Maxele Advisors, LLC
RIA/Wealth
Maxele Advisors, LLC is a RIA/Wealth based in Webster Groves, MO led by Stephen M Erken, reporting $165.3M in AUM as of Q3 2025 with 71% ETF concentration.
Managing PartnerStephen M Erken
- Portfolio Value
- $115.9M
- Positions
- 95
- Top Holding
- QTEC at 5.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Maxele Advisors, LLC's portfolio (39.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.9M | 5.92% | -$7.3K Sold | — 29.9K shares | |
Semiconductors Technology | $6.4M | 5.54% | -$20.5K Sold | 0.00% 34.4K shares | |
ETF ETF | $4.7M | 4.04% | +$96.8K Bought | — 7.6K shares | |
ETF ETF | $4.4M | 3.76% | -$10.0K Sold | — 28.3K shares | |
ETF ETF | $4.3M | 3.69% | -$69.5K Sold | — 19.2K shares | |
ETF ETF | $4.2M | 3.63% | +$61.9K Bought | — 22.6K shares | |
ETF ETF | $4.0M | 3.48% | +$6.0K Bought | — 6.0K shares | |
ETF ETF | $3.6M | 3.12% | +$518.2K Bought | — 36.1K shares | |
ETF ETF | $3.6M | 3.09% | -$1.8K Sold | — 66.5K shares | |
ETF ETF | $3.2M | 2.77% | -$23.0K Sold | — 23.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Maxele Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+142.87% | |
+16.73% | |
+12.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Maxele Advisors, LLC
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