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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Maxwell Wealth Strategies Inc. reports $244.93M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.0%), MSFT (3.7%) and IVW (3.4%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Maxwell Wealth Strategies Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1993410). View Maxwell Wealth Strategies Inc.’s 13F filings on SEC