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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Dec 1, 2025. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
86
0 vs. Q4 2021
Portfolio value
$80.6M
−$6.05M (−7.0%) vs. Q4 2021
Filed
Dec 1, 2025
SEC
Holdings of Maxele Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF37,416$5.71M7.1%−4,785−11.3%Reduced–
Invesco QQQ Trust Series I46090E103ETF12,600$4.57M5.7%+12,600New–
iShares Core U.S. Aggregate Bond ETF464287226ETF34,321$3.68M4.6%−13,014−27.5%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF26,280$3.60M4.5%−1,290−4.7%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF32,382$3.33M4.1%−1,280−3.8%Reduced–
iShares Tr4642874571 3 YR TREAS BD37,677$3.14M3.9%−9,157−19.6%Reduced–
iShares Core S&P 500 ETF464287200ETF6,536$2.97M3.7%−366−5.3%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF67,642$2.59M3.2%−1,503−2.2%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF19,039$2.34M2.9%−1,734−8.3%Reduced–
Fidelity Covington Trust316092204MSCI CONSM DIS27,975$2.21M2.7%−2,908−9.4%Reduced–
iShares Semiconductor ETF464287523ETF3,825$1.81M2.2%−680−15.1%Reduced–
AAPLApple Inc.Stock10,335$1.80M2.2%−220−2.1%ReducedHistory
Fidelity MSCI Energy Index ETF316092402ETF84,649$1.77M2.2%+70,049+479.8%Added–
iShares Russell 1000 Value ETF464287598ETF7,927$1.32M1.6%−362−4.4%Reduced–
Vanguard Consumer Discretionary ETF92204A108ETF4,248$1.30M1.6%−304−6.7%Reduced–
Fidelity MSCI Financials Index ETF316092501ETF23,840$1.29M1.6%+1,383+6.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF4,472$1.20M1.5%−264−5.6%Reduced–
iShares Tr464288760US AER DEF ETF10,774$1.19M1.5%−380−3.4%Reduced–
Fidelity MSCI Health Care Index ETF316092600ETF16,983$1.12M1.4%−162−0.9%Reduced–
Fidelity Covington Trust316092709MSCI INDL INDX20,470$1.10M1.4%−667−3.2%Reduced–
GLDSPDR Gold TrustETF5,937$1.07M1.3%+180+3.1%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF3,814$1.06M1.3%−546−12.5%Reduced–
NVDANVIDIA CorpStock3,856$1.05M1.3%+25+0.7%AddedHistory
iShares Russell 2000 ETF464287655ETF5,080$1.04M1.3%−715−12.3%Reduced–
UNHUnitedHealth Group IncStock2,031$1.04M1.3%−95−4.5%ReducedHistory
AMZNAmazon Com IncStock291$948.6K1.2%−26−8.2%ReducedHistory
iShares S&P 100 ETF464287101ETF4,516$941.7K1.2%−653−12.6%Reduced–
iShares Tr464287630RUS 2000 VAL ETF5,674$915.8K1.1%−969−14.6%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,619$908.3K1.1%−162−5.8%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF8,349$900.7K1.1%−852−9.3%Reduced–
COSTCostco Wholesale CorpStock1,405$809.1K1.0%−88−5.9%ReducedHistory
Fidelity MSCI Materials Index ETF316092881ETF16,128$801.2K1.0%−2,428−13.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,635$738.4K0.9%−176−9.7%ReducedHistory
AEEAmeren CorpCOM7,809$732.2K0.9%−75−1.0%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD5,950$726.2K0.9%−1,155−16.3%Reduced–
Fidelity MSCI Utilities Index ETF316092865ETF14,603$699.8K0.9%+1,628+12.5%Added–
AMATApplied Materials IncStock5,235$690.0K0.9%−170−3.1%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,589$675.9K0.8%−1,661−22.9%Reduced–
Vanguard S&P 500 ETF922908363ETF1,418$588.7K0.7%−114−7.4%Reduced–
Fidelity Covington Trust316092303CONSMR STAPLES12,818$587.7K0.7%−534−4.0%Reduced–
iShares Tr464287556ISHARES BIOTECH4,502$586.6K0.7%−543−10.8%Reduced–
JPMJPMorgan Chase & CoStock4,276$582.9K0.7%−40−0.9%ReducedHistory
Fidelity Covington Trust316092873MSCI COMMNTN SVC12,078$549.3K0.7%−409−3.3%Reduced–
