Oxler Private Wealth LLC

CIK 0001846002 • 7 13F filings • May 7, 2025 – Oct 21, 2026

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Filer information

Filed by: Oxler Private Wealth LLC, Principal, Relationship Development and Financial Planning
Address: 800 Westchester Ave, Suite 641N, Rye Brook, NY, 10573
Phone: 212-785-280
AUM: $345.4M

AUM over time

$372.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $318.2M86 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.3M	0.7%	17,159 SH	New
ABBVIE INC	COM	$3.2M	1.0%Prev: 1.2%	17,002 SH	Decreased-312 SH
ALLIANT ENERGY CORP	COM	$475K	0.1%Prev: 0.2%	7,857 SH	Decreased+701 SH
ALPHABET INC	CAP STK CL A	$7.1M	2.2%Prev: 3.5%	40,175 SH	Decreased+1,076 SH
ALPHABET INC	CAP STK CL C	$6.6M	2.1%Prev: 3.3%	37,475 SH	Decreased+206 SH
AMAZON COM INC	COM	$20.3M	6.4%Prev: 6.1%	92,733 SH	Increased-341 SH
AMGEN INC	COM	$2.5M	0.8%Prev: 1.0%	8,807 SH	Decreased-50 SH
APPLE INC	COM	$8.4M	2.6%Prev: 3.2%	41,080 SH	Decreased+605 SH
ARISTA NETWORKS INC	COM SHS	$1.9M	0.6%Prev: 0.7%	18,992 SH	Decreased
ARK ETF TR	INNOVATION ETF	$315K	0.1%Prev: 0.1%	4,487 SH	Increased+409 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$486K	0.2%Prev: 0.2%	1,001 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$976K	0.3%Prev: 0.4%	21,088 SH	Decreased-645 SH
BROADCOM INC	COM	$701K	0.2%Prev: 0.2%	2,543 SH	Decreased-14 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.8M	0.6%Prev: 0.3%	32,600 SH	Increased
CHURCH & DWIGHT CO INC	COM	$1.1M	0.3%Prev: 0.3%	11,001 SH	Increased+126 SH
CMS ENERGY CORP	COM	$305K	0.1%Prev: 0.1%	4,405 SH	Decreased-72 SH
COCA COLA CO	COM	$1.2M	0.4%Prev: 0.1%	16,480 SH	Increased+12,824 SH
COMCAST CORP NEW	CL A	$1.2M	0.4%Prev: 0.3%	34,749 SH	Increased+2,540 SH
COSTCO WHSL CORP NEW	COM	$3.7M	1.2%	3,745 SH	New
DIGITAL RLTY TR INC	COM	$240K	0.1%Prev: 0.1%	1,379 SH	Decreased-30 SH
DISNEY WALT CO	COM	$757K	0.2%Prev: 0.2%	6,104 SH	Increased+1,042 SH
DTE ENERGY CO	COM	$247K	0.1%Prev: 0.1%	1,868 SH	Increased+473 SH
ELI LILLY & CO	COM	$4.7M	1.5%Prev: 1.7%	6,068 SH	Decreased+9 SH
EVERSOURCE ENERGY	COM	$294K	0.1%Prev: 0.1%	4,620 SH	Decreased-130 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$250K	0.1%Prev: 0.1%	5,585 SH	Decreased-101 SH
GOLDMAN SACHS GROUP INC	COM	$446K	0.1%Prev: 0.2%	631 SH	Decreased+12 SH
HERSHEY CO	COM	$849K	0.3%Prev: 0.3%	5,118 SH	Decreased-112 SH
HOME DEPOT INC	COM	$412K	0.1%Prev: 0.1%	1,124 SH	Decreased-145 SH
IDEXX LABS INC	COM	$902K	0.3%Prev: 0.3%	1,682 SH	Decreased-41 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$267K	0.1%Prev: 0.1%	1,175 SH	Decreased
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$624K	0.2%Prev: 0.2%	15,349 SH	Decreased+1,716 SH
INVESCO QQQ TR	UNIT SER 1	$43.4M	13.6%Prev: 14.3%	78,621 SH	Decreased-689 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$31.3M	9.8%Prev: 6.7%	510,654 SH	Increased-44,536 SH
ISHARES TR	ESG MSCI KLD 400	$369K	0.1%Prev: 0.1%	3,180 SH	Decreased-25 SH
ISHARES TR	ISHARES BIOTECH	$201K	0.1%Prev: 0.1%	1,593 SH	Decreased-4 SH
ISHARES TR	RUS 1000 GRW ETF	$782K	0.2%Prev: 0.2%	1,842 SH	Decreased-4 SH
ISHARES TR	RUS 1000 VAL ETF	$559K	0.2%Prev: 0.2%	2,879 SH	Decreased-28 SH
ISHARES TR	S&P 500 GRWT ETF	$743K	0.2%Prev: 0.2%	6,748 SH	Decreased-16 SH
ISHARES TR	S&P 500 VAL ETF	$572K	0.2%Prev: 0.2%	2,928 SH	Decreased-28 SH
ISHARES TR	S&P MC 400VL ETF	$2.3M	0.7%Prev: 0.7%	18,335 SH	Decreased+774 SH
ISHARES TR	SP SMCP600VL ETF	$3.4M	1.1%Prev: 1.2%	33,691 SH	Decreased+1,678 SH
JOHNSON & JOHNSON	COM	$953K	0.3%Prev: 0.6%	6,241 SH	Decreased-1,967 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.5%	4,980 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$569K	0.2%Prev: 0.2%	10,253 SH	Decreased-556 SH
