Oxler-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  null,
  "AVGO",
  "HD",
  "MCD",
  "UNP",
  "META",
  "IVW",
  "PESI",
  null,
  "MSFT",
  null,
  "HSY",
  "ANET",
  "IWD",
  "NOC",
  "OKE",
  "IWF",
  "PANW",
  "PEP",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  "PG",
  "AMGN",
  null,
  "MSTR",
  "RTX",
  "GLD",
  "SYK",
  "TMO",
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "ES",
  "IDXX",
  "AMZN",
  "CMS",
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VOOV",
  "VXUS",
  "VOO",
  "V",
  null,
  "YUM",
  "LNT",
  "DTE",
  null,
  "CRM",
  "SHAK",
  null,
  null,
  "BRK-B",
  "BMY",
  "CMG",
  "CHD",
  "KO",
  "CMCSA",
  "COST",
  "IJJ",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 85
Total Value: 284615325
Accession Number: 0001172661-25-001598
Form Type: 13F-HR
CIK: oxler-private-wealth
Manager Name: Oxler-Private-Wealth

Data Enrichment

80% identified

68 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

85 positions • $284.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNION PACIFIC CORP

UNP|907818108

Shares:4.7K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$284.6M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:3.7K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$284.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$284.6M)

Tesla, Inc.

TSLA|88160R101

Shares:4.0K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$284.6M)

Salesforce, Inc.

CRM|79466L302

Shares:3.7K

Value:$985.8K

% of Portfolio:0.3% ($985.8K/$284.6M)

HERSHEY CO

HSY|427866108

Shares:5.1K

Value:$868.5K

% of Portfolio:0.3% ($868.5K/$284.6M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.7K

Value:$811.6K

% of Portfolio:0.3% ($811.6K/$284.6M)

81369Y407

Shares:3.7K

Value:$735.3K

% of Portfolio:0.3% ($735.3K/$284.6M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:1.7K

Value:$706.4K

% of Portfolio:0.2% ($706.4K/$284.6M)

97717W562

Shares:14.5K

Value:$706.2K

% of Portfolio:0.2% ($706.2K/$284.6M)

69374H857

Shares:18.1K

Value:$676.9K

% of Portfolio:0.2% ($676.9K/$284.6M)

97717W570

Shares:11.3K

Value:$673.4K

% of Portfolio:0.2% ($673.4K/$284.6M)

464287614

IWF|464287614

Shares:1.8K

Value:$664.8K

% of Portfolio:0.2% ($664.8K/$284.6M)

Walt Disney Co

DIS|254687106

Shares:6.7K

Value:$664.1K

% of Portfolio:0.2% ($664.1K/$284.6M)

464287309

IVW|464287309

Shares:6.7K

Value:$625.9K

% of Portfolio:0.2% ($625.9K/$284.6M)

81369Y803

XLK|81369Y803

Shares:3.0K

Value:$625.9K

% of Portfolio:0.2% ($625.9K/$284.6M)

46137V597

Shares:16.3K

Value:$618.4K

% of Portfolio:0.2% ($618.4K/$284.6M)

464287408

IVE|464287408

Shares:3.1K

Value:$583.5K

% of Portfolio:0.2% ($583.5K/$284.6M)

464287598

IWD|464287598

Shares:3.0K

Value:$564.7K

% of Portfolio:0.2% ($564.7K/$284.6M)

