Oxler Private Wealth LLC Purchases in Q1 2025

Oxler Private Wealth LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
140
+ 0.84%
$169.2 - $216.66 $23.7K - $30.3K
16.9K $3.53M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.17%
$725.72 - $929.72 $7.26K - $9.3K
6.06K $5M
NOC
Northrop Grumman Corp

Industrials
27
+ 0.38%
$433.45 - $513.82 $11.7K - $13.9K
7.14K $3.66M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.16K
New
$192.82 - $222.1 $223K - $257K
1.16K $223K
KO
Coca Cola CO

Consumer Defensive
114
+ 0.64%
$60.81 - $72.32 $6.93K - $8.24K
18K $1.29M
NFLX
Netflix Inc

Communication Services
72
+ 5.33%
$828.4 - $1058.6 $59.6K - $76.2K
1.42K $1.33M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.11%
$890.62 - $1076.86 $3.56K - $4.31K
3.74K $3.54M
BMY
Bristol Myers Squibb CO

Healthcare
41
+ 0.19%
$53.9 - $63.11 $2.21K - $2.59K
21.6K $1.32M
MSTR
Microstrategy Inc

Technology
292
+ 8.52%
$239.27 - $396.5 $69.9K - $116K
3.72K $1.07M
SYK
Stryker Corp

Healthcare
8
+ 0.17%
$355.18 - $399.9 $2.84K - $3.2K
4.84K $1.8M
LNT
Alliant Energy Corp

Utilities
51
+ 0.6%
$56.66 - $66.04 $2.89K - $3.37K
8.61K $553K
DTE
Dte Energy CO

Utilities
20
+ 0.91%
$117.6 - $138.27 $2.35K - $2.77K
2.23K $308K
CMS
Cms Energy Corp

Utilities
24
+ 0.53%
$64.99 - $75.11 $1.56K - $1.8K
4.52K $339K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.37%
$114.1 - $135.66 $799 - $950
1.88K $249K
ES
Eversource Energy

Utilities
46
+ 1.01%
$55.63 - $63.8 $2.56K - $2.93K
4.62K $286K
HSY
Hershey CO

Consumer Defensive
41
+ 0.81%
$144.74 - $186.36 $5.93K - $7.64K
5.08K $868K
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.3%
$182.82 - $196.21 $1.65K - $1.77K
3K $564K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.44%
$158.56 - $176.26 $1.59K - $1.76K
2.27K $387K
FVD
First Tr Value Line Divid Inde

ETFs
33
+ 0.6%
$42.61 - $45.51 $1.41K - $1.5K
5.55K $247K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.29%
$185.78 - $198.58 $1.67K - $1.79K
3.06K $583K
Ishares Bitcoin Trust ETF
6.19K
+ 1.24%
N/A
506K $0
VOOV
Vanguard S&P 500 Value ETF

ETFs
8
+ 0.42%
$179.71 - $192.06 $1.44K - $1.54K
1.91K $350K
OKE
Oneok Inc

Energy
497
+ 1.05%
$89.57 - $109.85 $44.5K - $54.6K
47.7K $4.73M
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.13%
$127.9 - $140.56 $256 - $281
1.59K $203K
GS
Goldman Sachs Group Inc

Financial Services
13
+ 2.11%
$524.81 - $672.19 $6.82K - $8.74K
629 $343K
CMCSA
Comcast Corp

Communication Services
286
+ 0.81%
$33.19 - $38.23 $9.49K - $10.9K
35.6K $1.31M
PEP
Pepsico Inc

Consumer Defensive
90
+ 0.64%
$142.64 - $156.42 $12.8K - $14.1K
14.1K $2.12M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.17%
$369.1 - $427.61 $369 - $428
577 $213K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.54%
$347.25 - $424.87 $2.08K - $2.55K
1.12K $409K
DSI
Ishares Msci Kld 400 Social Et

ETFs
8
+ 0.25%
$101.98 - $115.66 $816 - $925
3.17K $324K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
33
+ 0.29%
$58.11 - $65.29 $1.92K - $2.15K
11.3K $673K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.09%
$92.45 - $106.69 $555 - $640
6.74K $625K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
19
+ 0.12%
$37.35 - $43.35 $710 - $824
16.3K $618K
PRU
Prudential Financial Inc

Financial Services
140
+ 1.26%
$105.04 - $122.33 $14.7K - $17.1K
11.2K $1.25M
DIS
Walt Disney CO

Communication Services
180
+ 2.75%
$96.87 - $114.0 $17.4K - $20.5K
6.73K $664K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
42
+ 0.29%
$48.37 - $55.84 $2.03K - $2.35K
14.5K $706K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$360.07 - $417.26 $360 - $417
1.84K $664K
XLK
Technology Sector Spdr

ETFs
5
+ 0.17%
$206.38 - $242.18 $1.03K - $1.21K
3.03K $625K
XLY
Select Sector Spdr Consumer Di

ETFs
10
+ 0.27%
$192.6 - $233.2 $1.93K - $2.33K
3.72K $735K
AVGO
Broadcom Inc.

Technology
9
+ 0.36%
$167.43 - $244.7 $1.51K - $2.2K
2.54K $424K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 0.29%
$507.05 - $563.67 $76.1K - $84.6K
52.7K $27.1M
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.05%
$154.33 - $206.19 $3.24K - $4.33K
40.1K $6.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
709
+ 1.07%
$468.34 - $539.52 $332K - $383K
67.3K $31.5M
Activity Summary
Buys All Purchases 44 New Holdings 1 Increased Positions 43 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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