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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | 101 | $461,931 | 9,165 | 0.00 | 0.00 | -25,682 | -73.70 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $449,957 | 1,070 | 0.00 | 0.00 | -450 | -29.61 | 03-31-2024 |
| HOME DEPOT INC | COM | 103 | $431,483 | 1,125 | 0.00 | 0.00 | 47 | 4.36 | 03-31-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 104 | $413,869 | 9,826 | 0.00 | 0.00 | -173 | -1.73 | 03-31-2024 |
