Oxler Private Wealth LLC - Q3 2022 holdings

$179 Billion is the total value of Oxler Private Wealth LLC's 2757 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .

 Value Shares↓ Weighting
AAPL NewAPPLE INC COM$3,254,005,00023,537
+100.0%
1.82%
XLP NewALPHABET INC CAP STK CL Csbi cons stpls$1,926,846,00020,040
+100.0%
1.08%
FTSM NewALPHABET INC CL Afirst tr enh new$1,913,000,00020,000
+100.0%
1.07%
PFFA NewAMAZON COM INC COMvirtus infrcap$1,796,700,00015,900
+100.0%
1.00%
HEDJ NewABBVIE INC COMeurope hedged eq$1,657,883,00012,352
+100.0%
0.93%
IWF NewALLIANT ENERGY CORP COMrus 1000 grw etf$1,299,539,00024,524
+100.0%
0.73%
AMGN NewAMGEN INC COM$1,044,258,0004,618
+100.0%
0.58%
FDT NewABBOTT LABS COMdev mrk ex us$979,621,00010,124
+100.0%
0.55%
NewAMERICAN ELEC PWR CO INC COMbitcoin strategy$803,680,0009,296
+100.0%
0.45%
IJR NewAIRBNB INC CL A COMcore s&p scp etf$630,240,0006,000
+100.0%
0.35%
RPRX NewROYALTY PHARMA PLC REGISTERED SHS -A- ISIN#GB00BMVP7Y09$625,602,00015,570
+100.0%
0.35%
ARKG NewARK ETF TR GENOMIC REVOLUTION MULTI SECTOR ETFgenomic rev etf$577,048,00017,556
+100.0%
0.32%
ANET NewARISTA NETWORKS INC COM$518,276,0004,591
+100.0%
0.29%
NUEM NewAMAZON COM INC COMnuveen esg emrgn$339,000,0003,000
+100.0%
0.19%
SPEM NewAMAZON COM INC COMportfolio emg mk$226,000,0002,000
+100.0%
0.13%
TTAC NewAMAZON COM INC COMfcf us qlty etf$226,000,0002,000
+100.0%
0.13%
VOE NewAMAZON COM INC COMmcap vl idxvip$226,000,0002,000
+100.0%
0.13%
IUSV NewAMAZON COM INC COMcore s&p us vlu$226,000,0002,000
+100.0%
0.13%
RAAX NewAMAZON COM INC COMinflation alloca$171,760,0001,520
+100.0%
0.10%
GLD NewABBVIE INC COM$165,788,0001,235
+100.0%
0.09%
BNDX NewALPHABET INC CL Atotal int bd etf$143,475,0001,500
+100.0%
0.08%
IAGG NewABBVIE INC COMcore intl aggr$138,156,0001,029
+100.0%
0.08%
NEAR NewAMAZON COM INC COMblackrock st mat$135,600,0001,200
+100.0%
0.08%
KIE NewAMAZON COM INC COMs&p ins etf$135,600,0001,200
+100.0%
0.08%
PULS NewAMAZON COM INC COMpgim ultra sh bd$135,600,0001,200
+100.0%
0.08%
SHV NewAMAZON COM INC COMshort treas bd$131,080,0001,160
+100.0%
0.07%
SLV NewAMAZON COM INC COMishares$113,000,0001,000
+100.0%
0.06%
TFI NewAMAZON COM INC COMnuveen blmbrg mu$113,000,0001,000
+100.0%
0.06%
SUB NewAMAZON COM INC COMshrt nat mun etf$113,000,0001,000
+100.0%
0.06%
JETS NewAMAZON COM INC COMus glb jets$113,000,0001,000
+100.0%
0.06%
PSI NewAMAZON COM INC COMdynmc semicndt$113,000,0001,000
+100.0%
0.06%
IVOO NewAMAZON COM INC COMmidcp 400 idx$113,000,0001,000
+100.0%
0.06%
MGK NewAMAZON COM INC COMmega grwth ind$113,000,0001,000
+100.0%
0.06%
QQQM NewAMAZON COM INC COMnasdaq 100 etf$110,740,000980
+100.0%
0.06%
TLT NewALPHABET INC CAP STK CL C20 yr tr bd etf$105,765,0001,100
+100.0%
0.06%
FPX NewALPHABET INC CL Aus eqty oppt etf$105,215,0001,100
+100.0%
0.06%
