0001606587-22-000138.txt : 20220127
0001606587-22-000138.hdr.sgml : 20220127
20220127114128
ACCESSION NUMBER: 0001606587-22-000138
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220127
DATE AS OF CHANGE: 20220127
EFFECTIVENESS DATE: 20220127
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: 22561784
BUSINESS ADDRESS:
STREET 1: 3 COLUMBUS CIRCLE
STREET 2: 15TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 212-785-2860
MAIL ADDRESS:
STREET 1: 3 COLUMBUS CIRCLE
STREET 2: 15TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001846002
XXXXXXXX
12-31-2021
12-31-2021
false
Oxler Private Wealth LLC
3 Columbus Circle
15th Floor
New York
NY
10019
13F HOLDINGS REPORT
028-21016
N
Jessica Demler
Principal, Relationship Development and Financial Planning
212-785-2860
Jessica Demler
New York
NY
01-26-2022
0
119
241295
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS COM
COM
002824100
2515
17875
SH
SOLE
NONE
17875
0
0
ABBVIE INC COM
COM
00287Y109
2057
15198
SH
SOLE
NONE
15198
0
0
AIRBNB INC CL A COM
COM CL A
009066101
719
4322
SH
SOLE
NONE
4322
0
0
ALLIANT ENERGY CORP COM
COM
018802108
2103
34220
SH
SOLE
NONE
34220
0
0
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
6001
2074
SH
SOLE
NONE
2074
0
0
ALPHABET INC CL A
CAP STK CL A
02079K305
6263
2162
SH
SOLE
NONE
2162
0
0
AMAZON COM INC
COM
023135106
17645
5292
SH
SOLE
NONE
5292
0
0
AMERICAN ELECTRIC POWER CO
COM
025537101
808
9083
SH
SOLE
NONE
9083
0
0
AMERISOURCE BERGEN CORP COM
COM
03073E105
871
6554
SH
SOLE
NONE
6554
0
0
AMGEN INC COM
COM
031162100
2799
12444
SH
SOLE
NONE
12444
0
0
APPHARVEST INC COM
COM
03783T103
40
10410
SH
SOLE
NONE
10410
0
0
APPLE INC COM
COM
037833100
7993
45018
SH
SOLE
NONE
45018
0
0
ARK ETF TR INNOVATION ETF
INNOVATION ETF
00214Q104
1628
17475
SH
SOLE
NONE
17475
0
0
ASML HLDG N V N Y REGISTRY SHS NEW 2012
N Y REGISTRY SHS
N07059210
796
1000
SH
SOLE
NONE
1000
0
0
BERKSHIRE HATHAWAY INC DEL CL A
CL A
084670108
1351
3
SH
SOLE
NONE
3
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
CL B NEW
084670702
760
2545
SH
SOLE
NONE
2545
0
0
BRISTOL MYERS SQUIBB CO COM
COM
110122108
2028
32535
SH
SOLE
NONE
32535
0
0
CENTENE CORP DEL COM
COM
15135B101
600
7290
SH
SOLE
NONE
7290
0
0
CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113
ORD
M22465104
711
6100
SH
SOLE
NONE
6100
0
0
CHEVRON CORP NEW COM
COM
166764100
1163
9910
SH
SOLE
NONE
9910
0
0
CHEWY INC CL A
CL A
16679L109
3263
55335
SH
SOLE
NONE
55335
0
0
CHIPOTLE MEXICAN GRILL INC COM
COM
169656105
1222
699
SH
SOLE
NONE
699
0
0
CHURCH & DWIGHT CO INC
COM
171340102
3426
33425
