0001172661-24-000630.txt : 20240209 0001172661-24-000630.hdr.sgml : 20240209 20240209162022 ACCESSION NUMBER: 0001172661-24-000630 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oxler Private Wealth LLC CENTRAL INDEX KEY: 0001846002 ORGANIZATION NAME: 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: 24615296 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 12-31-2023 12-31-2023 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 212-785-280 /s/ Jessica Demler New York NY 02-09-2024 0 73 120505738 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 814200 7397 SH SOLE 0 0 7397 ABBVIE INC COM 00287Y109 504820 3258 SH SOLE 0 0 3258 ALLIANT ENERGY CORP COM 018802108 483605 9427 SH SOLE 0 0 9427 ALPHABET INC CAP STK CL C 02079K107 2506722 17787 SH SOLE 0 0 17787 ALPHABET INC CAP STK CL A 02079K305 2811401 20126 SH SOLE 0 0 20126 AMAZON COM INC COM 023135106 9200575 60554 SH SOLE 0 0 60554 AMGEN INC COM 031162100 1742694 6051 SH SOLE 0 0 6051 APPLE INC COM 037833100 8011455 41611 SH SOLE 0 0 41611 ARISTA NETWORKS INC COM 040413106 218554 928 SH SOLE 0 0 928 ARK ETF TR GENOMIC REV ETF 00214Q302 524114 15974 SH SOLE 0 0 15974 ARK ETF TR INNOVATION ETF 00214Q104 491350 9382 SH SOLE 0 0 9382 ARK ETF TR FINTECH INNOVA 00214Q708 259363 9404 SH SOLE 0 0 9404 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296028 830 SH SOLE 0 0 830 BRISTOL-MYERS SQUIBB CO COM 110122108 406612 7925 SH SOLE 0 0 7925 BROADCOM INC COM 11135F101 278689 250 SH SOLE 0 0 250 CHEWY INC CL A 16679L109 594130 25143 SH SOLE 0 0 25143 CHURCH & DWIGHT CO INC COM 171340102 1271284 13444 SH SOLE 0 0 13444 CMS ENERGY CORP COM 125896100 271447 4674 SH SOLE 0 0 4674 COCA COLA CO COM 191216100 333886 5666 SH SOLE 0 0 5666 COMCAST CORP NEW CL A 20030N101 322752 7360 SH SOLE 0 0 7360 COSTCO WHSL CORP NEW COM 22160K105 1065591 1614 SH SOLE 0 0 1614 DISNEY WALT CO COM 254687106 687920 7619 SH SOLE 0 0 7619 DTE ENERGY CO COM 233331107 234976 2131 SH SOLE 0 0 2131 ELI LILLY & CO COM 532457108 1105404 1896 SH SOLE 0 0 1896 EVERSOURCE ENERGY COM 30040W108 316647 5130 SH SOLE 0 0 5130 FIRST TR VALUE LINE DIVID IN SHS 33734H106 218919 5397 SH SOLE 0 0 5397 GOLDMAN SACHS GROUP INC COM 38141G104 226412 587 SH SOLE 0 0 587 HOME DEPOT INC COM 437076102 376218 1086 SH SOLE 0 0 1086 IDEXX LABS INC COM 45168D104 252548 455 SH SOLE 0 0 455 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 781875 20856 SH SOLE 0 0 20856 INVESCO QQQ TR UNIT SER 1 46090E103 14527647 35475 SH SOLE 0 0 35475 ISHARES TR S&P MC 400VL ETF 464287705 2526953 22158 SH SOLE 0 0 22158 ISHARES TR GL CLEAN ENE ETF 464288224 241094 15484 SH SOLE 0 0 15484 ISHARES TR ISHARES BIOTECH 464287556 252502 1859 SH SOLE 0 0 1859 ISHARES TR S&P 500 VAL ETF 464287408 523165 3009 SH SOLE 0 0 3009 ISHARES TR S&P 500 GRWT ETF 464287309 504211 6714 SH SOLE 0 0 6714 ISHARES TR SP SMCP600VL ETF 464287879 2763051 26808 SH SOLE 0 0 26808 ISHARES TR MSCI KLD400 SOC 464288570 285090 3131 SH SOLE 0 0 3131 ISHARES TR RUS 1000 VAL ETF 464287598 487657 2951 SH SOLE 0 0 2951 ISHARES TR RUS 1000 GRW ETF 464287614 555638 1833 SH SOLE 0 0 1833 JOHNSON & JOHNSON COM 478160104 1137545 7258 SH SOLE 0 0 7258 JPMORGAN CHASE & CO COM 46625H100 881688 5183 SH SOLE 0 0 5183 MCDONALDS CORP COM 580135101 561248 1893 SH SOLE 0 0 1893 META PLATFORMS INC CL A 30303M102 6634273 18743 SH SOLE 0 0 18743 MICROSOFT CORP COM 594918104 6070508 16143 SH SOLE 0 0 16143 NORTHROP GRUMMAN CORP COM 666807102 1341373 2865 SH SOLE 0 0 2865 PACER FDS TR US CASH COWS 100 69374H881 217839 4190 SH SOLE 0 0 4190 PALO ALTO NETWORKS INC COM 697435105 389242 1320 SH SOLE 0 0 1320 PEPSICO INC COM 713448108 677220 3987 SH SOLE 0 0 3987 PFIZER INC COM 717081103 301301 10465 SH SOLE 0 0 10465 PROCTER AND GAMBLE CO COM 742718109 283321 1933 SH SOLE 0 0 1933 SALESFORCE INC COM 79466L302 778105 2957 SH SOLE 0 0 2957 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 586827 3049 SH SOLE 0 0 3049 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 670411 3749 SH SOLE 0 0 3749 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 620157 4547 SH SOLE 0 0 4547 SELECT SECTOR SPDR TR INDL 81369Y704 265796 2332 SH SOLE 0 0 2332 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 378105 10056 SH SOLE 0 0 10056 SHAKE SHACK INC CL A 819047101 247413 3338 SH SOLE 0 0 3338 SPDR GOLD TR GOLD SHS 78463V107 564717 2954 SH SOLE 0 0 2954 SPDR S&P 500 ETF TR TR UNIT 78462F103 5010601 10542 SH SOLE 0 0 10542 SPDR SER TR SPDR S&P 500 ETF 78468R796 1532260 39481 SH SOLE 0 0 39481 STRYKER CORPORATION COM 863667101 1475124 4926 SH SOLE 0 0 4926 THERMO FISHER SCIENTIFIC INC COM 883556102 4019991 7574 SH SOLE 0 0 7574 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 311886 1857 SH SOLE 0 0 1857 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10141945 23219 SH SOLE 0 0 23219 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4514543 26494 SH SOLE 0 0 26494 VANGUARD STAR FDS VG TL INTL STK F 921909768 291266 5025 SH SOLE 0 0 5025 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6150629 55098 SH SOLE 0 0 55098 VISA INC COM CL A 92826C839 2503990 9618 SH SOLE 0 0 9618 WISDOMTREE TR US SMALLCAP FUND 97717W562 854437 17150 SH SOLE 0 0 17150 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 658738 18848 SH SOLE 0 0 18848 WISDOMTREE TR US MIDCAP FUND 97717W570 839688 14631 SH SOLE 0 0 14631 YUM BRANDS INC COM 988498101 316352 2421 SH SOLE 0 0 2421