PSK NewAMAZON COM INC COMice pfd sec etf$101,700,000900
+100.0%
0.06%
SDY NewALPHABET INC CAP STK CL Cs&p divid etf$96,150,0001,000
+100.0%
0.05%
XLC NewALPHABET INC CAP STK CL C$96,150,0001,000
+100.0%
0.05%
LEGR NewALPHABET INC CAP STK CL Cindxx inovtv etf$96,150,0001,000
+100.0%
0.05%
FXI NewALPHABET INC CL Achina lg-cap etf$95,650,0001,000
+100.0%
0.05%
FAUG NewALPHABET INC CL Avest us buffer$95,650,0001,000
+100.0%
0.05%
GSG NewALPHABET INC CL Aunit ben int$95,650,0001,000
+100.0%
0.05%
EMB NewALPHABET INC CL Ajpmorgan usd emg$95,650,0001,000
+100.0%
0.05%
IGIB NewAFLAC INC COM$92,267,0001,641
+100.0%
0.05%
VOT NewAMAZON COM INC COMmcap gr idxvip$90,400,000800
+100.0%
0.05%
SCHO NewAMAZON COM INC COMsht tm us tres$90,400,000800
+100.0%
0.05%
KBE NewAMAZON COM INC COMs&p bk etf$90,400,000800
+100.0%
0.05%
VOX NewAMAZON COM INC COM$90,400,000800
+100.0%
0.05%
ARKK NewARK ETF TR INNOVATION ETFinnovation etf$88,188,0002,331
+100.0%
0.05%
NOBL NewALPHABET INC CAP STK CL Cs&p 500 dv arist$78,843,000820
+100.0%
0.04%
FMAY NewALPHABET INC CL Acboe vest us buf$76,520,000800
+100.0%
0.04%
SCHV NewALPHABET INC CAP STK CL Cus lcap va etf$76,920,000800
+100.0%
0.04%
ARKF NewARK ETF TR FINTECH INNOVATION ETFfintech innova$73,885,0004,801
+100.0%
0.04%
USRT NewAMAZON COM INC COMcre u s reit etf$67,800,000600
+100.0%
0.04%
XLU NewALPHABET INC CAP STK CL Csbi int-utils$67,305,000700
+100.0%
0.04%
SHYG NewAMAZON COM INC COM0-5yr hi yl cp$67,800,000600
+100.0%
0.04%
SPLV NewAMAZON COM INC COMs&p500 low vol$67,800,000600
+100.0%
0.04%
IXP NewAMAZON COM INC COM$67,800,000600
+100.0%
0.04%
ISCG NewAMAZON COM INC COMmrgstr sm cp gr$67,800,000600
+100.0%
0.04%
XLB NewAMERICAN EXPRESS CO COMsbi materials$68,038,000504
+100.0%
0.04%
VT NewALPHABET INC CAP STK CL Ctt wrld st etf$67,305,000700
+100.0%
0.04%
ITA NewAMAZON COM INC COMus aer def etf$67,800,000600
+100.0%
0.04%
VHT NewALPHABET INC CAP STK CL Chealth car etf$67,305,000700
+100.0%
0.04%
FLRN NewALPHABET INC CL Abloomberg invt$66,955,000700
+100.0%
0.04%
FJUN NewALPHABET INC CL Acboe vest us eqt$66,955,000700
+100.0%
0.04%
ACWX NewALPHABET INC CL Amsci acwi ex us$66,955,000700
+100.0%
0.04%
IVW NewALLIANT ENERGY CORP COMs&p 500 grwt etf$64,976,0001,226
+100.0%
0.04%
RWL NewAMAZON COM INC COMs&p 500 revenue$58,760,000520
+100.0%
0.03%
COMT NewABBOTT LABS COMgsci cmdty stgy$58,777,000607
+100.0%
0.03%
DES NewABBOTT LABS COMus smallcap divd$58,777,000607
+100.0%
0.03%
BIV NewABBOTT LABS COMintermed term$58,777,000607
+100.0%
0.03%
HYMB NewAMAZON COM INC COMnuveen bloomberg$56,500,000500
+100.0%
0.03%
TDIV NewAMAZON COM INC COMnasd tech div$56,500,000500
+100.0%
0.03%
IWV NewAMAZON COM INC COMrussell 3000 etf$56,500,000500
+100.0%
0.03%
IDU NewAMAZON COM INC COMu.s. utilits etf$56,500,000500
+100.0%
0.03%
FV NewALPHABET INC CL Adorsey wrt 5 etf$57,390,000600
