Oxler Private Wealth LLC Reduced Holdings in Q2 2025

Oxler Private Wealth LLC

  • $284 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-134K
- 94.73%
$47.46 - $55.3 $6.38M - $7.44M
7.48K $412K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-34K
- 50.2%
$83.54 - $100.04 $2.84M - $3.4M
33.7K $3.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-385
- 3.9%
$390.26 - $489.06 $150K - $188K
9.5K $3.85M
AAPL
Apple Inc.

Technology
-193
- 0.47%
$172.42 - $223.89 $33.3K - $43.2K
41.1K $8.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12.7K
- 70.25%
$32.0 - $39.87 $406K - $506K
5.37K $213K
VIG
Vanguard Dividend Appreciation

ETFs
-2.51K
- 10.0%
N/A
22.6K $4.12M
AMGN
Amgen Inc

Healthcare
-333
- 3.64%
$262.28 - $309.85 $87.3K - $103K
8.81K $2.46M
BMY
Bristol Myers Squibb CO

Healthcare
-543
- 2.51%
$44.12 - $59.6 $24K - $32.4K
21.1K $976K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.67K
- 13.18%
$91.57 - $110.76 $153K - $185K
11K $1.06M
PEP
Pepsico Inc

Consumer Defensive
-335
- 2.37%
$128.02 - $151.37 $42.9K - $50.7K
13.8K $1.82M
KO
Coca Cola CO

Consumer Defensive
-1.5K
- 8.32%
$68.37 - $73.9 $102K - $110K
16.5K $1.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.54K
- 4.76%
$114.78 - $133.31 $292K - $339K
50.8K $6.77M
JNJ
Johnson & Johnson

Healthcare
-152
- 2.38%
$146.36 - $159.82 $22.2K - $24.3K
6.24K $953K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.45K
- 7.35%
$103.88 - $123.68 $151K - $180K
18.3K $2.27M
NOC
Northrop Grumman Corp

Industrials
-32
- 0.45%
$456.3 - $540.39 $14.6K - $17.3K
7.11K $3.56M
LNT
Alliant Energy Corp

Utilities
-750
- 8.71%
$58.79 - $64.85 $44.1K - $48.6K
7.86K $475K
CMCSA
Comcast Corp

Communication Services
-873
- 2.45%
$32.84 - $36.72 $28.7K - $32.1K
34.7K $1.24M
DTE
Dte Energy CO

Utilities
-361
- 16.2%
$127.39 - $139.49 $46K - $50.4K
1.87K $247K
YUM
Yum Brands Inc

Consumer Cyclical
-205
- 8.64%
$138.36 - $161.45 $28.4K - $33.1K
2.17K $321K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.3K
- 8.96%
$42.54 - $50.99 $55.1K - $66.1K
13.2K $670K
CMS
Cms Energy Corp

Utilities
-110
- 2.44%
$68.57 - $75.51 $7.54K - $8.31K
4.41K $305K
V
Visa Inc.

Financial Services
-260
- 1.7%
$308.27 - $373.31 $80.2K - $97.1K
15K $5.32M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-623
- 5.51%
$51.81 - $61.79 $32.3K - $38.5K
10.7K $659K
ABT
Abbott Laboratories

Healthcare
-537
- 3.03%
$123.95 - $138.08 $66.6K - $74.1K
17.2K $2.33M
IVE
Ishares S&P 500 Value ETF

ETFs
-134
- 4.38%
$168.34 - $195.42 $22.6K - $26.2K
2.93K $572K
IWD
Ishares Russell 1000 Val ETF

ETFs
-122
- 4.07%
$166.82 - $194.23 $20.4K - $23.7K
2.88K $559K
CRM
Salesforce, Inc.

Technology
-56
- 1.52%
$236.26 - $291.15 $13.2K - $16.3K
3.62K $986K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-986
- 6.04%
$33.13 - $40.67 $32.7K - $40.1K
15.3K $624K
XLY
Select Sector Spdr Consumer Di

ETFs
-206
- 5.53%
$176.34 - $218.59 $36.3K - $45K
3.52K $764K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-76
- 0.95%
$55.54 - $69.09 $4.22K - $5.25K
7.9K $545K
DIS
Walt Disney CO

Communication Services
-624
- 9.27%
$81.72 - $124.01 $51K - $77.4K
6.1K $756K
SYK
Stryker Corp

Healthcare
-1
- 0.02%
$337.37 - $395.63 $337 - $396
4.84K $1.91M
XLK
Technology Sector Spdr

ETFs
-58
- 1.91%
$179.73 - $253.23 $10.4K - $14.7K
2.97K $752K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-850
- 2.54%
$45.98 - $56.15 $39.1K - $47.7K
32.6K $1.83M
GLD
Spdr Gold Trust

ETFs
-33
- 0.14%
$273.71 - $316.29 $9.03K - $10.4K
23.4K $7.12M
GOOG
Alphabet Inc.

Communication Services
-52
- 0.14%
$146.58 - $180.01 $7.62K - $9.36K
37.5K $6.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
-146
- 0.77%
$496.48 - $617.85 $72.5K - $90.2K
18.8K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 1.58%
$167.32 - $223.3 $249K - $333K
92.7K $20.3M
META
Meta Platforms, Inc.

Communication Services
-937
- 3.65%
$484.66 - $738.09 $454K - $692K
24.8K $18.3M
MSFT
Microsoft Corp

Technology
-65
- 0.21%
$354.56 - $497.45 $23K - $32.3K
31.3K $15.6M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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