SH
SOLE
NONE
33425
0
0
CIGNA CORP NEW COM
COM
125523100
1038
4520
SH
SOLE
NONE
4520
0
0
CMS ENERGY CORP
COM
125896100
1749
26889
SH
SOLE
NONE
26889
0
0
COCA COLA COMPANY
COM
191216100
912
15412
SH
SOLE
NONE
15412
0
0
COINBASE GLOBAL INC COM CL A
COM CL A
19260Q107
1101
4365
SH
SOLE
NONE
4365
0
0
COMCAST CORP CL A
CL A
20030N101
2117
42077
SH
SOLE
NONE
42077
0
0
COSTCO WHOLESALE CORP NEW COM
COM
22160K105
1984
3495
SH
SOLE
NONE
3495
0
0
DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057
SPON ADR NEW
25243Q205
228
1040
SH
SOLE
NONE
1040
0
0
DIGITAL RLTY TR INC COM
COM
253868103
212
1200
SH
SOLE
NONE
1200
0
0
DISNEY WALT CO DISNEY COM
COM
254687106
2113
13648
SH
SOLE
NONE
13648
0
0
DOCUSIGN INC COM
COM
256163106
583
3831
SH
SOLE
NONE
3831
0
0
DOLLAR GEN CORP NEW COM
COM
256677105
1029
4364
SH
SOLE
NONE
4364
0
0
DOMINOS PIZZA INC COM
COM
25754A201
1540
2729
SH
SOLE
NONE
2729
0
0
DTE ENERGY CO COM
COM
233331107
836
7000
SH
SOLE
NONE
7000
0
0
ELEMENT SOLUTIONS INC COM
COM
28618M106
510
21021
SH
SOLE
NONE
21021
0
0
ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050
COM
29250N105
347
8887
SH
SOLE
NONE
8887
0
0
ESTEE LAUDER COMPANIES INC CL A
CL A
518439104
660
1782
SH
SOLE
NONE
1782
0
0
ETSY INC COM
COM
29786A106
218
1000
SH
SOLE
NONE
1000
0
0
EVERSOURCE ENERGY COM
COM
30040W108
2875
31606
SH
SOLE
NONE
31606
0
0
FIRST AMERN FINL CORP COM
COM
31847R102
889
11375
SH
SOLE
NONE
11375
0
0
FIRST TR VALUE LINE DIVID INDEX FD SHS
SHS
33734H106
222
5159
SH
SOLE
NONE
5159
0
0
FORD MOTOR CO DEL COM PAR
COM
345370860
2259
108789
SH
SOLE
NONE
108789
0
0
GOLDMAN SACHS GROUP INC COM
COM
38141G104
251
657
SH
SOLE
NONE
657
0
0
GOODRX HLDGS INC COM CL A
COM CL A
38246G108
261
8000
SH
SOLE
NONE
8000
0
0
HERSHEY CO COM
COM
427866108
972
5024
SH
SOLE
NONE
5024
0
0
HOME DEPOT INC COM
COM
437076102
478
1153
SH
SOLE
NONE
1153
0
0
IDEXX LABS INC COM
COM
45168D104
299
455
SH
SOLE
NONE
455
0
0
INTERCONTINENTAL EXCHANGE INC COM
COM
45866F104
411
3007
SH
SOLE
NONE
3007
0
0
INVESCO EXCHANGE-TRADED FD TR FTSE RAFI US 1500 SMALL-MID ETF
FTSE RAFI 1500
46137V597
913
4763
SH
SOLE
NONE
4763
0
0
INVESCO QQQ TR UNIT SER 1
UNIT SER 1
46090E103
13682
34390
SH
SOLE
NONE
34390
0
0
ISHARES TR BIOTECHNOLOGY ETF
ISHARES BIOTECH
464287556
740
4852
SH
SOLE
NONE
4852
0
0
ISHARES TR GLOBAL CLEAN ENERGY ETF
GL CLEAN ENE ETF
464288224
533
25213
SH
SOLE
NONE
25213
0
0
ISHARES TR MSCI KLD 400 SOCIAL ETF
MSCI KLD400 SOC
464288570
283
3049
SH
SOLE
NONE
3049
0
0
ISHARES TR RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
552
1809
SH
SOLE
NONE
1809
0
0
