0001172661-23-003389.txt : 20231012 0001172661-23-003389.hdr.sgml : 20231012 20231012091932 ACCESSION NUMBER: 0001172661-23-003389 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oxler Private Wealth LLC CENTRAL INDEX KEY: 0001846002 IRS NUMBER: 852076135 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21016 FILM NUMBER: 231321884 BUSINESS ADDRESS: STREET 1: 800 WESTCHESTER AVE STREET 2: SUITE 641N CITY: RYE BROOK STATE: NY ZIP: 10573 BUSINESS PHONE: 212-785-2860 MAIL ADDRESS: STREET 1: 800 WESTCHESTER AVE STREET 2: SUITE 641N CITY: RYE BROOK STATE: NY ZIP: 10573 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001846002 XXXXXXXX 09-30-2023 09-30-2023 false Oxler Private Wealth LLC
800 Westchester Ave Suite 641N Rye Brook NY 10573
13F HOLDINGS REPORT 028-21016 000309684 801-119258 N
Jessica Demler Principal, Relationship Development and Financial Planning 212-785-280 /s/ Jessica Demler New York NY 10-12-2023 0 89 198909902
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1719274 17737 SH SOLE 17737 0 0 ABBVIE INC COM 00287Y109 2392223 16046 SH SOLE 16046 0 0 AIRBNB INC COM CL A 009066101 283613 2067 SH SOLE 2067 0 0 ALLIANT ENERGY CORP COM 018802108 1688706 34847 SH SOLE 34847 0 0 ALPHABET INC CAP STK CL A 02079K305 5428727 41485 SH SOLE 41485 0 0 ALPHABET INC CAP STK CL C 02079K107 5119340 38827 SH SOLE 38827 0 0 AMAZON COM INC COM 023135106 13232048 104091 SH SOLE 104091 0 0 AMERICAN ELEC PWR CO INC COM 025537101 726742 9661 SH SOLE 9661 0 0 AMGEN INC COM 031162100 2605618 9669 SH SOLE 9669 0 0 APPLE INC COM 037833100 7657928 44720 SH SOLE 44720 0 0 ARISTA NETWORKS INC COM 040413106 879737 4783 SH SOLE 4783 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 568573 20408 SH SOLE 20408 0 0 ARK ETF TR INNOVATION ETF 00214Q104 372195 9358 SH SOLE 9358 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1594431 3 SH SOLE 3 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532456 1520 SH SOLE 1520 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1686512 29045 SH SOLE 29045 0 0 BROADCOM INC COM 11135F101 206413 248 SH SOLE 248 0 0 CHEWY INC CL A 16679L109 687544 37653 SH SOLE 37653 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 1236485 675 SH SOLE 675 0 0 CHURCH & DWIGHT CO INC COM 171340102 3114559 33975 SH SOLE 33975 0 0 CMS ENERGY CORP COM 125896100 1380415 25988 SH SOLE 25988 0 0 COCA COLA CO COM 191216100 901191 16094 SH SOLE 16094 0 0 COMCAST CORP NEW CL A 20030N101 1544470 34824 SH SOLE 34824 0 0 COSTCO WHSL CORP NEW COM 22160K105 2055232 3634 SH SOLE 3634 0 0 DISNEY WALT CO COM 254687106 662989 8180 SH SOLE 8180 0 0 DTE ENERGY CO COM 233331107 209528 2110 SH SOLE 2110 0 0 ELI LILLY & CO COM 532457108 3218222 5986 SH SOLE 5986 0 0 ENBRIDGE INC COM 29250N105 326303 9791 SH SOLE 9791 0 0 EVERSOURCE ENERGY COM 30040W108 1848106 31776 SH SOLE 31776 0 0 FIRST AMERN FINL CORP COM 31847R102 989073 17507 SH SOLE 17507 0 0 FIRST TR VALUE LINE DIVID IN SHS 33734H106 200359 5358 SH SOLE 5358 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 222963 687 SH SOLE 687 0 0 HERSHEY CO COM 427866108 1037561 5185 SH SOLE 5185 0 0 HOME DEPOT INC COM 437076102 326070 1078 SH SOLE 1078 0 0 IDEXX LABS INC COM 45168D104 754291 1725 SH SOLE 1725 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 685813 20788 SH SOLE 20788 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 18493607 51562 SH SOLE 51562 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 457283 6682 SH SOLE 6682 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 225145 