MA
Maxele Advisors Portfolio holdings
AUM
$116M
1-Year Est. Return
17.38%
1 Year Est. Return
+17.38%
AUM
$115M
AUM Growth
+$11.2M
(+11%)
Holding
103
Top Buys
| 1 | +$1.3M | |
| 2 | +$526K | |
| 3 | +$401K | |
| 4 |
Broadcom
AVGO
|
+$310K |
| 5 |
Walt Disney
DIS
|
+$255K |
Top Sells
| 1 | +$996K | |
| 2 | +$226K | |
| 3 | +$223K | |
| 4 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$172K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$141K |
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 | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P Regional Banking ETF
KRE
$4.03B
| $205K | 0.18% |
+3,450
|
|
||
102
Chevron
CVX
$299B
| – | – |
-1,348
|
|
||
103
Meta Platforms (Facebook)
META
$1.68T
| – | – |
-1,728
|
|