$270 Million is the total value of Oxler Private Wealth LLC's 83 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -8,231 | -100.0% | -0.09% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,682 | -100.0% | -0.10% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -17,743 | -100.0% | -0.11% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -9,826 | -100.0% | -0.16% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -8,686 | -100.0% | -0.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
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 | 15 | Q2 2024 | 12.1% |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 15 | Q2 2024 | 9.4% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 5.2% |
| META PLATFORMS INC CL A | 15 | Q2 2024 | 5.5% |
| SPDR S&P 500 ETF TR TR UNIT | 15 | Q2 2024 | 4.2% |
| APPLE INC COM | 15 | Q2 2024 | 6.6% |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS | 15 | Q2 2024 | 5.1% |
| THERMO FISHER SCIENTIFIC INC COM | 15 | Q2 2024 | 3.3% |
| VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF | 15 | Q2 2024 | 3.7% |
| VISA INC COM CL A | 15 | Q2 2024 | 2.2% |
View Oxler Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 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 |
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.