Oxler Private Wealth LLC Portfolio Holdings

Oxler Private Wealth LLC

  • $259 Million
  • Q1 2025

Oxler Private Wealth LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $259 Million distributed in 85 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 $31.5M, Vanguard Index Fds S&P 500 ETF with a value of $27.1M, Amazon Com Inc with a value of $17.9M, Meta Platforms, Inc. with a value of $14.8M, and Microsoft Corp with a value of $11.8M.

Examining the 13F form we can see an decrease of $16.2M in the current position value, from $275M to 259M.

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 $259 Million
ETFs: $116 Million
Technology: $34.9 Million
Communication Services: $30.2 Million
Healthcare: $24.6 Million
Consumer Cyclical: $23.6 Million
Consumer Defensive: $9.59 Million
Financial Services: $8.69 Million
Industrials: $5.13 Million
Other: $6.21 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $259 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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