Oxler Private Wealth LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$270M
Signature - Title
Jessica Demler - Principal, Relationship Development and Financial Planning
Location
800 Westchester Ave, Suite 641 N, Rye Brook, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 83 $270M +$20.6M -$4.28M +$16.3M QQQ, VOO, AMZN, IBIT, MSFT 13F-HR 7/29/2024, 06:08 PM
Q1 2024 86 $255M +$125M -$1.41M +$123M QQQ, VOO, AMZN, META, MSFT 13F-HR 4/24/2024, 03:22 PM
Q4 2023 73 $121M +$1.38M -$100M -$98.8M QQQ, VOO, AMZN, AAPL, META 13F-HR 2/9/2024, 04:20 PM
Q3 2023 89 $199M +$940K -$2.98M -$2.05M QQQ, VOO, AMZN, MSFT, META 13F-HR 10/12/2023, 09:19 AM
Q2 2023 90 $210M +$1.58M -$10.5M -$8.89M QQQ, VOO, AMZN, MSFT, AAPL 13F-HR 8/10/2023, 08:13 AM
Q1 2023 91 $203M +$5.67M -$2.26M +$3.41M QQQ, VOO, AMZN, MSFT, VYM 13F-HR 5/10/2023, 05:07 PM
Q4 2022 94 $186M QQQ, VOO, AMZN, VYM, MSFT 13F-HR 2/13/2023, 04:24 PM
Q3 2022 298 $146M QQQ, MSFT, VYM, SPY, TMO 13F-HR 11/15/2022, 01:46 PM
Q2 2022 234 $208M +$37.2M -$107K +$37.1M QQQ, AMZN, VOO, AGG, MSFT 13F-HR 8/15/2022, 05:02 PM
Q1 2022 110 $222M +$5.17M -$2.51M +$2.66M AMZN, QQQ, MSFT, SPY, AAPL 13F-HR 5/16/2022, 02:01 PM
Q4 2021 119 $241M +$7.97M -$3.42M +$4.56M AMZN, QQQ, MSFT, META, SPY 13F-HR 1/27/2022, 10:41 AM
Q3 2021 124 $224M +$10M -$9.89M +$145K AMZN, QQQ, META, MSFT, SPY 13F-HR 11/9/2021, 02:43 PM
Q2 2021 127 $229M +$23.4M -$6.72M +$16.7M AMZN, QQQ, META, MSFT, SPY 13F-HR 8/12/2021, 01:36 PM
Q1 2021 116 $197M +$23.2M -$7.27M +$16M AMZN, QQQ, META, SPY, MSFT 13F-HR 4/30/2021, 06:54 PM
Q4 2020 208 $167M AMZN, QQQ, META, SPY, MSFT 13F-HR 2/16/2021, 04:22 PM