Portfolio (Quarterly)
Guide ↗
Oxler Private Wealth LLC
· CIK 0001846002| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | OGS | ONE GAS INC | Utilities | 2,439.0 | $210K | 0.07% | NEW | — | $86.15 | -8.0% |
| 2 | DTE | DTE ENERGY CO | Utilities | 1,395.0 | $204K | 0.06% | NEW | — | $146.19 | -7.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.8%
Technology
18.2%
Communication Services
11.9%
Healthcare
10.5%
Consumer Cyclical
10.4%
Industrials
2.9%
Consumer Defensive
2.8%
Energy
1.8%
Utilities
0.7%
Real Estate
0.1%