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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

Holdings in Q2 2025

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

Institution overview
Positions
101
+4 vs. Q1 2025
Portfolio value
$114.7M
+$11.2M (+10.8%) vs. Q1 2025
Filed
Dec 1, 2025
SEC
Holdings of Maxele Advisors, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF29,937$6.37M5.6%−810−2.6%Reduced–
Invesco QQQ Trust Series I46090E103ETF9,898$5.46M4.8%−128−1.3%Reduced–
NVDANVIDIA CorpStock34,541$5.46M4.8%−105−0.3%ReducedHistory
Vanguard S&P 500 ETF922908363ETF7,490$4.25M3.7%+926+14.1%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF28,363$4.18M3.6%−277−1.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF22,242$3.93M3.4%+1,070+5.1%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF19,543$3.85M3.4%+410+2.1%Added–
iShares Core S&P 500 ETF464287200ETF6,022$3.74M3.3%−227−3.6%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF66,569$3.49M3.0%−39−0.1%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF23,258$3.13M2.7%−280−1.2%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF30,904$3.07M2.7%−214−0.7%Reduced–
iShares Semiconductor ETF464287523ETF10,776$2.57M2.2%+243+2.3%Added–
Fidelity MSCI Energy Index ETF316092402ETF101,601$2.38M2.1%−2,798−2.7%Reduced–
Fidelity Covington Trust316092204MSCI CONSM DIS25,149$2.37M2.1%−2,370−8.6%Reduced–
GLDSPDR Gold TrustETF7,553$2.30M2.0%+1,316+21.1%AddedHistory
iShares Tr464288760US AER DEF ETF11,645$2.20M1.9%+620+5.6%Added–
Fidelity MSCI Financials Index ETF316092501ETF29,147$2.16M1.9%−227−0.8%Reduced–
AAPLApple Inc.Stock10,243$2.10M1.8%−41−0.4%ReducedHistory
AMZNAmazon Com IncStock7,818$1.72M1.5%+212+2.8%AddedHistory
iShares Tr4642874571 3 YR TREAS BD17,949$1.49M1.3%−1,008−5.3%Reduced–
ABTAbbott LaboratoriesStock10,706$1.46M1.3%−249−2.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF7,459$1.45M1.3%+55+0.7%Added–
JPMJPMorgan Chase & CoStock4,873$1.41M1.2%−169−3.4%ReducedHistory
Fidelity MSCI Health Care Index ETF316092600ETF21,966$1.40M1.2%+138+0.6%Added–
iShares Russell 2000 ETF464287655ETF6,467$1.40M1.2%−175−2.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF21,888$1.36M1.2%+296+1.4%Added–
LLYEli Lilly & CoStock1,737$1.35M1.2%+1+0.1%AddedHistory
COSTCostco Wholesale CorpStock1,344$1.33M1.2%+10+0.7%AddedHistory
Fidelity Covington Trust316092709MSCI INDL INDX17,146$1.33M1.2%−67−0.4%Reduced–
iShares Core S&P Small Cap ETF464287804ETF11,950$1.31M1.1%+194+1.7%Added–
ProShares S&P Dynamic Buffer74349Y613COM1,755$1.30M1.1%+1,755New–
Fidelity Covington Trust316092873MSCI COMMNTN SVC19,789$1.28M1.1%−241−1.2%Reduced–
iShares Russell 1000 Growth ETF464287614ETF2,897$1.23M1.1%−20−0.7%Reduced–
Vanguard Consumer Discretionary ETF92204A108ETF3,227$1.17M1.0%−77−2.3%Reduced–
iShares S&P 100 ETF464287101ETF3,626$1.10M1.0%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,299$1.01M0.9%−46−2.0%ReducedHistory
Fidelity MSCI Utilities Index ETF316092865ETF16,896$888.7K0.8%+334+2.0%Added–
AEEAmeren CorpCOM9,183$881.9K0.8%+30.0%AddedHistory
NFLXNetflix IncStock650$870.4K0.8%+172+36.0%AddedHistory
WMTWalmart Inc.Stock8,440$825.3K0.7%−171−2.0%ReducedHistory
MSFTMicrosoft CorpStock1,648$819.8K0.7%+134+8.9%AddedHistory
AMATApplied Materials IncStock4,450$814.7K0.7%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF4,974$784.7K0.7%−34−0.7%Reduced–
Fidelity MSCI Materials Index ETF316092881ETF15,651$780.5K0.7%−814−4.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,250$772.1K0.7%−78−5.9%ReducedHistory
Fidelity Covington Trust316092303CONSMR STAPLES14,067$719.5K0.6%+57+0.4%Added–
HDHome Depot, Inc.Stock1,819$667.1K0.6%+93+5.4%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,705$597.1K0.5%+590+8.3%Added–
