$177 Million is the total value of Oxler Private Wealth LLC's 221 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INC | $17,323,000 | – | 5,319 | +100.0% | 9.76% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $8,843,000 | – | 29,365 | +100.0% | 4.98% | – |
| FB | New | FACEBOOK INCcl a | $8,218,000 | – | 30,088 | +100.0% | 4.63% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $7,368,000 | – | 19,699 | +100.0% | 4.15% | – |
| MSFT | New | MICROSOFT CORP | $7,186,000 | – | 32,338 | +100.0% | 4.05% | – |
| AAPL | New | APPLE INC | $5,927,000 | – | 44,672 | +100.0% | 3.34% | – |
| NEM | New | NEWMONT CORP | $5,265,000 | – | 72,113 | +100.0% | 2.97% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $5,046,000 | – | 10,834 | +100.0% | 2.84% | – |
| CHWY | New | CHEWY INCcl a | $4,867,000 | – | 54,155 | +100.0% | 2.74% | – |
| V | New | VISA INC | $3,863,000 | – | 17,685 | +100.0% | 2.18% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $3,708,000 | – | 2,116 | +100.0% | 2.09% | – |
| VOO | New | VANGUARD INDEX FDS | $3,708,000 | – | 11,475 | +100.0% | 2.09% | – |
| GOLD | New | BARRICK GOLD CORP | $3,596,000 | – | 123,028 | +100.0% | 2.03% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $3,538,000 | – | 2,020 | +100.0% | 1.99% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $3,244,000 | – | 35,453 | +100.0% | 1.83% | – |
| NEE | New | NEXTERA ENERGY INC | $3,178,000 | – | 41,200 | +100.0% | 1.79% | – |
| CHD | New | CHURCH & DWIGHT INC | $2,909,000 | – | 33,360 | +100.0% | 1.64% | – |
| AMGN | New | AMGEN INC | $2,876,000 | – | 12,510 | +100.0% | 1.62% | – |
| ES | New | EVERSOURCE ENERGY | $2,738,000 | – | 31,650 | +100.0% | 1.54% | – |
| DIS | New | DISNEY WALT CO | $2,440,000 | – | 13,469 | +100.0% | 1.38% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $2,259,000 | – | 7,414 | +100.0% | 1.27% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $2,200,000 | – | 42,000 | +100.0% | 1.24% | – |
| PFE | New | PFIZER INC | $2,148,000 | – | 58,360 | +100.0% | 1.21% | – |
| MKC | New | MCCORMICK & CO INC | $2,141,000 | – | 22,400 | +100.0% | 1.21% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $2,086,000 | – | 33,632 | +100.0% | 1.18% | – |
| PEP | New | PEPSICO INC | $2,076,000 | – | 14,003 | +100.0% | 1.17% | – |
| ABT | New | ABBOTT LABS | $1,970,000 | – | 17,998 | +100.0% | 1.11% | – |
| LNT | New | ALLIANT ENERGY CORP | $1,746,000 | – | 33,900 | +100.0% | 0.98% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,726,000 | – | 11,164 | +100.0% | 0.97% | – |
| D | New | DOMINION ENERGY INC | $1,576,000 | – | 20,970 | +100.0% | 0.89% | – |
| CMS | New | CMS ENERGY CORP | $1,546,000 | – | 25,345 | +100.0% | 0.87% | – |
| OKE | New | ONEOK INC NEW | $1,535,000 | – | 40,000 | +100.0% | 0.86% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONSCORPcl a | $1,481,000 | – | 18,080 | +100.0% | 0.84% | – |
| COST | New | COSTCO WHOLESALE CORP NEW | $1,326,000 | – | 3,520 | +100.0% | 0.75% | – |
| MCD | New | MCDONALDS CORP | $1,281,000 | – | 5,970 | +100.0% | 0.72% | – |
| ABBV | New | ABBVIE INC | $1,149,000 | – | 10,725 | +100.0% | 0.65% | – |
| CRM | New | SALESFORCE COM INC | $1,112,000 | – | 5,000 | +100.0% | 0.63% | – |
| UNP | New | UNION PAC CORP | $974,000 | – | 4,690 | +100.0% | 0.55% | – |
| MDT | New | MEDTRONIC HOLDINGS LIMITED, DUBLIN | $937,000 | – | 8,000 | +100.0% | 0.53% | – |
| DFS | New | DISCOVER FINL SVCS | $905,000 | – | 10,000 | +100.0% | 0.51% | – |
| TSLA | New | TESLA INC | $892,000 | – | 1,265 | +100.0% | 0.50% | – |
| BIDU | New | BAIDU INCspon adr rep a | $872,000 | – | 4,033 | +100.0% | 0.49% | – |
| CVS | New | CVS HEALTH CORP | $870,000 | – | 12,750 | +100.0% | 0.49% | – |
