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CIK: 0002096567
Total reported value
$143.1M
$143.1M
97 檔
16.2%
According to the latest 13F quarterly dataset, Maxele Advisors, LLC managed an equity portfolio of $143.1M at the end of Q4 2024, spanning 97 distinct U.S. exchange-listed positions.
In Q4 2024, Maxele Advisors, LLC displayed an active expansion posture, initiating 24 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 5.58% | +1.26% | -8.85% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.92% | — | -9.44% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.50% | -0.47% | +872.35% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 3.61% | +0.06% | -7.26% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | -0.20% | +2.33% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.40% | +0.33% | +8.29% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.13% | -0.42% | -5.00% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 3.03% | -0.49% | +0.02% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.92% | -0.03% | +309.44% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.90% | -0.57% | +11.74% | |
| 11 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.58% | -0.28% | +12.66% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.26% | -0.77% | |
| 13 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 2.37% | +0.09% | +1.79% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -0.21% | +228.23% | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.20% | +2.23% | +214.86% | |
| 16 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.83% | -0.25% | +22.97% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.51% | -0.06% | +4.40% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.49% | -0.21% | -38.96% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.42% | -0.48% | +23.98% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.17% | +18.33% | |
| 21 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.34% | -0.17% | +18.71% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.33% | +0.16% | +32.94% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | +0.09% | +66.81% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.30% | — | +472.82% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.29% | -0.01% | -1.58% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | -0.07% | +31.71% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.48% | — | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.18% | -0.17% | -8.08% | |
| 29 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.16% | +0.04% | -11.21% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.07% | -0.76% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | -0.13% | -11.37% | |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.11% | -0.21% | +79.95% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.22% | +12.57% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.00% | -0.10% | -8.64% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.96% | -0.07% | -6.84% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.28% | +1.19% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.03% | -3.55% | |
| 38 | AEE | Ameren Corporation | Stock-Utilities | 0.81% | -0.02% | +19.72% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.80% | +0.06% | +2.33% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.09% | -14.00% | |
| 41 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.78% | +0.06% | +8.58% | |
| 42 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.76% | -0.11% | +20.12% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.11% | +283.37% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | +1.24% | -9.03% | |
| 45 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.70% | -0.04% | +11.91% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.07% | — | |
| 47 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.63% | -0.04% | +35.24% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.61% | -0.01% | +14.64% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.23% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.02% | +20.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.8% | +872.35% | Add |
| 2 | VTV | Vanguard Value ETF | +2% | +309.44% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1.6% | +228.23% | Add |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.7% | +8.29% | Add |
| 5 | LLY | Eli Lilly & Co | +0.6% | +31.71% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +1.19% | Add |
| 7 | FCOM | Fidelity Msci Comm Serv Indx | +0.5% | +79.95% | Add |
| 8 | SOXX | Ishares Semiconductor ETF | +0.4% | +214.86% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +12.57% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +18.33% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.3% | +66.81% | Add |
| 12 | WMT | Walmart Inc | +0.3% | +283.37% | Add |
| 13 | ITB | Ishares U.s. Home Constructi | +0.2% | +35.24% | Add |
| 14 | FNCL | Fidelity Msci Financial Indx | +0.2% | +22.97% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | +23.98% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | -0.76% | Trim |
| 17 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +12.66% | Add |
| 18 | VGK | Vanguard Ftse Europe ETF | +0.1% | +50.05% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -0.77% | Trim |
| 20 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | +32.94% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | -9.03% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | -0.1% | -11.37% | Trim |
| 24 | IAI | Ishares U.s. Broker-dealers | -0.1% | -7.35% | Trim |
| 25 | ADBE | Adobe Inc | -0.1% | -6.91% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -9.44% | Trim |
| 27 | OEF | Ishares S&p 100 ETF | -0.1% | -8.64% | Trim |
| 28 | VUG | Vanguard Growth ETF | -0.1% | -30.66% | Trim |
| 29 | ITA | Ishares U.s. Aerospace & Def | -0.1% | +4.40% | Add |
| 30 | PEP | Pepsico Inc | -0.1% | +47.48% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +472.82% | Add |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.25% | Add |
| 33 | XOM | Exxon Mobil CORP | -0.1% | +7.42% | Add |
| 34 | HON | Honeywell International Inc | -0.1% | -5.51% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -1.51% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | +20.14% | Add |
| 37 | IYH | Ishares U.s. Healthcare ETF | -0.1% | +397.25% | Add |
| 38 | MDY | State Street Spdr S&p Midcap | -0.2% | -8.46% | Trim |
| 39 | BAC | Bank Of America CORP | -0.2% | -14.66% | Trim |
| 40 | UNP | Union Pacific CORP | -0.2% | +0.71% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.2% | +2.33% | Add |
| 42 | XLB | Ss Materials Select Sector | -0.2% | -5.07% | Trim |
| 43 | DE | Deere & Co | -0.2% | -9.66% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -14.00% | Trim |
| 45 | BSV | Vanguard Short-term Bond ETF | -0.2% | -1.37% | Trim |
| 46 | FUTY | Fidelity Msci US Utilities | -0.2% | +20.12% | Add |
| 47 | FSTA | Fidelity Msci Cons Stap Indx | -0.2% | +11.91% | Add |
| 48 | VDC | Vanguard Consumer Staple ETF | -0.2% | -7.50% | Trim |
| 49 | FMAT | Fidelity Msci Materials Indx | -0.2% | +8.58% | Add |
| 50 | IBB | Ishares Biotechnology ETF | -0.2% | +14.64% | Add |
According to official SEC Form 13F filings, Maxele Advisors, LLC reported a total U.S. public equity portfolio value of $143.1M across 97 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QTEC, QQQ, NVDA) accounted for 16.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ABT
市值: $1.3M
Top Position Liquidated / Trimmed
FLOT
前期市值: $279.0K
During Q4 2024, Maxele Advisors, LLC's top holdings by market value included QTEC (5.6%)、QQQ (4.9%)、NVDA (4.5%). The largest single position, QTEC, represented 5.6% of total portfolio value.
In Q4 2024, Maxele Advisors, LLC made 102 total portfolio adjustments, initiating 24 new buys, adding to 37 positions, trimming 35 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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