Oxler Private Wealth LLC Portfolio Holdings

Oxler Private Wealth LLC

  • $301 Million
  • Q3 2025

Oxler Private Wealth LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $301 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $47.4M, Vanguard Index Fds S&P 500 ETF with a value of $39.1M, Amazon Com Inc with a value of $20.2M, Meta Platforms, Inc. with a value of $18M, and Microsoft Corp with a value of $16.2M.

Examining the 13F form we can see an increase of $17M in the current position value, from $284M to 301M.

Oxler Private Wealth LLC is based out at New York, NY

Below you can find more details about Oxler Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Million
ETFs: $138 Million
Technology: $48.3 Million
Communication Services: $40.3 Million
Consumer Cyclical: $26.2 Million
Healthcare: $23.4 Million
Financial Services: $7.68 Million
Consumer Defensive: $6.51 Million
Industrials: $5.94 Million
Other: $4.93 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$20.2 Million 6.72% of portfolio
92,157
Q3 2025 Reduced 0.62%
$1.37T
$18 Million 5.99% of portfolio
24,545
Q3 2025 Reduced 0.89%
$3.78T
$16.2 Million 5.39% of portfolio
31,328
Q2 2025 Reduced 0.21%
$465B
$15.3 Million 5.08% of portfolio
81,863
Q3 2025 Added 0.01%
$4.3T
$10.5 Million 3.48% of portfolio
41,117
Q3 2025 Added 0.09%
$1.65T
$9.76 Million 3.24% of portfolio
40,137
Q3 2025 Reduced 0.09%
$1.74T
$9.09 Million 3.02% of portfolio
37,323
Q3 2025 Reduced 0.41%
$533B
$5.1 Million 1.69% of portfolio
14,925
Q3 2025 Reduced 0.44%
$971B
$4.54 Million 1.51% of portfolio
5,948
Q3 2025 Reduced 1.98%
$222B
$4.5 Million 1.49% of portfolio
9,275
Q3 2025 Reduced 2.36%
$86.7B
$4.35 Million 1.44% of portfolio
7,137
Q3 2025 Added 0.37%
$414B
$3.95 Million 1.31% of portfolio
17,074
Q3 2025 Added 0.42%
$404B
$3.47 Million 1.15% of portfolio
3,749
Q3 2025 Added 0.11%
$31.5B
$3.33 Million 1.11% of portfolio
45,633
Q3 2025 Reduced 5.37%
$61.4B
$3.04 Million 1.01% of portfolio
14,940
Q1 2025 Reduced 1.97%
$183B
$2.49 Million 0.83% of portfolio
8,831
Q3 2025 Added 0.27%
$224B
$1.91 Million 0.63% of portfolio
6,269
Q3 2025 Added 0.58%
$136B
$1.77 Million 0.59% of portfolio
4,793
Q3 2025 Reduced 0.87%
$1.29T
$1.79 Million 0.59% of portfolio
4,022
Q3 2025 Added 1.31%
$49.1B
$1.7 Million 0.57% of portfolio
1,422
Q1 2025 Added 5.33%
$1.87B
$1.65 Million 0.55% of portfolio
5,117
Q3 2025 Added 34.66%
$881B
$1.58 Million 0.52% of portfolio
5,001
Q3 2025 Added 0.42%
$875M
$1.28 Million 0.42% of portfolio
32,600
Q2 2025 Reduced 2.54%
$522B
$1.15 Million 0.38% of portfolio
6,183
Q3 2025 Reduced 0.93%
$136B
$1.11 Million 0.37% of portfolio
4,697
Q3 2025 Added 0.15%
$57.4B
$1.07 Million 0.36% of portfolio
1,682
Q1 2025 Reduced 0.77%
$120B
$1.01 Million 0.34% of portfolio
32,191
Q3 2025 Reduced 7.36%
$99.5B
$956,000 0.32% of portfolio
21,213
Q3 2025 Added 0.59%
$20.4B
$966,000 0.32% of portfolio
11,031
Q3 2025 Added 0.27%
$26.3B
$964,000 0.32% of portfolio
5,156
Q3 2025 Added 0.74%
$139B
$840,000 0.28% of portfolio
2,547
Q3 2025 Added 0.16%
$237B
$850,000 0.28% of portfolio
3,590
Q3 2025 Reduced 0.75%
$193B
$691,000 0.23% of portfolio
6,043
Q3 2025 Reduced 1.0%
$111B
$639,000 0.21% of portfolio
1,632
Q3 2025 Reduced 2.51%
$662B
$503,000 0.17% of portfolio
1,001
Q1 2025 Reduced 4.76%
$265B
$504,000 0.17% of portfolio
633
Q3 2025 Added 0.32%
$16.9B
$488,000 0.16% of portfolio
7,242
Q3 2025 Reduced 7.83%
$367B
$457,000 0.15% of portfolio
1,130
Q3 2025 Added 0.53%
$204B
$459,000 0.15% of portfolio
3,273
Q3 2025 Reduced 76.28%
$306B
$325,000 0.11% of portfolio
4,911
Q3 2025 Reduced 70.2%
$21.5B
$324,000 0.11% of portfolio
4,429
Q3 2025 Added 0.54%
$42.4B
$331,000 0.11% of portfolio
2,178
Q3 2025 Added 0.41%
$25.4B
$331,000 0.11% of portfolio
4,662
Q3 2025 Added 0.91%
$258B
$317,000 0.11% of portfolio
1,896
Q3 2025 Added 0.32%
$346B
$323,000 0.11% of portfolio
2,105
Q3 2025 Reduced 7.76%
$45.5B
$239,000 0.08% of portfolio
1,388
Q3 2025 Added 0.65%
$3.56B
$220,000 0.07% of portfolio
2,356
Q3 2025 Reduced 8.43%
$19.3B
$216,000 0.07% of portfolio
2,319
Q3 2025 New
$168M
$168,000 0.06% of portfolio
17,005
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $301 Million
  • Prior Value $284 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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