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CIK: 0001846002
Total reported value
$350.0M
$350.0M
85 檔
32.9%
During the Q1 2025 filing period, Oxler Private Wealth LLC (CIK: 0001846002) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $350.0M across 85 reported positions.
In Q1 2025, Oxler Private Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.09% | +2.02% | +1.06% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.52% | +0.28% | +0.29% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 8.33% | -0.82% | +1.24% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.30% | +0.10% | -2.26% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.20% | -0.54% | -0.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.32% | -0.10% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.73% | +0.02% | -0.11% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.07% | -0.76% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.15% | — | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.73% | -0.04% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.42% | -0.27% | -0.42% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.37% | -0.69% | -4.28% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.32% | -0.03% | -1.38% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.43% | +0.05% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.37% | -0.41% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | -0.18% | -1.47% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.33% | +0.17% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.73% | -0.29% | -0.55% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.71% | -0.09% | -1.87% | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.66% | -0.15% | +1.05% | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.29% | -0.48% | +0.38% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.17% | +0.11% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.06% | +0.84% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.09% | -3.21% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.71% | -1.97% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.83% | -0.04% | -2.71% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.82% | -0.13% | -0.49% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.03% | +0.64% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.15% | -0.45% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.15% | +0.17% | |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.59% | +0.12% | -3.29% | |
| 32 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.59% | -0.01% | -0.89% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.52% | +0.19% | — | |
| 34 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.49% | -0.05% | -1.39% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.16% | +5.33% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.46% | -0.08% | +0.19% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.46% | -0.08% | +0.81% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | — | +0.64% | |
| 39 | PRU | Prudential Financial Inc | Stock-Financials | 0.44% | — | +1.26% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.01% | -8.03% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | +0.01% | -2.12% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.38% | +0.02% | +8.52% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.26% | -8.32% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.05% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.06% | -32.90% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.31% | -0.08% | +0.81% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.29% | -0.01% | -6.17% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.26% | — | +0.27% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.25% | -0.05% | -0.77% | |
| 50 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.25% | — | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 3 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 11 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 19 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 20 | OKE | Oneok Inc | — | NEW | New buy |
| 21 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | ABBV | Abbvie Inc | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | New buy |
| 27 | ABT | Abbott Laboratories | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 30 | SYK | Stryker CORP | — | NEW | New buy |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | New buy |
| 32 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 33 | ANET | Arista Networks Inc | — | NEW | New buy |
| 34 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 35 | NFLX | Netflix Inc | — | NEW | New buy |
| 36 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 37 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 41 | UNP | Union Pacific CORP | — | NEW | New buy |
| 42 | MSTR | Strategy Inc | — | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | TSLA | Tesla Inc | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | NEW | New buy |
| 46 | HSY | Hershey Co/the | — | NEW | New buy |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 48 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 49 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 50 | EES | Wisdomtree US Smallcap Fund | — | NEW | New buy |
According to official SEC Form 13F filings, Oxler Private Wealth LLC reported a total U.S. public equity portfolio value of $350.0M across 85 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, VOO, IBIT) accounted for 32.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $31.5M
During Q1 2025, Oxler Private Wealth LLC's top holdings by market value included QQQ (11.1%)、VOO (9.5%)、IBIT (8.3%). The largest single position, QQQ, represented 11.1% of total portfolio value.
In Q1 2025, Oxler Private Wealth LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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