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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Dec 1, 2025. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
81
−5 vs. Q1 2022
Portfolio value
$63.7M
−$16.9M (−20.9%) vs. Q1 2022
Filed
Dec 1, 2025
SEC
Holdings of Maxele Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF34,738$3.97M6.2%−2,678−7.2%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF25,255$3.24M5.1%−1,025−3.9%Reduced–
Invesco QQQ Trust Series I46090E103ETF11,469$3.21M5.0%−1,131−9.0%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF29,063$2.96M4.6%−5,258−15.3%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF31,340$2.74M4.3%−1,042−3.2%Reduced–
iShares Tr4642874571 3 YR TREAS BD32,331$2.68M4.2%−5,346−14.2%Reduced–
iShares Core S&P 500 ETF464287200ETF6,239$2.37M3.7%−297−4.5%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF65,996$2.08M3.3%−1,646−2.4%Reduced–
Fidelity MSCI Energy Index ETF316092402ETF98,894$1.92M3.0%+14,245+16.8%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF18,057$1.74M2.7%−982−5.2%Reduced–
Fidelity Covington Trust316092204MSCI CONSM DIS24,808$1.46M2.3%−3,167−11.3%Reduced–
AAPLApple Inc.Stock10,243$1.40M2.2%−92−0.9%ReducedHistory
iShares Semiconductor ETF464287523ETF3,464$1.21M1.9%−361−9.4%Reduced–
iShares Russell 1000 Value ETF464287598ETF7,482$1.08M1.7%−445−5.6%Reduced–
Fidelity MSCI Health Care Index ETF316092600ETF17,705$1.07M1.7%+722+4.3%Added–
iShares Tr464288760US AER DEF ETF10,515$1.04M1.6%−259−2.4%Reduced–
UNHUnitedHealth Group IncStock1,979$1.02M1.6%−52−2.6%ReducedHistory
Fidelity MSCI Financials Index ETF316092501ETF22,509$1.00M1.6%−1,331−5.6%Reduced–
GLDSPDR Gold TrustETF5,322$896.5K1.4%−615−10.4%ReducedHistory
Fidelity Covington Trust316092709MSCI INDL INDX19,723$891.5K1.4%−747−3.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF3,918$886.5K1.4%−554−12.4%Reduced–
Vanguard Consumer Discretionary ETF92204A108ETF3,718$845.6K1.3%−530−12.5%Reduced–
iShares Russell 2000 ETF464287655ETF4,835$818.9K1.3%−245−4.8%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,537$780.9K1.2%−82−3.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,427$749.6K1.2%−387−10.1%Reduced–
AEEAmeren CorpCOM7,974$720.5K1.1%+165+2.1%AddedHistory
iShares S&P 100 ETF464287101ETF4,027$694.5K1.1%−489−10.8%Reduced–
iShares Tr464287630RUS 2000 VAL ETF5,049$687.4K1.1%−625−11.0%Reduced–
iShares Core S&P Small Cap ETF464287804ETF7,340$678.3K1.1%−1,009−12.1%Reduced–
Fidelity MSCI Materials Index ETF316092881ETF15,850$649.7K1.0%−278−1.7%Reduced–
COSTCostco Wholesale CorpStock1,324$634.6K1.0%−81−5.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,633$616.0K1.0%−2−0.1%ReducedHistory
Fidelity MSCI Utilities Index ETF316092865ETF13,461$607.5K1.0%−1,142−7.8%Reduced–
iShares Tr4642886613 7 YR TREAS BD5,020$599.1K0.9%−930−15.6%Reduced–
AMZNAmazon Com IncStock5,575$592.1K0.9%−245−4.2%ReducedConverted for a 20-for-1 splitHistory
NVDANVIDIA CorpStock3,786$573.9K0.9%−70−1.8%ReducedHistory
Fidelity Covington Trust316092303CONSMR STAPLES13,055$564.9K0.9%+237+1.8%Added–
iShares Tr464287556ISHARES BIOTECH4,257$500.8K0.8%−245−5.4%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,434$487.9K0.8%−1,155−20.7%Reduced–
Vanguard Morningstar Value ETF922908744ETF3,634$479.3K0.8%+239+7.0%Added–
