0001606587-21-001557.txt : 20211109 0001606587-21-001557.hdr.sgml : 20211109 20211109144306 ACCESSION NUMBER: 0001606587-21-001557 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211109 DATE AS OF CHANGE: 20211109 EFFECTIVENESS DATE: 20211109 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: 211391584 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 09-30-2021 09-30-2021 false Oxler Private Wealth LLC

3 Columbus Circle 15th Floor New York NY 10019

13F HOLDINGS REPORT 028-21016 N Jessica Demler 212-785-2860 Jessica Demler New York NY 11-09-2021 0 127 226941 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM COM 002824100 2132 18050 SH SOLE NONE 18050 0 0 ABBVIE INC COM COM 00287Y109 1639 15198 SH SOLE NONE 15198 0 0 AIRBNB INC CL A COM COM CL A 009066101 1060 6322 SH SOLE NONE 6322 0 0 ALLIANT ENERGY CORP COM COM 018802108 1915 34220 SH SOLE NONE 34220 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 5581 2094 SH SOLE NONE 2094 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 5836 2183 SH SOLE NONE 2183 0 0 AMAZON COM INC COM 023135106 17568 5348 SH SOLE NONE 5348 0 0 AMERICAN ELECTRIC POWER CO COM 025537101 730 9000 SH SOLE NONE 9000 0 0 AMERISOURCE BERGEN CORP COM COM 03073E105 780 6530 SH SOLE NONE 6530 0 0 AMGEN INC COM COM 031162100 2664 12531 SH SOLE NONE 12531 0 0 APPHARVEST INC COM COM 03783T103 91 13965 SH SOLE NONE 13965 0 0 APPLE INC COM COM 037833100 6398 45218 SH SOLE NONE 45218 0 0 ARK ETF TR INNOVATION ETF INNOVATION ETF 00214Q104 1858 21211 SH SOLE NONE 21211 0 0 ASML HLDG N V N Y REGISTRY SHS NEW 2012 N Y REGISTRY SHS N07059210 745 1000 SH SOLE NONE 1000 0 0 AT&T INC COM COM 00206R102 1620 60000 SH SOLE NONE 60000 0 0 BARRICK GOLD CORP COM ISIN#CA0679011084 COM 067901108 789 43728 SH SOLE NONE 43728 0 0 BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 1234 3 SH SOLE NONE 3 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 721 2645 SH SOLE NONE 2645 0 0 BEYOND MEAT INC COM COM 08862E109 696 6615 SH SOLE NONE 6615 0 0 BIOGEN IDEC INC COM COM 09062X103 956 3380 SH SOLE NONE 3380 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 2037 34432 SH SOLE NONE 34432 0 0 CANO HEALTH INC CL A COM CL A 13781Y103 265 20965 SH SOLE NONE 20965 0 0 CENTENE CORP DEL COM COM 15135B101 454 7290 SH SOLE NONE 7290 0 0 CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113 ORD M22465104 1038 9185 SH SOLE NONE 9185 0 0 CHEVRON CORP NEW COM COM 166764100 1037 10225 SH SOLE NONE 10225 0 0 CHEWY INC CL A CL A 16679L109 3797 55755 SH SOLE NONE 55755 0 0 CHIPOTLE MEXICAN GRILL INC COM COM 169656105 1270 699 SH SOLE NONE 699 0 0 CHURCH & DWIGHT CO INC COM 171340102 2764 33484 SH SOLE NONE 33484 0 0 CIGNA CORP NEW COM COM 125523100 900 4500 SH SOLE NONE 4500 0 0 CMS ENERGY CORP COM 125896100 1603 26845 SH SOLE NONE 26845 0 0 COCA COLA COMPANY COM 191216100 802 15300 SH SOLE NONE 15300 0 0 COINBASE GLOBAL INC COM CL A COM CL A 19260Q107 1093 6805 SH SOLE NONE 6805 0 0 COMCAST CORP CL A CL A 20030N101 2353 42077 SH SOLE NONE 42077 0 0 COSTCO WHOLESALE CORP NEW COM COM 22160K105 1570 3495 SH SOLE NONE 3495 0 0 DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 SPON ADR NEW 25243Q205 200 1040 SH SOLE NONE 1040 0 0 DISNEY WALT CO DISNEY COM COM 254687106 2385 14102 SH SOLE NONE 14102 0 0 DOCUSIGN INC COM COM 256163106 989 3844 SH SOLE NONE 3844 0 0 DOLLAR GEN CORP NEW COM COM 256677105 925 4364 SH SOLE NONE 4364 0 0 DOMINOS PIZZA INC COM COM 25754A201 1299 2725 SH SOLE NONE 2725 0 0 DTE ENERGY