ISHARES TR RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
479
2854
SH
SOLE
NONE
2854
0
0
ISHARES TR S&P 500 GROWTH ETF
S&P 500 GRWT ETF
464287309
553
6611
SH
SOLE
NONE
6611
0
0
ISHARES TR S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
456
2917
SH
SOLE
NONE
2917
0
0
ISHARES TR S&P MIDCAP 400 VALUE ETF
S&P MC 400VL ETF
464287705
3198
28897
SH
SOLE
NONE
28897
0
0
ISHARES TR S&P SMALL-CAP 600 VALUE ETF
SP SMCP600VL ETF
464287879
3353
32079
SH
SOLE
NONE
32079
0
0
J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS EUROPE ETF NEW
BETABUILDERS EUR
46641Q191
217
3637
SH
SOLE
NONE
3637
0
0
JOHNSON & JOHNSON COM
COM
478160104
2605
15229
SH
SOLE
NONE
15229
0
0
JP MORGAN CHASE & CO COM ISIN#US46625H1005
COM
46625H100
1561
9861
SH
SOLE
NONE
9861
0
0
LILLY ELI & CO COM
COM
532457108
1690
6120
SH
SOLE
NONE
6120
0
0
MCCORMICK & CO INC COM NON VTG
COM NON VTG
579780206
1970
20400
SH
SOLE
NONE
20400
0
0
MCDONALDS CORP
COM
580135101
1576
5880
SH
SOLE
NONE
5880
0
0
MERCK & CO INC NEW COM
COM
58933Y105
551
7200
SH
SOLE
NONE
7200
0
0
META PLATFORMS INC CL A
CL A
30303M102
9864
29327
SH
SOLE
NONE
29327
0
0
MICROSOFT CORP COM
COM
594918104
10841
32235
SH
SOLE
NONE
32235
0
0
NETFLIX INC COM
COM
64110L106
873
1450
SH
SOLE
NONE
1450
0
0
NEXTERA ENERGY INC COM
COM
65339F101
3885
41613
SH
SOLE
NONE
41613
0
0
NIKE INC CL B
CL B
654106103
491
2949
SH
SOLE
NONE
2949
0
0
NORTHROP GRUMMAN CORP COM
COM
666807102
2823
7294
SH
SOLE
NONE
7294
0
0
NVIDIA CORP COM
COM
67066G104
1882
6400
SH
SOLE
NONE
6400
0
0
ONEOK INC NEW COM
COM
682680103
2350
40000
SH
SOLE
NONE
40000
0
0
PALO ALTO NETWORKS INC COM
COM
697435105
1375
2470
SH
SOLE
NONE
2470
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
655
3477
SH
SOLE
NONE
3477
0
0
PEPSICO INC COM
COM
713448108
2428
13978
SH
SOLE
NONE
13978
0
0
PFIZER INC COM
COM
717081103
3464
58674
SH
SOLE
NONE
58674
0
0
PROCTER & GAMBLE CO COM
COM
742718109
335
2052
SH
SOLE
NONE
2052
0
0
PRUDENTIAL FINL INC COM
COM
744320102
1037
9580
SH
SOLE
NONE
9580
0
0
PUBLIC SVC ENTERPRISE GROUP INC COM
COM
744573106
806
12092
SH
SOLE
NONE
12092
0
0
REGENERON PHARMACEUTICALS INC
COM
75886F107
1566
2480
SH
SOLE
NONE
2480
0
0
ROYALTY PHARMA PLC REGISTERED SHS -A- ISIN#GB00BMVP7Y09
SHS CLASS A
G7709Q104
620
15570
SH
SOLE
NONE
15570
0
0
SALESFORCE.COM INC COM STOCK
COM
79466L302
1923
7567
SH
SOLE
NONE
7567
0
0
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY
SBI CONS DISCR
81369Y407
753
3685
SH
SOLE
NONE
3685
0
0
SELECT SECTOR SPDR TR FINANCIAL
FINANCIAL
81369Y605
481
12340
SH
SOLE
NONE
12340
0
0
