Principal, Relationship Development and Financial Planning

0001606587-21-000522.txt : 20210503 0001606587-21-000522.hdr.sgml : 20210503 20210430185425 ACCESSION NUMBER: 0001606587-21-000522 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210503 DATE AS OF CHANGE: 20210430 EFFECTIVENESS DATE: 20210503 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: 21880593 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 03-31-2021 03-31-2021 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 04-28-2021 0 116 197444 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 2163 18050 SH SOLE NONE 18050 0 0 ABBVIE INC COM COM 00287Y109 1644 15198 SH SOLE NONE 15198 0 0 AIRBNB INC CL A COM COM CL A 009066101 799 4255 SH SOLE NONE 4255 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 SPONSORED ADS 01609W102 1250 5515 SH SOLE NONE 5515 0 0 ALLIANT ENERGY CORP COM COM 018802108 1853 34220 SH SOLE NONE 34220 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 4323 2090 SH SOLE NONE 2090 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 4502 2183 SH SOLE NONE 2183 0 0 AMAZON COM INC COM 023135106 16630 5375 SH SOLE NONE 5375 0 0 AMERICAN ELECTRIC POWER CO COM 025537101 762 9000 SH SOLE NONE 9000 0 0 AMERISOURCE BERGEN CORP COM COM 03073E105 652 5530 SH SOLE NONE 5530 0 0 AMGEN INC COM COM 031162100 3135 12601 SH SOLE NONE 12601 0 0 APPHARVEST INC COM COM 03783T103 255 13965 SH SOLE NONE 13965 0 0 APPLE INC COM COM 037833100 5460 44704 SH SOLE NONE 44704 0 0 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 432 3606 SH SOLE NONE 3606 0 0 BAIDU COM INC SPONS ADR REPSTG ORD SHS CL A ISIN#US0567521085 SPON ADR REP A 056752108 1269 5834 SH SOLE NONE 5834 0 0 BARRICK GOLD CORP COM ISIN#CA0679011084 COM 067901108 2412 121845 SH SOLE NONE 121845 0 0 BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 1542 4 SH SOLE NONE 4 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 335 1315 SH SOLE NONE 1315 0 0 BEYOND MEAT INC COM COM 08862E109 405 3115 SH SOLE NONE 3115 0 0 BIOGEN IDEC INC COM COM 09062X103 945 3380 SH SOLE NONE 3380 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 2110 33432 SH SOLE NONE 33432 0 0 CENTENE CORP DEL COM COM 15135B101 465 7290 SH SOLE NONE 7290 0 0 CGI INC CL A SUB VTG ISIN#CA12532H1047 CL A SUB VTG 12532H104 649 7800 SH SOLE NONE 7800 0 0 CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113 ORD M22465104 692 6185 SH SOLE NONE 6185 0 0 CHEVRON CORP NEW COM COM 166764100 1071 10225 SH SOLE NONE 10225 0 0 CHEWY INC CL A CL A 16679L109 4680 55255 SH SOLE NONE 55255 0 0 CHURCH & DWIGHT CO INC COM 171340102 2935 33611 SH SOLE NONE 33611 0 0 CIGNA CORP NEW COM COM 125523100 1087 4500 SH SOLE NONE 4500 0 0 CMS ENERGY CORP COM 125896100 1551 25345 SH SOLE NONE 25345 0 0 COCA COLA COMPANY COM 191216100 811 15400 SH SOLE NONE 15400 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A CL A 192446102 1412 18080 SH SOLE NONE 18080 0 0 COMCAST CORP CL A CL A 20030N101 2276 42077 SH SOLE NONE 42077 0 0 COSTCO WHOLESALE CORP NEW COM COM 22160K105 1240 3520 SH SOLE NONE 3520 0 0 DISCOVER FINL SVCS COM INC COM 254709108 949 10000 SH SOLE NONE 10000 0 0 DISNEY WALT CO DISNEY COM COM 