Vanguard Morningstar Value ETF922908744ETF3,395$501.7K0.6%+3,395New–
ADBEAdobe Inc.Stock1,083$493.4K0.6%−302−21.8%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF975$478.2K0.6%−25−2.5%ReducedHistory
PFEPfizer IncStock8,554$442.8K0.5%00.0%UnchangedHistory
BACBank of America CorpStock10,607$437.2K0.5%−245−2.3%ReducedHistory
MSFTMicrosoft CorpStock1,418$437.2K0.5%−180−11.3%ReducedHistory
MRKMerck & Co., Inc.Stock4,981$408.7K0.5%+10.0%AddedHistory
iShares Tips Bond ETF464287176ETF3,272$407.6K0.5%−1,925−37.0%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF4,556$401.6K0.5%−260−5.4%Reduced–
LLYEli Lilly & CoStock1,385$396.6K0.5%−80−5.5%ReducedHistory
JNJJohnson & JohnsonStock2,210$391.7K0.5%−25−1.1%ReducedHistory
UNPUnion Pacific CorpStock1,406$384.1K0.5%−27−1.9%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF1,930$378.1K0.5%−40−2.0%Reduced–
METAMeta Platforms, Inc.Stock1,671$371.6K0.5%−4−0.2%ReducedHistory
iShares Tr464288794US BR DEL SE ETF3,585$358.1K0.4%−415−10.4%Reduced–
ELVElevance Health, Inc.Stock708$347.8K0.4%−62−8.1%ReducedHistory
DEDeere & CoStock831$345.2K0.4%00.0%UnchangedHistory
WMTWalmart Inc.Stock2,220$330.6K0.4%−65−2.8%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF3,111$326.5K0.4%+3,111New–
LRCXLam Research CorpCOM605$325.3K0.4%−30−4.7%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,405$320.3K0.4%−2,575−32.3%Reduced–
PGProcter & Gamble CoStock2,060$314.8K0.4%−45−2.1%ReducedHistory
iShares Tr464288752US HOME CONS ETF5,300$314.1K0.4%−345−6.1%Reduced–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF7,800$312.4K0.4%+7,800New–
LOWLowes Companies IncStock1,510$305.3K0.4%−95−5.9%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF3,900$303.8K0.4%−700−15.2%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,870$303.3K0.4%−795−14.0%Reduced–
iShares Tr464287515EXPANDED TECH863$297.7K0.4%−188−17.9%Reduced–
iShares Tr46429B655FLTG RATE NT ETF5,525$279.1K0.3%−150−2.6%Reduced–
iShares Tr464287762US HLTHCARE ETF915$264.2K0.3%−60−6.2%Reduced–
CATCaterpillar IncStock1,185$264.0K0.3%−25−2.1%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,639$260.5K0.3%−170−9.4%Reduced–
HONHoneywell International IncCOM1,322$257.2K0.3%−590−30.9%ReducedHistory
State Street SPDR S&P Homebuilders ETF78464A888ETF3,980$251.5K0.3%+45+1.1%Added–
BMYBristol Myers Squibb CoStock3,360$245.4K0.3%−380−10.2%ReducedHistory
GOOGLAlphabet Inc.Stock88$244.8K0.3%00.0%UnchangedHistory
PEPPepsiCo IncStock1,454$243.4K0.3%−30−2.0%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF6,200$237.8K0.3%+6,200New–
MSMorgan StanleyStock2,615$228.6K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,609$215.5K0.3%+2,609NewHistory
HDHome Depot, Inc.Stock711$212.8K0.3%−22−3.0%ReducedHistory
OXYOccidental Petroleum CorpStock3,580$203.1K0.3%+3,580NewHistory
VVRInvesco Senior Income TrustCOM10,925$46.5K0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (7)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Maxele Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
NEANuveen AMT-Free Quality Municipal Income FundCOM17,350$270.7K0.3%History
Vanguard Intermediate-Term Bond ETF921937819ETF2,915$255.4K0.3%–
Vanguard Ftse Emerging Markets ETF922042858ETF5,041$249.3K0.3%–
CSCOCisco Systems, Inc.Stock3,555$225.3K0.3%History
Fidelity Covington Trust316092857MSCI RL EST ETF6,119$212.4K0.2%–
WisdomTree Tr97717W851JAPN HEDGE EQT3,300$206.4K0.2%–
SBUXStarbucks CorpStock1,735$202.9K0.2%History