922908769

VTI|922908769

Shares:2.0K

Value:$563.1K

% of Portfolio:0.2% ($563.1K/$284.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	4.7K	QoQ -2.11% (-101) YoY -2.75% (-132)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$284.6M)	QoQ +1.40% (-$15.3K) YoY -6.58% (-$77.7K)
MICROSTRATEGY Inc(MSTRcusip594972408)	3.7K	QoQ +8.52% (+292) YoY +1836.45% (+3.5K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$284.6M)	QoQ +8.01% (+$79.5K) YoY +227.48% (+$744.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	6.4K	QoQ -8.31% (-580) YoY -10.72% (-768)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$284.6M)	QoQ +5.14% (-$51.9K) YoY -6.39% (-$72.5K)
Tesla, Inc.(TSLAcusip88160R101)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$284.6M)	QoQ -35.82% (-$574.4K) YoY +47.42% (+$331.0K)
Salesforce, Inc.(CRMcusip79466L302)	3.7K	QoQ -32.90% (-1.8K) YoY -32.69% (-1.8K)	All Managers (Combined)	$985.8K	0.3% ($985.8K/$284.6M)	QoQ -46.13% (-$844.4K) YoY -40.02% (-$657.8K)
HERSHEY CO(HSYcusip427866108)	5.1K	QoQ +0.81% (+41) YoY -3.36% (-177)	All Managers (Combined)	$868.5K	0.3% ($868.5K/$284.6M)	QoQ +1.80% (+$15.4K) YoY -15.03% (-$153.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.7K	QoQ -6.16% (-110) YoY -6.16% (-110)	All Managers (Combined)	$811.6K	0.3% ($811.6K/$284.6M)	QoQ +12.96% (-$93.2K) YoY +8.83% (-$65.9K)
(cusip81369Y407)✕	3.7K	QoQ +0.26% (-10) YoY +0.05% (+2)	All Managers (Combined)	$735.3K	0.3% ($735.3K/$284.6M)	QoQ -11.76% (-$98.0K) YoY +7.42% (+$50.8K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	1.7K	QoQ -0.76% (-13) YoY -2.49% (-43)	All Managers (Combined)	$706.4K	0.2% ($706.4K/$284.6M)	QoQ +0.79% (-$5.6K) YoY -24.16% (-$225.0K)
(cusip97717W562)✕	14.5K	QoQ +0.29% (-42) YoY -13.83% (-2.3K)	All Managers (Combined)	$706.2K	0.2% ($706.2K/$284.6M)	QoQ -9.18% (-$71.4K) YoY -16.03% (-$134.8K)
(cusip69374H857)✕	18.1K	QoQ 0.00% (-0) YoY -76.14% (-57.6K)	All Managers (Combined)	$676.9K	0.2% ($676.9K/$284.6M)	QoQ -14.79% (-$117.5K) YoY -81.80% (-$3.0M)
(cusip97717W570)✕	11.3K	QoQ +0.29% (-33) YoY -21.09% (-3.0K)	All Managers (Combined)	$673.4K	0.2% ($673.4K/$284.6M)	QoQ -4.37% (-$30.8K) YoY -22.92% (-$200.3K)
(IWFcusip464287614)	1.8K	QoQ +0.05% (-1) YoY +0.32% (+6)	All Managers (Combined)	$664.8K	0.2% ($664.8K/$284.6M)	QoQ -10.01% (-$73.9K) YoY +7.51% (+$46.4K)
Walt Disney Co(DIScusip254687106)	6.7K	QoQ +2.74% (-180) YoY -10.37% (-779)	All Managers (Combined)	$664.1K	0.2% ($664.1K/$284.6M)	QoQ -8.91% (-$65.0K) YoY -27.70% (-$254.5K)
(IVWcusip464287309)	6.7K	QoQ +0.08% (-6) YoY +0.35% (+24)	All Managers (Combined)	$625.9K	0.2% ($625.9K/$284.6M)	QoQ -8.49% (-$58.1K) YoY +10.32% (+$58.6K)
(XLKcusip81369Y803)	3.0K	QoQ +0.16% (-5) YoY -0.75% (-23)	All Managers (Combined)	$625.9K	0.2% ($625.9K/$284.6M)	QoQ -11.05% (-$77.8K) YoY -1.58% (-$10.1K)
(cusip46137V597)✕	16.3K	QoQ +0.11% (-19) YoY -19.76% (-4.0K)	All Managers (Combined)	$618.4K	0.2% ($618.4K/$284.6M)	QoQ -8.90% (-$60.5K) YoY -22.66% (-$181.2K)
(IVEcusip464287408)	3.1K	QoQ +0.29% (+9) YoY +1.45% (+44)	All Managers (Combined)	$583.5K	0.2% ($583.5K/$284.6M)	QoQ +0.12% (+$726) YoY +3.48% (+$19.7K)
(IWDcusip464287598)	3.0K	QoQ +0.30% (+9) YoY +1.38% (+41)	All Managers (Combined)	$564.7K	0.2% ($564.7K/$284.6M)	QoQ +1.94% (+$10.8K) YoY +6.49% (+$34.4K)
(VTIcusip922908769)	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$563.1K	0.2% ($563.1K/$284.6M)	QoQ -5.16% (-$30.7K) YoY NEW(+$563.1K)