iShares Tr464287556ISHARES BIOTECH4,670$590.8K0.5%−10−0.2%Reduced–
iShares Tr464288752US HOME CONS ETF5,616$523.3K0.5%−665−10.6%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF10,390$513.9K0.4%+310+3.1%Added–
UNHUnitedHealth Group IncStock1,626$507.2K0.4%−267−14.1%ReducedHistory
iShares Tr464288794US BR DEL SE ETF2,926$494.9K0.4%00.0%Unchanged–
LRCXLam Research CorpStock4,960$482.8K0.4%+400+8.8%AddedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT4,088$467.1K0.4%−45−1.1%Reduced–
iShares Tr464287515EXPANDED TECH4,160$455.5K0.4%−20−0.5%Reduced–
GOOGLAlphabet Inc.Stock2,580$454.7K0.4%+200+8.4%AddedHistory
PGProcter & Gamble CoStock2,825$450.0K0.4%+53+1.9%AddedHistory
iShares Tr4642886613 7 YR TREAS BD3,704$441.1K0.4%−25−0.7%Reduced–
CATCaterpillar IncStock1,134$440.4K0.4%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF758$429.4K0.4%−32−4.1%ReducedHistory
ORCLOracle CorpStock1,879$410.8K0.4%+2+0.1%AddedHistory
MRKMerck & Co., Inc.Stock5,166$409.0K0.4%−370−6.7%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF6,944$395.9K0.3%+892+14.7%Added–
Vanguard Consumer Staples ETF92204A207ETF1,798$393.8K0.3%−15−0.8%Reduced–
DEDeere & CoStock768$390.5K0.3%−31−3.9%ReducedHistory
BACBank of America CorpStock8,192$387.6K0.3%−265−3.1%ReducedHistory
ADBEAdobe Inc.Stock946$366.0K0.3%−10−1.0%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF4,105$360.5K0.3%−50−1.2%Reduced–
PMPhilip Morris International Inc.Stock1,856$338.0K0.3%00.0%UnchangedHistory
LOWLowes Companies IncStock1,467$325.4K0.3%+1+0.1%AddedHistory
CSCOCisco Systems, Inc.Stock4,670$324.0K0.3%+265+6.0%AddedHistory
UNPUnion Pacific CorpStock1,408$324.0K0.3%−8−0.6%ReducedHistory
iShares Tr464289875CORE 40 MODE ETF6,896$317.5K0.3%−994−12.6%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF6,075$316.3K0.3%+540+9.8%Added–
MSMorgan StanleyStock2,245$316.2K0.3%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,367$315.5K0.3%−95−3.9%Reduced–
State Street SPDR S&P Homebuilders ETF78464A888ETF3,170$312.5K0.3%−560−15.0%Reduced–
AVGOBroadcom Inc.Stock1,126$310.4K0.3%+1,126NewHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,816$308.7K0.3%−120−4.1%Reduced–
XOMExxonMobil Holdings CorpCOM2,837$305.9K0.3%−333−10.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,158$293.2K0.3%−40−3.3%Reduced–
PEPPepsiCo IncStock2,192$289.4K0.3%+72+3.4%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF650$285.0K0.2%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF3,600$283.3K0.2%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,435$260.8K0.2%+180+14.3%Added–
HONHoneywell International IncCOM1,115$259.7K0.2%−10−0.9%ReducedHistory
MOAltria Group, Inc.Stock4,427$259.6K0.2%−75−1.7%ReducedHistory
CBSHCommerce Bancshares IncStock4,125$256.5K0.2%−105−2.5%ReducedHistory
iShares Tr464287762US HLTHCARE ETF4,525$255.6K0.2%00.0%Unchanged–
DISWalt Disney CoStock2,055$254.9K0.2%+2,055NewHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS4,325$254.2K0.2%−100−2.3%Reduced–
GSGoldman Sachs Group IncStock358$253.4K0.2%+358NewHistory
Vanguard Intermediate-Term Bond ETF921937819ETF3,030$234.3K0.2%+3,030New–
MAMastercard IncStock405$227.6K0.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock1,459$222.8K0.2%+4+0.3%AddedHistory
BNYBank of New York Mellon CorpStock2,422$220.7K0.2%00.0%UnchangedHistory
Fidelity Covington Trust316092857MSCI RL EST ETF8,029$217.1K0.2%−596−6.9%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF2,043$210.2K0.2%−75−3.5%Reduced–
ELVElevance Health, Inc.Stock535$208.1K0.2%00.0%UnchangedHistory

Sold out since Q1 2025 (2)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Maxele Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
METAMeta Platforms, Inc.Stock1,728$996.0K1.0%History
CVXChevron CorpStock1,348$225.5K0.2%History