Oxler Private Wealth LLC Portfolio Holdings

Oxler Private Wealth LLC

  • $275 Million
  • Q4 2024

Oxler Private Wealth LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 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 $34M, Vanguard Index Fds S&P 500 ETF with a value of $28.3M, Amazon Com Inc with a value of $21.2M, Meta Platforms, Inc. with a value of $15.3M, and Microsoft Corp with a value of $13.2M.

Examining the 13F form we can see an increase of $5.81M in the current position value, from $269M to 275M.

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 $275 Million
ETFs: $122 Million
Technology: $40.8 Million
Communication Services: $33.3 Million
Consumer Cyclical: $27.7 Million
Healthcare: $22.9 Million
Consumer Defensive: $9.25 Million
Financial Services: $8.33 Million
Industrials: $4.83 Million
Other: $6.31 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$2.04 Million 0.74% of portfolio
33,750
Q2 2024 Added 4,900.0%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $275 Million
  • Prior Value $269 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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