| KO | New | COCA COLA CO | $866,000 | – | 15,800 | +100.0% | 0.49% | – |
| CVX | New | CHEVRON CORP NEW | $863,000 | – | 10,225 | +100.0% | 0.49% | – |
| BIIB | New | BIOGEN INC | $827,000 | – | 3,380 | +100.0% | 0.47% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $826,000 | – | 10,554 | +100.0% | 0.46% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $813,000 | – | 13,840 | +100.0% | 0.46% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $800,000 | – | 9,644 | +100.0% | 0.45% | – |
| PRFZ | New | INVESCO EXCHANGE-TRADED FD TRftse rafi 1500 | $766,000 | – | 5,079 | +100.0% | 0.43% | – |
| HSY | New | HERSHEY CO | $761,000 | – | 5,000 | +100.0% | 0.43% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $749,000 | – | 9,000 | +100.0% | 0.42% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $746,000 | – | 19,183 | +100.0% | 0.42% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $744,000 | – | 17,141 | +100.0% | 0.42% | – |
| NFLX | New | NETFLIX INC | $729,000 | – | 1,350 | +100.0% | 0.41% | – |
| CI | New | CIGNA CORP NEW | $728,000 | – | 3,500 | +100.0% | 0.41% | – |
| IBB | New | ISHARES TRnasdaq biotech | $719,000 | – | 4,751 | +100.0% | 0.40% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $715,000 | – | 14,825 | +100.0% | 0.40% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUPINC | $699,000 | – | 12,000 | +100.0% | 0.39% | – |
| YUM | New | YUM BRANDS INC | $687,000 | – | 6,330 | +100.0% | 0.39% | – |
| DPZ | New | DOMINOS PIZZA INC | $661,000 | – | 1,725 | +100.0% | 0.37% | – |
| PYPL | New | PAYPAL HLDGS INC | $661,000 | – | 2,825 | +100.0% | 0.37% | – |
| REGN | New | REGENERON PHARMACEUTICALS INC | $652,000 | – | 1,710 | +100.0% | 0.37% | – |
| DOCU | New | DOCUSIGN INC | $632,000 | – | 2,844 | +100.0% | 0.36% | – |
| JPM | New | JPMORGAN CHASE & CO | $632,000 | – | 5,025 | +100.0% | 0.36% | – |
| GIB | New | CGI INCcl a sub vtg | $618,000 | – | 7,800 | +100.0% | 0.35% | – |
| SO | New | SOUTHERN CO | $614,000 | – | 10,000 | +100.0% | 0.35% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $608,000 | – | 3,785 | +100.0% | 0.34% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $590,000 | – | 6,761 | +100.0% | 0.33% | – |
| MRK | New | MERCK & CO INC NEW | $572,000 | – | 7,000 | +100.0% | 0.32% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $540,000 | – | 5,530 | +100.0% | 0.30% | – |
| PANW | New | PALO ALTO NETWORKS INC | $522,000 | – | 1,470 | +100.0% | 0.29% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $435,000 | – | 1,807 | +100.0% | 0.24% | – |
| PRU | New | PRUDENTIAL FINL INC | $427,000 | – | 5,477 | +100.0% | 0.24% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $421,000 | – | 6,604 | +100.0% | 0.24% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $413,000 | – | 750 | +100.0% | 0.23% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH COMord | $412,000 | – | 3,100 | +100.0% | 0.23% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $402,000 | – | 3,547 | +100.0% | 0.23% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $386,000 | – | 2,975 | +100.0% | 0.22% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $371,000 | – | 2,717 | +100.0% | 0.21% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $327,000 | – | 5,436 | +100.0% | 0.18% | – |
| ARKK | New | ARK ETF TRinnovation etf | $312,000 | – | 2,649 | +100.0% | 0.18% | – |
| YUMC | New | YUM CHINA HLDGS INC | $298,000 | – | 5,230 | +100.0% | 0.17% | – |
| SHOP | New | SHOPIFY INCcl a | $294,000 | – | 260 | +100.0% | 0.17% | – |
| HD | New | HOME DEPOT INC | $290,000 | – | 1,095 | +100.0% | 0.16% | – |
| DG | New | DOLLAR GEN CORP NEW | $283,000 | – | 1,350 | +100.0% | 0.16% | – |