CO COM COM 233331107 781 7000 SH SOLE NONE 7000 0 0 ELEMENT SOLUTIONS INC COM COM 28618M106 460 21250 SH SOLE NONE 21250 0 0 ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 COM 29250N105 348 8757 SH SOLE NONE 8757 0 0 ESTEE LAUDER COMPANIES INC CL A CL A 518439104 533 1780 SH SOLE NONE 1780 0 0 ETSY INC COM COM 29786A106 207 1000 SH SOLE NONE 1000 0 0 EVERSOURCE ENERGY COM COM 30040W108 2587 31650 SH SOLE NONE 31650 0 0 FACEBOOK INC CL A CL A 30303M102 10189 30024 SH SOLE NONE 30024 0 0 FIRST AMERN FINL CORP COM COM 31847R102 744 9100 SH SOLE NONE 9100 0 0 FIRST TR VALUE LINE DIVID INDEX FD SHS SHS 33734H106 201 5132 SH SOLE NONE 5132 0 0 FORD MOTOR CO DEL COM PAR COM 345370860 1416 0 SH SOLE NONE 0 0 0 GENERAL MTRS CO COM COM 37045V100 151 16870 SH SOLE NONE 16870 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 247 654 SH SOLE NONE 654 0 0 GOODRX HLDGS INC COM CL A COM CL A 38246G108 328 8000 SH SOLE NONE 8000 0 0 HERSHEY CO COM COM 427866108 846 5000 SH SOLE NONE 5000 0 0 HOME DEPOT INC COM COM 437076102 377 1149 SH SOLE NONE 1149 0 0 IDEXX LABS INC COM COM 45168D104 287 462 SH SOLE NONE 462 0 0 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 344 3000 SH SOLE NONE 3000 0 0 INVESCO EXCHANGE-TRADED FD TR FTSE RAFI US 1500 SMALL-MID ETF FTSE RAFI 1500 46137V597 881 4833 SH SOLE NONE 4833 0 0 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 12132 33721 SH SOLE NONE 33721 0 0 ISHARES TR BIOTECHNOLOGY ETF ISHARES BIOTECH 464287556 784 4851 SH SOLE NONE 4851 0 0 ISHARES TR GLOBAL CLEAN ENERGY ETF GL CLEAN ENE ETF 464288224 545 25217 SH SOLE NONE 25217 0 0 ISHARES TR MSCI KLD 400 SOCIAL ETF MSCI KLD400 SOC 464288570 252 3040 SH SOLE NONE 3040 0 0 ISHARES TR RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 495 1807 SH SOLE NONE 1807 0 0 ISHARES TR RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 444 2842 SH SOLE NONE 2842 0 0 ISHARES TR S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 488 6604 SH SOLE NONE 6604 0 0 ISHARES TR S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 422 2903 SH SOLE NONE 2903 0 0 ISHARES TR S&P MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 2813 27302 SH SOLE NONE 27302 0 0 ISHARES TR S&P SMALL-CAP 600 VALUE ETF SP SMCP600VL ETF 464287879 2984 29034 SH SOLE NONE 29034 0 0 J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS EUROPE ETF NEW BETABUILDERS EUR 46641Q191 205 3605 SH SOLE NONE 3605 0 0 JOHNSON & JOHNSON COM COM 478160104 2158 13365 SH SOLE NONE 13365 0 0 JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 1658 10131 SH SOLE NONE 10131 0 0 LILLY ELI & CO COM COM 532457108 1432 6200 SH SOLE NONE 6200 0 0 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 1653 20400 SH SOLE NONE 20400 0 0 MCDONALDS CORP COM 580135101 1439 5970 SH SOLE NONE 5970 0 0 MERCK & CO INC NEW COM COM 58933Y105 540 7200 SH SOLE NONE 7200 0 0 MICROSOFT CORP COM COM 594918104 9148 32450 SH SOLE NONE 32450 0 0 MODERNA INC COM COM 60770K107 267 695 SH SOLE NONE 695 0 0 NETFLIX INC COM COM 64110L106 884 1450 SH SOLE NONE 1450 0 0 NEWMONT CORP COM COM 651639106 1513 27879 SH SOLE NONE 27879 0 0 NEXTERA ENERGY INC COM COM 65339F101 3253 41437 SH SOLE NONE 41437 0 0 NIKE INC CL B CL B 654106103 437 3013 SH SOLE NONE 3013 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 2670 7414 SH SOLE NONE 7414 0 0 NVIDIA CORP COM COM 67066G104 1325 6400 SH SOLE NONE 6400 0 0 ONEOK INC NEW COM COM 682680103 2319 40000 SH SOLE NONE 40000 0 0 PALO ALTO NETWORKS INC COM COM 697435105 