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%
Stock Holdings
QQQ
INVESCO QQQ TR
-2.05%
Shares77.7K
Event2026-06-30
Filed2026-08-03
VOO
VANGUARD INDEX FDS
-2.37%
Shares61.7K
Event2026-06-30
Filed2026-08-03
AMZN
AMAZON COM INC
-2.62%
Shares90.6K
Event2026-06-30
Filed2026-08-03
IBIT
ISHARES BITCOIN TRUST ETF
11.05%
Shares616.5K
Event2026-06-30
Filed2026-08-03
NVDA
NVIDIA CORPORATION
-1.22%
Shares82.8K
Event2026-06-30
Filed2026-08-03
GOOGL
ALPHABET INC
-1.14%
Shares38.7K
Event2026-06-30
Filed2026-08-03
META PLATFORMS INC
META PLATFORMS INC
-2.30%
Shares24.3K
Event2026-06-30
Filed2026-08-03
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-4.19%
Shares17.7K
Event2026-06-30
Filed2026-08-03
GOOG
ALPHABET INC
-1.21%
Shares36.8K
Event2026-06-30
Filed2026-08-03
MSFT
MICROSOFT CORP
-0.86%
Shares31.0K
Event2026-06-30
Filed2026-08-03
AAPL
APPLE INC
-1.65%
Shares39.8K
Event2026-06-30
Filed2026-08-03
GLD
SPDR GOLD TR
-0.10%
Shares23.4K
Event2026-06-30
Filed2026-08-03
LLY
ELI LILLY & CO
-0.53%
Shares6.0K
Event2026-06-30
Filed2026-08-03
VYM
VANGUARD WHITEHALL FDS
-11.78%
Shares36.4K
Event2026-06-30
Filed2026-08-03
PANW
PALO ALTO NETWORKS INC
0.00%
Shares14.9K
Event2026-06-30
Filed2026-08-03
VISA INC
VISA INC
-15.73%
Shares13.0K
Event2026-06-30
Filed2026-08-03
ABBVIE INC
ABBVIE INC
-0.20%
Shares17.3K
Event2026-06-30
Filed2026-08-03
OKE
ONEOK INC NEW
1.20%
Shares47.5K
Event2026-06-30
Filed2026-08-03
VIG
VANGUARD SPECIALIZED FUNDS
-7.65%
Shares17.4K
Event2026-06-30
Filed2026-08-03
IJS
ISHARES TR
-7.05%
Shares29.8K
Event2026-06-30
Filed2026-08-03
TMO
THERMO FISHER SCIENTIFIC INC
-15.74%
Shares7.4K
Event2026-06-30
Filed2026-08-03
NOC
NORTHROP GRUMMAN CORP
0.01%
Shares7.1K
Event2026-06-30
Filed2026-08-03
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-1.33%
Shares3.5K
Event2026-06-30
Filed2026-08-03
ANET
ARISTA NETWORKS INC
-0.01%
Shares19.0K
Event2026-06-30
Filed2026-08-03
AMGN
AMGEN INC
-3.09%
Shares8.6K
Event2026-06-30
Filed2026-08-03
SPYX
SPDR SERIES TRUST
13.61%
Shares41.2K
Event2026-06-30
Filed2026-08-03
GRNY
TIDAL TRUST I
16.83%
Shares90.5K
Event2026-06-30
Filed2026-08-03
IJJ
ISHARES TR
-6.71%
Shares16.4K
Event2026-06-30
Filed2026-08-03
TSLA
TESLA INC
6.73%
Shares4.4K
Event2026-06-30
Filed2026-08-03
MCD
MCDONALDS CORP
-3.04%
Shares6.1K
Event2026-06-30
Filed2026-08-03
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.46%
Shares5.1K
Event2026-06-30
Filed2026-08-03
ETHA
ISHARES ETHEREUM TR
98.90%
Shares129.7K
Event2026-06-30
Filed2026-08-03
ABT
ABBOTT LABORATORIES
-5.85%
Shares15.5K
Event2026-06-30
Filed2026-08-03
JNJ
JOHNSON & JOHNSON
-37.16%
Shares5.2K
Event2026-06-30
Filed2026-08-03
UNP
UNION PAC CORP
0.46%
Shares4.8K
Event2026-06-30
Filed2026-08-03
SYK
STRYKER CORPORATION
-22.17%
Shares3.7K
Event2026-06-30
Filed2026-08-03
BMY
BRISTOL-MYERS SQUIBB CO
-8.82%
Shares19.8K
Event2026-06-30
Filed2026-08-03
XLK
SELECT SECTOR SPDR TR
0.12%
Shares6.0K
Event2026-06-30
Filed2026-08-03
CMG
CHIPOTLE MEXICAN GRILL INC
0.00%
Shares32.6K
Event2026-06-30
Filed2026-08-03
NETFLIX INC.
NETFLIX INC.
