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 | LNT | ALLIANT ENERGY CORP | Utilities | 7,156.0 | $514K | 0.16% | -120.0 | -1.6% | $71.76 | +1.9% |
| 62 | DIS | DISNEY WALT CO | Communication Services | 5,062.0 | $488K | 0.15% | -823.0 | -14.0% | $96.39 | -0.3% |
| 63 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,001.0 | $480K | 0.15% | — | — | $479.20 | — |
| 64 | PEP | PEPSICO INC | Consumer Defensive | 2,849.0 | $442K | 0.14% | -23.0 | -0.8% | $155.29 | -13.1% |
| 65 | HD | HOME DEPOT INC | Consumer Cyclical | 1,269.0 | $417K | 0.13% | +7.0 | +0.6% | $328.93 | +0.8% |
| 66 | VOOV | VANGUARD ADMIRAL FDS INC | — | 1,941.0 | $396K | 0.12% | — | — | $203.77 | +9.3% |
| 67 | DSI | ISHARES TR | — | 3,205.0 | $388K | 0.12% | — | — | $121.18 | +16.0% |
| 68 | XLI | SELECT SECTOR SPDR TR | — | 2,385.0 | $386K | 0.12% | +485.0 | +25.5% | $161.75 | +10.5% |
| 69 | COWZ | PACER FDS TR | — | 6,084.0 | $381K | 0.12% | — | — | $62.56 | +3.2% |
| 70 | RTX | RTX CORPORATION | Industrials | 1,906.0 | $368K | 0.12% | — | — | $192.92 | +0.4% |
| 71 | CMS | CMS ENERGY CORP | Utilities | 4,477.0 | $347K | 0.11% | +24.0 | +0.5% | $77.58 | -6.6% |
| 72 | ES | EVERSOURCE ENERGY | Utilities | 4,750.0 | $329K | 0.10% | +45.0 | +1.0% | $69.28 | +5.4% |
| 73 | YUM | YUM BRANDS INC | Consumer Cyclical | 2,033.0 | $316K | 0.10% | — | — | $155.49 | -5.3% |
| 74 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 14,852.0 | $294K | 0.09% | — | — | $19.78 | -12.9% |
| 75 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,175.0 | $279K | 0.09% | — | — | $237.62 | +22.8% |
| 76 | KO | COCA COLA CO | Consumer Defensive | 3,656.0 | $278K | 0.09% | -628.0 | -14.7% | $76.05 | +7.8% |
| 77 | ARKK | ARK ETF TR | — | 4,078.0 | $276K | 0.09% | -399.0 | -8.9% | $67.59 | +14.9% |
| 78 | IBB | ISHARES TR | — | 1,597.0 | $270K | 0.08% | — | — | $168.80 | +12.1% |
| 79 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 5,686.0 | $267K | 0.08% | +31.0 | +0.6% | $47.03 | +4.4% |
| 80 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,851.0 | $267K | 0.08% | -266.0 | -12.6% | $144.41 | +2.6% |
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
39.0%
Technology
17.5%
Communication Services
15.7%
Healthcare
10.1%
Consumer Cyclical
9.9%
Industrials
2.7%
Consumer Defensive
2.7%
Energy
1.7%
Utilities
0.6%
Real Estate
0.1%