Oxler Private Wealth LLC
94 holdingsFiling period: 2026-06-30Current AUM: $372.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 77.7K | $57.2M | $55.3M | 14.87% | -1,627 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 61.7K | $42.4M | $43.4M | 11.66% | -1,497 | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 90.6K | $21.6M | $22.6M | 6.07% | -2,437 | 2026-06-30 |
| 4 | IBIT | iShares Bitcoin Trust ETF | 616.5K | $20.5M | $27.9M | 7.49% | +61.3K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 82.8K | $16.6M | $17.9M | 4.81% | -1,023 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 38.7K | $13.8M | $12.2M | 3.29% | -446 | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 24.3K | $13.7M | $15.3M | 4.11% | -570 | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 17.7K | $13.2M | $13.5M | 3.64% | -774 | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 36.8K | $13.0M | $11.6M | 3.11% | -452 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 31.0K | $11.6M | $16.5M | 4.44% | -269 | 2026-06-30 |
| 11 | AAPL | Apple Inc | 39.8K | $11.5M | $13.7M | 3.68% | -668 | 2026-06-30 |
| 12 | GLD | Spdr Gold TR | 23.4K | $8.6M | $8.6M | 2.31% | -23 | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 6.0K | $7.2M | $7.7M | 2.07% | -32 | 2026-06-30 |
| 14 | VYM | Vanguard Whitehall Fds | 36.4K | $5.7M | $5.9M | 1.59% | -4,855 | 2026-06-30 |
| 15 | PANW | Palo Alto Networks Inc | 14.9K | $5.1M | $5.8M | 1.57% | -- | 2026-06-30 |
| 16 | V | Visa Inc | 13.0K | $4.5M | $5.3M | 1.41% | -2,428 | 2026-06-30 |
| 17 | ABBV | Abbvie Inc | 17.3K | $4.3M | $5.0M | 1.33% | -34 | 2026-06-30 |
| 18 | OKE | Oneok Inc New | 47.5K | $4.1M | $4.6M | 1.23% | +563 | 2026-06-30 |
| 19 | VIG | Vanguard Specialized Funds | 17.4K | $4.1M | $4.2M | 1.14% | -1,438 | 2026-06-30 |
| 20 | IJS | iShares TR | 29.8K | $4.1M | $3.9M | 1.05% | -2,256 | 2026-06-30 |
| 21 | TMO | Thermo Fisher Scientific Inc | 7.4K | $3.7M | $5.1M | 1.37% | -1,389 | 2026-06-30 |
| 22 | NOC | Northrop Grumman Corp | 7.1K | $3.6M | $4.0M | 1.08% | +1 | 2026-06-30 |
| 23 | COST | Costco Wholesale Corporation | 3.5K | $3.3M | $3.6M | 0.96% | -48 | 2026-06-30 |
| 24 | ANET | Arista Networks Inc | 19.0K | $3.2M | $3.4M | 0.90% | -1 | 2026-06-30 |
| 25 | AMGN | Amgen Inc | 8.6K | $3.1M | $3.8M | 1.03% | -274 | 2026-06-30 |
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