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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 Q4 2024 · Filed January 23, 2025 · Accession 0001172661-25-000337

Total Value
$304.2M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ66,572$34.0M11.19%
2VANGUARD INDEX FDS92290836352,583$28.3M9.31%
3ISHARES BITCOIN TRUST ETFIBIT500,274$26.5M8.73%
4AMAZON COM INCAMZN96,406$21.2M6.95%
5META PLATFORMS INCMETA25,956$15.2M5.00%
6MICROSOFT CORPMSFT31,423$13.2M4.35%
7SPDR S&P 500 ETF TRSPY19,001$11.1M3.66%
8NVIDIA CORPORATIONNVDA81,851$11.0M3.61%
9APPLE INCAAPL41,591$10.4M3.42%
10PACER FDS TR69374H881141,961$8.0M2.64%
11ALPHABET INCGOOG40,119$7.6M2.50%
12ISHARES TR46428787968,608$7.5M2.45%
13ALPHABET INCGOOG37,681$7.2M2.36%
14VANGUARD WHITEHALL FDS92194640653,553$6.8M2.25%
15SPDR GOLD TRGLD24,443$5.9M1.95%
16THERMO FISHER SCIENTIFIC INCTMO9,939$5.2M1.70%
17VANGUARD SPECIALIZED FUNDS92190884425,629$5.0M1.65%
18VISA INCV15,478$4.9M1.61%
19ONEOK INC NEWOKE47,156$4.7M1.56%
20ELI LILLY & COLLY6,047$4.7M1.53%
21COSTCO WHSL CORP NEW22160K1053,737$3.4M1.13%
22NORTHROP GRUMMAN CORPNOC7,116$3.3M1.10%
23ABBVIE INCABBV16,715$3.0M0.98%
24PALO ALTO NETWORKS INCPANW15,240$2.8M0.91%
25ISHARES TR46428770520,340$2.5M0.84%
26AMGEN INCAMGN9,443$2.5M0.81%
27PEPSICO INCPEP14,043$2.1M0.70%
28ARISTA NETWORKS INCANET18,992$2.1M0.69%
29CHIPOTLE MEXICAN GRILL INCCMG33,750$2.0M0.67%
30ABBOTT LABSABLZF17,783$2.0M0.66%
31SPDR SER TR78468R79638,163$1.8M0.60%
32SALESFORCE INCCRM5,474$1.8M0.60%
33MCDONALDS CORPMCD6,241$1.8M0.59%
34STRYKER CORPORATIONSYK4,828$1.7M0.57%
35TESLA INCTSLA3,970$1.6M0.53%
36CHURCH & DWIGHT CO INCCHD12,850$1.3M0.44%
37COMCAST CORP NEWCCZ35,336$1.3M0.44%
38PRUDENTIAL FINL INCPUKPF11,088$1.3M0.43%
39JPMORGAN CHASE & CO.VYLD5,408$1.3M0.43%
40BRISTOL-MYERS SQUIBB COCELG-RI21,590$1.2M0.40%
41NETFLIX INCNFLX1,350$1.2M0.40%
42COCA COLA COKO17,861$1.1M0.37%
43UNION PAC CORPUNP4,766$1.1M0.36%
44JOHNSON & JOHNSONJNJ6,973$1.0M0.33%
45MICROSTRATEGY INCSTRK3,426$992,2390.33%
46HERSHEY COHSY5,037$853,0760.28%
47SELECT SECTOR SPDR TR81369Y4073,714$833,2710.27%
48PACER FDS TR69374H85718,051$794,4250.26%
49WISDOMTREE TRWT14,418$777,6820.26%
50ISHARES TR4642876141,840$738,7340.24%
51DISNEY WALT CO2546871066,548$729,0870.24%
52VERTEX PHARMACEUTICALS INCVRTX1,784$718,4170.24%
53WISDOMTREE TRWT11,266$704,2550.23%
54SELECT SECTOR SPDR TR81369Y8033,026$703,6250.23%
55IDEXX LABS INC45168D1041,695$700,7810.23%
56ISHARES TR4642873096,737$684,0010.22%
57INVESCO EXCHANGE TRADED FD TIVZ16,316$678,9220.22%
58VANGUARD INDEX FDS9229087692,049$593,8210.20%
59BROADCOM INCAVGO2,528$586,2000.19%
60ISHARES TR4642874083,053$582,8180.19%
61ISHARES TR4642875982,992$553,8640.18%
62SELECT SECTOR SPDR TR81369Y2093,859$530,8350.17%
63VANGUARD STAR FDS9219097688,609$507,3130.17%
64ALLIANT ENERGY CORPLNT8,556$505,9920.17%
65BERKSHIRE HATHAWAY INC DELBRK-A1,051$476,3980.16%
66HOME DEPOT INCHD1,111$431,9920.14%
67WISDOMTREE TRWT10,115$379,5150.12%
68PROCTER AND GAMBLE CO7427181092,261$379,0930.12%
69GOLDMAN SACHS GROUP INCGSCE616$352,7270.12%
70VANGUARD ADMIRAL FDS INC9219327031,897$349,9410.12%
71ISHARES TR4642885703,165$348,8930.11%
72SHAKE SHACK INCSHAK2,573$333,9760.11%
73YUM BRANDS INCYUM2,364$317,1270.10%
74SELECT SECTOR SPDR TR81369Y7042,319$305,5340.10%
75CMS ENERGY CORPCMS-PC4,491$299,2940.10%
76PFIZER INCPFE10,109$268,1820.09%
77DTE ENERGY CODTK2,209$266,6910.09%
78ARK ETF TR00214Q1044,664$264,7810.09%
79EVERSOURCE ENERGYES4,572$262,5440.09%
80FIRST TR VALUE LINE DIVID IN33734H1065,521$240,9410.08%
81DIGITAL RLTY TR INC2538681031,348$239,0590.08%
82VANGUARD INDEX FDS922908736576$236,4090.08%
83RTX CORPORATIONRTX1,877$217,2380.07%
84ISHARES TR4642875561,591$210,3890.07%
85PERMA-FIX ENVIRONMENTAL SVCS71415720317,005$188,2460.06%