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MA
Maxele Advisors Portfolio holdings
AUM
$123M
1-Year Est. Return
20.77%
This Fund
S&P 500
This Quarter
Est. Return
+11.06%
1 Year Est. Return
+20.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$115M
AUM Growth
+$11.2M
(+11%)
Cap. Flow
+$311K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
38.26%
Holding
103
New
6
Increased
32
Reduced
51
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$487K |
| 2 |
SPDR Gold Trust
GLD
|
+$399K |
| 3 |
Broadcom
AVGO
|
+$245K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$231K |
| 5 |
Walt Disney
DIS
|
+$214K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$996K |
| 2 |
Chevron
CVX
|
+$226K |
| 3 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$209K |
| 4 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$152K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$130K |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Healthcare | 3.63% |
| 3 | Consumer Staples | 3.05% |
| 4 | Financials | 2.68% |
| 5 | Consumer Discretionary | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $514K | 0.45% |
10,390
+310
| +3% | +$14.4K |
|
52
UnitedHealth
UNH
$388B
| $507K | 0.44% |
1,626
-267
| -14% | -$102K |
|
53
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.45B
| $495K | 0.43% |
2,926
| – | – |
|
54
Lam Research
LRCX
$434B
| $483K | 0.42% |
4,960
+400
| +9% | +$31.7K |
|
55
WisdomTree Japan Hedged Equity Fund
DXJ
$7.28B
| $467K | 0.41% |
4,088
-45
| -1% | -$4.92K |
|
56
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
| $456K | 0.4% |
4,160
-20
| -0.5% | -$1.98K |
|
57
Alphabet (Google) Class A
GOOGL
$4.35T
| $455K | 0.4% |
2,580
+200
| +8% | +$32.7K |
|
58
Procter & Gamble
PG
$339B
| $450K | 0.39% |
2,825
+53
| +2% | +$8.65K |
|
59
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
| $441K | 0.38% |
3,704
-25
| -0.7% | -$2.95K |
|
60
Caterpillar
CAT
$431B
| $440K | 0.38% |
1,134
| – | – |
|
61
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $429K | 0.37% |
758
-32
| -4% | -$17.2K |
|
62
Oracle
ORCL
$372B
| $411K | 0.36% |
1,879
+2
| +0.1% | +$323 |
|
63
Merck
MRK
$299B
| $409K | 0.36% |
5,166
-370
| -7% | -$29.4K |
|
64
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $396K | 0.35% |
6,944
+892
| +15% | +$47.8K |
|
65
Vanguard Consumer Staples ETF
VDC
$7.85B
| $394K | 0.34% |
1,798
-15
| -0.8% | -$3.29K |
|
66
Deere & Co
DE
$157B
| $391K | 0.34% |
768
-31
| -4% | -$15.2K |
|
67
Bank of America
BAC
$430B
| $388K | 0.34% |
8,192
-265
| -3% | -$11.1K |
|
68
Adobe
ADBE
$88.2B
| $366K | 0.32% |
946
-10
| -1% | -$3.85K |
|
69
State Street Materials Select Sector SPDR ETF
XLB
$8.37B
| $360K | 0.31% |
8,210
-100
| -1% | -$4.24K |
|
70
Philip Morris
PM
$279B
| $338K | 0.29% |
1,856
| – | – |
|
71
Lowe's Companies
LOW
$117B
| $325K | 0.28% |
1,467
+1
| +0.1% | +$223 |
|
72
Cisco
CSCO
$469B
| $324K | 0.28% |
4,670
+265
| +6% | +$16.3K |
|
73
Union Pacific
UNP
$172B
| $324K | 0.28% |
1,408
-8
| -0.6% | -$1.78K |
|
74
iShares Core Moderate Allocation ETF
AOM
$1.77B
| $318K | 0.28% |
6,896
-994
| -13% | -$43.9K |
|
75
VanEck Gold Miners ETF
GDX
$23B
| $316K | 0.28% |
6,075
+540
| +10% | +$26.8K |
|
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