| TDOC | New | TELADOC HEALTH INC | $282,000 | – | 1,415 | +100.0% | 0.16% | – |
| ENB | New | ENBRIDGE INC | $280,000 | – | 8,757 | +100.0% | 0.16% | – |
| SLV | New | ISHARES SILVER TRishares | $270,000 | – | 6,000 | +100.0% | 0.15% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $262,000 | – | 2,054 | +100.0% | 0.15% | – |
| NKE | New | NIKE INCcl b | $252,000 | – | 1,785 | +100.0% | 0.14% | – |
| JWS | New | Jaws Acquisition Corp. | $246,000 | – | 18,360 | +100.0% | 0.14% | – |
| SNOW | New | SNOWFLAKE INCcl a | $247,000 | – | 880 | +100.0% | 0.14% | – |
| PG | New | PROCTER & GAMBLE CO | $236,000 | – | 1,700 | +100.0% | 0.13% | – |
| WMT | New | WALMART INC | $232,000 | – | 1,615 | +100.0% | 0.13% | – |
| SQ | New | SQUARE INCcl a | $233,000 | – | 1,075 | +100.0% | 0.13% | – |
| IDXX | New | IDEXX LABS INC | $230,000 | – | 462 | +100.0% | 0.13% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $217,000 | – | 3,040 | +100.0% | 0.12% | – |
| VIG | New | VANGUARD SPECIALIZEDFUNDSdiv app etf | $213,000 | – | 1,545 | +100.0% | 0.12% | – |
| NOVS | New | NOVUS CAP CORP | $210,000 | – | 0 | +100.0% | 0.12% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $202,000 | – | 2,288 | +100.0% | 0.11% | – |
| TWLO | New | TWILIO INCcl a | $203,000 | – | 600 | +100.0% | 0.11% | – |
| UL | New | UNILEVER PLCspon adr new | $195,000 | – | 3,241 | +100.0% | 0.11% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INCcl a | $193,000 | – | 575 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $191,000 | – | 825 | +100.0% | 0.11% | – |
| BBEU | New | J P MORGAN EXCHANGE-TRADED FDTRbetbuld europe | $188,000 | – | 7,212 | +100.0% | 0.11% | – |
| FVD | New | FIRST TR VALUE LINE DIVIDINDEX FD | $179,000 | – | 5,132 | +100.0% | 0.10% | – |
| ETSY | New | ETSY INC | $177,000 | – | 1,000 | +100.0% | 0.10% | – |
| ICE | New | INTERCONTINENTAL EXCHANGEINC | $172,000 | – | 1,500 | +100.0% | 0.10% | – |
| OGS | New | ONE GAS INC | $167,000 | – | 2,180 | +100.0% | 0.09% | – |
| DLR | New | DIGITAL RLTY TR INC | $167,000 | – | 1,200 | +100.0% | 0.09% | – |
| DEO | New | DIAGEO PLCspon adr new | $165,000 | – | 1,040 | +100.0% | 0.09% | – |
| MTCH | New | MATCH GROUP INC NEW | $151,000 | – | 1,000 | +100.0% | 0.08% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $146,000 | – | 555 | +100.0% | 0.08% | – |
| SDY | New | SPDR SER TRs&p divid etf | $146,000 | – | 1,385 | +100.0% | 0.08% | – |
| BYND | New | BEYOND MEAT INC | $139,000 | – | 1,115 | +100.0% | 0.08% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $137,000 | – | 99 | +100.0% | 0.08% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $136,000 | – | 4,630 | +100.0% | 0.08% | – |
| VTRS | New | VIATRIS INC | $135,000 | – | 7,225 | +100.0% | 0.08% | – |
| BCE | New | BCE INC | $132,000 | – | 3,100 | +100.0% | 0.07% | – |
| HON | New | HONEYWELL INTL INC | $127,000 | – | 600 | +100.0% | 0.07% | – |
| VUG | New | VANGUARD WORLD FDSgrowth etf | $128,000 | – | 509 | +100.0% | 0.07% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $126,000 | – | 3,851 | +100.0% | 0.07% | – |
| BBJP | New | J P MORGAN EXCHANGE-TRADED FDTRbetbuld japan | $125,000 | – | 4,485 | +100.0% | 0.07% | – |
| DTE | New | DTE ENERGY CO | $121,000 | – | 1,000 | +100.0% | 0.07% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $117,000 | – | 1,650 | +100.0% | 0.07% | – |
| VTV | New | VANGUARD WORLD FDSvalue etf | $117,000 | – | 989 | +100.0% | 0.07% | – |
| WTRG | New | ESSENTIAL UTILS INC | $118,000 | – | 2,500 | +100.0% | 0.07% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $115,000 | – | 1,099 | +100.0% | 0.06% | – |
| NOW | New | SERVICENOW INC | $110,000 | – | 200 | +100.0% | 0.06% | – |
