Maxele Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Maxele Advisors, LLC held in its portfolio 99 assets valued at $123,074,128 (i.e. $123.07M).
The most valuable assets in the portfolio included: FIRST TR EXCHANGE-TRADED FD ($6.82M), NVIDIA CORPORATION ($6.47M), and VANGUARD INDEX FDS ($5.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Maxele Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 29637 | 6822630 | SHS |
| NVIDIA CORPORATION | 34712 | 6473758 | COM |
| VANGUARD INDEX FDS | 8421 | 5281295 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 24445 | 4668703 | VALUE ETF |
| FIDELITY COVINGTON TRUST | 19785 | 4445168 | MSCI INFO TECH I |
| SELECT SECTOR SPDR TR | 28144 | 4365718 | STATE STREET IND |
| ISHARES TR | 5993 | 4105108 | CORE S&P500 ETF |
| SELECT SECTOR SPDR TR | 66225 | 3627169 | STATE STREET FIN |
| ISHARES TR | 35956 | 3591311 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 22840 | 3535671 | STATE STREET HEA |
| ISHARES TR | 11006 | 3314447 | ISHARES SEMICDTR |
| SPDR GOLD TR | 8071 | 3198598 | GOLD SHS |
| APPLE INC | 11699 | 3180596 | COM |
| ISHARES TR | 13245 | 2843569 | US AER DEF ETF |
| FIDELITY COVINGTON TRUST | 23902 | 2441865 | MSCI CONSM DIS |
| FIDELITY COVINGTON TRUST | 30567 | 2376259 | MSCI FINLS IDX |
| FIDELITY COVINGTON TRUST | 91623 | 2269503 | MSCI ENERGY IDX |
| AMAZON COM INC | 8191 | 1890647 | COM |
| ELI LILLY & CO | 1714 | 1842002 | COM |
| ISHARES TR | 7027 | 1729692 | RUSSELL 2000 ETF |
| FIDELITY COVINGTON TRUST | 22037 | 1636884 | MSCI HLTH CARE I |
| JPMORGAN CHASE & CO. | 4934 | 1589971 | COM |
| ISHARES TR | 7429 | 1562698 | RUS 1000 VAL ETF |
| ISHARES TR | 18778 | 1555166 | 1 3 YR TREAS BD |
| FIDELITY COVINGTON TRUST | 18608 | 1534826 | MSCI INDL INDX |
| ISHARES TR | 12723 | 1529089 | CORE S&P SCP ETF |
| ISHARES TR | 22218 | 1466368 | CORE S&P MCP ETF |
| ABBOTT LABS | 11406 | 1429058 | COM |
| FIDELITY COVINGTON TRUST | 19220 | 1408421 | MSCI COMMNTN SVC |
| ISHARES TR | 2852 | 1349822 | RUS 1000 GRW ETF |
| META PLATFORMS INC | 1919 | 1266459 | CL A |
| FIDELITY COVINGTON TRUST | 22693 | 1253103 | MSCI UTILS INDEX |
| ISHARES TR | 3564 | 1222432 | S&P 100 ETF |
| VANGUARD WORLD FD | 3059 | 1205015 | CONSUM DIS ETF |
| COSTCO WHSL CORP NEW | 1340 | 1155536 | COM |
| APPLIED MATLS INC | 4385 | 1126901 | COM |
| SPDR DOW JONES INDL AVERAGE | 2206 | 1059897 | UT SER 1 |
| ISHARES TR | 5308 | 961904 | RUS 2000 VAL ETF |
| WALMART INC | 8467 | 943262 | COM |
| AMEREN CORP | 9189 | 917611 | COM |
| MICROSOFT CORP | 1744 | 843568 | COM |
| FIDELITY COVINGTON TRUST | 15703 | 833989 | MSCI MATLS INDEX |
| ALPHABET INC | 2590 | 810670 | CAP STK CL A |
| ISHARES TR | 4652 | 785118 | ISHARES BIOTECH |
| VANGUARD BD INDEX FDS | 9489 | 739003 | INTERMED TERM |
