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

Page 5 of 5

Sort by:

46138G649

Shares:1.2K

Value:$223.3K

% of Portfolio:0.1% ($223.3K/$284.6M)

922908736

VUG|922908736

Shares:577

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$284.6M)

00214Q104

Shares:4.5K

Value:$213.5K

% of Portfolio:0.1% ($213.5K/$284.6M)

464287556

Shares:1.6K

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$284.6M)

PERMA FIX ENVIRONMENTAL SERVICES INC

PESI|714157203

Shares:17.0K

Value:$123.6K

% of Portfolio:0.0% ($123.6K/$284.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G649)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$223.3K	0.1% ($223.3K/$284.6M)	QoQ NEW(+$223.3K) YoY NEW(+$223.3K)
(VUGcusip922908736)	577	QoQ +0.17% (-1) YoY NEW(+577)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$284.6M)	QoQ -9.54% (-$22.6K) YoY NEW(+$213.8K)
(cusip00214Q104)✕	4.5K	QoQ -3.79% (-177) YoY -40.57% (-3.1K)	All Managers (Combined)	$213.5K	0.1% ($213.5K/$284.6M)	QoQ -19.37% (-$51.3K) YoY -43.55% (-$164.7K)
(cusip464287556)✕	1.6K	QoQ +0.12% (-2) YoY -14.35% (-267)	All Managers (Combined)	$203.7K	0.1% ($203.7K/$284.6M)	QoQ -3.17% (-$6.7K) YoY -20.20% (-$51.6K)
PERMA FIX ENVIRONMENTAL SERVICES INC(PESIcusip714157203)	17.0K	QoQ 0.00% (-0) YoY NEW(+17.0K)	All Managers (Combined)	$123.6K	0.0% ($123.6K/$284.6M)	QoQ -34.32% (-$64.6K) YoY NEW(+$123.6K)