254687106 2602 14102 SH SOLE NONE 14102 0 0 DOCUSIGN INC COM COM 256163106 676 3344 SH SOLE NONE 3344 0 0 DOLLAR GEN CORP NEW COM COM 256677105 884 4364 SH SOLE NONE 4364 0 0 DOMINION ENERGY INC COM COM 25746U109 1592 20970 SH SOLE NONE 20970 0 0 DOMINOS PIZZA INC COM COM 25754A201 1002 2725 SH SOLE NONE 2725 0 0 ENBRIDGE INC COM ISIN#CA29250N1050 COM 29250N105 318 8757 SH SOLE NONE 8757 0 0 ESTEE LAUDER COMPANIES INC CL A CL A 518439104 517 1780 SH SOLE NONE 1780 0 0 ETSY INC COM COM 29786A106 201 1000 SH SOLE NONE 1000 0 0 EVERSOURCE ENERGY COM COM 30040W108 2740 31650 SH SOLE NONE 31650 0 0 FACEBOOK INC CL A CL A 30303M102 8909 30249 SH SOLE NONE 30249 0 0 GENERAL MTRS CO COM COM 37045V100 854 14870 SH SOLE NONE 14870 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 213 654 SH SOLE NONE 654 0 0 HASBRO INC COM COM 418056107 576 6000 SH SOLE NONE 6000 0 0 HERSHEY CO COM COM 427866108 790 5000 SH SOLE NONE 5000 0 0 HOME DEPOT INC COM COM 437076102 350 1149 SH SOLE NONE 1149 0 0 IDEXX LABS INC COM COM 45168D104 226 462 SH SOLE NONE 462 0 0 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 335 3000 SH SOLE NONE 3000 0 0 INVESCO EXCHANGE-TRADED FD TR FTSE RAFI US 1500 SMALL-MID ETF FTSE RAFI 1500 46137V597 895 5079 SH SOLE NONE 5079 0 0 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 10393 32567 SH SOLE NONE 32567 0 0 ISHARES TR GLOBAL CLEAN ENERGY ETF GL CLEAN ENE ETF 464288224 290 11943 SH SOLE NONE 11943 0 0 ISHARES TR MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 232 3040 SH SOLE NONE 3040 0 0 ISHARES TR NASDAQ BIOTECHNOLOGY ETF NASDAQ BIOTECH 464287556 715 4751 SH SOLE NONE 4751 0 0 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 439 1807 SH SOLE NONE 1807 0 0 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 411 2717 SH SOLE NONE 2717 0 0 ISHARES TR S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 429 6604 SH SOLE NONE 6604 0 0 ISHARES TR S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 390 2768 SH SOLE NONE 2768 0 0 ISHARES TR S&P MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 2005 19675 SH SOLE NONE 19675 0 0 ISHARES TR S&P SMALL-CAP 600 VALUE ETF SP SMCP600VL ETF 464287879 2096 20809 SH SOLE NONE 20809 0 0 JAWS ACQUISITION CORP SHS CL A ISIN# KYG507441049 SHS G50744104 277 20965 SH SOLE NONE 20965 0 0 JOHNSON & JOHNSON COM COM 478160104 1876 11415 SH SOLE NONE 11415 0 0 JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 1242 8165 SH SOLE NONE 8165 0 0 LILLY ELI & CO COM COM 532457108 1158 6200 SH SOLE NONE 6200 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 1997 22400 SH SOLE NONE 22400 0 0 MCDONALDS CORP COM 580135101 1338 5970 SH SOLE NONE 5970 0 0 MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 SHS G5960L103 945 8000 SH SOLE NONE 8000 0 0 MERCK & CO INC NEW COM COM 58933Y105 555 7200 SH SOLE NONE 7200 0 0 MICROSOFT CORP COM COM 594918104 7653 32460 SH SOLE NONE 32460 0 0 NETFLIX INC COM COM 64110L106 756 1450 SH SOLE NONE 1450 0 0 NEWMONT CORP COM COM 651639106 4273 70910 SH SOLE NONE 70910 0 0 NEXTERA ENERGY INC COM COM 65339F101 3133 41437 SH SOLE NONE 41437 0 0 NIKE INC CL B CL B 654106103 400 3013 SH SOLE NONE 3013 