Oxler Private Wealth LLC Incresed Positions in Q3 2024

Oxler Private Wealth LLC

  • $269 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
42.1K
+ 161.62%
$95.81 - $109.03 $4.03M - $4.59M
68.1K $7.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.95K
+ 3.85%
$475.2 - $527.7 $925K - $1.03M
52.5K $27.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.41K
+ 2.18%
$434.77 - $502.96 $611K - $707K
66K $32.2M
AAPL
Apple Inc.

Technology
835
+ 1.98%
$207.23 - $234.82 $173K - $196K
43K $10M
GLD
Spdr Gold Trust

ETFs
5
+ 0.02%
$215.56 - $246.98 $1.08K - $1.23K
24.4K $5.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 0.52%
$531.86 - $624.21 $27.7K - $32.5K
10K $6.18M
NOC
Northrop Grumman Corp

Industrials
26
+ 0.37%
$423.73 - $533.14 $11K - $13.9K
7.09K $3.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 0.18%
$517.38 - $573.86 $18.1K - $20.1K
19K $10.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.62K
+ 1.16%
$53.41 - $57.9 $86.4K - $93.7K
141K $8.18M
OKE
Oneok Inc

Energy
537
+ 1.16%
$78.62 - $95.27 $42.2K - $51.2K
46.7K $4.26M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 0.5%
$245.82 - $304.51 $7.62K - $9.44K
6.2K $1.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.94K
+ 78.32%
$58.03 - $65.37 $229K - $258K
8.98K $581K
V
Visa Inc.

Financial Services
27
+ 0.18%
$253.74 - $291.56 $6.85K - $7.87K
15.5K $4.25M
ABT
Abbott Laboratories

Healthcare
34
+ 0.19%
$100.07 - $118.13 $3.4K - $4.02K
17.9K $2.04M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.38%
$801.83 - $917.05 $11.2K - $12.8K
3.73K $3.31M
JNJ
Johnson & Johnson

Healthcare
166
+ 2.45%
$145.48 - $167.38 $24.1K - $27.8K
6.93K $1.12M
CMCSA
Comcast Corp

Communication Services
486
+ 1.38%
$37.33 - $41.78 $18.1K - $20.3K
35.6K $1.49M
AMGN
Amgen Inc

Healthcare
57
+ 0.61%
$309.38 - $337.38 $17.6K - $19.2K
9.45K $3.04M
MSTR
Microstrategy Inc

Technology
2.13K
+ 1019.62%
$114.3 - $1800.09 $244K - $3.84M
2.34K $394K
SYK
Stryker Corp

Healthcare
10
+ 0.21%
$315.94 - $371.96 $3.16K - $3.72K
4.87K $1.76M
UNP
Union Pacific Corp

Industrials
23
+ 0.48%
$221.78 - $256.09 $5.1K - $5.89K
4.85K $1.19M
PEP
Pepsico Inc

Consumer Defensive
108
+ 0.73%
$161.9 - $179.3 $17.5K - $19.4K
14.9K $2.54M
LNT
Alliant Energy Corp

Utilities
62
+ 0.67%
$50.74 - $60.74 $3.15K - $3.77K
9.3K $564K
CRM
Salesforce, Inc.

Technology
7
+ 0.13%
$238.42 - $276.53 $1.67K - $1.94K
5.47K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
144
+ 2.75%
$194.9 - $224.8 $28.1K - $32.4K
5.38K $1.13M
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 0.19%
$170.05 - $200.86 $1.19K - $1.41K
3.71K $742K
ES
Eversource Energy

Utilities
47
+ 0.91%
$56.52 - $68.38 $2.66K - $3.21K
5.22K $355K
PRU
Prudential Financial Inc

Financial Services
123
+ 1.13%
$105.53 - $127.32 $13K - $15.7K
11K $1.33M
CMS
Cms Energy Corp

Utilities
25
+ 0.53%
$58.7 - $70.62 $1.47K - $1.77K
4.77K $336K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.4%
$181.06 - $197.17 $2.17K - $2.37K
3.04K $599K
HSY
Hershey CO

Consumer Defensive
36
+ 0.68%
$182.45 - $203.25 $6.57K - $7.32K
5.33K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.37%
$173.36 - $189.8 $1.91K - $2.09K
2.98K $565K
DTE
Dte Energy CO

Utilities
20
+ 0.92%
$108.67 - $128.41 $2.17K - $2.57K
2.19K $281K
AVGO
Broadcom Inc.

Technology
2.27K
+ 904.78%
$136.27 - $1745.86 $309K - $3.96M
2.52K $435K
VOOV
Vanguard S&P 500 Value ETF

ETFs
21
+ 1.13%
$175.0 - $190.72 $3.68K - $4.01K
1.89K $359K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.3%
$120.56 - $135.44 $844 - $948
2.31K $312K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.33%
$459.02 - $510.25 $918 - $1.02K
614 $303K
FVD
First Tr Value Line Divid Inde

ETFs
27
+ 0.49%
$40.45 - $45.49 $1.09K - $1.23K
5.49K $249K
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.1%
$84.77 - $97.13 $593 - $680
6.73K $644K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.42%
$160.76 - $177.82 $1.61K - $1.78K
2.38K $411K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.11%
$332.02 - $382.76 $664 - $766
1.84K $689K
YUM
Yum Brands Inc

Consumer Cyclical
11
+ 0.45%
$125.95 - $139.96 $1.39K - $1.54K
2.45K $342K
DSI
Ishares Msci Kld 400 Social Et

ETFs
10
+ 0.32%
$97.81 - $108.79 $978 - $1.09K
3.16K $343K
XLK
Technology Sector Spdr

ETFs
84
+ 2.75%
$197.34 - $237.68 $16.6K - $20K
3.14K $709K
CHD
Church & Dwight CO Inc

Consumer Defensive
32
+ 0.24%
$98.01 - $106.59 $3.14K - $3.41K
13.4K $1.41M
DLR
Digital Realty Trust, Inc.

Real Estate
10
+ 0.75%
$144.47 - $162.98 $1.44K - $1.63K
1.35K $218K
IBB
Ishares Biotechnology ETF

ETFs
3
+ 0.19%
$135.09 - $149.47 $405 - $448
1.59K $231K
PFE
Pfizer Inc

Healthcare
59
+ 0.56%
$27.7 - $31.39 $1.63K - $1.85K
10.5K $304K
Ishares Bitcoin Trust ETF
7.47K
+ 1.6%
N/A
473K $0
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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