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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Dec 1, 2025. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
79
−2 vs. Q2 2022
Portfolio value
$59.6M
−$4.16M (−6.5%) vs. Q2 2022
Filed
Dec 1, 2025
SEC
Holdings of Maxele Advisors, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF34,066$3.57M6.0%−672−1.9%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF25,133$3.04M5.1%−122−0.5%Reduced–
Invesco QQQ Trust Series I46090E103ETF11,138$2.98M5.0%−331−2.9%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF28,082$2.71M4.5%−981−3.4%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF30,945$2.56M4.3%−395−1.3%Reduced–
iShares Tr4642874571 3 YR TREAS BD31,165$2.53M4.2%−1,166−3.6%Reduced–
iShares Core S&P 500 ETF464287200ETF6,105$2.19M3.7%−134−2.1%Reduced–
Fidelity MSCI Energy Index ETF316092402ETF102,526$2.04M3.4%+3,632+3.7%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF65,618$1.99M3.3%−378−0.6%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF17,823$1.62M2.7%−234−1.3%Reduced–
Fidelity Covington Trust316092204MSCI CONSM DIS24,584$1.50M2.5%−224−0.9%Reduced–
AAPLApple Inc.Stock10,203$1.41M2.4%−40−0.4%ReducedHistory
iShares Semiconductor ETF464287523ETF3,398$1.08M1.8%−66−1.9%Reduced–
Fidelity MSCI Health Care Index ETF316092600ETF18,128$1.05M1.8%+423+2.4%Added–
iShares Russell 1000 Value ETF464287598ETF7,446$1.01M1.7%−36−0.5%Reduced–
UNHUnitedHealth Group IncStock1,974$997.2K1.7%−5−0.3%ReducedHistory
Fidelity MSCI Financials Index ETF316092501ETF22,713$978.5K1.6%+204+0.9%Added–
iShares Tr464288760US AER DEF ETF10,465$954.3K1.6%−50−0.5%Reduced–
Fidelity Covington Trust316092709MSCI INDL INDX19,401$847.4K1.4%−322−1.6%Reduced–
Vanguard Consumer Discretionary ETF92204A108ETF3,600$846.3K1.4%−118−3.2%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF3,811$835.7K1.4%−107−2.7%Reduced–
iShares Russell 2000 ETF464287655ETF4,763$785.4K1.3%−72−1.5%Reduced–
GLDSPDR Gold TrustETF4,970$768.7K1.3%−352−6.6%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,528$726.3K1.2%−9−0.4%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,370$709.2K1.2%−57−1.7%Reduced–
iShares S&P 100 ETF464287101ETF3,971$645.2K1.1%−56−1.4%Reduced–
iShares Tr464287630RUS 2000 VAL ETF4,968$640.5K1.1%−81−1.6%Reduced–
AEEAmeren CorpCOM7,920$637.9K1.1%−54−0.7%ReducedHistory
AMZNAmazon Com IncStock5,543$626.4K1.1%−32−0.6%ReducedHistory
COSTCostco Wholesale CorpStock1,322$624.3K1.0%−2−0.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF7,134$622.0K1.0%−206−2.8%Reduced–
Fidelity MSCI Materials Index ETF316092881ETF15,591$592.6K1.0%−259−1.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,621$579.0K1.0%−12−0.7%ReducedHistory
Fidelity MSCI Utilities Index ETF316092865ETF13,514$570.6K1.0%+53+0.4%Added–
iShares Tr4642886613 7 YR TREAS BD4,985$569.7K1.0%−35−0.7%Reduced–
Vanguard Morningstar Value ETF922908744ETF4,419$545.7K0.9%+785+21.6%Added–
Fidelity Covington Trust316092303CONSMR STAPLES13,296$533.8K0.9%+241+1.8%Added–
iShares Tr464287556ISHARES BIOTECH4,207$492.1K0.8%−50−1.2%Reduced–
