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: $372.3M89 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.5M	0.4%	15,548 SH	New
ABBVIE INC	COM	$4.6M	1.2%Prev: 1.2%	17,397 SH	Increased+323 SH
AFLAC INC	COM	$200K	0.1%	1,792 SH	New
ALLIANT ENERGY CORP	COM	$457K	0.1%Prev: 0.1%	7,214 SH	Decreased-28 SH
ALPHABET INC	CAP STK CL A	$13.3M	3.6%Prev: 2.8%	38,645 SH	Increased-1,492 SH
ALPHABET INC	CAP STK CL C	$12.5M	3.4%Prev: 2.6%	36,783 SH	Increased-540 SH
AMAZON COM INC	COM	$22.6M	6.1%Prev: 5.9%	90,583 SH	Increased-1,574 SH
AMGEN INC	COM	$3.6M	1.0%Prev: 0.7%	8,633 SH	Increased-198 SH
APPLE INC	COM	$13.0M	3.5%Prev: 3.0%	39,067 SH	Increased-2,050 SH
ARISTA NETWORKS INC	COM SHS	$3.9M	1.0%Prev: 0.8%	18,991 SH	Increased-1 SH
ARK ETF TR	INNOVATION ETF	$350K	0.1%Prev: 0.1%	3,925 SH	Decreased-552 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$498K	0.1%Prev: 0.1%	1,001 SH	Decreased
BITMINE IMMERSION TECHS INC	COM NEW	$241K	0.1%	9,114 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	0.3%Prev: 0.3%	20,002 SH	Increased-1,211 SH
BROADCOM INC	COM	$901K	0.2%Prev: 0.2%	2,567 SH	Increased+20 SH
CATERPILLAR INC	COM	$297K	0.1%	366 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$1.0M	0.3%Prev: 0.4%	32,600 SH	Decreased
CHURCH & DWIGHT CO INC	COM	$920K	0.2%Prev: 0.3%	9,764 SH	Decreased-1,267 SH
CISCO SYS INC	COM	$270K	0.1%	2,511 SH	New
CMS ENERGY CORP	COM	$285K	0.1%Prev: 0.1%	4,520 SH	Decreased+91 SH
COCA COLA CO	COM	$312K	0.1%Prev: 0.1%	3,619 SH	Decreased-1,292 SH
COMCAST CORP NEW	CL A	$666K	0.2%Prev: 0.3%	30,584 SH	Decreased-1,607 SH
COSTCO WHOLESALE CORPORATION	COM	$3.2M	0.9%	3,498 SH	New
DIGITAL RLTY TR INC	COM	$251K	0.1%Prev: 0.1%	1,427 SH	Increased+39 SH
DISNEY WALT CO	COM	$376K	0.1%Prev: 0.2%	3,585 SH	Decreased-2,458 SH
ELI LILLY & CO	COM	$7.0M	1.9%Prev: 1.3%	6,036 SH	Increased+88 SH
ENTERGY CORP NEW	COM	$236K	0.1%Prev: 0.1%	2,377 SH	Increased+58 SH
EVERSOURCE ENERGY	COM	$290K	0.1%Prev: 0.1%	4,521 SH	Decreased-141 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$270K	0.1%Prev: 0.1%	5,751 SH	Increased+135 SH
GOLDMAN SACHS GROUP INC	COM	$561K	0.2%Prev: 0.1%	623 SH	Increased-10 SH
HERSHEY CO	COM	$838K	0.2%Prev: 0.3%	5,315 SH	Decreased+159 SH
HOME DEPOT INC	COM	$330K	0.1%Prev: 0.1%	1,160 SH	Decreased+30 SH
IDEXX LABS INC	COM	$862K	0.2%Prev: 0.3%	1,650 SH	Decreased-32 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$363K	0.1%Prev: 0.1%	1,191 SH	Increased+16 SH
INVESCO QQQ TR	UNIT SER 1	$56.4M	15.1%Prev: 13.8%	76,235 SH	Increased-2,728 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$29.4M	7.9%Prev: 9.5%	621,269 SH	Decreased+119,998 SH
ISHARES ETHEREUM TR	SHS	$2.4M	0.6%Prev: 1.3%	119,855 SH	Decreased-20,857 SH
ISHARES TR	ESG MSCI KLD ETF	$395K	0.1%	2,702 SH	New
ISHARES TR	ISHARES BIOTECH	$323K	0.1%Prev: 0.1%	1,536 SH	Increased-58 SH
ISHARES TR	ISHARES SEMICDTR	$459K	0.1%	807 SH	New
ISHARES TR	RUS 1000 GRW ETF	$927K	0.2%Prev: 0.3%	7,402 SH	Increased+5,558 SH
ISHARES TR	RUS 1000 VAL ETF	$725K	0.2%Prev: 0.2%	2,922 SH	Increased+34 SH
ISHARES TR	S&P 500 GRWT ETF	$964K	0.3%Prev: 0.2%	6,773 SH	Increased+19 SH
ISHARES TR	S&P 500 VAL ETF	$679K	0.2%Prev: 0.2%	2,974 SH	Increased+36 SH
ISHARES TR	S&P MC 400VL ETF	$1.7M	0.5%Prev: 0.7%	12,179 SH	Decreased-5,939 SH
ISHARES TR	SP SMCP600VL ETF	$3.2M	0.9%Prev: 1.1%	25,206 SH	Decreased-8,174 SH
JOHNSON & JOHNSON	COM	$1.4M	0.4%Prev: 0.3%	5,176 SH	Increased-1,007 SH
JPMORGAN CHASE & CO	COM	$1.7M	0.5%	5,084 SH	New
LISTED FDS TR	ROUN MA SEVE ETF	$1.3M	0.3%	17,532 SH	New