JPMJPMorgan Chase & CoStock4,231$476.4K0.7%−45−1.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF1,332$462.0K0.7%−86−6.1%Reduced–
AMATApplied Materials IncStock5,015$456.3K0.7%−220−4.2%ReducedHistory
PFEPfizer IncStock8,554$448.5K0.7%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,766$434.5K0.7%−215−4.3%ReducedHistory
LLYEli Lilly & CoStock1,335$432.8K0.7%−50−3.6%ReducedHistory
Fidelity Covington Trust316092873MSCI COMMNTN SVC11,616$413.5K0.6%−462−3.8%Reduced–
ADBEAdobe Inc.Stock1,028$376.3K0.6%−55−5.1%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF902$373.0K0.6%−73−7.5%ReducedHistory
JNJJohnson & JohnsonStock2,060$365.7K0.6%−150−6.8%ReducedHistory
MSFTMicrosoft CorpStock1,417$363.9K0.6%−1−0.1%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF1,943$360.1K0.6%+13+0.7%Added–
ELVElevance Health, Inc.Stock694$334.9K0.5%−14−2.0%ReducedHistory
iShares Tips Bond ETF464287176ETF2,934$334.2K0.5%−338−10.3%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF4,501$331.3K0.5%−55−1.2%Reduced–
BACBank of America CorpStock10,122$315.1K0.5%−485−4.6%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF7,400$303.0K0.5%−400−5.1%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,105$300.5K0.5%−300−5.6%Reduced–
UNPUnion Pacific CorpStock1,406$299.9K0.5%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,904$295.3K0.5%+2,904New–
iShares Tr46429B7470-5 YR TIPS ETF2,911$295.3K0.5%−200−6.4%Reduced–
PGProcter & Gamble CoStock2,053$295.2K0.5%−7−0.3%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF3,650$280.3K0.4%−250−6.4%Reduced–
iShares Tr46429B655FLTG RATE NT ETF5,600$279.6K0.4%+75+1.4%Added–
METAMeta Platforms, Inc.Stock1,675$270.1K0.4%+4+0.2%AddedHistory
DEDeere & CoStock895$268.0K0.4%+64+7.7%AddedHistory
iShares Tr464288794US BR DEL SE ETF3,190$267.9K0.4%−395−11.0%Reduced–
WMTWalmart Inc.Stock2,195$266.9K0.4%−25−1.1%ReducedHistory
iShares Tr464288752US HOME CONS ETF4,895$257.0K0.4%−405−7.6%Reduced–
XOMExxonMobil Holdings CorpCOM2,986$255.7K0.4%+377+14.4%AddedHistory
BMYBristol Myers Squibb CoStock3,315$255.3K0.4%−45−1.3%ReducedHistory
LOWLowes Companies IncStock1,453$253.7K0.4%−57−3.8%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,715$249.0K0.4%−155−3.2%Reduced–
iShares Tr464287762US HLTHCARE ETF915$246.1K0.4%00.0%Unchanged–
PEPPepsiCo IncStock1,454$242.3K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM1,272$221.1K0.3%−50−3.8%ReducedHistory
LRCXLam Research CorpCOM513$218.6K0.3%−92−15.2%ReducedHistory
iShares Tr464287515EXPANDED TECH806$217.3K0.3%−57−6.6%Reduced–
OXYOccidental Petroleum CorpStock3,597$211.8K0.3%+17+0.5%AddedHistory
CATCaterpillar IncStock1,122$200.6K0.3%−63−5.3%ReducedHistory
VVRInvesco Senior Income TrustCOM10,925$42.5K0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (6)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Maxele Advisors, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
State Street Technology Select Sector SPDR ETF81369Y803ETF1,639$260.5K0.3%–
State Street SPDR S&P Homebuilders ETF78464A888ETF3,980$251.5K0.3%–
GOOGLAlphabet Inc.Stock88$244.8K0.3%History
VanEck ETF Trust92189F106GOLD MINERS ETF6,200$237.8K0.3%–
MSMorgan StanleyStock2,615$228.6K0.3%History
HDHome Depot, Inc.Stock711$212.8K0.3%History