Maxele Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
12/31/2024
Date filed
12/1/2025
Form type
13F-HR
Num holdings
97
Total value ($000)
$104,820
Net value change ($000)
—
New positions
96
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: 12/1/2025 SEC filing

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 5,846 —
QQQ 5,157 —
NVDA 4,718 —
XLI 3,781 —
IVV 3,678 —
FTEC 3,568 —
XLV 3,285 —
XLF 3,172 —
VTV 3,063 —
AGG 3,041 —
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