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The Analysis of Oxler Private Wealth LLC's Holdings & P&L

Currently, Oxler Private Wealth LLC holds 92 types of securities in its portfolio with a total value $319.4M. In the most recent quarter, they have increased their positions in OGS (+2.4K shares, valued at $210.1K), DTE (+1.4K shares, valued at $203.9K), GRNY (+4.4K shares, valued at $105.5K); decreased their positions in N/A (-904 shares, valued at $260.0K), VIG (-1.0K shares, valued at $220.4K), VYM (-1.3K shares, valued at $196.7K); initiated new positions in OGS (+2.4K shares, valued at $210.1K), DTE (+1.4K shares, valued at $203.9K).

1M P&L

+3.1M+1.44%

3M P&L

+8.5M+3.98%

HY P&L

+3.0M+1.39%

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/A75.7M

36.2%

2Internet Retail19.4M

9.3%

3Drug Manufacturers - General15.8M

7.5%

Top Industries by Stock Count

1N/A34 stocks

41.0%

2Drug Manufacturers - General5 stocks

6.0%

3Utilities - Regulated Electric5 stocks

6.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR79.3K shares-0.24%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS63.2K shares-0.38%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF555.2K shares0.31%2026-03-312026-04-28

AMZN AMAZON COM INC93.1K shares0.11%2026-03-312026-04-28

NVDA NVIDIA CORPORATION83.8K shares0.52%2026-03-312026-04-28

META META PLATFORMS INC24.8K shares0.01%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T18.5K shares-0.59%2026-03-312026-04-28

MSFT MICROSOFT CORP31.3K shares0.30%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC39.1K shares-2.26%2026-03-312026-04-28

ALPHABET INC ALPHABET INC37.3K shares0.39%2026-03-312026-04-28

AAPL APPLE INC40.5K shares0.19%2026-03-312026-04-28

GLD SPDR GOLD TR23.4K shares0.00%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS41.2K shares-3.12%2026-03-312026-04-28

LLY ELI LILLY & CO6.1K shares0.17%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP7.1K shares0.28%2026-03-312026-04-28

V VISA INC15.4K shares-0.25%2026-03-312026-04-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC8.8K shares-2.15%2026-03-312026-04-28

OKE ONEOK INC NEW46.9K shares1.25%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS18.8K shares-5.17%2026-03-312026-04-28

IJS ISHARES TR32.0K shares-2.54%2026-03-312026-04-28

ABBV ABBVIE INC17.3K shares0.70%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION3.6K shares-0.88%2026-03-312026-04-28

AMGN AMGEN INC8.9K shares-0.11%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC14.9K shares0.00%2026-03-312026-04-28

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ARISTA NETWORKS INC ARISTA NETWORKS INC19.0K shares0.00%2026-03-312026-04-28

IJJ ISHARES TR17.6K shares-2.65%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON8.2K shares0.44%2026-03-312026-04-28

MCD MCDONALDS CORP6.3K shares0.56%2026-03-312026-04-28

SPYX SPDR SERIES TRUST36.2K shares0.19%2026-03-312026-04-28

GRNY TIDAL TRUST I77.5K shares6.05%2026-03-312026-04-28

ABT ABBOTT LABORATORIES16.4K shares-3.90%2026-03-312026-04-28

SYK STRYKER CORPORATION4.8K shares-0.33%2026-03-312026-04-28

Sponsored

TSLA TESLA INC4.2K shares1.51%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO5.0K shares0.34%2026-03-312026-04-28

NFLX NETFLIX INC.15.2K shares0.00%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO21.7K shares1.12%2026-03-312026-04-28

UNP UNION PAC CORP4.7K shares0.53%2026-03-312026-04-28

HSY HERSHEY CO5.2K shares0.67%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC32.6K shares0.00%2026-03-312026-04-28

ETHA ISHARES ETHEREUM TR65.2K shares1.16%2026-03-312026-04-28

Sponsored

CHD CHURCH & DWIGHT CO INC10.9K shares-0.70%2026-03-312026-04-28

IDXX IDEXX LABS INC1.7K shares0.00%2026-03-312026-04-28

CMCSA COMCAST CORP NEW32.2K shares1.09%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR6.0K shares0.13%2026-03-312026-04-28

