Maxwell Wealth Strategies Inc. Purchases in Q4 2024

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.5K
+ 39.54%
$570.51 - $610.59 $9.44M - $10.1M
58.4K $34.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.69K
New
$201.32 - $217.44 $1.95M - $2.11M
9.69K $2B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.81K
+ 4.92%
$94.43 - $105.47 $360K - $402K
81.2K $8.24B
Proshares Tr
15.2K
+ 63.63%
N/A
39.2K $1.73B
GOOGL
Alphabet Inc.

Communication Services
76
+ 0.26%
$161.86 - $196.66 $12.3K - $14.9K
29.4K $5.56B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.95K
+ 9.15%
$176.42 - $186.91 $521K - $552K
35.2K $6.28B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.08K
+ 5.73%
$49.03 - $53.35 $347K - $378K
131K $6.7B
Proshares Tr
10.4K
New
N/A
10.4K $446M
Blackrock ETF Trust
14.4K
New
N/A
14.4K $434M
Innovator Etfs Trust
15.7K
New
N/A
15.7K $400M
V
Visa Inc.

Financial Services
1
+ 0.01%
$273.87 - $320.91 $274 - $321
14.4K $4.54B
CRM
Salesforce, Inc.

Technology
20
+ 0.23%
$270.87 - $367.87 $5.42K - $7.36K
8.59K $2.87B
IYW
Ishares Dj Us Tech ETF

ETFs
877
+ 2.97%
$148.14 - $166.23 $130K - $146K
30.4K $4.85B
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.12%
$79.1 - $95.7 $4.11K - $4.98K
43.9K $3.97B
Aim ETF Products Trust
11.6K
New
N/A
11.6K $296M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.4K
+ 24.11%
N/A
53.3K $1.29B
IVE
Ishares S&P 500 Value ETF

ETFs
1.67K
+ 9.63%
$189.5 - $206.17 $316K - $343K
19K $3.62B
EFG
Msci Eafe Growth ETF

ETFs
2.51K
+ 11.53%
$96.83 - $106.88 $243K - $268K
24.3K $2.35B
META
Meta Platforms, Inc.

Communication Services
37
+ 0.51%
$554.08 - $632.68 $20.5K - $23.4K
7.3K $4.27B
JCI
Johnson Controls International PLC

Industrials
65
+ 0.42%
$74.23 - $86.6 $4.82K - $5.63K
15.6K $1.23B
ALL
Allstate Corp

Financial Services
4
+ 0.05%
$181.25 - $208.2 $725 - $833
8.65K $1.67B
MBB
Ishares Tr

ETFs
333
+ 4.35%
$91.26 - $95.82 $30.4K - $31.9K
7.99K $733M
TLT
Ishares Barclays 20+ Year Trea

ETFs
282
+ 9.06%
$87.1 - $98.49 $24.6K - $27.8K
3.4K $297M
IFRA
Ishares Tr

ETFs
550
+ 3.95%
$45.94 - $51.71 $25.3K - $28.4K
14.5K $669M
CMF
Ishares California Muni Bond E

ETFs
44
+ 0.66%
$56.66 - $58.1 $2.49K - $2.56K
6.68K $383M
Blackrock ETF Trust Ii
92
+ 1.15%
N/A
8.08K $420M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.72K
+ 6.62%
$55.45 - $61.08 $95.1K - $105K
27.6K $1.53B
IEMG
Ishares Inc

ETFs
714
+ 4.69%
N/A
15.9K $831M
FIS
Fidelity National Information Services, Inc.

Technology
8
+ 0.05%
$80.14 - $90.95 $641 - $728
15K $1.21B
EFV
Msci Eafe Value ETF

ETFs
800
+ 1.81%
$51.78 - $57.15 $41.4K - $45.7K
44.9K $2.36B
CMCSA
Comcast Corp

Communication Services
155
+ 0.48%
$37.39 - $45.14 $5.8K - $7K
32.2K $1.21B
UNH
Unitedhealth Group Inc

Healthcare
85
+ 2.2%
$485.52 - $625.25 $41.3K - $53.1K
3.96K $2B
TT
Trane Technologies PLC

Industrials
127
+ 0.89%
$369.35 - $419.14 $46.9K - $53.2K
14.4K $5.33B
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 0.34%
$208.94 - $264.22 $5.85K - $7.4K
8.35K $1.76B
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email