Oxler Private Wealth LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $301 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $47.4M, Vanguard Index Fds S&P 500 ETF with a value of $39.1M, Amazon Com Inc with a value of $20.2M, Meta Platforms, Inc. with a value of $18M, and Microsoft Corp with a value of $16.2M.

Examining the 13F form we can see an increase of $17M in the current position value, from $284M to 301M.

Oxler Private Wealth LLC is based out at New York, NY

Below you can find more details about Oxler Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Million
ETFs: $138 Million
Technology: $48.3 Million
Communication Services: $40.3 Million
Consumer Cyclical: $26.2 Million
Healthcare: $23.4 Million
Financial Services: $7.68 Million
Consumer Defensive: $6.51 Million
Industrials: $5.94 Million
Other: $4.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $301 Million
  • Prior Value $284 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Oxler Private Wealth LLC Portfolio

Follow Oxler Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxler Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxler Private Wealth LLC with notifications on news.