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 | SOXX | ISHARES TR | — | 767.0 | $492K | 0.14% | NEW | — | $641.12 | -20.7% |
| 2 | CSCO | CISCO SYS INC | Technology | 2,502.0 | $294K | 0.08% | NEW | — | $117.48 | -6.4% |
| 3 | — | SPACE EXPLORATION TECHN CORP | — | 1,640.0 | $280K | 0.08% | NEW | — | $170.86 | — |
| 4 | AFL | AFLAC INC | Financial Services | 1,782.0 | $209K | 0.06% | NEW | — | $117.26 | -0.6% |
| 5 | VTV | VANGUARD INDEX FDS | — | 947.0 | $206K | 0.06% | NEW | — | $218.01 | +3.3% |
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
41.9%
Technology
19.6%
Communication Services
11.5%
Consumer Cyclical
10.4%
Healthcare
9.7%
Consumer Defensive
2.4%
Industrials
2.3%
Energy
1.6%
Utilities
0.6%
Real Estate
0.1%