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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 2025 · Filed May 7, 2025 · Accession 0001172661-25-001598

Total Value
$284.6M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ67,281$31.5M11.09%
2VANGUARD INDEX FDS92290836352,733$27.1M9.52%
3ISHARES BITCOIN TRUST ETFIBIT506,460$23.7M8.33%
4AMAZON COM INCAMZN94,223$17.9M6.30%
5META PLATFORMS INCMETA25,702$14.8M5.20%
6MICROSOFT CORPMSFT31,393$11.8M4.14%
7SPDR S&P 500 ETF TRSPY18,981$10.6M3.73%
8APPLE INCAAPL41,273$9.2M3.22%
9NVIDIA CORPORATIONNVDA81,851$8.9M3.12%
10PACER FDS TR69374H881141,961$7.8M2.73%
11VANGUARD WHITEHALL FDS92194640653,329$6.9M2.42%
12SPDR GOLD TRGLD23,397$6.7M2.37%
13ISHARES TR46428787967,658$6.6M2.32%
14ALPHABET INCGOOG40,140$6.2M2.18%
15ALPHABET INCGOOG37,527$5.9M2.06%
16VISA INCV15,251$5.3M1.88%
17ELI LILLY & COLLY6,057$5.0M1.76%
18THERMO FISHER SCIENTIFIC INCTMO9,884$4.9M1.73%
19VANGUARD SPECIALIZED FUNDS92190884425,150$4.9M1.71%
20ONEOK INC NEWOKE47,653$4.7M1.66%
21NORTHROP GRUMMAN CORPNOC7,143$3.7M1.29%
22COSTCO WHSL CORP NEW22160K1053,741$3.5M1.24%
23ABBVIE INCABBV16,855$3.5M1.24%
24AMGEN INCAMGN9,140$2.8M1.00%
25PALO ALTO NETWORKS INCPANW14,940$2.5M0.90%
26ISHARES TR46428770519,789$2.4M0.83%
27ABBOTT LABSABLZF17,696$2.3M0.82%
28PEPSICO INCPEP14,133$2.1M0.74%
29MCDONALDS CORPMCD6,213$1.9M0.68%
30STRYKER CORPORATIONSYK4,836$1.8M0.63%
31SPDR SER TR78468R79636,909$1.7M0.59%
32CHIPOTLE MEXICAN GRILL INCCMG33,450$1.7M0.59%
33ARISTA NETWORKS INCANET18,992$1.5M0.52%
34CHURCH & DWIGHT CO INCCHD12,671$1.4M0.49%
35NETFLIX INCNFLX1,422$1.3M0.47%
36BRISTOL-MYERS SQUIBB COCELG-RI21,631$1.3M0.46%
37COMCAST CORP NEWCCZ35,622$1.3M0.46%
38COCA COLA COKO17,975$1.3M0.45%
39PRUDENTIAL FINL INCPUKPF11,228$1.3M0.44%
40JPMORGAN CHASE & CO.VYLD4,974$1.2M0.43%
41UNION PAC CORPUNP4,665$1.1M0.39%
42MICROSTRATEGY INCSTRK3,718$1.1M0.38%
43JOHNSON & JOHNSONJNJ6,393$1.1M0.37%
44TESLA INCTSLA3,970$1.0M0.36%
45SALESFORCE INCCRM3,673$985,7680.35%
46HERSHEY COHSY5,078$868,4580.31%
47VERTEX PHARMACEUTICALS INCVRTX1,674$811,5890.29%
48SELECT SECTOR SPDR TR81369Y4073,724$735,2770.26%
49IDEXX LABS INC45168D1041,682$706,3560.25%
50WISDOMTREE TRWT14,460$706,2470.25%
51PACER FDS TR69374H85718,051$676,9130.24%
52WISDOMTREE TRWT11,299$673,4150.24%
53ISHARES TR4642876141,841$664,7850.23%
54DISNEY WALT CO2546871066,728$664,0870.23%
55ISHARES TR4642873096,743$625,9250.22%
56SELECT SECTOR SPDR TR81369Y8033,031$625,8700.22%
57INVESCO EXCHANGE TRADED FD TIVZ16,335$618,4310.22%
58ISHARES TR4642874083,062$583,5440.21%
59ISHARES TR4642875983,001$564,6640.20%
60VANGUARD INDEX FDS9229087692,049$563,1480.20%
61ALLIANT ENERGY CORPLNT8,607$553,8380.19%
62BERKSHIRE HATHAWAY INC DELBRK-A1,001$533,1130.19%
63VANGUARD STAR FDS9219097687,978$495,4180.17%
64SELECT SECTOR SPDR TR81369Y2093,341$487,7920.17%
65BROADCOM INCAVGO2,537$424,7940.15%
66HOME DEPOT INCHD1,117$409,2670.14%
67PROCTER AND GAMBLE CO7427181092,271$386,9970.14%
68YUM BRANDS INCYUM2,374$373,5580.13%
69VANGUARD ADMIRAL FDS INC9219327031,905$350,9450.12%
70GOLDMAN SACHS GROUP INCGSCE629$343,6270.12%
71CMS ENERGY CORPCMS-PC4,515$339,1470.12%
72ISHARES TR4642885703,173$324,9430.11%
73WISDOMTREE TRWT9,701$314,7980.11%
74DTE ENERGY CODTK2,229$308,2000.11%
75EVERSOURCE ENERGYES4,618$286,8540.10%
76SELECT SECTOR SPDR TR81369Y7042,020$264,7520.09%
77PFIZER INCPFE9,944$251,9730.09%
78RTX CORPORATIONRTX1,884$249,5040.09%
79FIRST TR VALUE LINE DIVID IN33734H1065,554$247,6310.09%
80SHAKE SHACK INCSHAK2,573$226,8620.08%
81INVESCO EXCH TRADED FD TR IIIVZ1,157$223,3250.08%
82VANGUARD INDEX FDS922908736577$213,8430.08%
83ARK ETF TR00214Q1044,487$213,4760.08%
84ISHARES TR4642875561,593$203,7120.07%
85PERMA-FIX ENVIRONMENTAL SVCS71415720317,005$123,6270.04%