Maxele Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
6/30/2025
Date filed
12/1/2025
Form type
13F-HR
Num holdings
101
Total value ($000)
$114,662
Net value change ($000)
+11,169 (10.8%)
New positions
6
Sold out positions
2
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 1,702 45.3%
FB 1,295 NEW
QTEC 1,035 19.4%
VOO 882 26.1%
FTEC 768 24.9%
QQQ 758 16.1%
SOXX 590 29.8%
ITA 509 30.2%
GLD 505 28.1%
XLI 430 11.5%
Top Reduces (Value $000, Stocks/ETFs)
META -996 -100.0%
UNH -484 -48.8%
XLV -302 -8.8%
FENY -284 -10.6%
CVX -226 -100.0%
AAPL -182 -8.0%
MRK -88 -17.7%
FHLC -86 -5.8%
SHY -81 -5.2%
LLY -80 -5.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type