Oxler Private Wealth LLC Reduced Holdings in Q3 2024

Oxler Private Wealth LLC

  • $269 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-56
- 0.18%
$395.15 - $467.56 $22.1K - $26.2K
31.5K $13.5M
VIG
Vanguard Dividend Appreciation

ETFs
-406
- 1.55%
$182.15 - $182.15 $74K - $74K
25.7K $4.69M
DIS
Walt Disney CO

Communication Services
-46
- 0.62%
$85.6 - $98.61 $3.94K - $4.54K
7.34K $706K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-428
- 2.8%
$28.88 - $32.61 $12.4K - $14K
14.8K $474K
SHAK
Shake Shack Inc.

Consumer Cyclical
-211
- 7.25%
$78.84 - $109.49 $16.6K - $23.1K
2.7K $278K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-138
- 1.85%
$39.47 - $49.4 $5.45K - $6.82K
7.33K $348K
XLV
Select Sector Spdr Fund Health

ETFs
-31
- 0.8%
$143.3 - $157.24 $4.44K - $4.87K
3.87K $595K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.57K
- 3.95%
$42.38 - $47.25 $66.3K - $73.9K
38.1K $1.8M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-459
- 3.36%
$56.83 - $62.44 $26.1K - $28.7K
13.2K $822K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-668
- 3.27%
$37.68 - $42.0 $25.2K - $28.1K
19.8K $821K
HD
Home Depot, Inc.

Consumer Cyclical
-27
- 2.39%
$333.64 - $405.2 $9.01K - $10.9K
1.11K $447K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-530
- 3.3%
$46.45 - $53.68 $24.6K - $28.5K
15.5K $817K
KO
Coca Cola CO

Consumer Defensive
-405
- 2.2%
$62.69 - $73.01 $25.4K - $29.6K
18K $1.29M
BMY
Bristol Myers Squibb CO

Healthcare
-1.38K
- 5.88%
$39.66 - $51.75 $54.8K - $71.5K
22.1K $1.15M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-165
- 0.76%
$111.9 - $124.28 $18.5K - $20.5K
21.5K $2.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-268
- 0.5%
$117.9 - $128.2 $31.6K - $34.4K
53.6K $6.87M
META
Meta Platforms, Inc.

Communication Services
-266
- 1.01%
$453.41 - $572.44 $121K - $152K
26.1K $14.9M
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
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