13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002096567
Total reported value
$143.1M
$143.1M
97 檔
14.8%
As reported in its official Q1 2025 Form 13F filing, Maxele Advisors, LLC's tracked investment portfolio stood at $143.1M with 97 total positions.
Maxele Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 46 positions.
In terms of portfolio concentration, the top 5 core holdings (including QTEC, QQQ, NVDA) accounted for 14.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 5.16% | +1.26% | -0.98% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.54% | — | -0.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | -0.47% | -1.38% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 3.63% | +0.06% | -0.21% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.53% | -0.03% | +17.02% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.20% | +0.03% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.32% | -0.42% | -1.42% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | -0.21% | +45.12% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 3.21% | -0.49% | +1.49% | |
| 10 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.98% | +0.33% | -0.87% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.97% | -0.57% | -0.83% | |
| 12 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 2.58% | +0.09% | +0.04% | |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.25% | -0.28% | -0.64% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.26% | +1.58% | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.97% | -0.25% | +5.17% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.92% | +2.23% | -1.55% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.74% | -0.48% | +1.22% | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.63% | -0.06% | +0.92% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.52% | -0.21% | -0.35% | |
| 20 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.44% | -0.17% | +1.43% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.40% | -0.48% | -0.90% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | -0.17% | +15.96% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | -0.07% | +0.23% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.35% | -0.01% | +1.04% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | +0.16% | +4.90% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.07% | +1.68% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | — | -1.09% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.22% | +7.00% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.19% | +0.09% | -1.21% | |
| 30 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.14% | +0.04% | -0.08% | |
| 31 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.09% | -0.21% | +0.69% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.04% | -0.17% | -0.15% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | -0.13% | -2.34% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.28% | +1.65% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.03% | -0.58% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.95% | -0.07% | -0.42% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.95% | -0.10% | -0.06% | |
| 38 | AEE | Ameren Corporation | Stock-Utilities | 0.89% | -0.02% | -3.19% | |
| 39 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.82% | -0.11% | +2.03% | |
| 40 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.77% | +0.06% | -2.74% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.73% | +0.06% | -1.49% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.11% | +3.75% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.09% | -4.73% | |
| 44 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.69% | -0.04% | -5.84% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | +1.24% | -1.87% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.07% | +1.23% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.58% | -0.01% | -2.96% | |
| 48 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.58% | -0.04% | -1.40% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.23% | +9.00% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.48% | -0.06% | +2.97% |
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 Q1 2025.
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.
Top New Position Initiated
GDX
市值: $254.4K
Top Position Liquidated / Trimmed
AVGO
前期市值: $252.9K
During Q1 2025, Maxele Advisors, LLC's top holdings by market value included QTEC (5.2%)、QQQ (4.5%)、NVDA (3.6%). The largest single position, QTEC, represented 5.2% of total portfolio value.
In Q1 2025, Maxele Advisors, LLC made 87 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 46 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.