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: $319.4M91 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.7M	0.5%	16,439 SH	New
ABBVIE INC	COM	$3.8M	1.2%Prev: 1.2%	17,314 SH	Increased+459 SH
ALLIANT ENERGY CORP	COM	$514K	0.2%Prev: 0.2%	7,156 SH	Decreased-1,451 SH
ALPHABET INC	CAP STK CL A	$11.2M	3.5%Prev: 2.2%	39,099 SH	Increased-1,041 SH
ALPHABET INC	CAP STK CL C	$10.7M	3.3%Prev: 2.1%	37,269 SH	Increased-258 SH
AMAZON COM INC	COM	$19.4M	6.1%Prev: 6.3%	93,074 SH	Increased-1,149 SH
AMGEN INC	COM	$3.1M	1.0%Prev: 1.0%	8,857 SH	Increased-283 SH
AMPHENOL CORP	CL A	$235K	0.1%	1,859 SH	New
APPLE INC	COM	$10.3M	3.2%Prev: 3.2%	40,475 SH	Increased-798 SH
ARISTA NETWORKS INC	COM SHS	$2.3M	0.7%Prev: 0.5%	18,992 SH	Increased
ARK ETF TR	INNOVATION ETF	$276K	0.1%Prev: 0.1%	4,078 SH	Increased-409 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	0.2%Prev: 0.2%	1,001 SH	Decreased
BITMINE IMMERSION TECNOLOGIE	COM NEW	$294K	0.1%	14,852 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.4%Prev: 0.5%	21,733 SH	Decreased+102 SH
BROADCOM INC	COM	$792K	0.2%Prev: 0.1%	2,557 SH	Increased+20 SH
CATERPILLAR INC	COM	$259K	0.1%	366 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$1.0M	0.3%Prev: 0.6%	32,600 SH	Decreased-850 SH
CHURCH & DWIGHT CO INC	COM	$1.0M	0.3%Prev: 0.5%	10,875 SH	Decreased-1,796 SH
CMS ENERGY CORP	COM	$347K	0.1%Prev: 0.1%	4,477 SH	Increased-38 SH
COCA COLA CO	COM	$278K	0.1%Prev: 0.5%	3,656 SH	Decreased-14,319 SH
COMCAST CORP NEW	CL A	$925K	0.3%Prev: 0.5%	32,209 SH	Decreased-3,413 SH
COSTCO WHOLESALE CORPORATION	COM	$3.6M	1.1%	3,597 SH	New
DIGITAL RLTY TR INC	COM	$254K	0.1%	1,409 SH	New
DISNEY WALT CO	COM	$488K	0.2%Prev: 0.2%	5,062 SH	Decreased-1,666 SH
DTE ENERGY CO	COM	$204K	0.1%Prev: 0.1%	1,395 SH	Decreased-834 SH
ELI LILLY & CO	COM	$5.6M	1.7%Prev: 1.8%	6,059 SH	Increased+2 SH
ENTERGY CORP NEW	COM	$264K	0.1%	2,349 SH	New
EVERSOURCE ENERGY	COM	$329K	0.1%Prev: 0.1%	4,750 SH	Increased+132 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$267K	0.1%	5,686 SH	New
GOLDMAN SACHS GROUP INC	COM	$524K	0.2%Prev: 0.1%	619 SH	Increased-10 SH
HERSHEY CO	COM	$1.1M	0.3%Prev: 0.3%	5,230 SH	Increased+152 SH
HOME DEPOT INC	COM	$417K	0.1%Prev: 0.1%	1,269 SH	Increased+152 SH
IDEXX LABS INC	COM	$968K	0.3%Prev: 0.2%	1,723 SH	Increased+41 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$279K	0.1%Prev: 0.1%	1,175 SH	Increased+18 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$625K	0.2%Prev: 0.2%	13,633 SH	Increased-2,702 SH
INVESCO QQQ TR	UNIT SER 1	$45.8M	14.3%Prev: 11.1%	79,310 SH	Increased+12,029 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$21.3M	6.7%Prev: 8.3%	555,190 SH	Decreased+48,730 SH
ISHARES ETHEREUM TR	SHS	$1.0M	0.3%	65,208 SH	New
ISHARES TR	ESG MSCI KLD 400	$388K	0.1%Prev: 0.1%	3,205 SH	Increased+32 SH
ISHARES TR	ISHARES BIOTECH	$270K	0.1%Prev: 0.1%	1,597 SH	Increased+4 SH
ISHARES TR	RUS 1000 GRW ETF	$787K	0.2%Prev: 0.2%	1,846 SH	Increased+5 SH
ISHARES TR	RUS 1000 VAL ETF	$621K	0.2%Prev: 0.2%	2,907 SH	Increased-94 SH
ISHARES TR	S&P 500 GRWT ETF	$765K	0.2%Prev: 0.2%	6,764 SH	Increased+21 SH
ISHARES TR	S&P 500 VAL ETF	$624K	0.2%Prev: 0.2%	2,956 SH	Increased-106 SH
ISHARES TR	S&P MC 400VL ETF	$2.3M	0.7%Prev: 0.8%	17,561 SH	Decreased-2,228 SH
ISHARES TR	SP SMCP600VL ETF	$3.8M	1.2%Prev: 2.3%	32,013 SH	Decreased-35,645 SH
JOHNSON & JOHNSON	COM	$2.0M	0.6%Prev: 0.4%	8,208 SH	Increased+1,815 SH
JPMORGAN CHASE & CO	COM	$1.5M	0.5%	5,041 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$626K	0.2%	10,809 SH	New
