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Maxele Advisors

Latest statistics and disclosures from Maxele Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QTEC, QQQ, NVDA, VOO, XLI, and represent 22.44% of Maxele Advisors's stock portfolio.
Added to shares of these 10 stocks: FB, VOO, GLD, AVGO, DIS, GS, BIV, NFLX, KRE, VTV.
Started 6 new stock positions in KRE, DIS, GS, AVGO, BIV, FB.
Reduced shares in these 10 stocks: , CVX, FDIS, QTEC, IVV, SHY, UNH, QQQ, FENY, ITB.
Sold out of its positions in CVX, META.
Maxele Advisors was a net buyer of stock by $1.8M.
Maxele Advisors has $115M in assets under management (AUM), dropping by 10.79%.
Central Index Key (CIK): 0002096567

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Portfolio Holdings for Maxele Advisors

Maxele Advisors holds 101 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded SHS (QTEC)	5.6	$6.4M	-2%	30k	212.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$5.5M		9.9k	551.64	View chart
NVIDIA Corporation (NVDA)	4.8	$5.5M		35k	157.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$4.3M	+14%	7.5k	568.04	View chart
Select Sector Spdr Tr Indl (XLI)	3.6	$4.2M		28k	147.52	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$3.9M	+5%	22k	176.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	3.4	$3.9M	+2%	20k	197.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$3.7M	-3%	6.0k	620.93	View chart
Select Sector Spdr Tr Financial (XLF)	3.0	$3.5M		67k	52.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.7	$3.1M		23k	134.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$3.1M		31k	99.20	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.2	$2.6M	+2%	11k	238.70	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	2.1	$2.4M	-2%	102k	23.45	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	2.1	$2.4M	-8%	25k	94.07	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$2.3M	+21%	7.6k	304.83	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.9	$2.2M	+5%	12k	188.64	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.9	$2.2M		29k	74.04	View chart
Apple (AAPL)	1.8	$2.1M		10k	205.18	View chart
Amazon (AMZN)	1.5	$1.7M	+2%	7.8k	219.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$1.5M	-5%	18k	82.86	View chart
Abbott Laboratories (ABT)	1.3	$1.5M	-2%	11k	136.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.3	$1.4M		7.5k	194.23	View chart
JPMorgan Chase & Co. (JPM)	1.2	$1.4M	-3%	4.9k	289.93	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.2	$1.4M		22k	63.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$1.4M	-2%	6.5k	215.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$1.4M		22k	62.02	View chart
Eli Lilly & Co. (LLY)	1.2	$1.4M		1.7k	779.53	View chart
Costco Wholesale Corporation (COST)	1.2	$1.3M		1.3k	989.94	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.2	$1.3M		17k	77.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$1.3M		12k	109.29	View chart
Proshares Tr S&p 500 Dynamic (FB)	1.1	$1.3M	NEW	1.8k	738.13	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	1.1	$1.3M		20k	64.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$1.2M		2.9k	424.57	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$1.2M	-2%	3.2k	362.32	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$1.1M		3.6k	304.35	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.9	$1.0M		2.3k	440.55	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.8	$889k	+2%	17k	52.60	View chart
Ameren Corporation (AEE)	0.8	$882k		9.2k	96.04	View chart
Netflix (NFLX)	0.8	$870k	+35%	650.00	1339.13	View chart
Wal-Mart Stores (WMT)	0.7	$825k		8.4k	97.78	View chart
Microsoft Corporation (MSFT)	0.7	$820k	+8%	1.6k	497.47	View chart
Applied Materials (AMAT)	0.7	$815k		4.5k	183.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$785k		5.0k	157.75	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.7	$781k	-4%	16k	49.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$772k	-5%	1.3k	617.72	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.6	$720k		14k	51.15	View chart
