Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR UNIT SER 1 | 12 | Q3 2023 | 9.3% |
VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 12 | Q3 2023 | 8.0% |
MICROSOFT CORP COM | 12 | Q3 2023 | 5.1% |
SPDR S&P 500 ETF TR TR UNIT | 12 | Q3 2023 | 4.2% |
META PLATFORMS INC CL A | 12 | Q3 2023 | 4.6% |
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | 12 | Q3 2023 | 4.4% |
APPLE INC COM | 12 | Q3 2023 | 4.1% |
THERMO FISHER SCIENTIFIC INC COM | 12 | Q3 2023 | 3.1% |
VISA INC COM CL A | 12 | Q3 2023 | 2.2% |
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF | 12 | Q3 2023 | 2.2% |
View Oxler Private Wealth LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-12 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-27 |
View Oxler Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.