Oxler Private Wealth

Oxler Private Wealth as of June 30, 2026

Portfolio Holdings for Oxler Private Wealth

Oxler Private Wealth holds 93 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.3 $57M 78k 736.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.1 $42M 62k 686.81
Amazon (AMZN) 6.2 $22M 91k 238.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 5.9 $21M 617k 33.29
NVIDIA Corporation (NVDA) 4.7 $17M 83k 200.09
Alphabet Cap Stk Cl A (GOOGL) 3.9 $14M 39k 357.37
Meta Platforms Cl A (META) 3.9 $14M 24k 563.30
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.8 $13M 18k 746.79
Alphabet Cap Stk Cl C (GOOG) 3.7 $13M 37k 353.33
Microsoft Corporation (MSFT) 3.3 $12M 31k 373.02
Apple (AAPL) 3.3 $12M 40k 289.36
Spdr Gold Tr Gold Shs (GLD) 2.5 $8.6M 23k 368.38
Eli Lilly & Co. (LLY) 2.1 $7.2M 6.0k 1199.41
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $5.7M 36k 158.03
Palo Alto Networks (PANW) 1.5 $5.1M 15k 341.02
Visa Com Cl A (V) 1.3 $4.5M 13k 343.08
Abbvie (ABBV) 1.2 $4.3M 17k 251.63
Oneok (OKE) 1.2 $4.1M 48k 86.94
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $4.1M 17k 236.62
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $4.1M 30k 136.68
Thermo Fisher Scientific (TMO) 1.1 $3.7M 7.4k 501.36
Northrop Grumman Corporation (NOC) 1.0 $3.6M 7.1k 509.32
Costco Wholesale Corporation (COST) 0.9 $3.3M 3.5k 935.57
Arista Networks Com Shs (ANET) 0.9 $3.2M 19k 169.88
Amgen (AMGN) 0.9 $3.1M 8.6k 362.11
Spdr Series Trust ST STR SP500FF (SPYX) 0.7 $2.5M 41k 61.10
Tidal Trust I Fund Gran Us Etf (GRNY) 0.7 $2.5M 91k 27.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.4M 16k 147.73
Tesla Motors (TSLA) 0.5 $1.9M 4.4k 420.60
McDonald's Corporation (MCD) 0.5 $1.7M 6.1k 270.31
JPMorgan Chase & Co. (JPM) 0.5 $1.7M 5.1k 327.34
Ishares Ethereum Tr SHS (ETHA) 0.4 $1.5M 130k 11.89
Abbott Laboratories (ABT) 0.4 $1.4M 16k 90.74
Johnson & Johnson (JNJ) 0.4 $1.3M 5.2k 253.98
Union Pacific Corporation (UNP) 0.4 $1.3M 4.8k 272.01
Stryker Corporation (SYK) 0.3 $1.2M 3.7k 314.88
Bristol Myers Squibb (BMY) 0.3 $1.1M 20k 57.62
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $1.1M 6.0k 190.51
Chipotle Mexican Grill (CMG) 0.3 $1.1M 33k 34.00
Netflix (NFLX) 0.3 $1.0M 15k 71.40
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.3 $968k 15k 64.30
Broadcom (AVGO) 0.3 $968k 2.6k 377.73
Church & Dwight (CHD) 0.3 $945k 9.8k 96.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $931k 6.8k 137.52
Hershey Company (HSY) 0.3 $925k 5.3k 175.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $919k 7.4k 124.18
IDEXX Laboratories (IDXX) 0.2 $869k 1.7k 526.44
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.2 $831k 7.1k 117.28
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $782k 1.6k 496.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $758k 2.0k 370.04
Comcast Corp Cl A (CMCSA) 0.2 $751k 31k 24.55
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $734k 11k 67.79
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.2 $720k 13k 55.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $707k 2.9k 242.45
Strategy Cl A New (MSTR) 0.2 $695k 8.0k 86.93
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $673k 3.0k 227.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $670k 7.8k 85.49
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $634k 8.4k 75.78
Goldman Sachs (GS) 0.2 $628k 621.00 1010.80
Alliant Energy Corporation (LNT) 0.2 $549k 7.2k 76.29
salesforce (CRM) 0.1 $515k 3.3k 156.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $501k 1.0k 500.39
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $492k 767.00 641.12
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $442k 2.4k 185.21
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $427k 1.9k 219.20
Home Depot (HD) 0.1 $406k 1.2k 352.60
Caterpillar (CAT) 0.1 $390k 366.00 1064.90
Pepsi (PEP) 0.1 $390k 2.9k 135.40
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $384k 2.7k 142.39
Walt Disney Company (DIS) 0.1 $367k 3.8k 96.26
Raytheon Technologies Corp (RTX) 0.1 $363k 1.9k 189.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $361k 1.2k 302.97
CMS Energy Corporation (CMS) 0.1 $344k 4.5k 76.49
Eversource Energy (ES) 0.1 $323k 4.5k 72.27
Ark Etf Tr Innovation Etf (ARKK) 0.1 $320k 4.0k 80.83
Ishares Tr Ishares Biotech (IBB) 0.1 $304k 1.6k 190.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $300k 3.5k 86.14
Coca-Cola Company (KO) 0.1 $299k 3.7k 81.26
Cisco Systems (CSCO) 0.1 $294k 2.5k 117.48
Yum! Brands (YUM) 0.1 $291k 1.8k 159.85
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $291k 4.7k 62.20
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $280k 1.6k 170.86
First Tr Exchange-traded SHS (FVD) 0.1 $276k 5.7k 48.18
Procter & Gamble Company (PG) 0.1 $273k 1.9k 146.67
Entergy Corporation (ETR) 0.1 $271k 2.4k 114.88
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $271k 8.5k 32.06
Digital Realty Trust (DLR) 0.1 $255k 1.4k 179.64
Perma-fix Environmental Svcs Com New (PESI) 0.1 $243k 17k 14.29
Spdr Series Trust St Str Sp Div (SDY) 0.1 $222k 1.5k 152.16
DTE Energy Company (DTE) 0.1 $214k 1.4k 152.34
AFLAC Incorporated (AFL) 0.1 $209k 1.8k 117.26
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $209k 1.3k 158.69
Vanguard Index Fds Value Etf (VTV) 0.1 $207k 947.00 218.01