Maxele Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$123,074
Net value change ($000)
+7,145 (6.2%)
New positions
5
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 811 NEW
VOO 598 12.8%
AAPL 583 22.4%
GLD 519 19.4%
LLY 504 37.7%
VTV 459 10.9%
GOOGL 394 NEW
SOXX 372 12.6%
XLV 322 10.0%
VXUS 284 NEW
Top Reduces (Value $000, Stocks/ETFs)
NFLX -171 -21.8%
ORCL -162 -30.6%
FENY -152 -6.3%
HD -112 -15.2%
COST -93 -7.4%
FDIS -80 -3.2%
ITB -69 -12.2%
VCR -61 -4.8%
XHB -45 -12.8%
QTEC -43 -0.6%
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