StockDriftsStockDriftsTop 50 Maxwell Wealth Strategies Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.03% | 58.4K | $34.4M | +39.54%(+16.54K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 3.67% | 21.3K | $9.0M | -2.51%(-549) | — | 2024-12-31 | |
| IVW | ISHARES TR | 3.36% | 81.2K | $8.2M | +4.92%(+3.81K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 3.3% | 32.3K | $8.1M | -0.59%(-193) | — | 2024-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 3.19% | 32.6K | $7.8M | -0.19%(-62) | — | 2024-12-31 | |
| AVGO | BROADCOM INC | 3.13% | 33.0K | $7.7M | -0.57%(-190) | — | 2024-12-31 | |
| ETN | EATON CORP PLC | 2.97% | 21.9K | $7.3M | -0.86%(-190) | — | 2024-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.74% | 130.7K | $6.7M | +5.73%(+7.08K) | — | 2024-12-31 | |
| QUAL | ISHARES TR | 2.56% | 35.2K | $6.3M | +9.15%(+2.95K) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 2.27% | 29.4K | $5.6M | +0.26%(+76) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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