MCDONALDS CORP	COM	$1.4M	0.4%Prev: 0.6%	6,147 SH	Decreased-122 SH
META PLATFORMS INC	CL A	$17.6M	4.7%Prev: 5.2%	24,250 SH	Decreased-295 SH
MICROSOFT CORP	COM	$15.9M	4.3%Prev: 4.7%	30,991 SH	Decreased-337 SH
NETFLIX INC.	COM	$959K	0.3%	13,777 SH	New
NORTHROP GRUMMAN CORP	COM	$3.4M	0.9%Prev: 1.3%	7,114 SH	Decreased-23 SH
NVIDIA CORPORATION	COM	$18.9M	5.1%Prev: 4.4%	82,973 SH	Increased+1,110 SH
ONEOK INC NEW	COM	$4.1M	1.1%Prev: 1.0%	48,008 SH	Increased+2,375 SH
PACER FDS TR	US CASH COWS 100	$313K	0.1%Prev: 0.1%	4,684 SH	Decreased-1,400 SH
PALO ALTO NETWORKS INC	COM	$5.9M	1.6%Prev: 0.9%	14,940 SH	Increased
PEPSICO INC	COM	$362K	0.1%Prev: 0.1%	2,859 SH	Decreased-414 SH
PROCTER & GAMBLE CO	COM	$273K	0.1%	1,876 SH	New
RTX CORPORATION	COM	$356K	0.1%Prev: 0.1%	1,917 SH	Increased+21 SH
SALESFORCE INC	COM	$757K	0.2%Prev: 0.2%	3,298 SH	Decreased-292 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$222K	0.1%	1,321 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$766K	0.2%	7,039 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$399K	0.1%	2,392 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.2M	0.3%	5,982 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$247K	0.1%	1,640 SH	New
SPDR GOLD TR	GOLD SHS	$8.9M	2.4%Prev: 2.4%	23,356 SH	Increased-23 SH
SPDR SERIES TRUST	ST STR SP DIV	$214K	0.1%	1,460 SH	New
SPDR SERIES TRUST	ST STR SP500FF	$2.6M	0.7%	41,234 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.2M	3.6%	17,353 SH	New
STRATEGY INC	CL A NEW	$2.2M	0.6%Prev: 0.5%	14,087 SH	Increased+8,970 SH
STRYKER CORPORATION	COM	$1.0M	0.3%Prev: 0.5%	3,701 SH	Decreased-1,092 SH
TESLA INC	COM	$1.6M	0.4%Prev: 0.5%	4,442 SH	Decreased+420 SH
THERMO FISHER SCIENTIFIC INC	COM	$5.0M	1.3%Prev: 1.3%	7,441 SH	Increased-1,834 SH
TIDAL TRUST I	FUND GRAN US ETF	$2.7M	0.7%	96,847 SH	New
UNION PAC CORP	COM	$1.3M	0.4%Prev: 0.3%	4,793 SH	Increased+96 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$431K	0.1%Prev: 0.1%	1,957 SH	Increased+34 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$314K	0.1%	3,480 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$767K	0.2%	2,049 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$206K	0.1%	952 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$43.2M	11.6%Prev: 11.4%	61,612 SH	Increased-2,236 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.0M	1.1%Prev: 1.3%	17,124 SH	Decreased-3,963 SH
VANGUARD STAR FDS	VG TL INTL STK F	$667K	0.2%Prev: 0.2%	7,847 SH	Increased+98 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.7M	1.5%Prev: 1.9%	36,504 SH	Decreased-10,038 SH
VERTEX PHARMACEUTICALS INC	COM	$823K	0.2%Prev: 0.2%	1,575 SH	Increased-57 SH
VISA INC	COM CL A	$4.7M	1.2%Prev: 1.5%	12,941 SH	Decreased-1,984 SH
WISDOMTREE TR	CLOUD COMPUTNG	$341K	0.1%Prev: 0.1%	8,406 SH	Increased-919 SH
YUM BRANDS INC	COM	$250K	0.1%Prev: 0.1%	1,831 SH	Decreased-347 SH

Sold (vs prior filing)

ABBOTT LABS — $2.3M
BITMINE IMMERSION TECNOLOGIE — $1.0M
COSTCO WHSL CORP NEW — $3.5M
INVESCO EXCHANGE TRADED FD T — $667K
ISHARES TR — $401K
JPMORGAN CHASE & CO. — $1.6M
LISTED FDS TR — $767K
NETFLIX INC — $1.7M
PACER FDS TR — $219K
PERMA-FIX ENVIRONMENTAL SVCS — $172K
PROCTER AND GAMBLE CO — $323K
SELECT SECTOR SPDR TR — $312K
SELECT SECTOR SPDR TR — $844K
SELECT SECTOR SPDR TR — $323K
SELECT SECTOR SPDR TR — $839K
SHAKE SHACK INC — $221K
SPDR S&P 500 ETF TR — $12.4M
SPDR SERIES TRUST — $206K
SPDR SERIES TRUST — $2.0M
TIDAL TRUST I — $503K
… and 5 more

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