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Oxler Private Wealth LLC13F | |
| Oxler Private Wealth LLC | |
| Last update 2025-05-07 | 85 Stocks (1 new) |
| Value $285.00 Mil | Turnover 0 % |
Oxler Private Wealth LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 67,281 | 31,549.7 | +1.07% | 11.090 | +0.12% | 0.010 | +21.03% | +10.81% | 360,250.4 | ||
VOO | Vanguard S&P 500 ETF | 52,733 | 27,100.0 | +0.29% | 9.520 | +0.03% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
IBIT | ISHARES BITCOIN TR | 506,460 | 23,707.4 | +1.24% | 8.330 | +0.10% | 0.050 | +27.04% | +27.54% | 87,149.1 | ||
AMZN | Amazon.com Inc | 94,223 | 17,926.9 | -2.26% | 6.300 | -0.16% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
META | Meta Platforms Inc | 25,702 | 14,813.8 | -0.98% | 5.200 | -0.05% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
MSFT | Microsoft Corp | 31,393 | 11,784.8 | -0.10% | 4.140 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
SPY | SPDR S&P 500 ETF Trust | 18,981 | 10,617.8 | -0.11% | 3.730 | 0% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
AAPL | Apple Inc | 41,273 | 9,168.0 | -0.76% | 3.220 | -0.03% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NVDA | NVIDIA Corp | 81,851 | 8,871.0 | 0% | 3.120 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
COWZ | Pacer US Cash Cows 100 ETF | 141,961 | 7,773.8 | 0% | 2.730 | 0% | 0.040 | +10.33% | +0.99% | 20,734.0 |
Oxler Private Wealth LLC's Historical Top Holdings Breakdowns
Oxler Private Wealth LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CRM | Salesforce Inc | 2025-03-31 | Reduce Reduce | -0.20% | 268.36 ($311.03) 359.95 | $267.70 | -13.93% | Reduce -32.9% | 3,673 | -1,801 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.16% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -2.26% | 94,223 | -2,183 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.12% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Add 1.07% | 67,281 | 709 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Add Add | +0.10% | 44.91 ($52.94) 60.42 | $67.66 | 27.81% | Add 1.24% | 506,460 | 6,186 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | New Buy New Buy | +0.08% | 192.82 ($209.18) 222.1 | $232.59 | 11.19% | New holding | 1,157 | 1,157 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.08% | 243.19 ($264.45) 288.14 | $310.27 | 17.33% | Reduce -4.28% | 23,397 | -1,046 | |
DLR | Digital Realty Trust Inc | 2025-03-31 | Sold Out Sold Out | -0.08% | 142.1 ($162.65) 183.56 | $180.02 | 10.68% | Sold Out | 0 | -1,348 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.05% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | Reduce -0.98% | 25,702 | -254 | |
AMGN | Amgen Inc | 2025-03-31 | Reduce Reduce | -0.03% | 258.59 ($295.3) 327.36 | $308.55 | 4.49% | Reduce -3.21% | 9,140 | -303 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.03% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -0.76% | 41,273 | -318 |
Oxler Private Wealth LLC Total Holding History ($B)
Oxler Private Wealth LLC's Asset Allocation
Oxler Private Wealth LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Oxler Private Wealth LLC's Hypothetical Growth since 2025-03-31
Oxler Private Wealth LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Oxler Private Wealth LLC's Holdings Heat Map
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Oxler Private Wealth LLC's Holdings Bubble Chart
Oxler Private Wealth LLC News
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