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Home > Institutional Investor > Oxler Private Wealth Llc > Profile

Instuitional Investor - Oxler Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Oxler Private Wealth Llc
Portfolio Value $345,359,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 79,504 $48,839,941 14.14%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 63,419 $39,772,005 11.52%
3.
Ishares Bitcoin Trust Etf
 553,454 $27,478,992 7.96%
4.
Amazon Com Inc
 AMZN 92,974 $21,460,259 6.21%
5.
Meta Platforms Inc.
 META 24,832 $16,391,149 4.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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