Oxler Private Wealth LLC
Top Portfolio Positions
59 positions ·
$239,044,807 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
79,310 | $45,776,145 | 19.15% | |
| IBIT |
iShares Bitcoin Trust ETF
|
555,190 | $21,330,399 | 8.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
93,074 | $19,384,521 | 8.11% | |
| NVDA |
Nvidia Corp
Technology
|
83,835 | $14,620,824 | 6.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
24,834 | $14,208,276 | 5.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,467 | $12,009,828 | 5.02% | |
| MSFT |
Microsoft Corp
Technology
|
31,269 | $11,574,845 | 4.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
39,099 | $11,243,308 | 4.70% | |
| AAPL |
Apple Inc.
Technology
|
40,475 | $10,272,150 | 4.30% | |
| GLD |
Spdr Gold Trust
|
23,379 | $10,059,749 | 4.21% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PESI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,783 | 17,005 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $214,092 | 17,005 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $171,750 | 17,005 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $178,892 | 17,005 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $123,626 | 17,005 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $188,245 | 17,005 | Shares | Sole | 2025-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||