+100.0%
0.03%
HYLD NewAMAZON COM INC COMhigh yield etf$56,500,000500
+100.0%
0.03%
TLH NewAMAZON COM INC COM10-20 yr trs etf$56,500,000500
+100.0%
0.03%
BIZD NewALPHABET INC CL A$57,390,000600
+100.0%
0.03%
NULV NewAMAZON COM INC COMnuveen esg lrgvl$56,500,000500
+100.0%
0.03%
XLV NewALPHABET INC CAP STK CL Csbi healthcare$57,690,000600
+100.0%
0.03%
QYLD NewAMAZON COM INC COMnasdaq 100 cover$54,240,000480
+100.0%
0.03%
EMLP NewABBOTT LABS COMno amer energy$53,879,000556
+100.0%
0.03%
IWR NewALLIANT ENERGY CORP COMrus mid cap etf$54,147,0001,021
+100.0%
0.03%
ESML NewABBOTT LABS COMesg aware msci$48,981,000506
+100.0%
0.03%
BWX NewALPHABET INC CL Abloomberg intl t$47,825,000500
+100.0%
0.03%
CWI NewALPHABET INC CL Amsci acwi exus$47,825,000500
+100.0%
0.03%
VEA NewALPHABET INC CAP STK CL Cvan ftse dev mkt$48,075,000500
+100.0%
0.03%
MBB NewALPHABET INC CAP STK CL Cmbs etf$48,075,000500
+100.0%
0.03%
SMOG NewALPHABET INC CAP STK CL Clow carbn energy$48,075,000500
+100.0%
0.03%
REET NewALPHABET INC CAP STK CL Cglobal reit etf$48,075,000500
+100.0%
0.03%
RODM NewALPHABET INC CAP STK CL Chartford mlt etf$48,075,000500
+100.0%
0.03%
TRP NewTC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076$46,063,0001,137
+100.0%
0.03%
IGE NewAMAZON COM INC COMnorth amern nat$45,200,000400
+100.0%
0.02%
QQQM NewINVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETFnasdaq 100 etf$42,879,000390
+100.0%
0.02%
IMCV NewALLIANT ENERGY CORP COMmrgstr md cp val$43,317,000817
+100.0%
0.02%
SLF NewSUN LIFE FINL INC COM ISIN#CA8667961053$43,616,0001,097
+100.0%
0.02%
IWD NewALLIANT ENERGY CORP COMrus 1000 val etf$43,317,000817
+100.0%
0.02%
IWP NewALLIANT ENERGY CORP COMrus md cp gr etf$43,317,000817
+100.0%
0.02%
IWS NewALLIANT ENERGY CORP COMrus mdcp val etf$43,317,000817
+100.0%
0.02%
KWEB NewAMAZON COM INC COMcsi chi internet$40,680,000360
+100.0%
0.02%
GSIE NewALTRIA GROUP INC COMactivebeta int$40,380,0001,000
+100.0%
0.02%
FEM NewABBOTT LABS COMemerg mkt alph$39,184,000404
+100.0%
0.02%
NUSC NewALPHABET INC CAP STK CL Cnuveen esg smlcp$38,460,000400
+100.0%
0.02%
RWO NewALPHABET INC CAP STK CL Cdj glb rl es etf$38,460,000400
+100.0%
0.02%
QUAL NewALPHABET INC CAP STK CL Cmsci usa qlt fct$38,460,000400
+100.0%
0.02%
ESGV NewALPHABET INC CL Aesg us stk etf$38,260,000400
+100.0%
0.02%
BOND NewALPHABET INC CL Aactive bd etf$38,260,000400
+100.0%
0.02%
AMLP NewALPHABET INC CL Aalerian mlp$38,260,000400
+100.0%
0.02%
PDP NewAMAZON COM INC COMdwa momentum$38,420,000340
+100.0%
0.02%
MTUM NewALPHABET INC CAP STK CL Cmsci usa mmentm$38,460,000400
+100.0%
0.02%
HNDL NewALVORD CALIF UNI SCH DIST GO BDS SER A 0.000 08/01/25 B/E DTD 12/12/13 PRFns 7handl idx$35,371,00040,000
+100.0%
0.02%
IUSG NewAMAZON COM INC COMcore s&p us gwt$33,900,000300
+100.0%
0.02%
