Advertisement
Screener

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

Add as a preferred source on Google

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

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 AMAT; Country of operation United States; Class COM; Shares before 4,385.
  • Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 1,111.
  • Q2 2026: Stock ABT; Country of operation United States; Class COM; Shares before 11,406.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 34,712.

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 2026AMAT
APPLIED MATLS INC		United StatesCOM4,3854,266-119$1,126,901$3,084,318+$1,957,4172026-08-17
Q2 2026CAT
CATERPILLAR INC		United StatesCOM1,1111,039-72$636,212$1,106,087+$469,8752026-08-17
Q2 2026ABT
ABBOTT LABORATORIES		United StatesCOM11,40610,686-720$1,429,058$969,648-$459,4102026-08-17
Q2 2026NVDA
NVIDIA CORPORATION		United StatesCOM34,71234,273-439$6,473,758$6,857,698+$383,9402026-08-17
Q2 2026LLY
ELI LILLY & CO		United StatesCOM1,7141,711-3$1,842,002$2,052,225+$210,2232026-08-17
Q2 2026META
META PLATFORMS INC		United StatesCL A1,9191,902-17$1,266,459$1,071,179-$195,2802026-08-17
Q2 2026NFLX
NETFLIX INC.		United StatesCOM6,5505,990-560$614,128$427,686-$186,4422026-08-17
Q2 2026AAPL
APPLE INC		United StatesCOM11,69911,474-225$3,180,596$3,320,233+$139,6372026-08-17
Q2 2026MRK
MERCK & CO INC		United StatesCOM5,2965,271-25$557,435$677,376+$119,9412026-08-17
Q2 2026ORCL
ORACLE CORP		United StatesCOM1,8811,738-143$366,606$254,776-$111,8302026-08-17
Q2 2026DE
DEERE & CO		United StatesCOM743694-49$346,083$439,986+$93,9032026-08-17
Q2 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM1,1361,120-16$375,129$465,584+$90,4552026-08-17
Q2 2026COST
COSTCO WHOLESALE CORPORATION		United StatesCOM1,3401,328-12$1,155,536$1,242,304+$86,7682026-08-17
Q2 2026JNJ
JOHNSON & JOHNSON		United StatesCOM1,7001,680-20$351,827$426,706+$74,8792026-08-17
Q2 2026JPM
JPMORGAN CHASE & CO		United StatesCOM4,9344,683-251$1,589,971$1,532,809-$57,1622026-08-17
Q2 2026MO
ALTRIA GROUP INC		United StatesCOM4,4274,327-100$255,261$311,328+$56,0672026-08-17
Q2 2026PEP
PEPSICO INC		United StatesCOM2,0481,775-273$293,929$240,335-$53,5942026-08-17
Q2 2026GS
GOLDMAN SACHS GROUP INC		United StatesCOM358355-3$314,682$359,036+$44,3542026-08-17
Q2 2026LOW
LOWES COS INC		United StatesCOM1,4681,434-34$354,059$316,274-$37,7852026-08-17
Q2 2026PM
PHILIP MORRIS INTL INC		United StatesCOM1,8851,870-15$302,354$338,302+$35,9482026-08-17
Q2 2026UNP
UNION PAC CORP		United StatesCOM1,4031,308-95$324,542$355,776+$31,2342026-08-17
Q2 2026PG
PROCTER & GAMBLE CO		United StatesCOM2,8002,658-142$401,196$389,696-$11,5002026-08-17
Q2 2026BAC
BANK OF AMER CORP		United StatesCOM7,9927,892-100$439,560$449,686+$10,1262026-08-17
Q2 2026WMT
WALMART INC		United StatesCOM8,4678,401-66$943,262$951,477+$8,2152026-08-17
Q2 2026HD
HOME DEPOT INC		United StatesCOM1,8181,770-48$625,589$624,206-$1,3832026-08-17

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
Advertisement