| WCLD | New | WISDOMTREE TR | $108,000 | – | 2,380 | +100.0% | 0.06% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $109,000 | – | 2,200 | +100.0% | 0.06% | – |
| EL | New | CII FINL INCcl a | $107,000 | – | 605 | +100.0% | 0.06% | – |
| VCYT | New | VERACYTE INC | $105,000 | – | 2,150 | +100.0% | 0.06% | – |
| ETR | New | ENTERGY CORP NEW | $99,000 | – | 1,000 | +100.0% | 0.06% | – |
| CSCO | New | CISCO SYS INC | $97,000 | – | 2,180 | +100.0% | 0.06% | – |
| BBCA | New | J P MORGAN EXCHANGE-TRADED FDTRbetabuldrs cda | $94,000 | – | 3,529 | +100.0% | 0.05% | – |
| AVGO | New | BROADCOM INC | $87,000 | – | 200 | +100.0% | 0.05% | – |
| SHV | New | ISHARES TRshort treas bd | $85,000 | – | 571 | +100.0% | 0.05% | – |
| WY | New | WEYERHAEUSER CO | $83,000 | – | 2,500 | +100.0% | 0.05% | – |
| IYH | New | ISHARES TRus hlthcare etf | $79,000 | – | 325 | +100.0% | 0.04% | – |
| GDRX | New | GOODRX HLDGS INC | $80,000 | – | 2,000 | +100.0% | 0.04% | – |
| XBI | New | SPDR SER TRs&p biotech | $79,000 | – | 565 | +100.0% | 0.04% | – |
| PHO | New | INVESCO EXCHANGE-TRADED FD TRwater res etf | $77,000 | – | 1,675 | +100.0% | 0.04% | – |
| UBER | New | UBER TECHNOLOGIES INC | $77,000 | – | 1,513 | +100.0% | 0.04% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $75,000 | – | 2,874 | +100.0% | 0.04% | – |
| AFL | New | AFLAC INC | $71,000 | – | 1,600 | +100.0% | 0.04% | – |
| CAT | New | CATERPILLAR INC | $65,000 | – | 360 | +100.0% | 0.04% | – |
| RPRX | New | Royalty Pharma plc | $62,000 | – | 1,250 | +100.0% | 0.04% | – |
| CARR | New | CARRIER GLOBAL CORP | $62,000 | – | 1,650 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $60,000 | – | 500 | +100.0% | 0.03% | – |
| ECL | New | ECOLAB INC | $60,000 | – | 278 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $55,000 | – | 825 | +100.0% | 0.03% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX FDSftse emr mkt etf | $55,000 | – | 1,100 | +100.0% | 0.03% | – |
| MRNA | New | MODERNA INC | $55,000 | – | 695 | +100.0% | 0.03% | – |
| ZG | New | ZILLOW GROUP INCcl a | $54,000 | – | 400 | +100.0% | 0.03% | – |
| MS | New | MORGAN STANLEY | $52,000 | – | 769 | +100.0% | 0.03% | – |
| CL | New | COLGATE PALMOLIVE CO | $51,000 | – | 600 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $51,000 | – | 535 | +100.0% | 0.03% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $49,000 | – | 540 | +100.0% | 0.03% | – |
| CSV | New | CARRIAGE SVCS INC | $50,000 | – | 1,625 | +100.0% | 0.03% | – |
| EXPE | New | EXPEDIA GROUP INC | $49,000 | – | 375 | +100.0% | 0.03% | – |
| C | New | CITIGROUP INC | $49,000 | – | 925 | +100.0% | 0.03% | – |
| BBAX | New | J P MORGAN EXCHANGE-TRADED FDTRbetabuldr deve | $46,000 | – | 1,719 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $46,000 | – | 205 | +100.0% | 0.03% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $44,000 | – | 338 | +100.0% | 0.02% | – |
| TRP | New | TC ENERGY CORP | $44,000 | – | 1,100 | +100.0% | 0.02% | – |
| BAC | New | BANK AMER CORP | $43,000 | – | 1,528 | +100.0% | 0.02% | – |
| PIE | New | INVESCO EXCHANGE-TRADED FD TRIIdwa emerg mkts | $41,000 | – | 1,800 | +100.0% | 0.02% | – |
| RUN | New | SUNRUN INC | $39,000 | – | 565 | +100.0% | 0.02% | – |
| ATO | New | ATMOS ENERGY CORP | $38,000 | – | 400 | +100.0% | 0.02% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $37,000 | – | 90 | +100.0% | 0.02% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $35,000 | – | 200 | +100.0% | 0.02% | – |
| SSO | New | PROSHARES TR | $36,000 | – | 400 | +100.0% | 0.02% | – |