SELECT SECTOR SPDR TR HEALTH CARE
SBI HEALTHCARE
81369Y209
768
5456
SH
SOLE
NONE
5456
0
0
SELECT SECTOR SPDR TR INDL
SBI INT-INDS
81369Y704
241
2282
SH
SOLE
NONE
2282
0
0
SELECT SECTOR SPDR TR TECHNOLOGY
TECHNOLOGY
81369Y803
505
2905
SH
SOLE
NONE
2905
0
0
SERVICENOW INC COM
COM
81762P102
389
600
SH
SOLE
NONE
600
0
0
SHAKE SHACK INC CL A
CL A
819047101
1756
24346
SH
SOLE
NONE
24346
0
0
SHOPIFY INC CL A ISIN#CA82509L1076
CL A
82509L107
1681
1221
SH
SOLE
NONE
1221
0
0
SNOWFLAKE INC CL A
CL A
833445109
303
895
SH
SOLE
NONE
895
0
0
SPDR S&P 500 ETF TR TR UNIT
TR UNIT
78462F103
8976
18900
SH
SOLE
NONE
18900
0
0
SPDR SER TR SPDR S&P 500 FOSSIL FUEL RESVS FREE ETF
SPDR S&P 500 ETF
78468R796
1062
9028
SH
SOLE
NONE
9028
0
0
STRYKER CORP COMMON
COM
863667101
2664
9965
SH
SOLE
NONE
9965
0
0
TESLA INC COM
COM
88160R101
1336
1265
SH
SOLE
NONE
1265
0
0
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
7208
10804
SH
SOLE
NONE
10804
0
0
TWILIO INC CL A
CL A
90138F102
289
1100
SH
SOLE
NONE
1100
0
0
UNION PAC CORP COM
COM
907818108
1186
4709
SH
SOLE
NONE
4709
0
0
VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS
500 VAL IDX FD
921932703
269
1782
SH
SOLE
NONE
1782
0
0
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
S&P 500 ETF SHS
922908363
7094
16249
SH
SOLE
NONE
16249
0
0
VANGUARD INDEX FDS VANGUARD VALUE ETF
VALUE ETF
922908744
1674
11379
SH
SOLE
NONE
11379
0
0
VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS
DIV APP ETF
921908844
4572
26620
SH
SOLE
NONE
26620
0
0
VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
VG TL INTL STK F
921909768
342
5384
SH
SOLE
NONE
5384
0
0
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
HIGH DIV YLD
921946406
7553
67372
SH
SOLE
NONE
67372
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
2794
53790
SH
SOLE
NONE
53790
0
0
VISA INC COM CL A
COM CL A
92826C839
3798
17529
SH
SOLE
NONE
17529
0
0
WALMART INC COM
COM
931142103
320
2215
SH
SOLE
NONE
2215
0
0
WILLIAMS SONOMA INC COM
COM
969904101
509
3009
SH
SOLE
NONE
3009
0
0
WISDOMTREE TR CLOUD COMPUTING FD
CLOUD COMPUTNG
97717Y691
1695
32686
SH
SOLE
NONE
32686
0
0
WISDOMTREE TR U S MIDCAP FD
US MIDCAP FUND
97717W570
1484
26377
SH
SOLE
NONE
26377
0
0
WISDOMTREE TR U S SMALLCAP FD
US SMALLCAP FUND
97717W562
1467
28560
SH
SOLE
NONE
28560
0
0
YUM BRANDS INC COM
COM
988498101
882
6353
SH
SOLE
NONE
6353
0
0
YUM CHINA HLDGS INC COM
COM
98850P109
241
4841
SH
SOLE
NONE
4841
0
0
ZOOM VIDEO COMMUNICATIONS INC CL A
CL A
98980L101
1066
5801
SH
SOLE
NONE
5801
0
0
ZOOMINFO TECHNOLOGIES INC CL A
COM CL A
98980F104
951
14825
SH
SOLE
NONE
14825
0
0