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13F-HR filed by Oxler Private Wealth LLC

Oxler Private Wealth LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-07, with 85 holding rows worth $284,615,325.

Accession
0001172661-25-001598
Filed
2025-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 85 entries on the cover page, a total value of $284,615,325 stated on the cover page (in dollars after the unit check, H1), rows summing to $284,615,325 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 TR46090E103COM67,281$31,549,657dollars as filed
Vanguard S&P 500 ETF922908363COM52,733$27,100,021dollars as filed
IShares Bitcoin Trust Registered46438F101SHS506,460$23,707,393dollars as filed
Amazon.com, Inc023135106COM94,223$17,926,868dollars as filed
META PLATFORMS INC CL A30303M102COM25,702$14,813,764dollars as filed
Microsoft Corp594918104COM31,393$11,784,797dollars as filed
SPY78462F103SHS18,981$10,617,760dollars as filed
Apple Inc037833100COM41,273$9,167,993dollars as filed
NVIDIA Corp67066G104COM81,851$8,871,030dollars as filed
PACER FDS TR69374H881US CASH COWS 100141,961$7,773,785dollars as filed
Vanguard High Dividend Yield ETF921946406SHS53,329$6,877,340dollars as filed
SPDR GOLD TR78463V107GOLD SHS23,397$6,741,612dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS67,658$6,595,257dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM40,140$6,207,264dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM37,527$5,862,790dollars as filed
Visa Inc92826C839COM15,251$5,344,963dollars as filed
Eli Lilly and Company532457108COM6,057$5,002,500dollars as filed
Thermo Fisher Scientific Inc.883556102COM9,884$4,918,116dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS25,150$4,878,917dollars as filed
ONEOK INC NEW682680103COM47,653$4,728,163dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock7,143$3,657,504dollars as filed
Costco Wholesale Corporation22160K105COM3,741$3,537,717dollars as filed
AbbVie,Inc.00287Y109COM16,855$3,531,406dollars as filed
Amgen Inc.031162100COM9,140$2,847,423dollars as filed
PALO ALTO NETWORKS INC697435105COM14,940$2,549,362dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS19,789$2,369,310dollars as filed
Abbott Laboratories002824100COM17,696$2,347,329dollars as filed
PepsiCo,Inc.713448108COM14,133$2,119,121dollars as filed
McDonalds Corporation580135101COM6,213$1,940,671dollars as filed
Stryker Corporation863667101COM4,836$1,800,383dollars as filed
SPDR S&P 500 Fossil Fuel Reserves Free ETF78468R796SHS36,909$1,688,572dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK33,450$1,679,525dollars as filed
ARISTA NETWORKS INC040413205COM18,992$1,471,501dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock12,671$1,394,973dollars as filed
Netflix, Inc64110L106COM1,422$1,326,058dollars as filed
Bristol-Myers Squibb Company110122108COM21,631$1,319,266dollars as filed
Comcast Corp20030N101COM35,622$1,314,451dollars as filed
Coca-Cola Company191216100COM17,975$1,287,341dollars as filed
PRUDENTIAL FINL INC COM744320102Stock11,228$1,253,969dollars as filed
JPMorgan Chase & Co46625H100COM4,974$1,220,046dollars as filed
Union Pacific Corporation907818108COM4,665$1,102,003dollars as filed
STRATEGY INC CL A NEW594972408Stock3,718$1,071,788dollars as filed
Johnson & Johnson478160104COM6,393$1,060,277dollars as filed
Tesla Motors, Inc88160R101COM3,970$1,028,866dollars as filed
Salesforce.com, Inc79466L302COM3,673$985,768dollars as filed
HERSHEY CO COM427866108Stock5,078$868,458dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,674$811,589dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR3,724$735,277dollars as filed
IDEXX LABS INC COM45168D104Stock1,682$706,356dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND14,460$706,247dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS18,051$676,913dollars as filed
WISDOMTREE TR97717W570US MIDCAP FUND11,299$673,415dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,841$664,785dollars as filed
Walt Disney Co254687106COM6,728$664,087dollars as filed
iShares S&P 500 Growth ETF464287309SHS6,743$625,925dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,031$625,870dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 150016,335$618,431dollars as filed
iShares S&P 500 Value ETF464287408SHS3,062$583,544dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,001$564,664dollars as filed
VTI922908769COM2,049$563,148dollars as filed
ALLIANT ENERGY CORP COM018802108Stock8,607$553,838dollars as filed
Berkshire Hathaway Inc084670702COM1,001$533,113dollars as filed
VANGUARD STAR FDS921909768COM7,978$495,418dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS3,341$487,792dollars as filed
Broadcom Inc.11135F101COM2,537$424,794dollars as filed
Home Depot, Inc437076102COM1,117$409,267dollars as filed
Procter & Gamble Co742718109COM2,271$386,997dollars as filed
YUM BRANDS INC COM988498101Stock2,374$373,558dollars as filed
VANGUARD ADMIRAL FDS INC921932703500 VAL IDX FD1,905$350,945dollars as filed
Goldman Sachs Group,Inc.38141G104COM629$343,627dollars as filed
CMS ENERGY CORP COM125896100Stock4,515$339,147dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS3,173$324,943dollars as filed
WISDOMTREE TR97717Y691CMN9,701$314,798dollars as filed
DTE ENERGY CO COM233331107Stock2,229$308,200dollars as filed
EVERSOURCE ENERGY COM30040W108Stock4,618$286,854dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,020$264,752dollars as filed
Pfizer Inc.717081103COM9,944$251,973dollars as filed
Raytheon Technologies Corporation75513E101COM1,884$249,504dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS5,554$247,631dollars as filed
SHAKE SHACK INC819047101CL A2,573$226,862dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM1,157$223,325dollars as filed
Vanguard Growth922908736COM577$213,843dollars as filed
ARK ETF TR00214Q104INNOVATION ETF4,487$213,476dollars as filed
ISHARES TR464287556ISHARES BIOTECH1,593$203,712dollars as filed
PERMA FIX ENVIRONMENTAL SVCS714157203COMMON STOCK17,005$123,627dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-001598this filing2025-05-07acceptance time not in the bulk data set