCO WHOLESALE CORPORATION
Shares3.5K
Event2026-06-30
Filed2026-08-03
ANET
-0.01%ARISTA NETWORKS INC
Shares19.0K
Event2026-06-30
Filed2026-08-03
AMGN
-3.09%AMGEN INC
Shares8.6K
Event2026-06-30
Filed2026-08-03
SPYX
13.61%SPDR SERIES TRUST
Shares41.2K
Event2026-06-30
Filed2026-08-03
GRNY
16.83%TIDAL TRUST I
Shares90.5K
Event2026-06-30
Filed2026-08-03
IJJ
-6.71%ISHARES TR
Shares16.4K
Event2026-06-30
Filed2026-08-03
TSLA
6.73%TESLA INC
Shares4.4K
Event2026-06-30
Filed2026-08-03
MCD
-3.04%MCDONALDS CORP
Shares6.1K
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
0.46%JPMORGAN CHASE & CO
Shares5.1K
Event2026-06-30
Filed2026-08-03
ETHA
98.90%ISHARES ETHEREUM TR
Shares129.7K
Event2026-06-30
Filed2026-08-03
ABT
-5.85%ABBOTT LABORATORIES
Shares15.5K
Event2026-06-30
Filed2026-08-03
JNJ
-37.16%JOHNSON & JOHNSON
Shares5.2K
Event2026-06-30
Filed2026-08-03
UNP
0.46%UNION PAC CORP
Shares4.8K
Event2026-06-30
Filed2026-08-03
SYK
-22.17%STRYKER CORPORATION
Shares3.7K
Event2026-06-30
Filed2026-08-03
BMY
-8.82%BRISTOL-MYERS SQUIBB CO
Shares19.8K
Event2026-06-30
Filed2026-08-03
XLK
0.12%SELECT SECTOR SPDR TR
Shares6.0K
Event2026-06-30
Filed2026-08-03
CMG
0.00%CHIPOTLE MEXICAN GRILL INC
Shares32.6K
Event2026-06-30
Filed2026-08-03
NETFLIX INC.
-4.93%NETFLIX INC.
Shares14.5K
Event2026-06-30
Filed2026-08-03
MAGS
39.28%LISTED FDS TR
Shares15.1K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
0.20%BROADCOM INC
Shares2.6K
Event2026-06-30
Filed2026-08-03
CHD
-10.34%CHURCH & DWIGHT CO INC
Shares9.8K
Event2026-06-30
Filed2026-08-03
IVW
0.07%ISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-08-03
HSY
0.78%HERSHEY CO
Shares5.3K
Event2026-06-30
Filed2026-08-03
IWF
300.70%ISHARES TR
Shares7.4K
Event2026-06-30
Filed2026-08-03
IDEXX LABS INC
-4.24%IDEXX LABS INC
Shares1.6K
Event2026-06-30
Filed2026-08-03
XLY
0.20%SELECT SECTOR SPDR TR
Shares7.1K
Event2026-06-30
Filed2026-08-03
VRTX
-3.49%VERTEX PHARMACEUTICALS INC
Shares1.6K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares2.0K
Event2026-06-30
Filed2026-08-03
CMCSA
-4.98%COMCAST CORP NEW
Shares30.6K
Event2026-06-30
Filed2026-08-03
EES
-4.94%WISDOMTREE TR
Shares10.8K
Event2026-06-30
Filed2026-08-03
PRFZ
-5.30%INVESCO EXCHANGE TRADED FD T
Shares12.9K
Event2026-06-30
Filed2026-08-03
IWD
0.24%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-08-03
STRATEGY INC
68.88%STRATEGY INC
Shares8.0K
Event2026-06-30
Filed2026-08-03
IVE
0.30%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-08-03
VXUS
0.22%VANGUARD STAR FDS
Shares7.8K
Event2026-06-30
Filed2026-08-03
EZM
-5.71%WISDOMTREE TR
Shares8.4K
Event2026-06-30
Filed2026-08-03
