Oxler Private Wealth LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$287M
Signature - Title
Jessica Demler - Principal, Relationship Development and Financial Planning
Location
Rye Brook, NY
Summary
This page shows a list of all the recent 13F filings made by Oxler Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oxler Private Wealth LLC reported 86 stock holdings with total value $287M as of Q3 2024. Top holdings included QQQ, VOO, AMZN, IBIT, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 86 $287M +$9.69M -$4M +$5.7M QQQ, VOO, AMZN, IBIT, META 13F-HR 10/11/2024, 04:50 PM
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 -$3.27M -$2.33M QQQ, VOO, AMZN, MSFT, META 13F-HR 10/12/2023, 09:19 AM
Q2 2023 90 $210M +$1.58M -$12.5M -$10.9M QQQ, VOO, AMZN, MSFT, AAPL 13F-HR 8/10/2023, 08:13 AM
Q1 2023 91 $203M +$5.67M -$3.88M +$1.8M QQQ, VOO, AMZN, MSFT, VYM 13F-HR 5/10/2023, 05:07 PM
Q4 2022 94 $186M +$31.2M -$14.8M +$16.4M QQQ, VOO, AMZN, VYM, MSFT 13F-HR 2/13/2023, 05:24 PM
Q3 2022 481 $159M +$14.7M -$52.2M -$37.5M QQQ, VOO, MSFT, VYM, SPY 13F-HR 11/15/2022, 02:46 PM
Q2 2022 235 $208M +$37.2M -$4.89M +$32.3M QQQ, AMZN, VOO, AGG, MSFT 13F-HR 8/15/2022, 05:02 PM
Q1 2022 110 $222M +$5.17M -$13.3M -$8.11M AMZN, QQQ, MSFT, SPY, AAPL 13F-HR 5/16/2022, 02:01 PM
Q4 2021 119 $241M +$7.07M -$8.82M -$1.75M AMZN, QQQ, MSFT, META, SPY 13F-HR 1/27/2022, 11:41 AM
Q3 2021 126 $221M +$9.63M -$9.89M -$260K 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 218 $167M $0 $0 AMZN, QQQ, META, SPY, MSFT 13F-HR 2/16/2021, 05:22 PM