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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oxler Private Wealth LLC

Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001172661-24-001929

Total Value
$255.1M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ63,830$28.3M11.11%
2VANGUARD INDEX FDS92290836350,052$24.1M9.43%
3AMAZON COM INCAMZN98,477$17.8M6.96%
4META PLATFORMS INCMETA27,706$13.5M5.27%
5MICROSOFT CORPMSFT31,532$13.3M5.20%
6ISHARES BITCOIN TRIBIT277,769$11.2M4.41%
7SPDR S&P 500 ETF TRSPY18,879$9.9M3.87%
8PACER FDS TR69374H881139,766$8.1M3.18%
9APPLE INCAAPL43,257$7.4M2.91%
10NVIDIA CORPORATIONNVDA7,972$7.2M2.82%
11VANGUARD WHITEHALL FDS92194640653,651$6.5M2.55%
12ALPHABET INCGOOG40,226$6.1M2.38%
13THERMO FISHER SCIENTIFIC INCTMO9,939$5.8M2.26%
14ALPHABET INCGOOG37,827$5.8M2.26%
15VANGUARD SPECIALIZED FUNDS92190884426,301$4.8M1.88%
16ELI LILLY & COLLY6,012$4.7M1.83%
17VISA INCV15,497$4.3M1.70%
18PACER FDS TR69374H85775,659$3.7M1.46%
19ONEOK INC NEWOKE45,630$3.7M1.43%
20SPDR GOLD TRGLD16,417$3.4M1.32%
21NORTHROP GRUMMAN CORPNOC7,032$3.4M1.32%
22ABBVIE INCABBV16,380$3.0M1.17%
23COSTCO WHSL CORP NEW22160K1053,714$2.7M1.07%
24ISHARES TR46428787926,236$2.7M1.06%
25AMGEN INCAMGN9,323$2.7M1.04%
26PEPSICO INCPEP14,716$2.6M1.01%
27ISHARES TR46428770521,759$2.6M1.01%
28PALO ALTO NETWORKS INCPANW7,620$2.2M0.85%
29ABBOTT LABSABLZF17,851$2.0M0.80%
30CHIPOTLE MEXICAN GRILL INCCMG675$2.0M0.77%
31STRYKER CORPORATIONSYK4,938$1.8M0.69%
32MCDONALDS CORPMCD6,133$1.7M0.68%
33SPDR SER TR78468R79639,566$1.7M0.66%
34BRISTOL-MYERS SQUIBB COCELG-RI30,552$1.7M0.65%
35SALESFORCE INCCRM5,457$1.6M0.64%
36COMCAST CORP NEWCCZ35,194$1.5M0.60%
37CHURCH & DWIGHT CO INCCHD13,378$1.4M0.55%
38ARISTA NETWORKS INCANET4,748$1.4M0.54%
39PRUDENTIAL FINL INCPUKPF10,727$1.3M0.49%
40UNION PAC CORPUNP4,797$1.2M0.46%
41MERCK & CO INCMRK8,686$1.1M0.45%
42JOHNSON & JOHNSONJNJ7,161$1.1M0.44%
43COCA COLA COKO18,249$1.1M0.44%
44JPMORGAN CHASE & COVYLD5,211$1.0M0.41%
45HERSHEY COHSY5,255$1.0M0.40%
46IDEXX LABS INC45168D1041,725$931,3800.37%
47DISNEY WALT CO2546871067,507$918,6110.36%
48WISDOMTREE TRWT14,319$873,7470.34%
49WISDOMTREE TRWT16,782$841,0940.33%
50NETFLIX INCNFLX1,350$819,8960.32%
51INVESCO EXCHANGE TRADED FD TIVZ20,358$799,6630.31%
52VERTEX PHARMACEUTICALS INCVRTX1,784$745,7300.29%
53TESLA INCTSLA3,970$697,8870.27%
54SELECT SECTOR SPDR TR81369Y4073,722$684,4770.27%
55SELECT SECTOR SPDR TR81369Y8033,054$635,9800.25%
56ISHARES TR4642876141,835$618,3370.24%
57SELECT SECTOR SPDR TR81369Y2093,931$580,7230.23%
58ISHARES TR4642873096,719$567,3350.22%
59ISHARES TR4642874083,018$563,8780.22%
60WISDOMTREE TRWT15,285$532,2240.21%
61ISHARES TR4642875982,960$530,2160.21%
62ALLIANT ENERGY CORPLNT9,165$461,9310.18%
63BERKSHIRE HATHAWAY INC DELBRK-A1,070$449,9570.18%
64HOME DEPOT INCHD1,125$431,4830.17%
65SELECT SECTOR SPDR TR81369Y6059,826$413,8690.16%
66PROCTER AND GAMBLE CO7427181092,357$382,3910.15%
67ARK ETF TR00214Q1047,551$378,1730.15%
68YUM BRANDS INCYUM2,432$337,1810.13%
69VANGUARD ADMIRAL FDS INC9219327031,865$336,6000.13%
70BROADCOM INCAVGO251$332,1960.13%
71MICROSTRATEGY INCSTRK192$327,2760.13%
72ISHARES TR4642885703,139$316,4260.12%
73SHAKE SHACK INCSHAK3,000$312,0900.12%
74EVERSOURCE ENERGYES5,106$305,1690.12%
75VANGUARD STAR FDS9219097685,044$304,1630.12%
76SELECT SECTOR SPDR TR81369Y7042,292$288,6990.11%
77PFIZER INCPFE10,317$286,3070.11%
78CMS ENERGY CORPCMS-PC4,710$284,2230.11%
79CHEWY INCCHWY17,743$282,2920.11%
80ISHARES TR4642875561,860$255,2810.10%
81GOLDMAN SACHS GROUP INCGSCE609$254,5560.10%
82NIKE INCNKE2,682$252,1020.10%
83DTE ENERGY CODTK2,151$241,1890.09%
84ARK ETF TR00214Q3028,231$236,7300.09%
85FIRST TR VALUE LINE DIVID IN33734H1065,422$228,9690.09%
86ISHARES TR46428822414,275$199,5650.08%