GS
0.32%GOLDMAN SACHS GROUP INC
Shares621
Event2026-06-30
Filed2026-08-03
LNT
0.46%ALLIANT ENERGY CORP
Shares7.2K
Event2026-06-30
Filed2026-08-03
CRM
-8.26%SALESFORCE INC
Shares3.3K
Event2026-06-30
Filed2026-08-03
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1.0K
Event2026-06-30
Filed2026-08-03
SOXX
NewISHARES TR
Shares767
Event2026-06-30
Filed2026-08-03
XLI
0.08%SELECT SECTOR SPDR TR
Shares2.4K
Event2026-06-30
Filed2026-08-03
VOOV
0.41%VANGUARD ADMIRAL FDS INC
Shares1.9K
Event2026-06-30
Filed2026-08-03
HD
-9.22%HOME DEPOT INC
Shares1.2K
Event2026-06-30
Filed2026-08-03
CAT
0.00%CATERPILLAR INC
Shares366
Event2026-06-30
Filed2026-08-03
PEP
1.02%PEPSICO INC
Shares2.9K
Event2026-06-30
Filed2026-08-03
DSI
-15.88%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-08-03
DIS
-24.61%DISNEY WALT CO
Shares3.8K
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
0.31%RTX CORPORATION
Shares1.9K
Event2026-06-30
Filed2026-08-03
QQQM
1.36%INVESCO EXCH TRADED FD TR II
Shares1.2K
Event2026-06-30
Filed2026-08-03
CMS
0.58%CMS ENERGY CORP
Shares4.5K
Event2026-06-30
Filed2026-08-03
ES
-5.79%EVERSOURCE ENERGY
Shares4.5K
Event2026-06-30
Filed2026-08-03
ARK ETF TR
-3.04%ARK ETF TR
Shares4.0K
Event2026-06-30
Filed2026-08-03
IBB
0.00%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-08-03
VUG
500.52%VANGUARD INDEX FDS
Shares3.5K
Event2026-06-30
Filed2026-08-03
KO
0.63%COCA COLA CO
Shares3.7K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
NewCISCO SYS INC
Shares2.5K
Event2026-06-30
Filed2026-08-03
YUM
-10.33%YUM BRANDS INC
Shares1.8K
Event2026-06-30
Filed2026-08-03
COWZ
-23.01%PACER FDS TR
Shares4.7K
Event2026-06-30
Filed2026-08-03
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares1.6K
Event2026-06-30
Filed2026-08-03
FVD
0.60%FIRST TR EXCHANGE-TRADED FD
Shares5.7K
Event2026-06-30
Filed2026-08-03
PG
0.65%PROCTER & GAMBLE CO
Shares1.9K
Event2026-06-30
Filed2026-08-03
ETR
0.55%ENTERGY CORP NEW
Shares2.4K
Event2026-06-30
Filed2026-08-03
WCLD
-2.59%WISDOMTREE TR
Shares8.5K
Event2026-06-30
Filed2026-08-03
DLR
0.57%DIGITAL RLTY TR INC
Shares1.4K
Event2026-06-30
Filed2026-08-03
PESI
0.00%PERMA-FIX ENVIRONMENTAL SVCS
Shares17.0K
Event2026-06-30
Filed2026-08-03
SDY
0.00%SPDR SERIES TRUST
Shares1.5K
Event2026-06-30
Filed2026-08-03
DTE
0.79%DTE ENERGY CO
Shares1.4K
Event2026-06-30
Filed2026-08-03
AFL
NewAFLAC INC
Shares1.8K
Event2026-06-30
Filed2026-08-03
XLV
-8.61%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-06-30
Filed2026-08-03
VTV
NewVANGUARD INDEX FDS
Shares947
Event2026-06-30
Filed2026-08-03
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available