Oxler Private Wealth LLC Portfolio Holdings

Oxler Private Wealth LLC

  • $284 Million
  • Q2 2025

Oxler Private Wealth LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $43.4M, Vanguard Index Fds S&P 500 ETF with a value of $36.5M, Amazon Com Inc with a value of $20.3M, Meta Platforms, Inc. with a value of $18.3M, and Microsoft Corp with a value of $15.6M.

Examining the 13F form we can see an increase of $24.8M in the current position value, from $259M to 284M.

Oxler Private Wealth LLC is based out at New York, NY

Below you can find more details about Oxler Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $128 Million
Technology: $43.2 Million
Communication Services: $35.9 Million
Consumer Cyclical: $26.4 Million
Healthcare: $22 Million
Consumer Defensive: $8.96 Million
Financial Services: $8.92 Million
Industrials: $5.09 Million
Other: $5.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$20.3 Million 7.17% of portfolio
92,733
Q2 2025 Reduced 1.58%
$1.78T
$18.3 Million 6.44% of portfolio
24,765
Q2 2025 Reduced 3.65%
$3.95T
$15.6 Million 5.49% of portfolio
31,328
Q2 2025 Reduced 0.21%
$456B
$12.9 Million 4.56% of portfolio
81,858
Q2 2025 Added 0.01%
$3.69T
$8.43 Million 2.97% of portfolio
41,080
Q2 2025 Reduced 0.47%
$1.21T
$7.08 Million 2.49% of portfolio
40,175
Q2 2025 Added 0.09%
$1.24T
$6.65 Million 2.34% of portfolio
37,475
Q2 2025 Reduced 0.14%
$551B
$5.32 Million 1.87% of portfolio
14,991
Q2 2025 Reduced 1.7%
$608B
$4.73 Million 1.67% of portfolio
6,068
Q2 2025 Added 0.18%
$33.1B
$3.94 Million 1.39% of portfolio
48,224
Q2 2025 Added 1.2%
$187B
$3.85 Million 1.36% of portfolio
9,499
Q2 2025 Reduced 3.9%
$439B
$3.71 Million 1.31% of portfolio
3,745
Q2 2025 Added 0.11%
$89.4B
$3.56 Million 1.25% of portfolio
7,111
Q2 2025 Reduced 0.45%
$351B
$3.16 Million 1.11% of portfolio
17,002
Q2 2025 Added 0.87%
$52.5B
$3.06 Million 1.08% of portfolio
14,940
Q1 2025 Reduced 1.97%
$152B
$2.46 Million 0.87% of portfolio
8,807
Q2 2025 Reduced 3.64%
$142B
$1.91 Million 0.67% of portfolio
4,835
Q2 2025 Reduced 0.02%
$545B
$1.9 Million 0.67% of portfolio
1,422
Q1 2025 Added 5.33%
$202B
$1.82 Million 0.64% of portfolio
13,798
Q2 2025 Reduced 2.37%
$1.19B
$1.83 Million 0.64% of portfolio
32,600
Q2 2025 Reduced 2.54%
$222B
$1.82 Million 0.64% of portfolio
6,233
Q2 2025 Added 0.32%
$3.68B
$1.54 Million 0.54% of portfolio
3,800
Q2 2025 Added 2.21%
$859B
$1.44 Million 0.51% of portfolio
4,980
Q2 2025 Added 0.12%
$141B
$1.24 Million 0.44% of portfolio
34,749
Q2 2025 Reduced 2.45%
$1.08T
$1.26 Million 0.44% of portfolio
3,970
Q1 2024 New
$39.1B
$1.22 Million 0.43% of portfolio
11,371
Q2 2025 Added 1.27%
$306B
$1.17 Million 0.41% of portfolio
16,480
Q2 2025 Reduced 8.32%
$135B
$1.08 Million 0.38% of portfolio
4,690
Q2 2025 Added 0.54%
$22.4B
$1.06 Million 0.37% of portfolio
11,001
Q2 2025 Reduced 13.18%
$232B
$986,000 0.35% of portfolio
3,617
Q2 2025 Reduced 1.52%
$99B
$976,000 0.34% of portfolio
21,088
Q2 2025 Reduced 2.51%
$452B
$953,000 0.34% of portfolio
6,241
Q2 2025 Reduced 2.38%
$54.3B
$902,000 0.32% of portfolio
1,682
Q1 2025 Reduced 0.77%
$25.9B
$849,000 0.3% of portfolio
5,118
Q2 2025 Added 0.79%
$207B
$756,000 0.27% of portfolio
6,104
Q2 2025 Reduced 9.27%
$99.5B
$745,000 0.26% of portfolio
1,674
Q1 2025 Reduced 6.17%
$127B
$700,000 0.25% of portfolio
2,543
Q2 2025 Added 0.24%
$16.3B
$475,000 0.17% of portfolio
7,857
Q2 2025 Reduced 8.71%
$621B
$486,000 0.17% of portfolio
1,001
Q1 2025 Reduced 4.76%
$254B
$446,000 0.16% of portfolio
631
Q2 2025 Added 0.32%
$405B
$412,000 0.15% of portfolio
1,124
Q2 2025 Added 0.63%
$4.33B
$361,000 0.13% of portfolio
2,573
Q4 2024 Reduced 4.7%
$368B
$363,000 0.13% of portfolio
2,282
Q2 2025 Added 0.48%
$21.1B
$305,000 0.11% of portfolio
4,405
Q2 2025 Reduced 2.44%
$40.4B
$321,000 0.11% of portfolio
2,169
Q2 2025 Reduced 8.64%
$229B
$275,000 0.1% of portfolio
1,890
Q2 2025 Added 0.32%
$22.8B
$293,000 0.1% of portfolio
4,620
Q2 2025 Added 0.04%
$27.1B
$247,000 0.09% of portfolio
1,868
Q2 2025 Reduced 16.2%
$48.7B
$240,000 0.08% of portfolio
1,379
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $284 Million
  • Prior Value $259 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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