Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OXLER PRIVATE WEALTH LLC | 04-24-2024 | 03-31-2024 | 86 | 255,052,315 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $28,341,381 | 63,830 | 0.01 | 0.01 | 12,268 | 23.79 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $24,060,048 | 50,052 | 0.01 | 0.01 | 9,707 | 24.06 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $17,763,282 | 98,477 | 0.01 | 0.01 | -5,614 | -5.39 | 03-31-2024 |
| META PLATFORMS INC | CL A | 4 | $13,453,490 | 27,706 | 0.01 | 0.00 | -1,284 | -4.43 | 03-31-2024 |
