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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 Q2 2024 · Filed July 30, 2024 · Accession 0001172661-24-002965

Total Value
$270.2M
Positions
83
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ64,569$30.9M11.45%
2VANGUARD INDEX FDS92290836350,538$25.3M9.36%
3AMAZON COM INCAMZN96,432$18.6M6.90%
4ISHARES BITCOIN TRIBIT465,478$15.9M5.88%
5MICROSOFT CORPMSFT31,527$14.1M5.22%
6META PLATFORMS INCMETA26,379$13.3M4.92%
7SPDR S&P 500 ETF TRSPY18,935$10.3M3.81%
8NVIDIA CORPORATIONNVDA80,551$10.0M3.68%
9APPLE INCAAPL42,188$8.9M3.29%
10PACER FDS TR69374H881139,766$7.6M2.82%
11ALPHABET INCGOOG40,125$7.3M2.71%
12ALPHABET INCGOOG37,730$6.9M2.56%
13VANGUARD WHITEHALL FDS92194640653,824$6.4M2.36%
14THERMO FISHER SCIENTIFIC INCTMO9,945$5.5M2.04%
15ELI LILLY & COLLY6,022$5.5M2.02%
16SPDR GOLD TRGLD24,438$5.3M1.94%
17VANGUARD SPECIALIZED FUNDS92190884426,136$4.8M1.77%
18VISA INCV15,424$4.0M1.50%
19ONEOK INC NEWOKE46,192$3.8M1.39%
20PACER FDS TR69374H85777,018$3.4M1.24%
21COSTCO WHSL CORP NEW22160K1053,719$3.2M1.17%
22NORTHROP GRUMMAN CORPNOC7,063$3.1M1.14%
23AMGEN INCAMGN9,389$2.9M1.09%
24ABBVIE INCABBV16,538$2.8M1.05%
25PALO ALTO NETWORKS INCPANW7,620$2.6M0.96%
26ISHARES TR46428787926,024$2.5M0.94%
27ISHARES TR46428770521,668$2.5M0.91%
28PEPSICO INCPEP14,833$2.4M0.91%
29CHIPOTLE MEXICAN GRILL INCCMG33,750$2.1M0.78%
30ABBOTT LABSABLZF17,891$1.9M0.69%
31SPDR SER TR78468R79639,655$1.8M0.65%
32ARISTA NETWORKS INCANET4,748$1.7M0.62%
33STRYKER CORPORATIONSYK4,860$1.7M0.61%
34MCDONALDS CORPMCD6,173$1.6M0.58%
35SALESFORCE INCCRM5,462$1.4M0.52%
36CHURCH & DWIGHT CO INCCHD13,412$1.4M0.51%
37COMCAST CORP NEWCCZ35,141$1.4M0.51%
38PRUDENTIAL FINL INCPUKPF10,848$1.3M0.47%
39COCA COLA COKO18,372$1.2M0.43%
40UNION PAC CORPUNP4,822$1.1M0.40%
41JPMORGAN CHASE & CO.VYLD5,238$1.1M0.39%
42JOHNSON & JOHNSONJNJ6,766$988,9460.37%
43BRISTOL-MYERS SQUIBB COCELG-RI23,508$976,2740.36%
44HERSHEY COHSY5,294$973,1610.36%
45NETFLIX INCNFLX1,350$911,0880.34%
46VERTEX PHARMACEUTICALS INCVRTX1,784$836,1970.31%
47IDEXX LABS INC45168D1041,695$825,8040.31%
48WISDOMTREE TRWT13,645$788,5630.29%
49TESLA INCTSLA3,970$785,5840.29%
50INVESCO EXCHANGE TRADED FD TIVZ20,442$779,6750.29%
51WISDOMTREE TRWT16,037$755,8030.28%
52DISNEY WALT CO2546871067,389$733,6660.27%
53SELECT SECTOR SPDR TR81369Y8033,059$692,0260.26%
54SELECT SECTOR SPDR TR81369Y4073,700$674,9060.25%
55ISHARES TR4642876141,836$669,2800.25%
56ISHARES TR4642873096,723$622,1320.23%
57SELECT SECTOR SPDR TR81369Y2093,897$567,9750.21%
58ISHARES TR4642874083,029$551,2380.20%
59ISHARES TR4642875982,969$517,9770.19%
60WISDOMTREE TRWT15,269$482,3480.18%
61ALLIANT ENERGY CORPLNT9,241$470,3520.17%
62BERKSHIRE HATHAWAY INC DELBRK-A1,070$435,2760.16%
63BROADCOM INCAVGO251$403,7310.15%
64PROCTER AND GAMBLE CO7427181092,366$390,2690.14%
65HOME DEPOT INCHD1,132$389,5350.14%
66ARK ETF TR00214Q1047,471$328,3400.12%
67VANGUARD ADMIRAL FDS INC9219327031,865$327,8520.12%
68ISHARES TR4642885703,145$326,6510.12%
69YUM BRANDS INCYUM2,443$323,5370.12%
70VANGUARD STAR FDS9219097685,036$303,6970.11%
71EVERSOURCE ENERGYES5,170$293,1830.11%
72PFIZER INCPFE10,452$292,4410.11%
73MICROSTRATEGY INCSTRK209$287,8940.11%
74CMS ENERGY CORPCMS-PC4,744$282,4240.10%
75SELECT SECTOR SPDR TR81369Y7042,300$280,2820.10%
76GOLDMAN SACHS GROUP INCGSCE612$276,6870.10%
77SHAKE SHACK INCSHAK2,911$261,9900.10%
78DTE ENERGY CODTK2,171$241,0290.09%
79FIRST TR VALUE LINE DIVID IN33734H1065,459$222,4550.08%
80ISHARES TR4642875561,588$218,0260.08%
81VANGUARD INDEX FDS922908736575$214,9520.08%
82DIGITAL RLTY TR INC2538681031,338$203,4590.08%
83ISHARES TR46428822413,939$185,6690.07%