-4.93%
Shares14.5K
Event2026-06-30
Filed2026-08-03
MAGS
LISTED FDS TR
39.28%
Shares15.1K
Event2026-06-30
Filed2026-08-03
BROADCOM INC
BROADCOM INC
0.20%
Shares2.6K
Event2026-06-30
Filed2026-08-03
CHD
CHURCH & DWIGHT CO INC
-10.34%
Shares9.8K
Event2026-06-30
Filed2026-08-03
IVW
ISHARES TR
0.07%
Shares6.8K
Event2026-06-30
Filed2026-08-03
HSY
HERSHEY CO
0.78%
Shares5.3K
Event2026-06-30
Filed2026-08-03
IWF
ISHARES TR
300.70%
Shares7.4K
Event2026-06-30
Filed2026-08-03
IDEXX LABS INC
IDEXX LABS INC
-4.24%
Shares1.6K
Event2026-06-30
Filed2026-08-03
XLY
SELECT SECTOR SPDR TR
0.20%
Shares7.1K
Event2026-06-30
Filed2026-08-03
VRTX
VERTEX PHARMACEUTICALS INC
-3.49%
Shares1.6K
Event2026-06-30
Filed2026-08-03
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-03
CMCSA
COMCAST CORP NEW
-4.98%
Shares30.6K
Event2026-06-30
Filed2026-08-03
EES
WISDOMTREE TR
-4.94%
Shares10.8K
Event2026-06-30
Filed2026-08-03
PRFZ
INVESCO EXCHANGE TRADED FD T
-5.30%
Shares12.9K
Event2026-06-30
Filed2026-08-03
IWD
ISHARES TR
0.24%
Shares2.9K
Event2026-06-30
Filed2026-08-03
STRATEGY INC
STRATEGY INC
68.88%
Shares8.0K
Event2026-06-30
Filed2026-08-03
IVE
ISHARES TR
0.30%
Shares3.0K
Event2026-06-30
Filed2026-08-03
VXUS
VANGUARD STAR FDS
0.22%
Shares7.8K
Event2026-06-30
Filed2026-08-03
EZM
WISDOMTREE TR
-5.71%
Shares8.4K
Event2026-06-30
Filed2026-08-03
GS
GOLDMAN SACHS GROUP INC
0.32%
Shares621
Event2026-06-30
Filed2026-08-03
LNT
ALLIANT ENERGY CORP
0.46%
Shares7.2K
Event2026-06-30
Filed2026-08-03
CRM
SALESFORCE INC
-8.26%
Shares3.3K
Event2026-06-30
Filed2026-08-03
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1.0K
Event2026-06-30
Filed2026-08-03
SOXX
ISHARES TR
New
Shares767
Event2026-06-30
Filed2026-08-03
XLI
SELECT SECTOR SPDR TR
0.08%
Shares2.4K
Event2026-06-30
Filed2026-08-03
VOOV
VANGUARD ADMIRAL FDS INC
0.41%
Shares1.9K
Event2026-06-30
Filed2026-08-03
HD
HOME DEPOT INC
-9.22%
Shares1.2K
Event2026-06-30
Filed2026-08-03
CAT
CATERPILLAR INC
0.00%
Shares366
Event2026-06-30
Filed2026-08-03
PEP
PEPSICO INC
1.02%
Shares2.9K
Event2026-06-30
Filed2026-08-03
DSI
ISHARES TR
-15.88%
Shares2.7K
Event2026-06-30
Filed2026-08-03
DIS
DISNEY WALT CO
-24.61%
Shares3.8K
Event2026-06-30
Filed2026-08-03
RTX CORPORATION
RTX CORPORATION
0.31%
Shares1.9K
Event2026-06-30
Filed2026-08-03
QQQM
INVESCO EXCH TRADED FD TR II
1.36%
Shares1.2K
Event2026-06-30
Filed2026-08-03
CMS
CMS ENERGY CORP
0.58%
Shares4.5K
Event2026-06-30
Filed2026-08-03
ES
EVERSOURCE ENERGY
-5.79%
Shares4.5K
Event2026-06-30
Filed2026-08-03
ARK ETF TR
ARK ETF TR
-3.04%
Shares4.0K
Event2026-06-30
Filed2026-08-03
IBB
ISHARES TR
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-03
VUG
VANGUARD INDEX FDS
500.52%
Shares3.5K
Event2026-06-30
Filed2026-08-03
KO
COCA COLA CO
0.63%
Shares3.7K
Event2026-06-30
Filed2026-08-03
CISCO SYS INC
CISCO SYS INC
New
Shares2.5K
Event2026-06-30
Filed2026-08-03
YUM
YUM BRANDS INC
-10.33%
Shares1.8K
Event2026-06-30
Filed2026-08-03
COWZ
PACER FDS TR
-23.01%
Shares4.7K
Event2026-06-30
Filed2026-08-03
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares1.6K
Event2026-06-30
Filed2026-08-03
FVD
FIRST TR EXCHANGE-TRADED FD
0.60%
Shares5.7K
Event2026-06-30
Filed2026-08-03
PG
PROCTER & GAMBLE CO
0.65%
Shares1.9K
Event2026-06-30
Filed2026-08-03
ETR
ENTERGY CORP NEW
0.55%
Shares2.4K
Event2026-06-30
Filed2026-08-03
WCLD
WISDOMTREE TR
-2.59%
Shares8.5K
Event2026-06-30
Filed2026-08-03
DLR
DIGITAL RLTY TR INC
0.57%
Shares1.4K
Event2026-06-30
Filed2026-08-03
PESI
PERMA-FIX ENVIRONMENTAL SVCS
0.00%
Shares17.0K
Event2026-06-30
Filed2026-08-03
SDY
SPDR SERIES TRUST
0.00%
Shares1.5K
Event2026-06-30
Filed2026-08-03
DTE
DTE ENERGY CO
0.79%
Shares1.4K
Event2026-06-30
Filed2026-08-03
AFL
AFLAC INC
New
Shares1.8K
Event2026-06-30
Filed2026-08-03
XLV
SELECT SECTOR SPDR TR
-8.61%
Shares1.3K
Event2026-06-30
Filed2026-08-03
VTV
VANGUARD INDEX FDS
New
Shares947
Event2026-06-30
Filed2026-08-03

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Oxler Private Wealth LLC Institutional Holdings, Portfolio & P&L — TradeFomo