BROADCOM INC BROADCOM INC2.6K shares0.20%2026-03-312026-04-28

IWF ISHARES TR1.8K shares0.05%2026-03-312026-04-28

XLY SELECT SECTOR SPDR TR7.1K shares0.16%2026-03-312026-04-28

IVW ISHARES TR6.8K shares0.06%2026-03-312026-04-28

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.6K shares0.00%2026-03-312026-04-28

CRM SALESFORCE INC3.6K shares-0.31%2026-03-312026-04-28

EES WISDOMTREE TR11.4K shares-4.00%2026-03-312026-04-28

VTI VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-28

MAGS LISTED FDS TR10.8K shares-7.45%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.6K shares-4.52%2026-03-312026-04-28

IVE ISHARES TR3.0K shares0.27%2026-03-312026-04-28

IWD ISHARES TR2.9K shares0.28%2026-03-312026-04-28

Sponsored

VXUS VANGUARD STAR FDS7.8K shares0.05%2026-03-312026-04-28

EZM WISDOMTREE TR8.9K shares-4.28%2026-03-312026-04-28

MSTR STRATEGY INC4.7K shares1.24%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC619 shares-2.37%2026-03-312026-04-28

LNT ALLIANT ENERGY CORP7.2K shares-1.65%2026-03-312026-04-28

DIS DISNEY WALT CO5.1K shares-13.98%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares0.00%2026-03-312026-04-28

PEP PEPSICO INC2.8K shares-0.80%2026-03-312026-04-28

Sponsored

HD HOME DEPOT INC1.3K shares0.55%2026-03-312026-04-28

VOOV VANGUARD ADMIRAL FDS INC1.9K shares0.47%2026-03-312026-04-28

DSI ISHARES TR3.2K shares0.25%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR2.4K shares25.53%2026-03-312026-04-28

COWZ PACER FDS TR6.1K shares0.00%2026-03-312026-04-28

RTX RTX CORPORATION1.9K shares0.21%2026-03-312026-04-28

CMS CMS ENERGY CORP4.5K shares0.54%2026-03-312026-04-28

ES EVERSOURCE ENERGY4.8K shares0.96%2026-03-312026-04-28

Sponsored

YUM YUM BRANDS INC2.0K shares0.40%2026-03-312026-04-28

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE14.9K shares0.00%2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II1.2K shares0.00%2026-03-312026-04-28

KO COCA COLA CO3.7K shares-14.66%2026-03-312026-04-28

ARKK ARK ETF TR4.1K shares-8.91%2026-03-312026-04-28

IBB ISHARES TR1.6K shares0.13%2026-03-312026-04-28

FVD FIRST TR EXCHANGE-TRADED FD5.7K shares0.55%2026-03-312026-04-28

PG PROCTER & GAMBLE CO1.9K shares-12.56%2026-03-312026-04-28

Sponsored

ETR ENTERGY CORP NEW2.3K shares0.64%2026-03-312026-04-28

CAT CATERPILLAR INC366 shares-3.17%2026-03-312026-04-28

DLR DIGITAL RLTY TR INC1.4K shares1.51%2026-03-312026-04-28

VUG VANGUARD INDEX FDS579 shares0.17%2026-03-312026-04-28

WCLD WISDOMTREE TR8.7K shares-6.86%2026-03-312026-04-28

APH AMPHENOL CORP1.9K shares0.00%2026-03-312026-04-28

SDY SPDR SERIES TRUST1.5K shares-0.82%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR1.4K shares0.35%2026-03-312026-04-28

Sponsored

CALF PACER FDS TR4.7K shares-6.45%2026-03-312026-04-28

OGS ONE GAS INC2.4K sharesnew addition2026-03-312026-04-28

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-04-28

PESI PERMA-FIX ENVIRONMENTAL SVCS17.0K shares0.00%2026-03-312026-04-28

INVESCO QQQ TR

-0.24%

Shares79.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-0.38%

Shares63.2K

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

0.31%

Shares555.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.11%

Shares93.1K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.52%

Shares83.8K

Event2026-03-31

Filed2026-04-28