| URI | New | UNITED RENTALS INC | $34,000 | – | 150 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $32,000 | – | 300 | +100.0% | 0.02% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $31,000 | – | 2,182 | +100.0% | 0.02% | – |
| JWN | New | NORDSTROM INC | $31,000 | – | 1,000 | +100.0% | 0.02% | – |
| TWTR | New | TWITTER INC | $24,000 | – | 450 | +100.0% | 0.01% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $24,000 | – | 55 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHSCORP | $25,000 | – | 200 | +100.0% | 0.01% | – |
| WDAY | New | WORKDAY INCcl a | $23,000 | – | 100 | +100.0% | 0.01% | – |
| AMRC | New | AMERESCO INCcl a | $20,000 | – | 385 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $19,000 | – | 137 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE GROUP INC | $19,000 | – | 300 | +100.0% | 0.01% | – |
| FVRR | New | Fiverr International Ltd. | $15,000 | – | 80 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG COLTDsponsored ads | $14,000 | – | 130 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESH CORP | $14,000 | – | 30 | +100.0% | 0.01% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $15,000 | – | 94 | +100.0% | 0.01% | – |
| CSIQ | New | CANADIAN SOLAR INC | $15,000 | – | 300 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $15,000 | – | 80 | +100.0% | 0.01% | – |
| MTX | New | MINERALS TECHNOLOGIES INC | $12,000 | – | 200 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $12,000 | – | 179 | +100.0% | 0.01% | – |
| HUBS | New | HUBSPOT INC | $13,000 | – | 35 | +100.0% | 0.01% | – |
| ACN | New | ACCENTURE PLC, DUBLIN | $13,000 | – | 50 | +100.0% | 0.01% | – |
| FAS | New | DIREXION SHS ETF TRdly fin bull new | $12,000 | – | 200 | +100.0% | 0.01% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $12,000 | – | 40 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $11,000 | – | 160 | +100.0% | 0.01% | – |
| GE | New | GENERAL ELEC CO | $11,000 | – | 1,071 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $10,000 | – | 45 | +100.0% | 0.01% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $11,000 | – | 100 | +100.0% | 0.01% | – |
| FSLY | New | FASTLY INCcl a | $10,000 | – | 120 | +100.0% | 0.01% | – |
| PLAN | New | ANAPLAN INC | $10,000 | – | 150 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $10,000 | – | 60 | +100.0% | 0.01% | – |
| VO | New | VANGUARD WORLD FDSmid cap etf | $10,000 | – | 50 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $10,000 | – | 41 | +100.0% | 0.01% | – |
| LHCG | New | LHC GROUP INC | $10,000 | – | 48 | +100.0% | 0.01% | – |
| SPHD | New | INVESCO EXCHANGE-TRADED FD TRIIs&p500 hdl vol | $10,000 | – | 290 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $11,000 | – | 30 | +100.0% | 0.01% | – |
| EFA | New | ISHARES TRmsci eafe etf | $8,000 | – | 110 | +100.0% | 0.01% | – |
| ENSG | New | ENSIGN GROUP INC | $9,000 | – | 134 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $8,000 | – | 100 | +100.0% | 0.01% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $9,000 | – | 1,000 | +100.0% | 0.01% | – |
| GWRS | New | GLOBAL WTR RES INC | $7,000 | – | 500 | +100.0% | 0.00% | – |
| EDIT | New | EDITAS MEDICINE INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $1,000 | – | 27 | +100.0% | 0.00% | – |
| LIQT | New | LIQTECH INTL INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
| LPTX | New | LEAP THERAPEUTICS INC | $1,000 | – | 544 | +100.0% | 0.00% | – |
| OPTN | New | OPTINOSE INC | $0 | – | 100 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORP | $0 | – | 9,965 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-02-09 |
| 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 |
| 13F-HR | 2021-11-09 |
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.