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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Dec 1, 2025. Long positions only.

Institution overview
Positions
86
No filing for Q3 2021
Portfolio value
$86.6M
No filing for Q3 2021
Filed
Dec 1, 2025
SEC

Maxele Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Maxele Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
VVRInvesco Senior Income TrustCOM10,925$47.3K0.1%––History
SBUXStarbucks CorpStock1,735$202.9K0.2%––History
WisdomTree Tr97717W851JAPN HEDGE EQT3,300$206.4K0.2%–––
Fidelity Covington Trust316092857MSCI RL EST ETF6,119$212.4K0.2%–––
Fidelity MSCI Energy Index ETF316092402ETF14,600$221.6K0.3%–––
CSCOCisco Systems, Inc.Stock3,555$225.3K0.3%––History
BMYBristol Myers Squibb CoStock3,740$233.2K0.3%––History
Vanguard Ftse Emerging Markets ETF922042858ETF5,041$249.3K0.3%–––
CATCaterpillar IncStock1,210$250.2K0.3%––History
GOOGLAlphabet Inc.Stock88$254.9K0.3%––History
Vanguard Intermediate-Term Bond ETF921937819ETF2,915$255.4K0.3%–––
MSMorgan StanleyStock2,615$256.7K0.3%––History
PEPPepsiCo IncStock1,484$257.8K0.3%––History
NEANuveen AMT-Free Quality Municipal Income FundCOM17,350$270.7K0.3%––History
DEDeere & CoStock831$284.8K0.3%––History
iShares Tr46429B655FLTG RATE NT ETF5,675$287.9K0.3%–––
iShares Tr464287762US HLTHCARE ETF975$292.9K0.3%–––
HDHome Depot, Inc.Stock733$304.2K0.4%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF1,809$314.5K0.4%–––
WMTWalmart Inc.Stock2,285$330.6K0.4%––History
State Street SPDR S&P Homebuilders ETF78464A888ETF3,935$337.5K0.4%–––
PGProcter & Gamble CoStock2,105$344.3K0.4%––History
ELVElevance Health, Inc.Stock770$356.9K0.4%––History
UNPUnion Pacific CorpStock1,433$361.0K0.4%––History
Vanguard Short-Term Bond ETF921937827ETF4,600$371.8K0.4%–––
MRKMerck & Co., Inc.Stock4,980$381.7K0.4%––History
JNJJohnson & JohnsonStock2,235$382.3K0.4%––History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF5,665$386.6K0.4%–––
Vanguard Consumer Staples ETF92204A207ETF1,970$393.8K0.5%–––
HONHoneywell International IncCOM1,912$398.7K0.5%––History
LLYEli Lilly & CoStock1,465$404.7K0.5%––History
LOWLowes Companies IncStock1,605$414.9K0.5%––History
iShares Tr464287515EXPANDED TECH1,051$417.9K0.5%–––
State Street Materials Select Sector SPDR ETF81369Y100ETF4,816$436.4K0.5%–––
iShares Tr464288794US BR DEL SE ETF4,000$440.8K0.5%–––
LRCXLam Research CorpCOM635$456.7K0.5%––History
iShares Tr464288752US HOME CONS ETF5,645$468.1K0.5%–––
BACBank of America CorpStock10,852$482.8K0.6%––History
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS7,980$485.4K0.6%–––
PFEPfizer IncStock8,554$505.1K0.6%––History
MDYSPDR S&P Midcap 400 ETF TrustETF1,000$517.7K0.6%––History
MSFTMicrosoft CorpStock1,598$537.4K0.6%––History
METAMeta Platforms, Inc.Stock1,675$563.4K0.7%––History
Fidelity MSCI Utilities Index ETF316092865ETF12,975$601.0K0.7%–––
Fidelity Covington Trust316092303CONSMR STAPLES13,352$623.1K0.7%–––
Fidelity Covington Trust316092873MSCI COMMNTN SVC12,487$641.3K0.7%–––
Vanguard S&P 500 ETF922908363ETF1,532$668.8K0.8%–––
iShares Tips Bond ETF464287176ETF5,197$671.4K0.8%–––
JPMJPMorgan Chase & CoStock4,316$683.4K0.8%––History
AEEAmeren CorpCOM7,884$701.8K0.8%––History
iShares Tr464287556ISHARES BIOTECH5,045$770.0K0.9%–––
ADBEAdobe Inc.Stock1,385$785.4K0.9%––History
COSTCostco Wholesale CorpStock1,493$847.6K1.0%––History
AMATApplied Materials IncStock5,405$850.5K1.0%––History
SPYSPDR S&P 500 ETF TrustETF1,811$860.2K1.0%––History
iShares Tr4642886613 7 YR TREAS BD7,105$914.2K1.1%–––
Fidelity MSCI Materials Index ETF316092881ETF18,556$934.1K1.1%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF7,250$960.8K1.1%–––
GLDSPDR Gold TrustETF5,757$984.2K1.1%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,781$1.01M1.2%––History
iShares Core S&P Small Cap ETF464287804ETF9,201$1.05M1.2%–––
AMZNAmazon Com IncStock317$1.06M1.2%––History
UNHUnitedHealth Group IncStock2,126$1.07M1.2%––History
iShares Tr464287630RUS 2000 VAL ETF6,643$1.10M1.3%–––
NVDANVIDIA CorpStock3,831$1.13M1.3%––History
iShares S&P 100 ETF464287101ETF5,169$1.13M1.3%–––
iShares Tr464288760US AER DEF ETF11,154$1.15M1.3%–––
Fidelity MSCI Health Care Index ETF316092600ETF17,145$1.18M1.4%–––
Fidelity Covington Trust316092709MSCI INDL INDX21,137$1.19M1.4%–––
Fidelity MSCI Financials Index ETF316092501ETF22,457$1.26M1.4%–––
iShares Russell 2000 ETF464287655ETF5,795$1.29M1.5%–––
iShares Russell 1000 Growth ETF464287614ETF4,360$1.33M1.5%–––
iShares Core S&P Mid-Cap ETF464287507ETF4,736$1.34M1.5%–––
iShares Russell 1000 Value ETF464287598ETF8,289$1.39M1.6%–––
Vanguard Consumer Discretionary ETF92204A108ETF4,552$1.55M1.8%–––
AAPLApple Inc.Stock10,555$1.87M2.2%––History
iShares Semiconductor ETF464287523ETF4,505$2.44M2.8%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF69,145$2.70M3.1%–––
Fidelity Covington Trust316092204MSCI CONSM DIS30,883$2.73M3.1%–––
Fidelity MSCI Information Technology Index ETF316092808ETF20,773$2.81M3.2%–––
iShares Core S&P 500 ETF464287200ETF6,902$3.29M3.8%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF33,662$3.56M4.1%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF27,570$3.88M4.5%–––
iShares Tr4642874571 3 YR TREAS BD46,834$4.01M4.6%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF47,335$5.40M6.2%–––
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF42,201$7.39M8.5%–––