MUB NewAMAZON COM INC COMnational mun etf$33,900,000300
+100.0%
0.02%
INDA NewAMAZON COM INC COMmsci india etf$31,640,000280
+100.0%
0.02%
IHI NewAMAZON COM INC COMu.s. med dvc etf$31,640,000280
+100.0%
0.02%
IWB NewALLIANT ENERGY CORP COMrus 1000 etf$32,488,000613
+100.0%
0.02%
IYR NewALLIANT ENERGY CORP COMu.s. real es etf$32,488,000613
+100.0%
0.02%
JHMM NewALLIANT ENERGY CORP COMmultifactor mi$32,488,000613
+100.0%
0.02%
VTI NewALPHABET INC CAP STK CL Ctotal stk mkt$28,845,000300
+100.0%
0.02%
AAXJ NewABBOTT LABS COMmsci ac asia etf$29,388,000303
+100.0%
0.02%
DGRW NewALPHABET INC CL Aus qtly div grt$28,695,000300
+100.0%
0.02%
FTGC NewABBOTT LABS COMfst tr glb fd$29,388,000303
+100.0%
0.02%
FIW NewABBOTT LABS COMwtr etf$29,388,000303
+100.0%
0.02%
PFF NewALPHABET INC CAP STK CL Cpfd and incm sec$28,845,000300
+100.0%
0.02%
FXH NewALPHABET INC CL Ahlth care alph$28,695,000300
+100.0%
0.02%
FAPR NewALPHABET INC CL Acboe vest us eqt$28,695,000300
+100.0%
0.02%
SPY NewALPHABET INC CAP STK CL Ctr unit$28,845,000300
+100.0%
0.02%
PCY NewALPHABET INC CAP STK CL Cemrng mkt svrg$28,845,000300
+100.0%
0.02%
FFEB NewALPHABET INC CL Aus eqt buffer$28,695,000300
+100.0%
0.02%
AMJ NewABBOTT LABS COMalerian ml etn$29,388,000303
+100.0%
0.02%
PGX NewALPHABET INC CAP STK CL Cpfd etf$28,845,000300
+100.0%
0.02%
EFV NewABBOTT LABS COMeafe value etf$29,388,000303
+100.0%
0.02%
LQD NewALPHABET INC CAP STK CL Ciboxx inv cp etf$26,922,000280
+100.0%
0.02%
FBT NewABBOTT LABS COMny arca biotech$24,490,000253
+100.0%
0.01%
UCON NewALPHABET INC CAP STK CL Ctcw unconstrai$24,999,000260
+100.0%
0.01%
EAGG NewALPHABET INC CL Aesg awr us agrgt$24,869,000260
+100.0%
0.01%
FTXN NewALPHABET INC CL Anasdq oil gas$22,956,000240
+100.0%
0.01%
DON NewALPHABET INC CL Aus midcap divid$22,956,000240
+100.0%
0.01%
VO NewALPHABET INC CAP STK CL Cmid cap etf$23,076,000240
+100.0%
0.01%
VGT NewAMAZON COM INC COMinf tech etf$22,600,000200
+100.0%
0.01%
IYK NewAMAZON COM INC COMus consm staples$22,600,000200
+100.0%
0.01%
IDV NewAMAZON COM INC COMintl sel div etf$22,600,000200
+100.0%
0.01%
IWC NewAMAZON COM INC COMmicro-cap etf$22,600,000200
+100.0%
0.01%
SUSC NewAMAZON COM INC COMesg awre usd etf$22,600,000200
+100.0%
0.01%
HYG NewABBVIE INC COMiboxx hi yd etf$20,723,000154
+100.0%
0.01%
IMCB NewALLIANT ENERGY CORP COMmrgstr md cp etf$21,196,000400
+100.0%
0.01%
IWO NewALLIANT ENERGY CORP COMrus 2000 grw etf$21,196,000400
+100.0%
0.01%
IVE NewALLIANT ENERGY CORP COMs&p 500 val etf$21,658,000408
+100.0%
0.01%
IVV NewALLIANT ENERGY CORP COMcore s&p500 etf$21,658,000408
+100.0%
0.01%
VNQ NewALPHABET INC CAP STK CL Creal estate etf$19,230,000200
+100.0%
0.01%
SUSA NewALPHABET INC CAP STK CL Cmsci usa esg slc$19,230,000200
+100.0%
0.01%
DWX NewALPHABET INC CL As&p intl etf$19,130,000200
+100.0%
0.01%
