Advertisement
Screener

Maxele Advisors, LLC Historic Quarter Change: USA Stocks, New

Maxele Advisors, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 9 quarters from 2021-12-31 to 2026-06-30, Maxele Advisors, LLC opened 30 positions, added to 100, reduced 152 and sold out of 23.

  • Q2 2026: Stock GEV; Country of operation United States; Class COM; Shares before 0.
  • Q4 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 0.
  • Q4 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 0.
  • Q4 2025: Stock MU; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2096567), 9 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-12-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-12-01); Q4 2024 (2022-09-30 to 2024-12-31, filed 2025-12-01); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-12-01); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-12-01); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-12-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GEV
GE VERNOVA INC
United StatesCOM0207+207$0$243,196+$243,1962026-08-17
Q4 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A02,590+2,590$0$810,670+$810,6702026-02-05
Q4 2025GOOG
ALPHABET INC
United StatesCAP STK CL C01,255+1,255$0$393,819+$393,8192026-02-05
Q4 2025MU
MICRON TECHNOLOGY INC
United StatesCOM0755+755$0$215,485+$215,4852026-02-05
Q4 2025BA
BOEING CO
United StatesCOM0926+926$0$201,091+$201,0912026-02-05
Q3 2025META
META PLATFORMS INC
United StatesCL A01,772+1,772$0$1,301,396+$1,301,3962025-11-14
Q3 2025SLV
ISHARES SILVER TR
United StatesISHARES06,300+6,300$0$266,931+$266,9312025-11-14
Q3 2025CVX
CHEVRON CORP NEW
United StatesCOM01,321+1,321$0$205,072+$205,0722025-11-14
Q2 2025AVGO
BROADCOM INC
United StatesCOM01,126+1,126$0$310,445+$310,4452025-12-01
Q2 2025DIS
DISNEY WALT CO
United StatesCOM02,055+2,055$0$254,897+$254,8972025-12-01
Q2 2025GS
GOLDMAN SACHS GROUP INC
United StatesCOM0358+358$0$253,375+$253,3752025-12-01
Q1 2025CVX
CHEVRON CORP NEW
United StatesCOM01,348+1,348$0$225,542+$225,5422025-12-01
Q1 2025BNY
BANK NEW YORK MELLON CORP
United StatesCOM02,422+2,422$0$203,133+$203,1332025-12-01
Q4 2024ABT
ABBOTT LABS
United StatesCOM011,055+11,055$0$1,250,431+$1,250,4312025-12-01
Q4 2024HD
HOME DEPOT INC
United StatesCOM01,705+1,705$0$663,157+$663,1572025-12-01
Q4 2024NFLX
NETFLIX INC
United StatesCOM0465+465$0$414,464+$414,4642025-12-01
Q4 2024CAT
CATERPILLAR INC
United StatesCOM01,084+1,084$0$393,278+$393,2782025-12-01
Q4 2024GOOGL
ALPHABET INC
United StatesCAP STK CL A01,965+1,965$0$371,975+$371,9752025-12-01
Q4 2024LRCX
LAM RESEARCH CORP
United StatesCOM NEW04,670+4,670$0$337,314+$337,3142025-12-01
Q4 2024ORCL
ORACLE CORP
United StatesCOM01,876+1,876$0$312,665+$312,6652025-12-01
Q4 2024MS
MORGAN STANLEY
United StatesCOM NEW02,275+2,275$0$286,013+$286,0132025-12-01
Q4 2024CBSH
COMMERCE BANCSHARES INC
United StatesCOM04,230+4,230$0$263,571+$263,5712025-12-01
Q4 2024AVGO
BROADCOM INC
United StatesCOM01,091+1,091$0$252,917+$252,9172025-12-01
Q4 2024CSCO
CISCO SYS INC
United StatesCOM04,001+4,001$0$236,841+$236,8412025-12-01
Q4 2024MO
ALTRIA GROUP INC
United StatesCOM04,502+4,502$0$235,410+$235,4102025-12-01
Q4 2024PM
PHILIP MORRIS INTL INC
United StatesCOM01,856+1,856$0$223,370+$223,3702025-12-01
Q4 2024MA
MASTERCARD INCORPORATED
United StatesCL A0405+405$0$213,261+$213,2612025-12-01
Q4 2024DIS
DISNEY WALT CO
United StatesCOM01,863+1,863$0$207,435+$207,4352025-12-01
Q1 2022XOMXXXX
EXXON MOBIL CORP
COM02,609+2,609$0$215,477+$215,4772025-12-01
Q1 2022OXY
OCCIDENTAL PETE CORP
United StatesCOM03,580+3,580$0$203,129+$203,1292025-12-01

Similar Firms

Firm NameCountry13F ValueHoldings
IF Advisors, LLCUnited States$0.123B41
Ares Systematic Credit LtdUnited Kingdom$0.123B145
BLUE JEAN FINANCIAL LLCUnited States$0.123B74
BALANCE CAPITAL PARTNERS L.P.United States$0.123B3
ArborFi Advisors, LLCUnited States$0.123B49
WASHINGTON CAPITAL MANAGEMENT, INCUnited States$0.123B111
Madison Park Capital Advisors, LLCUnited States$0.123B62
Madrid Wealth Management, LLCUnited States$0.123B72
Tenzing Financial LLCUnited States$0.123B68
Laurus Global Equity Management Inc.Canada$0.123B44