Portfolio (Quarterly)
Guide ↗
Oxler Private Wealth LLC
· CIK 0001846002| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 634.0 | $558K | 0.16% | NEW | — | $879.55 | +15.9% |
| 62 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,001.0 | $503K | 0.15% | NEW | — | $502.65 | — |
| 63 | LNT | ALLIANT ENERGY CORP | Utilities | 7,276.0 | $473K | 0.14% | NEW | — | $65.01 | +18.8% |
| 64 | HD | HOME DEPOT INC | Consumer Cyclical | 1,262.0 | $434K | 0.13% | NEW | — | $343.98 | +1.4% |
| 65 | PEP | PEPSICO INC | Consumer Defensive | 2,872.0 | $412K | 0.12% | NEW | — | $143.50 | -1.5% |
| 66 | DSI | ISHARES TR | — | 3,197.0 | $412K | 0.12% | NEW | — | $128.81 | +7.5% |
| 67 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 14,852.0 | $403K | 0.12% | NEW | — | $27.15 | -50.1% |
| 68 | VOOV | VANGUARD ADMIRAL FDS INC | — | 1,932.0 | $396K | 0.12% | NEW | — | $204.85 | +6.5% |
| 69 | COWZ | PACER FDS TR | — | 6,084.0 | $366K | 0.11% | NEW | — | $60.17 | +4.7% |
| 70 | RTX | RTX CORPORATION | Industrials | 1,902.0 | $349K | 0.10% | NEW | — | $183.36 | +2.5% |
| 71 | ARKK | ARK ETF TR | — | 4,477.0 | $344K | 0.10% | NEW | — | $76.91 | +1.4% |
| 72 | WCLD | WISDOMTREE TR | — | 9,325.0 | $326K | 0.10% | NEW | — | $35.01 | -12.3% |
| 73 | ES | EVERSOURCE ENERGY | Utilities | 4,705.0 | $317K | 0.09% | NEW | — | $67.33 | +9.1% |
| 74 | CMS | CMS ENERGY CORP | Utilities | 4,453.0 | $311K | 0.09% | NEW | — | $69.93 | +12.7% |
| 75 | YUM | YUM BRANDS INC | Consumer Cyclical | 2,025.0 | $306K | 0.09% | NEW | — | $151.28 | +3.4% |
| 76 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,117.0 | $303K | 0.09% | NEW | — | $143.29 | +4.0% |
| 77 | KO | COCA COLA CO | Consumer Defensive | 4,284.0 | $300K | 0.09% | NEW | — | $69.91 | +18.2% |
| 78 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,175.0 | $297K | 0.09% | NEW | — | $252.92 | +15.0% |
| 79 | XLI | SELECT SECTOR SPDR TR | — | 1,900.0 | $295K | 0.09% | NEW | — | $155.11 | +16.8% |
| 80 | VUG | VANGUARD INDEX FDS | — | 578.0 | $282K | 0.08% | NEW | — | $488.16 | -83.0% |
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
39.6%
Technology
18.3%
Communication Services
16.0%
Healthcare
10.0%
Consumer Cyclical
10.0%
Industrials
2.2%
Consumer Defensive
2.2%
Energy
1.3%
Utilities
0.4%
Real Estate
0.1%