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Disclosery

13F-HR filed by Oxler Private Wealth LLC

Oxler Private Wealth LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 85 holding rows worth $304,177,551.

Accession
0001172661-25-000337
Filer
CIK 1846002
Filed
2025-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 85 entries on the cover page, a total value of $304,177,551 stated on the cover page (in dollars after the unit check, H1), rows summing to $304,177,551 with VALUE read as dollars as filed, 13F file number 028-21016. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM66,572$34,033,415dollars as filed
Vanguard S&P 500 ETF922908363COM52,583$28,332,264dollars as filed
IShares Bitcoin Trust Registered46438F101SHS500,274$26,539,536dollars as filed
Amazon.com, Inc023135106COM96,406$21,150,513dollars as filed
META PLATFORMS INC CL A30303M102COM25,956$15,197,404dollars as filed
Microsoft Corp594918104COM31,423$13,244,780dollars as filed
SPY78462F103SHS19,001$11,135,987dollars as filed
NVIDIA Corp67066G104COM81,851$10,991,794dollars as filed
Apple Inc037833100COM41,591$10,415,106dollars as filed
PACER FDS TR69374H881US CASH COWS 100141,961$8,017,958dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM40,119$7,594,539dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS68,608$7,451,500dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM37,681$7,175,879dollars as filed
Vanguard High Dividend Yield ETF921946406SHS53,553$6,832,862dollars as filed
SPDR GOLD TR78463V107GOLD SHS24,443$5,918,384dollars as filed
Thermo Fisher Scientific Inc.883556102COM9,939$5,170,367dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS25,629$5,018,993dollars as filed
Visa Inc92826C839COM15,478$4,891,681dollars as filed
ONEOK INC NEW682680103COM47,156$4,734,414dollars as filed
Eli Lilly and Company532457108COM6,047$4,668,421dollars as filed
Costco Wholesale Corporation22160K105COM3,737$3,424,225dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock7,116$3,339,598dollars as filed
AbbVie,Inc.00287Y109COM16,715$2,970,167dollars as filed
PALO ALTO NETWORKS INC697435105COM15,240$2,773,071dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS20,340$2,541,743dollars as filed
Amgen Inc.031162100COM9,443$2,461,164dollars as filed
PepsiCo,Inc.713448108COM14,043$2,135,376dollars as filed
ARISTA NETWORKS INC040413205COM18,992$2,099,186dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK33,750$2,035,125dollars as filed
Abbott Laboratories002824100COM17,783$2,011,464dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS38,163$1,837,544dollars as filed
Salesforce.com, Inc79466L302COM5,474$1,830,217dollars as filed
McDonalds Corporation580135101COM6,241$1,809,151dollars as filed
Stryker Corporation863667101COM4,828$1,738,181dollars as filed
Tesla Motors, Inc88160R101COM3,970$1,603,245dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock12,850$1,345,542dollars as filed
Comcast Corp20030N101COM35,336$1,326,152dollars as filed
PRUDENTIAL FINL INC COM744320102Stock11,088$1,314,244dollars as filed
JPMorgan Chase & Co46625H100COM5,408$1,296,420dollars as filed
Bristol-Myers Squibb Company110122108COM21,590$1,221,153dollars as filed
Netflix, Inc64110L106COM1,350$1,203,282dollars as filed
Coca-Cola Company191216100COM17,861$1,112,042dollars as filed
Union Pacific Corporation907818108COM4,766$1,086,747dollars as filed
Johnson & Johnson478160104COM6,973$1,008,387dollars as filed
STRATEGY INC CL A NEW594972408Stock3,426$992,239dollars as filed
HERSHEY CO COM427866108Stock5,037$853,076dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR3,714$833,271dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS18,051$794,425dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND14,418$777,682dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,840$738,734dollars as filed
Walt Disney Co254687106COM6,548$729,087dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,784$718,417dollars as filed
WISDOMTREE TR97717W570US MIDCAP FUND11,266$704,255dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,026$703,625dollars as filed
IDEXX LABS INC COM45168D104Stock1,695$700,781dollars as filed
iShares S&P 500 Growth ETF464287309SHS6,737$684,001dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 150016,316$678,922dollars as filed
VTI922908769COM2,049$593,821dollars as filed
Broadcom Inc.11135F101COM2,528$586,200dollars as filed
iShares S&P 500 Value ETF464287408SHS3,053$582,818dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,992$553,864dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS3,859$530,835dollars as filed
VANGUARD STAR FDS921909768COM8,609$507,313dollars as filed
ALLIANT ENERGY CORP COM018802108Stock8,556$505,992dollars as filed
Berkshire Hathaway Inc084670702COM1,051$476,398dollars as filed
Home Depot, Inc437076102COM1,111$431,992dollars as filed
WISDOMTREE TR97717Y691CMN10,115$379,515dollars as filed
Procter & Gamble Co742718109COM2,261$379,093dollars as filed
Goldman Sachs Group,Inc.38141G104COM616$352,727dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD1,897$349,941dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS3,165$348,893dollars as filed
SHAKE SHACK INC819047101CL A2,573$333,976dollars as filed
YUM BRANDS INC COM988498101Stock2,364$317,127dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,319$305,534dollars as filed
CMS ENERGY CORP COM125896100Stock4,491$299,294dollars as filed
Pfizer Inc.717081103COM10,109$268,182dollars as filed
DTE ENERGY CO COM233331107Stock2,209$266,691dollars as filed
ARK ETF TR00214Q104INNOVATION ETF4,664$264,781dollars as filed
EVERSOURCE ENERGY COM30040W108Stock4,572$262,544dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS5,521$240,941dollars as filed
DIGITAL RLTY TR INC COM253868103REIT1,348$239,059dollars as filed
Vanguard Growth922908736COM576$236,409dollars as filed
Raytheon Technologies Corporation75513E101COM1,877$217,238dollars as filed
ISHARES TR464287556ISHARES BIOTECH1,591$210,389dollars as filed
PERMA FIX ENVIRONMENTAL SVCS714157203COMMON STOCK17,005$188,246dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-000337this filing2025-01-23acceptance time not in the bulk data set