Oxler Private Wealth

Oxler Private Wealth as of March 31, 2026

Portfolio Holdings for Oxler Private Wealth

Oxler Private Wealth holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.3 $46M 79k 577.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.8 $38M 63k 597.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 6.7 $21M 555k 38.42
Amazon (AMZN) 6.1 $19M 93k 208.27
NVIDIA Corporation (NVDA) 4.6 $15M 84k 174.40
Meta Platforms Cl A (META) 4.4 $14M 25k 572.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.8 $12M 19k 650.34
Microsoft Corporation (MSFT) 3.6 $12M 31k 370.18
Alphabet Cap Stk Cl A (GOOGL) 3.5 $11M 39k 287.56
Alphabet Cap Stk Cl C (GOOG) 3.3 $11M 37k 286.86
Apple (AAPL) 3.2 $10M 41k 253.79
Spdr Gold Tr Gold Shs (GLD) 3.1 $10M 23k 430.29
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $6.1M 41k 148.10
Eli Lilly & Co. (LLY) 1.7 $5.6M 6.1k 919.83
Northrop Grumman Corporation (NOC) 1.5 $4.8M 7.1k 682.28
Visa Com Cl A (V) 1.5 $4.7M 15k 302.24
Thermo Fisher Scientific (TMO) 1.4 $4.3M 8.8k 491.55
Oneok (OKE) 1.3 $4.2M 47k 90.39
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $4.0M 19k 215.06
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $3.8M 32k 118.45
Abbvie (ABBV) 1.2 $3.8M 17k 217.49
Costco Wholesale Corporation (COST) 1.1 $3.6M 3.6k 996.50
Amgen (AMGN) 1.0 $3.1M 8.9k 351.86
Palo Alto Networks (PANW) 0.7 $2.4M 15k 160.32
Arista Networks Com Shs (ANET) 0.7 $2.3M 19k 122.78
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.3M 18k 132.50
Johnson & Johnson (JNJ) 0.6 $2.0M 8.2k 244.45
McDonald's Corporation (MCD) 0.6 $2.0M 6.3k 310.81
Spdr Series Trust State Street Spd (SPYX) 0.6 $1.9M 36k 53.03
Tidal Trust I Fundstrat Granny (GRNY) 0.6 $1.9M 78k 23.87
Abbott Laboratories (ABT) 0.5 $1.7M 16k 102.67
Stryker Corporation (SYK) 0.5 $1.6M 4.8k 328.61
Tesla Motors (TSLA) 0.5 $1.5M 4.2k 371.75
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 5.0k 294.19
Netflix (NFLX) 0.5 $1.5M 15k 96.15
Bristol Myers Squibb (BMY) 0.4 $1.3M 22k 60.65
Union Pacific Corporation (UNP) 0.4 $1.2M 4.7k 242.61
Hershey Company (HSY) 0.3 $1.1M 5.2k 207.87
Chipotle Mexican Grill (CMG) 0.3 $1.0M 33k 32.01
Ishares Ethereum Tr SHS (ETHA) 0.3 $1.0M 65k 15.83
Church & Dwight (CHD) 0.3 $1.0M 11k 93.32
IDEXX Laboratories (IDXX) 0.3 $968k 1.7k 561.89
Comcast Corp Cl A (CMCSA) 0.3 $925k 32k 28.71
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $793k 6.0k 132.89
Broadcom (AVGO) 0.2 $792k 2.6k 309.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $787k 1.8k 426.47
Select Sector Spdr Tr State Street Con (XLY) 0.2 $771k 7.1k 108.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $765k 6.8k 113.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $729k 1.6k 446.54
salesforce (CRM) 0.2 $669k 3.6k 186.65
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $661k 11k 58.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $657k 2.0k 320.81
Listed Fds Tr Roundhill Magnif (MAGS) 0.2 $626k 11k 57.94
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.2 $625k 14k 45.87
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $624k 3.0k 211.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $621k 2.9k 213.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $603k 7.8k 77.11
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $597k 8.9k 67.22
Strategy Cl A New (MSTR) 0.2 $591k 4.7k 124.80
Goldman Sachs (GS) 0.2 $524k 619.00 845.96
Alliant Energy Corporation (LNT) 0.2 $514k 7.2k 71.76
Walt Disney Company (DIS) 0.2 $488k 5.1k 96.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $480k 1.0k 479.20
Pepsi (PEP) 0.1 $442k 2.8k 155.29
Home Depot (HD) 0.1 $417k 1.3k 328.93
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $396k 1.9k 203.77
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $388k 3.2k 121.18
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $386k 2.4k 161.75
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $381k 6.1k 62.56
Raytheon Technologies Corp (RTX) 0.1 $368k 1.9k 192.92
CMS Energy Corporation (CMS) 0.1 $347k 4.5k 77.58
Eversource Energy (ES) 0.1 $329k 4.8k 69.28
Yum! Brands (YUM) 0.1 $316k 2.0k 155.49
Bitmine Immersion Tecnologie Com New (BMNR) 0.1 $294k 15k 19.78
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $279k 1.2k 237.62
Coca-Cola Company (KO) 0.1 $278k 3.7k 76.05
Ark Etf Tr Innovation Etf (ARKK) 0.1 $276k 4.1k 67.59
Ishares Tr Ishares Biotech (IBB) 0.1 $270k 1.6k 168.80
First Tr Exchange-traded SHS (FVD) 0.1 $267k 5.7k 47.03
Procter & Gamble Company (PG) 0.1 $267k 1.9k 144.41
Entergy Corporation (ETR) 0.1 $264k 2.3k 112.34
Caterpillar (CAT) 0.1 $259k 366.00 708.46
Digital Realty Trust (DLR) 0.1 $254k 1.4k 180.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $253k 579.00 436.75
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $237k 8.7k 27.32
Amphenol Corp Cl A (APH) 0.1 $235k 1.9k 126.35
Spdr Series Trust State Street Spd (SDY) 0.1 $213k 1.5k 145.92
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $211k 1.4k 146.61
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $210k 4.7k 44.87
One Gas (OGS) 0.1 $210k 2.4k 86.15
DTE Energy Company (DTE) 0.1 $204k 1.4k 146.19
Perma-fix Environmental Svcs Com New (PESI) 0.1 $182k 17k 10.69