Oxler Private Wealth LLC Reduced Holdings in Q3 2025

Oxler Private Wealth LLC

  • $301 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-10.5K
- 76.28%
$133.81 - $152.16 $1.41M - $1.6M
3.27K $459K
KO
Coca Cola CO

Consumer Defensive
-11.6K
- 70.2%
$65.67 - $71.67 $760K - $829K
4.91K $325K
OKE
Oneok Inc

Energy
-2.59K
- 5.37%
$71.36 - $83.47 $185K - $216K
45.6K $3.33M
VIG
Vanguard Dividend Appreciation

ETFs
-1.55K
- 6.84%
N/A
21.1K $3.84M
META
Meta Platforms, Inc.

Communication Services
-220
- 0.89%
$695.21 - $791.73 $153K - $174K
24.5K $18M
CMCSA
Comcast Corp

Communication Services
-2.56K
- 7.36%
$31.41 - $36.33 $80.3K - $92.9K
32.2K $1.01M
V
Visa Inc.

Financial Services
-66
- 0.44%
$332.09 - $358.86 $21.9K - $23.7K
14.9K $5.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.25K
- 8.36%
$132.9 - $142.03 $564K - $603K
46.5K $6.56M
LLY
Eli Lilly & CO

Healthcare
-120
- 1.98%
$625.65 - $812.69 $75.1K - $97.5K
5.95K $4.54M
SHAK
Shake Shack Inc.

Consumer Cyclical
-217
- 8.43%
$92.4 - $142.03 $20.1K - $30.8K
2.36K $220K
CRM
Salesforce, Inc.

Technology
-27
- 0.75%
$231.66 - $273.65 $6.25K - $7.39K
3.59K $850K
AMZN
Amazon Com Inc

Consumer Cyclical
-576
- 0.62%
$211.65 - $238.24 $122K - $137K
92.2K $20.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-42
- 2.51%
$366.54 - $479.53 $15.4K - $20.1K
1.63K $639K
DIS
Walt Disney CO

Communication Services
-61
- 1.0%
$112.25 - $124.0 $6.85K - $7.56K
6.04K $691K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.4K
- 18.67%
$55.15 - $58.11 $77K - $81.2K
6.08K $349K
PG
Procter & Gamble CO

Consumer Defensive
-177
- 7.76%
$150.47 - $161.22 $26.6K - $28.5K
2.11K $323K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-376
- 3.88%
$32.53 - $36.88 $12.2K - $13.9K
9.33K $327K
Ishares Bitcoin Trust ETF
-9.38K
- 1.84%
N/A
501K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-365
- 6.8%
$39.37 - $44.24 $14.4K - $16.1K
5.01K $219K
XLV
Select Sector Spdr Fund Health

ETFs
-9
- 0.39%
$129.01 - $139.72 $1.16K - $1.26K
2.32K $322K
XLI
Industrial Sector Spdr

ETFs
-5
- 0.25%
$147.94 - $154.99 $740 - $775
2.02K $311K
LNT
Alliant Energy Corp

Utilities
-615
- 7.83%
$60.76 - $67.41 $37.4K - $41.5K
7.24K $488K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-437
- 4.09%
$61.83 - $67.07 $27K - $29.3K
10.2K $674K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-153
- 1.94%
$68.24 - $73.73 $10.4K - $11.3K
7.75K $569K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-519
- 3.94%
$50.48 - $57.12 $26.2K - $29.6K
12.6K $706K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-665
- 4.33%
$40.68 - $46.33 $27.1K - $30.8K
14.7K $666K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-10
- 0.22%
$68.94 - $86.3 $689 - $863
4.48K $386K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-217
- 1.18%
$122.57 - $132.57 $26.6K - $28.8K
18.1K $2.35M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-865
- 2.34%
$50.79 - $54.95 $43.9K - $47.5K
36.1K $1.98M
JNJ
Johnson & Johnson

Healthcare
-58
- 0.93%
$155.17 - $185.42 $9K - $10.8K
6.18K $1.15M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-311
- 0.92%
$98.99 - $112.2 $30.8K - $34.9K
33.4K $3.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-224
- 2.36%
$404.94 - $499.99 $90.7K - $112K
9.28K $4.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-227
- 1.21%
$617.65 - $666.84 $140K - $151K
18.6K $12.4M
GOOG
Alphabet Inc.

Communication Services
-152
- 0.41%
$175.16 - $255.24 $26.6K - $38.8K
37.3K $9.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-429
- 0.67%
$567.77 - $614.76 $244K - $264K
63.8K $39.1M
GOOGL
Alphabet Inc.

Communication Services
-38
- 0.09%
$174.36 - $254.72 $6.63K - $9.68K
40.1K $9.76M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email