Maxwell Wealth Strategies Inc. Portfolio Holdings

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024

Maxwell Wealth Strategies Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.4B, Microsoft Corp with a value of $8.98B, Ishares S&P 500 Growth ETF with a value of $8.24B, Apple Inc. with a value of $8.08B, and Jpmorgan Chase & CO with a value of $7.8B.

Examining the 13F form we can see an increase of $9.64B in the current position value, from $235B to 245B.

Maxwell Wealth Strategies Inc. is based out at Pleasanton, CA

Below you can find more details about Maxwell Wealth Strategies Inc. portfolio as well as his latest detailed transactions.

Portfolio value $245 Billion
ETFs: $105 Billion
Technology: $41.9 Billion
Financial Services: $25.7 Billion
Industrials: $16.9 Billion
Communication Services: $12.8 Billion
Consumer Cyclical: $12.4 Billion
Healthcare: $10.7 Billion
Energy: $4.79 Billion
Other: $8.01 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2 Billion 0.82% of portfolio
215,199
Q4 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $245 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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