| SPDR S&P 500 ETF TR | 1070 | 729512 | TR UNIT |
| FIDELITY COVINGTON TRUST | 13856 | 681556 | CONSMR STAPLES |
| VANGUARD INTL EQUITY INDEX F | 7640 | 638780 | FTSE EUROPE ETF |
| CATERPILLAR INC | 1111 | 636212 | COM |
| HOME DEPOT INC | 1818 | 625589 | COM |
| NETFLIX INC | 6550 | 614128 | COM |
| WISDOMTREE TR | 4088 | 589326 | JAPN HEDGE EQT |
| MERCK & CO INC | 5296 | 557435 | COM |
| ISHARES SILVER TR | 8405 | 541450 | ISHARES |
| SPDR SERIES TRUST | 6531 | 536936 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 9950 | 534912 | FTSE EMR MKT ETF |
| ISHARES TR | 2956 | 530188 | US BR DEL SE ETF |
| ISHARES TR | 5171 | 497989 | US HOME CONS ETF |
| MORGAN STANLEY | 2655 | 471342 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 7351 | 459213 | VAN FTSE DEV MKT |
| SPDR S&P MIDCAP 400 ETF TR | 758 | 457286 | UTSER1 S&PDCRP |
| ISHARES TR | 3704 | 442043 | 3 7 YR TREAS BD |
| ISHARES TR | 4180 | 441784 | EXPANDED TECH |
| BANK AMERICA CORP | 7992 | 439560 | COM |
| PROCTER AND GAMBLE CO | 2800 | 401196 | COM |
| ALPHABET INC | 1255 | 393819 | CAP STK CL C |
| VANGUARD WORLD FD | 1778 | 375585 | CONSUM STP ETF |
| UNITEDHEALTH GROUP INC | 1136 | 375129 | COM |
| CISCO SYS INC | 4759 | 366607 | COM |
| ORACLE CORP | 1881 | 366606 | COM |
| SELECT SECTOR SPDR TR | 8040 | 364614 | STATE STREET MAT |
| LOWES COS INC | 1468 | 354059 | COM |
| ISHARES TR | 7416 | 353978 | CORE 40/60 MODER |
| JOHNSON & JOHNSON | 1700 | 351827 | COM |
| EXXON MOBIL CORP | 2883 | 346975 | COM |
| DEERE & CO | 743 | 346083 | COM |
| SELECT SECTOR SPDR TR | 2316 | 333435 | STATE STREET TEC |
| ADOBE INC | 946 | 331091 | COM |
| UNION PAC CORP | 1403 | 324542 | COM |
| GOLDMAN SACHS GROUP INC | 358 | 314682 | COM |
| VANGUARD WHITEHALL FDS | 2107 | 302366 | HIGH DIV YLD |
| PHILIP MORRIS INTL INC | 1885 | 302354 | COM |
| PEPSICO INC | 2048 | 293929 | COM |
| ISHARES TR | 4475 | 291323 | US HLTHCARE ETF |
| VANGUARD STAR FDS | 3765 | 284001 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 3600 | 283716 | SHORT TRM BOND |
| BANK NEW YORK MELLON CORP | 2422 | 281170 | COM |
| ALTRIA GROUP INC | 4427 | 255261 | COM |
| VANGUARD SCOTTSDALE FDS | 4325 | 254007 | SHORT TERM TREAS |
| ISHARES TR | 2219 | 244512 | IBOXX INV CP ETF |
| DISNEY WALT CO | 2038 | 231835 | COM |
| CHEVRON CORP NEW | 1500 | 228590 | COM |
| MASTERCARD INCORPORATED | 395 | 225498 | CL A |
| FIDELITY COVINGTON TRUST | 8122 | 218398 | MSCI RL EST ETF |
| HONEYWELL INTL INC | 1115 | 217525 | COM |
| COMMERCE BANCSHARES INC | 4122 | 215727 | COM |
| MICRON TECHNOLOGY INC | 755 | 215485 | COM |
| ISHARES TR | 1715 | 211391 | S&P 500 GRWT ETF |
| BOEING CO | 926 | 201091 | COM |
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