Vanguard S&P 500 ETF922908363ETF1,378$452.5K0.8%+46+3.5%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,301$440.6K0.7%−133−3.0%Reduced–
NVDANVIDIA CorpStock3,613$438.6K0.7%−173−4.6%ReducedHistory
JPMJPMorgan Chase & CoStock4,186$437.4K0.7%−45−1.1%ReducedHistory
LLYEli Lilly & CoStock1,315$425.2K0.7%−20−1.5%ReducedHistory
MRKMerck & Co., Inc.Stock4,781$411.8K0.7%+15+0.3%AddedHistory
AMATApplied Materials IncStock4,985$408.4K0.7%−30−0.6%ReducedHistory
PFEPfizer IncStock8,535$373.5K0.6%−19−0.2%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF863$346.6K0.6%−39−4.3%ReducedHistory
Fidelity Covington Trust316092873MSCI COMMNTN SVC11,054$345.8K0.6%−562−4.8%Reduced–
JNJJohnson & JohnsonStock2,045$334.1K0.6%−15−0.7%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF1,933$332.1K0.6%−10−0.5%Reduced–
MSFTMicrosoft CorpStock1,389$323.5K0.5%−28−2.0%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,284$311.6K0.5%+380+13.1%Added–
ELVElevance Health, Inc.Stock679$308.4K0.5%−15−2.2%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF4,497$305.8K0.5%−4−0.1%Reduced–
BACBank of America CorpStock10,027$302.8K0.5%−95−0.9%ReducedHistory
DEDeere & CoStock890$297.2K0.5%−5−0.6%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,105$295.0K0.5%00.0%Unchanged–
ADBEAdobe Inc.Stock1,027$282.6K0.5%−1−0.1%ReducedHistory
WMTWalmart Inc.Stock2,165$280.8K0.5%−30−1.4%ReducedHistory
iShares Tr46429B655FLTG RATE NT ETF5,550$279.0K0.5%−50−0.9%Reduced–
UNPUnion Pacific CorpStock1,406$273.9K0.5%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF3,650$273.1K0.5%00.0%Unchanged–
LOWLowes Companies IncStock1,453$272.8K0.5%00.0%UnchangedHistory
iShares Tr464288794US BR DEL SE ETF3,185$272.0K0.5%−5−0.2%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF2,820$271.0K0.5%−91−3.1%Reduced–
PGProcter & Gamble CoStock2,005$253.1K0.4%−48−2.3%ReducedHistory
iShares Tips Bond ETF464287176ETF2,388$250.5K0.4%−546−18.6%Reduced–
XOMExxonMobil Holdings CorpCOM2,858$249.6K0.4%−128−4.3%ReducedHistory
iShares Tr464288752US HOME CONS ETF4,710$245.1K0.4%−185−3.8%Reduced–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF6,635$237.0K0.4%−765−10.3%Reduced–
PEPPepsiCo IncStock1,449$236.6K0.4%−5−0.3%ReducedHistory
BMYBristol Myers Squibb CoStock3,315$235.7K0.4%00.0%UnchangedHistory
iShares Tr464287762US HLTHCARE ETF910$230.2K0.4%−5−0.5%Reduced–
METAMeta Platforms, Inc.Stock1,680$227.9K0.4%+5+0.3%AddedHistory
OXYOccidental Petroleum CorpStock3,522$216.4K0.4%−75−2.1%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,605$212.5K0.4%−110−2.3%Reduced–
HONHoneywell International IncCOM1,270$212.1K0.4%−2−0.2%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF985$210.7K0.4%+985New–
VVRInvesco Senior Income TrustCOM10,925$40.6K0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (3)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Maxele Advisors, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
LRCXLam Research CorpCOM513$218.6K0.3%History
iShares Tr464287515EXPANDED TECH806$217.3K0.3%–
CATCaterpillar IncStock1,122$200.6K0.3%History