Maxele Advisors, LLC

Q1 2022 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
3/31/2022
Date filed
12/1/2025
Form type
13F-HR
Num holdings
86
Total value ($000)
$80,573
Net value change ($000)
-6,046 (-7.0%)
New positions
7
Sold out positions
7
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: 12/1/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2021
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)
QQQ 4,568 NEW
FENY 1,551 698.6%
VTV 502 NEW
STIP 326 NEW
COMT 312 NEW
GDX 238 NEW
XOM 215 NEW
OXY 203 NEW
FUTY 99 16.5%
GLD 89 9.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -1,724 -31.9%
QTEC -1,686 -22.8%
SHY -866 -21.6%
SOXX -633 -25.9%
FDIS -514 -18.9%
FTEC -470 -16.7%
IVV -327 -9.9%
ADBE -292 -37.2%
LQD -285 -29.7%
XLV -284 -7.3%
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