Home Depot (HD)	0.6	$667k	+5%	1.8k	366.74	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$597k	+8%	7.7k	77.50	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$591k		4.7k	126.51	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.5	$523k	-10%	5.6k	93.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$514k	+3%	10k	49.46	View chart
UnitedHealth (UNH)	0.4	$507k	-14%	1.6k	311.96	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.4	$495k		2.9k	169.12	View chart
Lam Research Corp Com New (LRCX)	0.4	$483k	+8%	5.0k	97.34	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$467k		4.1k	114.27	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$456k		4.2k	109.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$455k	+8%	2.6k	176.23	View chart
Procter & Gamble Company (PG)	0.4	$450k		2.8k	159.29	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$441k		3.7k	119.08	View chart
Caterpillar (CAT)	0.4	$440k		1.1k	388.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$429k	-4%	758.00	566.48	View chart
Oracle Corporation (ORCL)	0.4	$411k		1.9k	218.64	View chart
Merck & Co (MRK)	0.4	$409k	-6%	5.2k	79.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$396k	+14%	6.9k	57.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$394k		1.8k	219.00	View chart
Deere & Company (DE)	0.3	$391k	-3%	768.00	508.51	View chart
Bank of America Corporation (BAC)	0.3	$388k	-3%	8.2k	47.32	View chart
Adobe Systems Incorporated (ADBE)	0.3	$366k		946.00	386.88	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$361k		4.1k	87.81	View chart
Philip Morris International (PM)	0.3	$338k		1.9k	182.13	View chart
Lowe's Companies (LOW)	0.3	$325k		1.5k	221.84	View chart
Cisco Systems (CSCO)	0.3	$324k	+6%	4.7k	69.38	View chart
Union Pacific Corporation (UNP)	0.3	$324k		1.4k	230.08	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$318k	-12%	6.9k	46.04	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$316k	+9%	6.1k	52.06	View chart
Morgan Stanley Com New (MS)	0.3	$316k		2.2k	140.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$316k	-3%	2.4k	133.30	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.3	$313k	-15%	3.2k	98.57	View chart
Broadcom (AVGO)	0.3	$310k	NEW	1.1k	275.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$309k	-4%	2.8k	109.61	View chart
Exxon Mobil Corporation (XOM)	0.3	$306k	-10%	2.8k	107.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$293k	-3%	1.2k	253.23	View chart
Pepsi (PEP)	0.3	$289k	+3%	2.2k	132.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$285k		650.00	438.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$283k		3.6k	78.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$261k	+14%	1.4k	181.74	View chart
Honeywell International (HON)	0.2	$260k		1.1k	232.88	View chart
Altria (MO)	0.2	$260k		4.4k	58.63	View chart
Commerce Bancshares (CBSH)	0.2	$257k	-2%	4.1k	62.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$256k		4.5k	56.48	View chart
Walt Disney Company (DIS)	0.2	$255k	NEW	2.1k	124.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$254k	-2%	4.3k	58.78	View chart
Goldman Sachs (GS)	0.2	$253k	NEW	358.00	707.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$234k	NEW	3.0k	77.34	View chart
Mastercard Incorporated Cl A (MA)	0.2	$228k		405.00	561.94	View chart
Johnson & Johnson (JNJ)	0.2	$223k		1.5k	152.74	View chart
Bank of New York Mellon Corporation (BK)	0.2	$221k		2.4k	91.11	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$217k	-6%	8.0k	27.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$210k	-3%	2.0k	102.89	View chart
Anthem (ELV)	0.2	$208k		535.00	388.92	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.2	$205k	NEW	3.5k	59.38	View chart

Past Filings by Maxele Advisors

SEC 13F filings are viewable for Maxele Advisors going back to 2025

Maxele Advisors 2021 Q4 filed Dec. 1, 2025
Maxele Advisors 2022 Q1 filed Dec. 1, 2025
Maxele Advisors 2022 Q2 filed Dec. 1, 2025
Maxele Advisors 2022 Q3 filed Dec. 1, 2025
Maxele Advisors 2024 Q4 filed Dec. 1, 2025
Maxele Advisors 2025 Q1 filed Dec. 1, 2025
Maxele Advisors 2025 Q2 filed Dec. 1, 2025

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