15388 SH SOLE 15388 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2248911 22236 SH SOLE 22236 0 0 ISHARES TR ISHARES BIOTECH 464287556 595198 4863 SH SOLE 4863 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 444096 2924 SH SOLE 2924 0 0 ISHARES TR MSCI KLD400 SOC 464288570 253038 3107 SH SOLE 3107 0 0 ISHARES TR S&P 500 VAL ETF 464287408 459537 2986 SH SOLE 2986 0 0 ISHARES TR SP SMCP600VL ETF 464287879 2387761 26715 SH SOLE 26715 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 486069 1827 SH SOLE 1827 0 0 JOHNSON & JOHNSON COM 478160104 2769984 17769 SH SOLE 17769 0 0 JPMORGAN CHASE & CO COM 46625H100 749833 5166 SH SOLE 5166 0 0 MCCORMICK & CO INC COM NON VTG 579780206 1559822 20621 SH SOLE 20621 0 0 MCDONALDS CORP COM 580135101 1596691 6057 SH SOLE 6057 0 0 MERCK & CO INC COM 58933Y105 780552 7581 SH SOLE 7581 0 0 META PLATFORMS INC CL A 30303M102 8703088 28990 SH SOLE 28990 0 0 MICROSOFT CORP COM 594918104 9961718 31514 SH SOLE 31514 0 0 NETFLIX INC COM 64110L106 546765 1448 SH SOLE 1448 0 0 NEXTERA ENERGY INC COM 65339F101 2481292 43310 SH SOLE 43310 0 0 NIKE INC CL B 654106103 276440 2888 SH SOLE 2888 0 0 NORTHROP GRUMMAN CORP COM 666807102 3072824 6975 SH SOLE 6975 0 0 NVIDIA CORPORATION COM 67066G104 3282100 7545 SH SOLE 7545 0 0 ONEOK INC NEW COM 682680103 2811923 44331 SH SOLE 44331 0 0 PALO ALTO NETWORKS INC COM 697435105 1786433 7620 SH SOLE 7620 0 0 PEPSICO INC COM 713448108 2465957 14542 SH SOLE 14542 0 0 PFIZER INC COM 717081103 1771545 53392 SH SOLE 53392 0 0 PROCTER AND GAMBLE CO COM 742718109 296041 2025 SH SOLE 2025 0 0 PRUDENTIAL FINL INC COM 744320102 993981 10475 SH SOLE 10475 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 732417 12869 SH SOLE 12869 0 0 SALESFORCE INC COM 79466L302 1126848 5557 SH SOLE 5557 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 587207 4546 SH SOLE 4546 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 235107 2312 SH SOLE 2312 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 331932 9999 SH SOLE 9999 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 602496 3731 SH SOLE 3731 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 498695 3032 SH SOLE 3032 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8093425 18902 SH SOLE 18902 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 1367724 39376 SH SOLE 39376 0 0 STRYKER CORPORATION COM 863667101 2471137 9038 SH SOLE 9038 0 0 TESLA INC COM 88160R101 949585 3795 SH SOLE 3795 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5119601 10088 SH SOLE 10088 0 0 UNION PAC CORP COM 907818108 967568 4750 SH SOLE 4750 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 784427 29150 SH SOLE 29150 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 273353 1838 SH SOLE 1838 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15863223 40345 SH SOLE 40345 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4103652 26358 SH SOLE 26358 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 265166 4946 SH SOLE 4946 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7317634 70770 SH SOLE 70770 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 624541 1796 SH SOLE 1796 0 0 VISA INC COM CL A 92826C839 3627905 15733 SH SOLE 15733 0 0 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 589044 19880 SH SOLE 19880 0 0 WISDOMTREE TR US SMALLCAP FUND 97717W562 739966 17100 SH SOLE 17100 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 764270 15061 SH SOLE 15061 0 0 YUM BRANDS INC COM 988498101 819635 6555 SH SOLE 6555 0 0