MCDONALDS CORP	COM	$1.8M	0.6%Prev: 0.6%	6,233 SH	Decreased-108 SH
META PLATFORMS INC	CL A	$18.3M	5.7%Prev: 4.4%	24,765 SH	Increased-69 SH
MICROSOFT CORP	COM	$15.6M	4.9%Prev: 3.6%	31,328 SH	Increased+59 SH
MICROSTRATEGY INC	CL A NEW	$1.5M	0.5%	3,800 SH	New
NETFLIX INC	COM	$1.9M	0.6%	1,422 SH	New
NORTHROP GRUMMAN CORP	COM	$3.6M	1.1%Prev: 1.5%	7,111 SH	Decreased+28 SH
NVIDIA CORPORATION	COM	$12.9M	4.1%Prev: 4.6%	81,858 SH	Decreased-1,977 SH
ONEOK INC NEW	COM	$3.9M	1.2%Prev: 1.3%	48,224 SH	Decreased+1,331 SH
PACER FDS TR	US CASH COWS 100	$412K	0.1%Prev: 0.1%	7,481 SH	Increased+1,397 SH
PACER FDS TR	US SMALL CAP CAS	$214K	0.1%Prev: 0.1%	5,371 SH	Increased+688 SH
PALO ALTO NETWORKS INC	COM	$3.1M	1.0%Prev: 0.7%	14,940 SH	Increased
PEPSICO INC	COM	$1.8M	0.6%Prev: 0.1%	13,798 SH	Increased+10,949 SH
PERMA-FIX ENVIRONMENTAL SVCS	COM NEW	$179K	0.1%Prev: 0.1%	17,005 SH	Decreased
PROCTER AND GAMBLE CO	COM	$364K	0.1%	2,282 SH	New
PRUDENTIAL FINL INC	COM	$1.2M	0.4%	11,371 SH	New
RTX CORPORATION	COM	$276K	0.1%Prev: 0.1%	1,890 SH	Decreased-16 SH
SALESFORCE INC	COM	$986K	0.3%Prev: 0.2%	3,617 SH	Increased+32 SH
SELECT SECTOR SPDR TR	INDL	$299K	0.1%	2,026 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$765K	0.2%	3,518 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$314K	0.1%	2,328 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$753K	0.2%	2,973 SH	New
SHAKE SHACK INC	CL A	$362K	0.1%	2,573 SH	New
SPDR GOLD TR	GOLD SHS	$7.1M	2.2%Prev: 3.1%	23,364 SH	Decreased-15 SH
SPDR S&P 500 ETF TR	TR UNIT	$11.6M	3.7%	18,835 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ETF	$1.9M	0.6%	36,981 SH	New
STRYKER CORPORATION	COM	$1.9M	0.6%Prev: 0.5%	4,835 SH	Increased+49 SH
TESLA INC	COM	$1.3M	0.4%Prev: 0.5%	3,970 SH	Decreased-192 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.9M	1.2%Prev: 1.4%	9,499 SH	Decreased+675 SH
UNION PAC CORP	COM	$1.1M	0.3%Prev: 0.4%	4,690 SH	Decreased-58 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$361K	0.1%Prev: 0.1%	1,914 SH	Decreased-27 SH
VANGUARD INDEX FDS	GROWTH ETF	$253K	0.1%Prev: 0.1%	577 SH	Decreased-2 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$36.5M	11.5%Prev: 11.8%	64,277 SH	Decreased+1,102 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$623K	0.2%Prev: 0.2%	2,049 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.6M	1.5%Prev: 1.3%	22,636 SH	Increased+3,848 SH
VANGUARD STAR FDS	VG TL INTL STK F	$546K	0.2%Prev: 0.2%	7,902 SH	Decreased+79 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.8M	2.1%Prev: 1.9%	50,788 SH	Increased+9,570 SH
VERTEX PHARMACEUTICALS INC	COM	$745K	0.2%Prev: 0.2%	1,674 SH	Increased+42 SH
VISA INC	COM CL A	$5.3M	1.7%Prev: 1.5%	14,991 SH	Increased-449 SH
WISDOMTREE TR	CLOUD COMPUTNG	$351K	0.1%Prev: 0.1%	9,701 SH	Increased+1,016 SH
WISDOMTREE TR	US MIDCAP FUND	$659K	0.2%Prev: 0.2%	10,676 SH	Increased+1,803 SH
WISDOMTREE TR	US SMALLCAP FUND	$671K	0.2%Prev: 0.2%	13,164 SH	Increased+1,776 SH
YUM BRANDS INC	COM	$321K	0.1%Prev: 0.1%	2,169 SH	Increased+136 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.7M
AMPHENOL CORP — $235K
BITMINE IMMERSION TECNOLOGIE — $294K
CATERPILLAR INC — $259K
COSTCO WHOLESALE CORPORATION — $3.6M
ENTERGY CORP NEW — $264K
ISHARES ETHEREUM TR — $1.0M
JPMORGAN CHASE & CO — $1.5M
NETFLIX INC. — $1.5M
ONE GAS INC — $210K
PROCTER & GAMBLE CO — $267K
SELECT SECTOR SPDR TR — $771K
SELECT SECTOR SPDR TR — $211K
SELECT SECTOR SPDR TR — $386K
SELECT SECTOR SPDR TR — $793K
SPDR SERIES TRUST — $2.1M
STATE STR SPDR S&P 500 ETF T — $12.0M
STRATEGY INC — $591K
TIDAL TRUST I — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000281	$345.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001172661-26-004625	$372.3M	View
Nov 3, 2025	Q3 2025