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 2399 7414 SH SOLE NONE 7414 0 0 ONEOK INC NEW COM COM 682680103 2026 40000 SH SOLE NONE 40000 0 0 PALO ALTO NETWORKS INC COM COM 697435105 473 1470 SH SOLE NONE 1470 0 0 PAYPAL HLDGS INC COM COM 70450Y103 738 3041 SH SOLE NONE 3041 0 0 PEPSICO INC COM COM 713448108 1996 14116 SH SOLE NONE 14116 0 0 PFIZER INC COM COM 717081103 2116 58409 SH SOLE NONE 58409 0 0 PROCTER & GAMBLE CO COM COM 742718109 247 1825 SH SOLE NONE 1825 0 0 PRUDENTIAL FINL INC COM COM 744320102 863 9477 SH SOLE NONE 9477 0 0 PUBLIC SVC ENTERPRISE GROUP INC COM COM 744573106 722 12000 SH SOLE NONE 12000 0 0 REGENERON PHARMACEUTICALS INC COM 75886F107 1078 2280 SH SOLE NONE 2280 0 0 SALESFORCE.COM INC COM STOCK COM 79466L302 1610 7600 SH SOLE NONE 7600 0 0 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY SBI CONS DISCR 81369Y407 632 3765 SH SOLE NONE 3765 0 0 SELECT SECTOR SPDR TR FINANCIAL SBI INT-FINL 81369Y605 304 8949 SH SOLE NONE 8949 0 0 SELECT SECTOR SPDR TR HEALTH CARE SBI HEALTHCARE 81369Y209 531 4555 SH SOLE NONE 4555 0 0 SELECT SECTOR SPDR TR INDL SBI INT-INDS 81369Y704 222 2263 SH SOLE NONE 2263 0 0 SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803 395 2975 SH SOLE NONE 2975 0 0 SHOPIFY INC CL A ISIN#CA82509L1076 CL A 82509L107 1019 921 SH SOLE NONE 921 0 0 SOUTHERN CO COM COM 842587107 621 10000 SH SOLE NONE 10000 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 7806 19696 SH SOLE NONE 19696 0 0 SPDR SER TR SPDR S&P 500 FOSSIL FUEL RESVS FREE ETF SPDR S&P 500 ETF 78468R796 883 9001 SH SOLE NONE 9001 0 0 SQUARE INC CL A CL A 852234103 244 1075 SH SOLE NONE 1075 0 0 STRYKER CORP COM 863667101 2427 9965 SH SOLE NONE 9965 0 0 TESLA INC COM COM 88160R101 844 1265 SH SOLE NONE 1265 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 4999 10954 SH SOLE NONE 10954 0 0 TWILIO INC CL A CL A 90138F102 204 600 SH SOLE NONE 600 0 0 UNION PAC CORP COM COM 907818108 1066 4838 SH SOLE NONE 4838 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 5241 14389 SH SOLE NONE 14389 0 0 VANGUARD INDEX FDS VANGUARD VALUE ETF VALUE ETF 922908744 1176 8950 SH SOLE NONE 8950 0 0 VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 1568 10666 SH SOLE NONE 10666 0 0 VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 340 5436 SH SOLE NONE 5436 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 3686 36469 SH SOLE NONE 36469 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 804 13840 SH SOLE NONE 13840 0 0 VISA INC COM CL A COM CL A 92826C839 3749 17708 SH SOLE NONE 17708 0 0 WALMART INC COM COM 931142103 300 2215 SH SOLE NONE 2215 0 0 WISDOMTREE TR CLOUD COMPUTING FD CLOUD COMPUTNG 97717Y691 228 4739 SH SOLE NONE 4739 0 0 WISDOMTREE TR U S MIDCAP FD US MIDCAP FUND 97717W570 1132 22241 SH SOLE NONE 22241 0 0 WISDOMTREE TR U S SMALLCAP FD US SMALLCAP FUND 97717W562 1169 24683 SH SOLE NONE 24683 0 0 YUM BRANDS INC COM COM 988498101 684 6330 SH SOLE NONE 6330 0 0 YUM CHINA HLDGS INC COM COM 98850P109 309 5230 SH SOLE NONE 5230 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 490 1526 SH SOLE NONE 1526 0 0 ZOOMINFO TECHNOLOGIES INC CL A COM CL A 98980F104 724 14825 SH SOLE NONE 14825 0 0