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

Maxele Advisors, LLC quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Maxele Advisors, LLC opened 1 positions, added to 8, reduced 25, sold out of 6 and left 5 unchanged. The largest increase in value was AMAT (+$1,957,417); the largest decrease was GOOGL (-$810,670).

AMAT: Country of operation United States; Class COM; Shares 2025-12-31 4,385; Shares 2026-06-30 4,266.
CAT: Country of operation United States; Class COM; Shares 2025-12-31 1,111; Shares 2026-06-30 1,039.
ABT: Country of operation United States; Class COM; Shares 2025-12-31 11,406; Shares 2026-06-30 10,686.
NVDA: Country of operation United States; Class COM; Shares 2025-12-31 34,712; Shares 2026-06-30 34,273.

Two Form 13F-HR filings compared (SEC CIK 2096567): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-17). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-12-31	Shares 2026-06-30	Share change	Value 2025-12-31	Value 2026-06-30	Value change
AMAT APPLIED MATLS INC	United States	COM	4,385	4,266	-119	$1,126,901	$3,084,318	+$1,957,417
CAT CATERPILLAR INC	United States	COM	1,111	1,039	-72	$636,212	$1,106,087	+$469,875
ABT ABBOTT LABORATORIES	United States	COM	11,406	10,686	-720	$1,429,058	$969,648	-$459,410
NVDA NVIDIA CORPORATION	United States	COM	34,712	34,273	-439	$6,473,758	$6,857,698	+$383,940
LLY ELI LILLY & CO	United States	COM	1,714	1,711	-3	$1,842,002	$2,052,225	+$210,223
META META PLATFORMS INC	United States	CL A	1,919	1,902	-17	$1,266,459	$1,071,179	-$195,280
NFLX NETFLIX INC.	United States	COM	6,550	5,990	-560	$614,128	$427,686	-$186,442
AAPL APPLE INC	United States	COM	11,699	11,474	-225	$3,180,596	$3,320,233	+$139,637
MRK MERCK & CO INC	United States	COM	5,296	5,271	-25	$557,435	$677,376	+$119,941
ORCL ORACLE CORP	United States	COM	1,881	1,738	-143	$366,606	$254,776	-$111,830
DE DEERE & CO	United States	COM	743	694	-49	$346,083	$439,986	+$93,903
UNH UNITEDHEALTH GROUP INC	United States	COM	1,136	1,120	-16	$375,129	$465,584	+$90,455
COST COSTCO WHOLESALE CORPORATION	United States	COM	1,340	1,328	-12	$1,155,536	$1,242,304	+$86,768
JNJ JOHNSON & JOHNSON	United States	COM	1,700	1,680	-20	$351,827	$426,706	+$74,879
JPM JPMORGAN CHASE & CO	United States	COM	4,934	4,683	-251	$1,589,971	$1,532,809	-$57,162
MO ALTRIA GROUP INC	United States	COM	4,427	4,327	-100	$255,261	$311,328	+$56,067
PEP PEPSICO INC	United States	COM	2,048	1,775	-273	$293,929	$240,335	-$53,594
GS GOLDMAN SACHS GROUP INC	United States	COM	358	355	-3	$314,682	$359,036	+$44,354
LOW LOWES COS INC	United States	COM	1,468	1,434	-34	$354,059	$316,274	-$37,785
PM PHILIP MORRIS INTL INC	United States	COM	1,885	1,870	-15	$302,354	$338,302	+$35,948
UNP UNION PAC CORP	United States	COM	1,403	1,308	-95	$324,542	$355,776	+$31,234
PG PROCTER & GAMBLE CO	United States	COM	2,800	2,658	-142	$401,196	$389,696	-$11,500
BAC BANK OF AMER CORP	United States	COM	7,992	7,892	-100	$439,560	$449,686	+$10,126
WMT WALMART INC	United States	COM	8,467	8,401	-66	$943,262	$951,477	+$8,215
HD HOME DEPOT INC	United States	COM	1,818	1,770	-48	$625,589	$624,206	-$1,383

Similar Firms

Firm Name	Country	13F Value	Holdings
IF Advisors, LLC	United States	$0.123B	41
Ares Systematic Credit Ltd	United Kingdom	$0.123B	145
BLUE JEAN FINANCIAL LLC	United States	$0.123B	74
BALANCE CAPITAL PARTNERS L.P.	United States	$0.123B	3
ArborFi Advisors, LLC	United States	$0.123B	49
WASHINGTON CAPITAL MANAGEMENT, INC	United States	$0.123B	111
Madison Park Capital Advisors, LLC	United States	$0.123B	62
Madrid Wealth Management, LLC	United States	$0.123B	72
Tenzing Financial LLC	United States	$0.123B	68
Laurus Global Equity Management Inc.	Canada	$0.123B	44