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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 $120,505,738
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 35,475 $14,527,647 12.05%
2.
Vanguard Index Fds
 23,219 $10,141,945 8.41%
3.
Amazon Com Inc
 AMZN 60,554 $9,200,575 7.63%
4.
Apple Inc.
 AAPL 41,611 $8,011,455 6.64%
5.
Meta Platforms Inc.
 META 18,743 $6,634,273 5.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)