MGC NewALPHABET INC CAP STK CL Cmega cap index$19,230,000200
+100.0%
0.01%
TIP NewALPHABET INC CAP STK CL Ctips bd etf$19,230,000200
+100.0%
0.01%
FXG NewALPHABET INC CL Aconsumr staple$19,130,000200
+100.0%
0.01%
VSS NewAMERESCO INC CL Aftse smcap etf$19,146,000288
+100.0%
0.01%
DBE NewALPHABET INC CL Aenergy fd$19,130,000200
+100.0%
0.01%
QQQJ NewALPHABET INC CAP STK CL Cnasdaqnxtgen100$19,230,000200
+100.0%
0.01%
FTSL NewALPHABET INC CL Asenior ln fd$19,130,000200
+100.0%
0.01%
EEM NewABBOTT LABS COMmsci emg mkt etf$19,592,000202
+100.0%
0.01%
APPH NewAPPHARVEST INC COM$20,504,00010,410
+100.0%
0.01%
QQQ NewALPHABET INC CAP STK CL Cunit ser 1$19,230,000200
+100.0%
0.01%
AAAU NewALPHABET INC CL Aunit$19,130,000200
+100.0%
0.01%
BOTZ NewABBOTT LABS COMrbtcs artfl inte$19,592,000202
+100.0%
0.01%
FDN NewABBOTT LABS COMdj internt idx$19,592,000202
+100.0%
0.01%
IPAC NewAMAZON COM INC COMcore msci pac$18,080,000160
+100.0%
0.01%
IWY NewALLIANT ENERGY CORP COMrus tp200 gr etf$17,327,000326
+100.0%
0.01%
SCHD NewAMAZON COM INC COMus dividend eq$17,515,000155
+100.0%
0.01%
RYU NewAMAZON COM INC COMs&p500 eql utl$18,080,000160
+100.0%
0.01%
UUP NewAMAZON COM INC COMbullish fd$15,820,000140
+100.0%
0.01%
ISCV NewAMAZON COM INC COMmrning sm cp etf$15,820,000140
+100.0%
0.01%
EFAV NewALPHABET INC CL Amsci eafe min vl$15,304,000160
+100.0%
0.01%
USMV NewALPHABET INC CAP STK CL Cmsci usa min vol$15,384,000160
+100.0%
0.01%
IDRV NewISHARES TR SELF DRIVING EV & TECH ETFself drivng ev$16,051,000480
+100.0%
0.01%
XLE NewALPHABET INC CAP STK CL Cenergy$15,384,000160
+100.0%
0.01%
ESGD NewABBOTT LABS COMesg aw msci eafe$14,514,000150
+100.0%
0.01%
HEFA NewABBVIE INC COMhdg msci eafe$13,815,000102
+100.0%
0.01%
IQLT NewALLIANT ENERGY CORP COMmsci intl qualty$13,536,000255
+100.0%
0.01%
NewAMAZON COM INC COMhip sustble muni$13,560,000120
+100.0%
0.01%
CWB NewABBOTT LABS COMbbg conv sec etf$14,514,000150
+100.0%
0.01%
IAU NewABBVIE INC COMishares new$13,815,000102
+100.0%
0.01%
LIN NewLINDE PLC SH ISIN#IE00BZ12WP82$13,683,00050
+100.0%
0.01%
SDVY NewALPHABET INC CAP STK CL Csmid risng etf$13,461,000140
+100.0%
0.01%
GRID NewABBVIE INC COMnasdq cln edge$13,815,000102
+100.0%
0.01%
IMCG NewALLIANT ENERGY CORP COMmrgstr md cp grw$13,536,000255
+100.0%
0.01%
DGRO NewABBOTT LABS COMcore div grwth$12,245,000126
+100.0%
0.01%
FVD NewALPHABET INC CL A$13,391,000140
+100.0%
0.01%
IEMG NewACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34core msci emkt$12,984,00050
+100.0%
0.01%
AGZ NewALPHABET INC CL Aagency bond etf$13,391,000140
+100.0%
0.01%
FCVT NewALPHABET INC CL Assi strg etf$11,478,000120
+100.0%
0.01%
IWM NewALLIANT ENERGY CORP COMrussell 2000 etf$10,829,000204
+100.0%
0.01%
IJT NewAMAZON COM INC COMs&p sml 600 gwt$11,300,000100
+100.0%
0.01%
JNK NewALLIANT ENERGY CORP COMbloomberg high y$10,829,000204