MCDONALDS CORP	COM	$2.0M	0.6%Prev: 0.7%	6,341 SH	Increased+128 SH
META PLATFORMS INC	CL A	$14.2M	4.4%Prev: 5.2%	24,834 SH	Decreased-868 SH
MICROSOFT CORP	COM	$11.6M	3.6%Prev: 4.1%	31,269 SH	Decreased-124 SH
NETFLIX INC.	COM	$1.5M	0.5%	15,220 SH	New
NORTHROP GRUMMAN CORP	COM	$4.8M	1.5%Prev: 1.3%	7,083 SH	Increased-60 SH
NVIDIA CORPORATION	COM	$14.6M	4.6%Prev: 3.1%	83,835 SH	Increased+1,984 SH
ONE GAS INC	COM	$210K	0.1%	2,439 SH	New
ONEOK INC NEW	COM	$4.2M	1.3%Prev: 1.7%	46,893 SH	Decreased-760 SH
PACER FDS TR	US CASH COWS 100	$381K	0.1%Prev: 2.7%	6,084 SH	Decreased-135,877 SH
PACER FDS TR	US SMALL CAP CAS	$210K	0.1%Prev: 0.2%	4,683 SH	Decreased-13,368 SH
PALO ALTO NETWORKS INC	COM	$2.4M	0.7%Prev: 0.9%	14,940 SH	Decreased
PEPSICO INC	COM	$442K	0.1%Prev: 0.7%	2,849 SH	Decreased-11,284 SH
PERMA-FIX ENVIRONMENTAL SVCS	COM NEW	$182K	0.1%Prev: 0.0%	17,005 SH	Increased
PROCTER & GAMBLE CO	COM	$267K	0.1%	1,851 SH	New
RTX CORPORATION	COM	$368K	0.1%Prev: 0.1%	1,906 SH	Increased+22 SH
SALESFORCE INC	COM	$669K	0.2%Prev: 0.3%	3,585 SH	Decreased-88 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$771K	0.2%	7,072 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$211K	0.1%	1,440 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$386K	0.1%	2,385 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$793K	0.2%	5,969 SH	New
SPDR GOLD TR	GOLD SHS	$10.1M	3.1%Prev: 2.4%	23,379 SH	Increased-18 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.1M	0.7%	37,707 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.0M	3.8%	18,467 SH	New
STRATEGY INC	CL A NEW	$591K	0.2%	4,736 SH	New
STRYKER CORPORATION	COM	$1.6M	0.5%Prev: 0.6%	4,786 SH	Decreased-50 SH
TESLA INC	COM	$1.5M	0.5%Prev: 0.4%	4,162 SH	Increased+192 SH
THERMO FISHER SCIENTIFIC INC	COM	$4.3M	1.4%Prev: 1.7%	8,824 SH	Decreased-1,060 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$1.9M	0.6%	77,508 SH	New
UNION PAC CORP	COM	$1.2M	0.4%Prev: 0.4%	4,748 SH	Increased+83 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$396K	0.1%Prev: 0.1%	1,941 SH	Increased+36 SH
VANGUARD INDEX FDS	GROWTH ETF	$253K	0.1%Prev: 0.1%	579 SH	Increased+2 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.8M	11.8%Prev: 9.5%	63,175 SH	Increased+10,442 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$657K	0.2%Prev: 0.2%	2,049 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.0M	1.3%Prev: 1.7%	18,788 SH	Decreased-6,362 SH
VANGUARD STAR FDS	VG TL INTL STK F	$603K	0.2%Prev: 0.2%	7,823 SH	Increased-155 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.1M	1.9%Prev: 2.4%	41,218 SH	Decreased-12,111 SH
VERTEX PHARMACEUTICALS INC	COM	$729K	0.2%Prev: 0.3%	1,632 SH	Decreased-42 SH
VISA INC	COM CL A	$4.7M	1.5%Prev: 1.9%	15,440 SH	Decreased+189 SH
WISDOMTREE TR	CLOUD COMPUTNG	$237K	0.1%Prev: 0.1%	8,685 SH	Decreased-1,016 SH
WISDOMTREE TR	US MIDCAP FUND	$596K	0.2%Prev: 0.2%	8,873 SH	Decreased-2,426 SH
WISDOMTREE TR	US SMALLCAP FUND	$661K	0.2%Prev: 0.2%	11,388 SH	Decreased-3,072 SH
YUM BRANDS INC	COM	$316K	0.1%Prev: 0.1%	2,033 SH	Decreased-341 SH

Sold (vs prior filing)

ABBOTT LABS — $2.3M
COSTCO WHSL CORP NEW — $3.5M
FIRST TR VALUE LINE DIVID IN — $248K
JPMORGAN CHASE & CO. — $1.2M
MICROSTRATEGY INC — $1.1M
NETFLIX INC — $1.3M
PFIZER INC — $252K
PROCTER AND GAMBLE CO — $387K
PRUDENTIAL FINL INC — $1.3M
SELECT SECTOR SPDR TR — $265K
SELECT SECTOR SPDR TR — $735K
SELECT SECTOR SPDR TR — $488K
SELECT SECTOR SPDR TR — $626K
SHAKE SHACK INC — $227K
SPDR S&P 500 ETF TR — $10.6M
SPDR SER TR — $1.7M

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