Oxler Private Wealth LLC Sells in Q1 2025

Oxler Private Wealth LLC

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-2.18K
- 2.26%
$190.26 - $242.06 $415K - $528K
94.2K $17.9M
MSFT
Microsoft Corp

Technology
-30
- 0.1%
$375.39 - $447.2 $11.3K - $13.4K
31.4K $11.8M
GOOG
Alphabet Inc.

Communication Services
-154
- 0.41%
$156.06 - $207.71 $24K - $32K
37.5K $5.86M
AAPL
Apple Inc.

Technology
-318
- 0.76%
$209.68 - $247.1 $66.7K - $78.6K
41.3K $9.17M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-950
- 1.38%
$96.3 - $112.23 $91.5K - $107K
67.7K $6.6M
CRM
Salesforce, Inc.

Technology
-1.8K
- 32.9%
$268.36 - $359.95 $483K - $648K
3.67K $985K
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 0.11%
$551.42 - $612.93 $11K - $12.3K
19K $10.6M
META
Meta Platforms, Inc.

Communication Services
-254
- 0.98%
$576.36 - $736.67 $146K - $187K
25.7K $14.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-300
- 0.89%
$47.79 - $59.89 $14.3K - $18K
33.5K $1.68M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-55
- 0.55%
$497.6 - $606.74 $27.4K - $33.4K
9.88K $4.92M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-551
- 2.71%
$117.4 - $131.02 $64.7K - $72.2K
19.8K $2.37M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.25K
- 3.29%
$45.21 - $50.33 $56.7K - $63.1K
36.9K $1.69M
VIG
Vanguard Dividend Appreciation

ETFs
-479
- 1.87%
N/A
25.2K $4.58M
JPM
Jpmorgan Chase & CO

Financial Services
-434
- 8.03%
$225.19 - $279.95 $97.7K - $121K
4.97K $1.22M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-414
- 4.09%
$32.02 - $41.58 $13.3K - $17.2K
9.7K $314K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-177
- 3.8%
$47.25 - $67.02 $8.36K - $11.9K
4.49K $213K
XLV
Select Sector Spdr Fund Health

ETFs
-518
- 13.42%
$137.61 - $149.68 $71.3K - $77.5K
3.34K $487K
XLI
Industrial Sector Spdr

ETFs
-299
- 12.89%
$128.78 - $141.67 $38.5K - $42.4K
2.02K $264K
PFE
Pfizer Inc

Healthcare
-165
- 1.63%
$25.01 - $27.13 $4.13K - $4.48K
9.94K $251K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-631
- 7.33%
$58.01 - $64.46 $36.6K - $40.7K
7.98K $495K
IDXX
Idexx Laboratories Inc

Healthcare
-13
- 0.77%
$406.29 - $469.04 $5.28K - $6.1K
1.68K $706K
UNP
Union Pacific Corp

Industrials
-101
- 2.12%
$225.21 - $254.42 $22.7K - $25.7K
4.67K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-224
- 0.42%
$126.11 - $135.06 $28.2K - $30.3K
53.3K $6.88M
CHD
Church & Dwight CO Inc

Consumer Defensive
-179
- 1.39%
$101.42 - $113.2 $18.2K - $20.3K
12.7K $1.39M
JNJ
Johnson & Johnson

Healthcare
-580
- 8.32%
$142.06 - $167.7 $82.4K - $97.3K
6.39K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 4.76%
$442.66 - $534.52 $22.1K - $26.7K
1K $533K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-110
- 6.17%
$402.49 - $513.76 $44.3K - $56.5K
1.67K $811K
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 0.45%
$279.74 - $321.29 $7.83K - $9K
6.21K $1.94M
ABT
Abbott Laboratories

Healthcare
-87
- 0.49%
$111.1 - $140.22 $9.67K - $12.2K
17.7K $2.35M
AMGN
Amgen Inc

Healthcare
-303
- 3.21%
$258.59 - $327.36 $78.4K - $99.2K
9.14K $2.85M
V
Visa Inc.

Financial Services
-227
- 1.47%
$306.92 - $362.71 $69.7K - $82.3K
15.3K $5.34M
GLD
Spdr Gold Trust

ETFs
-1.05K
- 4.28%
$243.19 - $288.14 $254K - $301K
23.4K $6.74M
Activity Summary
Buys All Purchases 44 New Holdings 1 Increased Positions 43 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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