+100.0%
0.01%
SCHB NewAMAZON COM INC COMus brd mkt etf$11,300,000100
+100.0%
0.01%
ILCB NewAIRBNB INC CL A COMmorningstr us eq$10,504,000100
+100.0%
0.01%
META NewAMAZON COM INC COMroundhill ball$11,300,000100
+100.0%
0.01%
RDVY NewALPHABET INC CAP STK CL Crisng divd achiv$11,538,000120
+100.0%
0.01%
USIG NewAMAZON COM INC COMusd inv grde etf$11,300,000100
+100.0%
0.01%
INDS NewALLIANT ENERGY CORP COMbnchmrk indstr$10,829,000204
+100.0%
0.01%
SRVR NewALPHABET INC CAP STK CL Cbnchmrk infra$11,538,000120
+100.0%
0.01%
IGLB NewAMAZON COM INC COM10+ yr invst grd$9,040,00080
+100.0%
0.01%
BKLN NewABBOTT LABS COMsr ln etf$9,796,000101
+100.0%
0.01%
PZA NewAMAZON COM INC COMnatl amt muni$9,040,00080
+100.0%
0.01%
SRLN NewALPHABET INC CAP STK CL Cblackstone senr$9,615,000100
+100.0%
0.01%
XBI NewALPHABET INC CAP STK CL Cs&p biotech$9,615,000100
+100.0%
0.01%
NewALPHABET INC CL Askybridge crypto$9,565,000100
+100.0%
0.01%
XLRE NewALPHABET INC CAP STK CL Crl est sel sec$9,615,000100
+100.0%
0.01%
GEM NewABBOTT LABS COMactivebeta eme$9,796,000101
+100.0%
0.01%
FPE NewABBOTT LABS COMpfd secs inc etf$9,796,000101
+100.0%
0.01%
EWU NewALPHABET INC CL Amsci uk etf new$9,565,000100
+100.0%
0.01%
AMUB NewALPHABET INC CL Aetracs alerian m$9,565,000100
+100.0%
0.01%
VB NewALPHABET INC CAP STK CL Csmall cp etf$9,615,000100
+100.0%
0.01%
DAPP NewABBOTT LABS COMdigi transfrm$9,796,000101
+100.0%
0.01%
VXUS NewAMERESCO INC CL Avg tl intl stk f$9,307,000140
+100.0%
0.01%
GLTR NewALPHABET INC CL Aphyscl precs met$9,565,000100
+100.0%
0.01%
BSV NewABBOTT LABS COMshort trm bond$9,796,000101
+100.0%
0.01%
BND NewABBOTT LABS COMtotal bnd mrkt$9,796,000101
+100.0%
0.01%
PDBC NewALPHABET INC CAP STK CL Coptimum yield$9,615,000100
+100.0%
0.01%
SKYY NewAMAZON COM INC COM$9,040,00080
+100.0%
0.01%
CIBR NewABBOTT LABS COMnasdaq cyb etf$9,796,000101
+100.0%
0.01%
VFH NewALPHABET INC CAP STK CL Cfinancials etf$9,615,000100
+100.0%
0.01%
VTWO NewAMERESCO INC CL Avng rus2000idx$9,307,000140
+100.0%
0.01%
SOXX NewALPHABET INC CAP STK CL Cishares semicdtr$9,615,000100
+100.0%
0.01%
RYE NewAMAZON COM INC COMs&p500 eql enr$9,040,00080
+100.0%
0.01%
ITOT NewAMAZON COM INC COMcore s&p ttl stk$9,040,00080
+100.0%
0.01%
TOTL NewAMAZON COM INC COMspdr tr tactic$9,040,00080
+100.0%
0.01%
SPIP NewAMAZON COM INC COMportfli tips etf$6,780,00060
+100.0%
0.00%
VSGX NewAMERESCO INC CL Aesg intl stk etf$6,980,000105
+100.0%
0.00%
IEF NewAMAZON COM INC COM7-10 yr trsy bd$6,780,00060
+100.0%
0.00%
IGSB NewAIRBNB INC CL A COM$7,037,00067
+100.0%
0.00%
FLOT NewABBOTT LABS COMfltg rate nt etf$7,347,00075
+100.0%
0.00%
IWN NewAMAZON COM INC COMrus 2000 val etf$4,520,00040
+100.0%
0.00%
FMB NewABBOTT LABS COMmanagd mun etf$5,031,00052
+100.0%
0.00%
MOAT NewAMAZON COM INC COMmrngstr wde moat$4,520,00040
+100.0%
0.00%
