HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC COM |
5,292 | UNCH | $17,251 |
| AMZN | 5,292 | UNCH | $17,251 |
| INVESCO QQQ TR UNIT SER 1 |
41,201 | +6,811 | $14,937 |
| QQQ | 41,201 | +6,811 | $14,937 |
| MICROSOFT CORP COM |
32,482 | +247 | $10,014 |
| MSFT | 32,482 | +247 | $10,014 |
| SPDR S&P 500 ETF TR TR UNIT (SPY) |
18,853 | -47 | $8,514 |
| SPY | 18,853 | -47 | $8,514 |
| APPLE INC COM |
45,074 | +56 | $7,870 |
| AAPL | 45,074 | +56 | $7,870 |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS (VYM) |
68,202 | +830 | $7,655 |
| VYM | 68,202 | +830 | $7,655 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) |
16,533 | +284 | $6,864 |
| VOO | 16,533 | +284 | $6,864 |
| META PLATFORMS INC CL A |
29,327 | UNCH | $6,521 |
| FB | 29,327 | UNCH | $6,521 |
| THERMO FISHER SCIENTIFIC INC COM |
10,808 | +4 | $6,384 |
| TMO | 10,808 | +4 | $6,384 |
| ALPHABET INC CL A |
2,162 | UNCH | $6,013 |
| GOOGL | 2,162 | UNCH | $6,013 |
| ALPHABET INC CAP STK CL C |
2,074 | UNCH | $5,792 |
| GOOG | 2,074 | UNCH | $5,792 |
| VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS (VIG) |
27,172 | +552 | $4,406 |
| VIG | 27,172 | +552 | $4,406 |
| VISA INC COM CL A |
17,359 | -170 | $3,849 |
| V | 17,359 | -170 | $3,849 |
| NEXTERA ENERGY INC COM |
41,832 | +219 | $3,543 |
| NEE | 41,832 | +219 | $3,543 |
| CHURCH & DWIGHT INC COM |
33,516 | +91 | $3,330 |
| CHD | 33,516 | +91 | $3,330 |
| ISHARES TR S&P SMALL CAP 600 VALUE ETF (IJS) |
32,153 | +74 | $3,292 |
| IJS | 32,153 | +74 | $3,292 |
| NORTHROP GRUMMAN CORP COM |
7,269 | -25 | $3,251 |
| NOC | 7,269 | -25 | $3,251 |
| ISHARES TR S&P MIDCAP 400 VALUE ETF (IJJ) |
28,925 | +28 | $3,171 |
| IJJ | 28,925 | +28 | $3,171 |
| PFIZER INC COM |
59,179 | +505 | $3,063 |
| PFE | 59,179 | +505 | $3,063 |
| AMGEN INC COM |
12,548 | +104 | $3,034 |
| AMGN | 12,548 | +104 | $3,034 |
| ONEOK INC NEW COM |
40,592 | +592 | $2,867 |
| OKE | 40,592 | +592 | $2,867 |
| EVERSOURCE ENERGY COM |
31,833 | +227 | $2,807 |
| ES | 31,833 | +227 | $2,807 |
| JOHNSON & JOHNSON COM |
15,320 | +91 | $2,715 |
| JNJ | 15,320 | +91 | $2,715 |
| STRYKER CORP COMMON |
9,592 | -373 | $2,564 |
| SYK | 9,592 | -373 | $2,564 |
| ABBVIE INC COM |
15,346 | +148 | $2,487 |
| ABBV | 15,346 | +148 | $2,487 |
 BERKSHIRE HATHAWAY INC DEL CL A |
$2,422 | ||
| BRK.A | 3 | UNCH | $1,586 |
| BRK.B | 2,370 | -175 | $836 |
| PEPSICO INC COM |
14,155 | +177 | $2,369 |
| PEP | 14,155 | +177 | $2,369 |
| BRISTOL MYERS SQUIBB CO COM |
31,199 | -1,336 | $2,278 |
| BMY | 31,199 | -1,336 | $2,278 |
| CHEWY INC CL A |
55,325 | -10 | $2,256 |
| CHWY | 55,325 | -10 | $2,256 |
| ALLIANT ENERGY CORP COM |
34,468 | +248 | $2,153 |
| LNT | 34,468 | +248 | $2,153 |
| ABBOTT LABS COM |
17,936 | +61 | $2,122 |
| ABT | 17,936 | +61 | $2,122 |
| MCCORMICK & CO INC COM NON VTG |
20,477 | +77 | $2,043 |
| MKC | 20,477 | +77 | $2,043 |
| COSTCO WHOLESALE CORP NEW COM |
3,500 | +5 | $2,015 |
| COST | 3,500 | +5 | $2,015 |
| COMCAST CORP NEW CL A |
42,282 | +205 | $1,979 |
| CMCSA | 42,282 | +205 | $1,979 |
| CMS ENERGY CORP COM |
26,782 | -107 | $1,873 |
| CMS | 26,782 | -107 | $1,873 |
| DISNEY WALT CO DISNEY COM |
13,648 | UNCH | $1,871 |
| DIS | 13,648 | UNCH | $1,871 |
| NVIDIA CORP COM |
6,401 | +1 | $1,746 |
| NVDA | 6,401 | +1 | $1,746 |
| REGENERON PHARMACEUTICALS INC COM |
2,480 | UNCH | $1,732 |
| REGN | 2,480 | UNCH | $1,732 |
| LILLY ELI & CO COM |
5,992 | -128 | $1,716 |
| LLY | 5,992 | -128 | $1,716 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF (VTV) |
11,440 | +61 | $1,690 |
| VTV | 11,440 | +61 | $1,690 |
| SALESFORCE INC COM |
7,567 | UNCH | $1,606 |
| CRM | 7,567 | UNCH | $1,606 |
| CHEVRON CORP NEW COM |
9,865 | -45 | $1,606 |
| CVX | 9,865 | -45 | $1,606 |
| PALO ALTO NETWORKS INC COM |
2,470 | UNCH | $1,537 |
| PANW | 2,470 | UNCH | $1,537 |
| WISDOMTREE TR U S MIDCAP FD |
26,762 | +385 | $1,463 |
| EZM | 26,762 | +385 | $1,463 |
| MCDONALDS CORP COM |
5,916 | +36 | $1,463 |
| MCD | 5,916 | +36 | $1,463 |
| WISDOMTREE TR U S SMALLCAP FD |
29,104 | +544 | $1,395 |
| EES | 29,104 | +544 | $1,395 |
| TESLA INC COM |
1,265 | UNCH | $1,363 |
| TSLA | 1,265 | UNCH | $1,363 |
| JPMORGAN CHASE & CO COM |
9,926 | +65 | $1,353 |
| JPM | 9,926 | +65 | $1,353 |
| SHAKE SHACK INC CL A |
19,334 | -5,012 | $1,312 |
| SHAK | 19,334 | -5,012 | $1,312 |
| UNION PAC CORP COM |
4,729 | +20 | $1,292 |
| UNP | 4,729 | +20 | $1,292 |
See Full List: All Stocks Held By Oxler Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Oxler Private Wealth LLC
|
Size ($ in 1000's)
At 03/31/2022: $221,731 At 12/31/2021: $241,295 Oxler Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oxler Private Wealth LLC 13F filings. Link to 13F filings: SEC filings |