1183 2470 SH SOLE NONE 2470 0 0 PAYPAL HLDGS INC COM COM 70450Y103 791 3041 SH SOLE NONE 3041 0 0 PEPSICO INC COM COM 713448108 2123 14116 SH SOLE NONE 14116 0 0 PFIZER INC COM COM 717081103 2512 58409 SH SOLE NONE 58409 0 0 PROCTER & GAMBLE CO COM COM 742718109 286 2052 SH SOLE NONE 2052 0 0 PRUDENTIAL FINL INC COM COM 744320102 996 9477 SH SOLE NONE 9477 0 0 PUBLIC SVC ENTERPRISE GROUP INC COM COM 744573106 730 12000 SH SOLE NONE 12000 0 0 REGENERON PHARMACEUTICALS INC COM 75886F107 1500 2480 SH SOLE NONE 2480 0 0 ROYALTY PHARMA PLC REGISTERED SHS -A- ISIN#GB00BMVP7Y09 SHS CLASS A G7709Q104 237 6570 SH SOLE NONE 6570 0 0 SALESFORCE.COM INC COM STOCK COM 79466L302 2061 7600 SH SOLE NONE 7600 0 0 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY SBI CONS DISCR 81369Y407 672 3748 SH SOLE NONE 3748 0 0 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 468 12490 SH SOLE NONE 12490 0 0 SELECT SECTOR SPDR TR HEALTH CARE SBI HEALTHCARE 81369Y209 694 5456 SH SOLE NONE 5456 0 0 SELECT SECTOR SPDR TR INDL SBI INT-INDS 81369Y704 229 2344 SH SOLE NONE 2344 0 0 SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803 444 2975 SH SOLE NONE 2975 0 0 SERVICENOW INC COM COM 81762P102 373 600 SH SOLE NONE 600 0 0 SHAKE SHACK INC CL A CL A 819047101 1221 15564 SH SOLE NONE 15564 0 0 SHOPIFY INC CL A ISIN#CA82509L1076 CL A 82509L107 1655 1221 SH SOLE NONE 1221 0 0 SNOWFLAKE INC CL A CL A 833445109 270 895 SH SOLE NONE 895 0 0 SPDR S&P 500 ETF TR TR UNIT TR UNIT 78462F103 8446 19682 SH SOLE NONE 19682 0 0 SPDR SER TR SPDR S&P 500 FOSSIL FUEL RESVS FREE ETF SPDR S&P 500 ETF 78468R796 956 9001 SH SOLE NONE 9001 0 0 SQUARE INC CL A CL A 852234103 257 1075 SH SOLE NONE 1075 0 0 STRYKER CORP COMMON COM 863667101 2627 9965 SH SOLE NONE 9965 0 0 TESLA INC COM COM 88160R101 980 1265 SH SOLE NONE 1265 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 6235 10914 SH SOLE NONE 10914 0 0 TWILIO INC CL A CL A 90138F102 350 1100 SH SOLE NONE 1100 0 0 UNION PAC CORP COM COM 907818108 938 4788 SH SOLE NONE 4788 0 0 VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS 500 VAL IDX FD 921932703 249 1773 SH SOLE NONE 1773 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS NEW S&P 500 ETF SHS 922908363 6036 15149 SH SOLE NONE 15149 0 0 VANGUARD INDEX FDS VANGUARD VALUE ETF VALUE ETF 922908744 1532 11320 SH SOLE NONE 11320 0 0 VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS DIV APP ETF 921908844 4103 26315 SH SOLE NONE 26315 0 0 VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 343 5436 SH SOLE NONE 5436 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 6475 62655 SH SOLE NONE 62655 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 1611 29840 SH SOLE NONE 29840 0 0 VISA INC COM CL A COM CL A 92826C839 3926 17628 SH SOLE NONE 17628 0 0 WALMART INC COM COM 931142103 308 2215 SH SOLE NONE 2215 0 0 WILLIAMS SONOMA INC COM COM 969904101 531 3000 SH SOLE NONE 3000 0 0 WISDOMTREE TR CLOUD COMPUTING FD CLOUD COMPUTNG 97717Y691 1864 32353 SH SOLE NONE 32353 0 0 WISDOMTREE TR U S MIDCAP FD US MIDCAP FUND 97717W570 1383 26596 SH SOLE NONE 26596 0 0 WISDOMTREE TR U S SMALLCAP FD US SMALLCAP FUND 97717W562 1381 28588 SH SOLE NONE 28588 0 0 YUM BRANDS INC COM COM 988498101 774 6330 SH SOLE NONE 6330 0 0 YUM CHINA HLDGS INC COM COM 98850P109 303 5230 SH SOLE NONE 5230 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 1000 1826 SH SOLE NONE 1826 0 0 ZOOMINFO TECHNOLOGIES INC CL A COM CL A 98980F104 907 14825 SH SOLE NONE 14825 0 0