Maxele Advisors, LLC

Q4 2021 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
12/31/2021
Date filed
12/1/2025
Form type
13F-HR
Num holdings
86
Total value ($000)
$86,619
Net value change ($000)
New positions
85
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QTEC 7,392
AGG 5,400
SHY 4,006
XLV 3,884
XLI 3,562
IVV 3,292
FTEC 2,813
FDIS 2,726
XLF 2,700
SOXX 2,443
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type