Oxler Private Wealth LLC Sells in Q4 2024

Oxler Private Wealth LLC

  • $275 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-58
- 0.58%
$501.29 - $612.85 $29.1K - $35.5K
9.94K $5.17M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.05%
$727.2 - $932.06 $2.18K - $2.8K
6.05K $4.67M
AMGN
Amgen Inc

Healthcare
-3
- 0.03%
$258.78 - $328.31 $776 - $985
9.44K $2.46M
PEP
Pepsico Inc

Consumer Defensive
-898
- 6.01%
$151.29 - $176.1 $136K - $158K
14K $2.14M
MSFT
Microsoft Corp

Technology
-48
- 0.15%
$406.35 - $454.46 $19.5K - $21.8K
31.4K $13.2M
KO
Coca Cola CO

Consumer Defensive
-106
- 0.59%
$61.74 - $71.71 $6.54K - $7.6K
17.9K $1.11M
HSY
Hershey CO

Consumer Defensive
-293
- 5.5%
$168.67 - $193.65 $49.4K - $56.7K
5.04K $853K
CMCSA
Comcast Corp

Communication Services
-291
- 0.82%
$37.39 - $45.14 $10.9K - $13.1K
35.3K $1.33M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-3.46K
- 17.49%
$40.82 - $45.39 $141K - $157K
16.3K $678K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.92K
- 14.56%
$61.21 - $68.19 $118K - $131K
11.3K $704K
UNP
Union Pacific Corp

Industrials
-79
- 1.63%
$223.15 - $249.32 $17.6K - $19.7K
4.77K $1.09M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-4.73K
- 31.84%
$31.2 - $41.46 $147K - $196K
10.1K $379K
ES
Eversource Energy

Utilities
-645
- 12.36%
$55.9 - $67.73 $36.1K - $43.7K
4.57K $262K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.67K
- 36.4%
$45.39 - $62.98 $121K - $168K
4.66K $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-371
- 4.13%
$58.88 - $64.8 $21.8K - $24K
8.61K $507K
XLV
Select Sector Spdr Fund Health

ETFs
-7
- 0.18%
$136.28 - $154.74 $954 - $1.08K
3.86K $530K
CHD
Church & Dwight CO Inc

Consumer Defensive
-594
- 4.42%
$99.11 - $112.25 $58.9K - $66.7K
12.9K $1.35M
LNT
Alliant Energy Corp

Utilities
-747
- 8.03%
$56.24 - $63.63 $42K - $47.5K
8.56K $506K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.09K
- 7.02%
$51.33 - $58.78 $55.9K - $64K
14.4K $777K
CMS
Cms Energy Corp

Utilities
-278
- 5.83%
$65.76 - $71.94 $18.3K - $20K
4.49K $299K
PFE
Pfizer Inc

Healthcare
-402
- 3.82%
$24.8 - $30.19 $9.97K - $12.1K
10.1K $268K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3
- 0.01%
$126.68 - $134.74 $380 - $404
53.6K $6.83M
PG
Procter & Gamble CO

Consumer Defensive
-115
- 4.84%
$161.05 - $179.7 $18.5K - $20.7K
2.26K $379K
ABT
Abbott Laboratories

Healthcare
-142
- 0.79%
$111.93 - $119.39 $15.9K - $17K
17.8K $2.01M
YUM
Yum Brands Inc

Consumer Cyclical
-90
- 3.67%
$130.36 - $139.54 $11.7K - $12.6K
2.36K $317K
SYK
Stryker Corp

Healthcare
-42
- 0.86%
$345.14 - $392.15 $14.5K - $16.5K
4.83K $1.74M
VIG
Vanguard Dividend Appreciation

ETFs
-101
- 0.39%
N/A
25.6K $4.67M
XLK
Technology Sector Spdr

ETFs
-117
- 3.72%
$220.26 - $241.44 $25.8K - $28.2K
3.03K $703K
DIS
Walt Disney CO

Communication Services
-795
- 10.83%
$92.39 - $117.6 $73.5K - $93.5K
6.55K $729K
SHAK
Shake Shack Inc.

Consumer Cyclical
-127
- 4.7%
$101.73 - $138.76 $12.9K - $17.6K
2.57K $333K
BMY
Bristol Myers Squibb CO

Healthcare
-536
- 2.42%
$51.92 - $59.94 $27.8K - $32.1K
21.6K $1.22M
META
Meta Platforms, Inc.

Communication Services
-157
- 0.6%
$554.08 - $632.68 $87K - $99.3K
26K $15.3M
AAPL
Apple Inc.

Technology
-1.43K
- 3.33%
$221.69 - $259.02 $317K - $371K
41.6K $10.4M
GOOG
Alphabet Inc.

Communication Services
-93
- 0.25%
$163.08 - $198.16 $15.2K - $18.4K
37.7K $7.18M
GOOGL
Alphabet Inc.

Communication Services
-67
- 0.17%
$161.86 - $196.66 $10.8K - $13.2K
40.1K $7.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-319
- 0.33%
$180.88 - $232.93 $57.7K - $74.3K
96.4K $21.2M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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