Maxele Advisors, LLC

Q3 2022 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
9/30/2022
Date filed
12/1/2025
Form type
13F-HR
Num holdings
79
Total value ($000)
$59,561
Net value change ($000)
-4,160 (-6.5%)
New positions
1
Sold out positions
3
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: 12/1/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2022
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)
VUG 211 NEW
FENY 117 6.1%
VTV 67 14.0%
FDIS 35 2.4%
AMZN 34 5.7%
DE 29 10.8%
LOW 19 7.5%
VYM 17 5.8%
WMT 14 5.2%
AAPL 10 0.7%
Top Reduces (Value $000, Stocks/ETFs)
QTEC -402 -10.1%
AGG -250 -8.5%
QQQ -237 -7.4%
LRCX -219 -100.0%
IGV -217 -100.0%
CAT -201 -100.0%
XLV -195 -6.0%
IVV -175 -7.4%
XLI -173 -6.3%
SHY -146 -5.5%
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