EMLC NewABBOTT LABS COMjp mrgan em loc$4,898,00050
+100.0%
0.00%
LQDH NewAMAZON COM INC COMint rt hdg c b$4,520,00040
+100.0%
0.00%
JPST NewAMAZON COM INC COMultra shrt inc$4,520,00040
+100.0%
0.00%
SPYD NewAMAZON COM INC COMprtflo s&p500 hi$4,520,00040
+100.0%
0.00%
GBF NewABBOTT LABS COMgov/cred bd etf$4,898,00050
+100.0%
0.00%
ISCB NewAMAZON COM INC COMmrgstr sm cp etf$4,520,00040
+100.0%
0.00%
NYF NewAMAZON COM INC COMnew york mun etf$4,520,00040
+100.0%
0.00%
FTCS NewABBOTT LABS COMcap strength etf$5,681,00058
+100.0%
0.00%
ACWI NewALPHABET INC CL Amsci acwi etf$5,739,00060
+100.0%
0.00%
BLV NewABBOTT LABS COMlong term bond$4,898,00050
+100.0%
0.00%
OEF NewAMAZON COM INC COMs&p 100 etf$4,520,00040
+100.0%
0.00%
VMBS NewAMAZON COM INC COMmtg-bkd secs etf$4,520,00040
+100.0%
0.00%
IJH NewAIRBNB INC CL A COMcore s&p mcp etf$5,462,00052
+100.0%
0.00%
VNQI NewAMAZON COM INC COMglb ex us etf$4,520,00040
+100.0%
0.00%
DIA NewABBOTT LABS COMut ser 1$3,918,00040
+100.0%
0.00%
IEI NewABBVIE INC COM3 7 yr treas bd$3,177,00023
+100.0%
0.00%
VIG NewALPHABET INC CAP STK CL Cdiv app etf$3,846,00040
+100.0%
0.00%
FAN NewALPHABET INC CL Agbl wnd enrg etf$3,826,00040
+100.0%
0.00%
ILCG NewALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027morningstar grwt$3,999,00050
+100.0%
0.00%
RSP NewALPHABET INC CAP STK CL Cs&p500 eql wgt$3,846,00040
+100.0%
0.00%
FIXD NewALPHABET INC CL Atcw opportunis$3,826,00040
+100.0%
0.00%
SHY NewAMAZON COM INC COM1 3 yr treas bd$2,260,00020
+100.0%
0.00%
VYM NewAMERICAN AIRLS GROUP INC COMhigh div yld$2,408,000200
+100.0%
0.00%
ILCV NewAMAZON COM INC COMmorningstar valu$2,260,00020
+100.0%
0.00%
HDV NewABBVIE INC COMcore high dv etf$1,342,00010
+100.0%
0.00%
IQIN NewAMAZON COM INC COMiq 500 int etf$2,260,00020
+100.0%
0.00%
IBND NewAMAZON COM INC COMbloomberg intl$2,260,00020
+100.0%
0.00%
SPSM NewAMAZON COM INC COMportfolio s&p600$2,260,00020
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-15
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
INVESCO QQQ TR UNIT SER 112Q3 20239.3%
VANGUARD INDEX FDS S&P 500 ETF SHS NEW12Q3 20238.0%
MICROSOFT CORP COM12Q3 20235.1%
SPDR S&P 500 ETF TR TR UNIT12Q3 20234.2%
META PLATFORMS INC CL A12Q3 20234.6%
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS12Q3 20234.4%
APPLE INC COM12Q3 20234.1%
THERMO FISHER SCIENTIFIC INC COM12Q3 20233.1%
VISA INC COM CL A12Q3 20232.2%
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF12Q3 20232.2%

View Oxler Private Wealth LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-24
13F-HR2024-02-09
13F-HR2023-10-12
13F-HR2023-08-10
13F-HR2023-05-10
13F-HR2023-02-13
13F-HR2022-11-15
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-01-27

View Oxler Private Wealth LLC's complete filings history.

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