Maxwell Wealth Strategies Inc. Portfolio Holdings

Maxwell Wealth Strategies Inc.

  • $235 Billion
  • Q3 2024

Maxwell Wealth Strategies Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 106 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 $24.2B, Microsoft Corp with a value of $8.99B, Ishares S&P 500 Growth ETF with a value of $7.49B, Eaton Corp PLC with a value of $7.45B, and Apple Inc. with a value of $7.25B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $204B to 235B.

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 $235 Billion
ETFs: $91.4 Billion
Technology: $41.5 Billion
Financial Services: $24.8 Billion
Industrials: $17.7 Billion
Healthcare: $14.8 Billion
Consumer Cyclical: $14.2 Billion
Communication Services: $12.4 Billion
Energy: $6.63 Billion
Other: $8.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.2 Billion 10.3% of portfolio
41,837
Q3 2024 Added 17.8%
$3.25T
$8.99 Billion 3.82% of portfolio
21,849
Q3 2024 Added 1.51%
$0
$7.49 Billion 3.18% of portfolio
77,345
Q3 2024 Added 1.44%
$135B
$7.45 Billion 3.17% of portfolio
22,088
Q3 2024 Added 51.88%
$4.09T
$7.25 Billion 3.08% of portfolio
32,444
Q3 2024 Added 2.26%
$697B
$7.23 Billion 3.07% of portfolio
32,622
Q3 2024 Added 21.86%
$0
$6.23 Billion 2.65% of portfolio
123,668
Q3 2024 Added 5.07%
$89.4B
$5.78 Billion 2.46% of portfolio
33,227
Q3 2024 Added 1,092.21%
$0
$5.77 Billion 2.45% of portfolio
32,286
Q3 2024 Added 8.56%
$87.4B
$5.59 Billion 2.37% of portfolio
14,313
Q3 2024 Added 21.57%
$1.14T
$4.97 Billion 2.11% of portfolio
29,278
Q3 2024 Added 20.51%
$78.4B
$4.75 Billion 2.02% of portfolio
10,285
Q3 2024 Added 18.61%
$402B
$4.61 Billion 1.96% of portfolio
11,533
Q3 2024 Added 13.77%
$0
$4.54 Billion 1.93% of portfolio
29,523
Q3 2024 Added 5.12%
$519B
$4.21 Billion 1.79% of portfolio
14,362
Q3 2024 Added 11.91%
$1.32T
$4.16 Billion 1.77% of portfolio
7,262
Q3 2024 Added 21.85%
$0
$3.4 Billion 1.44% of portfolio
17,308
Q3 2024 Added 2.32%
$0
$3.34 Billion 1.42% of portfolio
10,539
Q4 2023 New
$0
$3.3 Billion 1.4% of portfolio
72,098
Q3 2024 Added 7.89%
$142B
$3.14 Billion 1.34% of portfolio
27,644
Q3 2024 Added 19.91%
$79.5B
$3.05 Billion 1.3% of portfolio
15,009
Q3 2024 Added 23.63%
$2.29T
$2.98 Billion 1.27% of portfolio
14,955
Q3 2024 Added 28.82%
$83.9B
$2.87 Billion 1.22% of portfolio
18,213
Q3 2024 Added 21.26%
$113B
$2.86 Billion 1.21% of portfolio
10,304
Q3 2024 Reduced 2.23%
$66.5B
$2.71 Billion 1.15% of portfolio
18,131
Q3 2024 Added 15.07%
$55.2B
$2.66 Billion 1.13% of portfolio
11,838
Q3 2024 Added 40.06%
$248B
$2.57 Billion 1.09% of portfolio
25,279
Q3 2024 Added 22.85%
$344B
$2.55 Billion 1.08% of portfolio
8,570
Q3 2024 Reduced 10.61%
$0
$2.53 Billion 1.07% of portfolio
4,382
Q3 2024 Reduced 2.25%
$65.4B
$2.46 Billion 1.05% of portfolio
8,031
Q3 2024 Added 1.85%
$36.6B
$2.46 Billion 1.05% of portfolio
11,570
Q3 2024 Added 37.33%
$0
$2.47 Billion 1.05% of portfolio
44,134
Q3 2024 Added 88.92%
$192B
$2.42 Billion 1.03% of portfolio
17,091
Q3 2024 Added 15.03%
$0
$2.39 Billion 1.01% of portfolio
26,496
Q3 2024 Reduced 53.98%
$0
$2.25 Billion 0.96% of portfolio
33,360
Q3 2024 Reduced 48.26%
$1.33T
$2.25 Billion 0.96% of portfolio
8,957
Q3 2024 Added 580.11%
$0
$2.22 Billion 0.94% of portfolio
21,755
Q3 2024 Reduced 4.74%
$468B
$2.2 Billion 0.93% of portfolio
3,872
Q3 2024 Added 26.21%
$40.9B
$2.09 Billion 0.89% of portfolio
8,324
Q3 2024 Added 30.68%
$160B
$2.08 Billion 0.88% of portfolio
4,244
Q3 2024 Added 28.22%
$20.8B
$2.01 Billion 0.86% of portfolio
8,856
Q3 2024 Added 37.03%
$0
$1.97 Billion 0.84% of portfolio
215,946
Q3 2024 Reduced 30.46%
$0
$1.97 Billion 0.84% of portfolio
55,311
Q3 2024 Added 1.12%
$46.3B
$1.78 Billion 0.76% of portfolio
26,708
Q3 2024 Added 27.39%
$0
$1.78 Billion 0.76% of portfolio
10,247
Q3 2024 Reduced 3.22%
$0
$1.77 Billion 0.75% of portfolio
4,640
Q3 2024 Reduced 0.11%
$27.5B
$1.73 Billion 0.73% of portfolio
9,832
Q3 2024 Added 39.34%
$85.7B
$1.68 Billion 0.71% of portfolio
7,459
Q3 2024 Added 0.34%
$378B
$1.62 Billion 0.69% of portfolio
10,245
Q3 2024 Added 3.87%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $235 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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