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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 $318,196,702
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 78,621 $43,370,551 13.63%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 64,277 $36,511,637 11.47%
3.
Ishares Bitcoin Trust Etf
 510,654 $31,257,132 9.82%
4.
Amazon Com Inc
 AMZN 92,733 $20,344,693 6.39%
5.
Meta Platforms Inc.
 META 24,765 $18,278,844 5.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)