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| Name: |
Oxler Private Wealth LLC |
| City: |
New York |
| State: |
NY |
| Zip: |
10019 |
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data |
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| Holdings
Found :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VYM |
Vanguard High Dividend Yiel... |
11 |
- |
$120.58 |
$6,491,000 |
53,651 |
2.55% |
340,000 |
-1,447 |
0.016 |
Closed - End Fund - Debt |
|
|
VIG |
Vanguard Dividend Appreciat... |
15 |
- |
$183.48 |
$4,803,000 |
26,301 |
1.88% |
288,000 |
-193 |
0.007 |
Closed - End Fund - Debt |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
24 |
- |
$100.65 |
$2,696,000 |
26,236 |
1.06% |
-67,000 |
-572 |
0.034 |
Closed - End Fund - E... |
|
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IJJ |
iShares S&P MC 400/BARRA VL |
27 |
- |
$116.25 |
$2,574,000 |
21,759 |
1.01% |
47,000 |
-399 |
0.035 |
Closed - End Fund - E... |
|
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CHD |
Church & Dwight Co Inc |
37 |
- |
$107.31 |
$1,395,000 |
13,378 |
0.55% |
124,000 |
-66 |
0.005 |
Cleaning Products |
|
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JNJ |
Johnson & Johnson |
42 |
- |
$153.50 |
$1,133,000 |
7,161 |
0.44% |
-5,000 |
-97 |
0 |
Drug Manufacturers - ... |
|
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DIS |
Walt Disney Co |
47 |
- |
$103.02 |
$919,000 |
7,507 |
0.36% |
231,000 |
-112 |
0 |
Entertainment - Diver... |
|
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EZM |
WisdomTree MidCap Earnings |
48 |
- |
$59.47 |
$874,000 |
14,319 |
0.34% |
34,000 |
-312 |
0.099 |
Closed - End Fund - Debt |
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EES |
WisdomTree SmallCap Earnings |
49 |
- |
$48.85 |
$841,000 |
16,782 |
0.33% |
-13,000 |
-368 |
0.138 |
Closed - End Fund - Debt |
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PRFZ |
Invesco FTSE RAFI US 1500 S... |
51 |
- |
$36.72 |
$800,000 |
20,358 |
0.31% |
18,000 |
-498 |
0.023 |
Closed - End Fund - E... |
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XLY |
SPDR cnsmr discr sel sect |
54 |
- |
$176.65 |
$684,000 |
3,722 |
0.27% |
14,000 |
-27 |
0 |
Closed - End Fund - E... |
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XLV |
SPDR Select Sector Health |
57 |
- |
$146.51 |
$581,000 |
3,931 |
0.23% |
-39,000 |
-616 |
0 |
Closed - End Fund - E... |
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WCLD |
Wisdomtree Cloud Computing Etf |
60 |
- |
$0.00 |
$532,000 |
15,285 |
0.21% |
-127,000 |
-3,563 |
0.074 |
N/A |
|
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LNT |
Alliant Energy Corp |
62 |
- |
$51.17 |
$462,000 |
9,165 |
0.18% |
-22,000 |
-262 |
0.004 |
Multi Utilities |
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XLF |
SPDR Financial Sector |
65 |
- |
$41.94 |
$414,000 |
9,826 |
0.16% |
36,000 |
-230 |
0 |
Closed - End Fund - E... |
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ARKK |
Ark Innovation ETF |
67 |
- |
$44.99 |
$378,000 |
7,551 |
0.15% |
-113,000 |
-1,831 |
0.007 |
N/A |
|
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SHAK |
Shake Shack Inc. |
73 |
- |
$97.21 |
$312,000 |
3,000 |
0.12% |
65,000 |
-338 |
0.008 |
N/A |
|
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ES |
Eversource Energy |
74 |
- |
$59.81 |
$305,000 |
5,106 |
0.12% |
-12,000 |
-24 |
0.001 |
Electric Utilities |
|
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XLI |
SPDR Industrial Sector |
76 |
- |
$125.31 |
$289,000 |
2,292 |
0.11% |
23,000 |
-40 |
0 |
Closed - End Fund - E... |
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PFE |
Pfizer Inc |
77 |
- |
$29.60 |
$286,000 |
10,317 |
0.11% |
-15,000 |
-148 |
0 |
Drug Manufacturers - ... |
|
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CHWY |
Chewy, Inc. |
79 |
- |
$16.38 |
$282,000 |
17,743 |
0.11% |
-312,000 |
-7,400 |
0.004 |
N/A |
|
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ARKG |
Ark Genomic Revolution Mult... |
84 |
- |
$0.00 |
$237,000 |
8,231 |
0.09% |
-287,000 |
-7,743 |
0.018 |
N/A |
|
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ICLN |
iShares S&P Global Clean En... |
86 |
- |
$14.79 |
$200,000 |
14,275 |
0.08% |
-41,000 |
-1,209 |
0.013 |
Closed - End Fund - Debt |
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