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CIK: 0001846002
Total reported value
$350.0M
$350.0M
90 檔
44.0%
As reported in its official Q4 2025 Form 13F filing, Oxler Private Wealth LLC's tracked investment portfolio stood at $350.0M with 90 total positions.
Oxler Private Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.14% | +2.02% | +0.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.52% | +0.28% | -0.67% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 7.96% | -0.82% | +10.41% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.21% | +0.10% | +0.89% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.75% | -0.54% | +1.17% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.50% | +0.15% | +1.88% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.32% | -0.49% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.67% | +0.02% | -0.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +0.43% | -0.33% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.37% | +0.37% | -0.53% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.07% | -1.74% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.68% | -0.69% | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.88% | +0.33% | +1.70% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.77% | -0.27% | -8.59% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | -0.18% | +3.71% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.51% | -0.29% | -2.77% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.09% | -6.04% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.17% | -0.48% | -1.04% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.06% | +0.70% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.08% | -0.03% | -1.59% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 0.99% | -0.15% | +1.49% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.17% | -3.20% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.09% | +0.41% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.71% | — | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.72% | +0.19% | — | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.69% | -0.04% | -0.44% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.13% | -0.74% | |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.59% | +0.12% | +0.18% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.15% | +0.59% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.05% | +1.94% | |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.52% | +0.14% | +263.46% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.26% | +32.17% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | -0.15% | +0.19% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.01% | +0.46% | |
| 35 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.42% | +0.12% | -54.19% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.16% | +970.32% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.35% | -0.01% | — | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.34% | -0.05% | +2.44% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.08% | +1.32% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | +0.01% | +0.55% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.06% | +0.17% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | -0.08% | -1.02% | |
| 43 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.27% | -0.08% | +0.76% | |
| 44 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.27% | -0.05% | -0.72% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.03% | +0.20% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | +0.05% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.08% | +100.24% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.24% | — | +100.37% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | +0.09% | |
| 50 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.22% | +0.08% | -1.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.33% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -0.53% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.6% | +1.70% | Add |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.4% | +263.46% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +0.69% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.89% | Add |
| 7 | GLD | Spdr Gold Shares | +0.3% | — | Unchanged |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.77% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | +32.17% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.67% | Trim |
| 11 | AAPL | Apple Inc | +0.1% | -1.74% | Trim |
| 12 | AMGN | Amgen Inc | +0.1% | +0.41% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | +3.71% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +1.88% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.17% | Trim |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +1.32% | Add |
| 17 | CRM | Salesforce Inc | 0% | +0.17% | Add |
| 18 | IDXX | Idexx Laboratories Inc | 0% | +2.44% | Add |
| 19 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 20 | OKE | Oneok Inc | 0% | +1.49% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +0.20% | Add |
| 22 | TSLA | Tesla Inc | 0% | +1.94% | Add |
| 23 | GS | Goldman Sachs Group Inc | 0% | +0.16% | Add |
| 24 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.18% | Add |
| 25 | IJS | Ishares S&p Small-cap 600 Va | 0% | -1.59% | Trim |
| 26 | CMCSA | Comcast Corp-class A | 0% | -1.02% | Trim |
| 27 | CHD | Church & Dwight Co Inc | 0% | -0.72% | Trim |
| 28 | PEP | Pepsico Inc | 0% | -12.25% | Trim |
| 29 | CMG | Chipotle Mexican Grill Inc | 0% | — | Unchanged |
| 30 | EZM | Wisdomtree US Midcap Fund | 0% | -9.46% | Trim |
| 31 | XLV | Ss Health Care Select Sector | 0% | -38.12% | Trim |
| 32 | SYK | Stryker CORP | 0% | +0.19% | Add |
| 33 | ABT | Abbott Laboratories | -0.1% | -0.74% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -6.04% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | — | Unchanged |
| 36 | ANET | Arista Networks Inc | -0.1% | — | Unchanged |
| 37 | NFLX | Netflix Inc | -0.1% | +970.32% | Add |
| 38 | COST | Costco Wholesale CORP | -0.1% | -3.20% | Trim |
| 39 | NOC | Northrop Grumman CORP | -0.1% | -1.04% | Trim |
| 40 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -8.59% | Trim |
| 41 | BMNR | Bitmine Immersion Technologi | -0.2% | -23.13% | Trim |
| 42 | MSTR | Strategy Inc | -0.3% | -8.58% | Trim |
| 43 | MSFT | Microsoft CORP | -0.4% | -0.49% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.5% | +1.17% | Add |
| 45 | ETHA | Ishares Ethereum Trust ETF | -0.9% | -54.19% | Trim |
| 46 | IBIT | Ishares Bitcoin Trust ETF | -1.5% | +10.41% | Add |
| 47 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 48 | SHAK | Shake Shack Inc - Class A | — | EXIT | Sold out |
| 49 | CAT | Caterpillar Inc | — | NEW | New buy |
| 50 | VTV | Vanguard Value ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Oxler Private Wealth LLC reported a total U.S. public equity portfolio value of $350.0M across 90 disclosed positions in Q4 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 44.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $251.2K
Top Position Liquidated / Trimmed
SHAK
前期市值: $220.5K
During Q4 2025, Oxler Private Wealth LLC's top holdings by market value included QQQ (14.1%)、VOO (11.5%)、IBIT (8.0%). The largest single position, QQQ, represented 14.1% of total portfolio value.
In Q4 2025, Oxler Private Wealth LLC made 45 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 21 holdings, and fully liquidating 2 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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