Maxwell Wealth Strategies Inc. Reduced Holdings in Q4 2024

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-7.16K
- 41.91%
$118.88 - $172.8 $851K - $1.24M
9.93K $1.2B
IQV
Iqvia Holdings Inc.

Healthcare
-4.44K
- 38.33%
$190.97 - $236.63 $847K - $1.05M
7.14K $1.4B
DVN
Devon Energy Corp

Energy
-20.9K
- 51.69%
$30.52 - $42.96 $639K - $899K
19.6K $640M
NXPI
Nxp Semiconductors N.V.

Technology
-3.15K
- 26.57%
$207.27 - $255.58 $652K - $804K
8.69K $1.81B
STE
Steris PLC

Healthcare
-2.66K
- 30.05%
$204.34 - $235.7 $544K - $627K
6.2K $1.27B
EW
Edwards Lifesciences Corp

Healthcare
-11.4K
- 42.74%
$64.54 - $75.92 $737K - $867K
15.3K $1.13B
JNJ
Johnson & Johnson

Healthcare
-3.02K
- 29.43%
$143.34 - $165.86 $432K - $500K
7.23K $1.05B
MPC
Marathon Petroleum Corp

Energy
-2.42K
- 13.34%
$131.65 - $174.84 $318K - $423K
15.7K $2.19B
ADI
Analog Devices Inc

Technology
-2.1K
- 34.0%
$206.35 - $236.48 $434K - $497K
4.08K $867M
MRK
Merck & Co., Inc.

Healthcare
-3.98K
- 15.76%
$96.31 - $114.76 $384K - $457K
21.3K $2.12B
FANG
Diamondback Energy, Inc.

Energy
-1.51K
- 15.35%
$153.06 - $199.5 $231K - $301K
8.32K $1.36B
MDT
Medtronic PLC

Healthcare
-2.42K
- 15.53%
$79.61 - $92.24 $193K - $223K
13.2K $1.05B
VZ
Verizon Communications Inc

Communication Services
-5.16K
- 18.04%
$39.6 - $45.21 $204K - $233K
23.4K $937M
ICE
Intercontinental Exchange, Inc.

Financial Services
-250
- 1.37%
$148.29 - $166.93 $37.1K - $41.7K
18K $2.68B
ETN
Eaton Corp PLC

Industrials
-190
- 0.86%
$326.96 - $377.52 $62.1K - $71.7K
21.9K $7.27B
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 0.7%
$385.02 - $431.37 $31.2K - $34.9K
11.5K $4.45B
APD
Air Products & Chemicals, Inc.

Basic Materials
-47
- 0.59%
$285.5 - $335.62 $13.4K - $15.8K
7.98K $2.32B
FXG
First Tr Exchange Traded First

ETFs
-383
- 1.15%
$63.7 - $70.06 $24.4K - $26.8K
33K $2.11B
NEE
Nextera Energy Inc

Utilities
-460
- 4.22%
$69.77 - $85.43 $32.1K - $39.3K
10.4K $748M
FTCS
First Trust Capital Strength E

ETFs
-309
- 1.17%
$87.62 - $94.03 $27.1K - $29.1K
26.2K $2.3B
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.67K
- 33.36%
$62.74 - $97.24 $105K - $162K
3.34K $250M
UNP
Union Pacific Corp

Industrials
-177
- 3.02%
$223.15 - $249.32 $39.5K - $44.1K
5.69K $1.3B
CB
Chubb LTD

Financial Services
-154
- 1.49%
$271.57 - $301.89 $41.8K - $46.5K
10.2K $2.8B
MSFT
Microsoft Corp

Technology
-549
- 2.51%
$406.35 - $454.46 $223K - $249K
21.3K $8.98B
FISV
Fiserv Inc

Technology
-225
- 1.5%
N/A
14.8K $3.04B
MSI
Motorola Solutions, Inc.

Technology
-10
- 0.1%
$449.08 - $504.6 $4.49K - $5.05K
10.3K $4.75B
DXCM
Dexcom Inc

Healthcare
-1.17K
- 11.35%
$65.68 - $81.01 $76.5K - $94.4K
9.1K $707M
PEG
Public Service Enterprise Group Inc

Utilities
-2
- 0.02%
$81.87 - $94.51 $164 - $189
8.63K $729M
SPGI
S&P Global Inc.

Financial Services
-35
- 0.82%
$480.36 - $529.17 $16.8K - $18.5K
4.21K $2.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 0.41%
$567.81 - $607.81 $10.2K - $10.9K
4.36K $2.56B
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-747
- 0.35%
$9.1 - $9.51 $6.8K - $7.1K
215K $2B
CSCO
Cisco Systems, Inc.

Technology
-44
- 0.32%
$52.45 - $60.02 $2.31K - $2.64K
13.9K $822M
CME
Cme Group Inc.

Financial Services
-23
- 0.31%
$221.17 - $246.02 $5.09K - $5.66K
7.44K $1.73B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10
- 0.09%
$311.11 - $335.64 $3.11K - $3.36K
10.5K $3.39B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-97
- 2.09%
$370.24 - $418.94 $35.9K - $40.6K
4.54K $1.82B
TJX
Tjx Companies Inc

Consumer Cyclical
-565
- 2.04%
$112.15 - $127.2 $63.4K - $71.9K
27.1K $3.27B
DRI
Darden Restaurants Inc

Consumer Cyclical
-5
- 0.07%
$155.96 - $188.66 $780 - $943
7.56K $1.41B
AMZN
Amazon Com Inc

Consumer Cyclical
-76
- 0.51%
$180.88 - $232.93 $13.7K - $17.7K
14.9K $3.26B
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 0.19%
$205.18 - $250.29 $12.7K - $15.5K
32.6K $7.8B
AAPL
Apple Inc.

Technology
-193
- 0.59%
$221.69 - $259.02 $42.8K - $50K
32.3K $8.08B
AVGO
Broadcom Inc.

Technology
-190
- 0.57%
$159.67 - $250.0 $30.3K - $47.5K
33K $7.66B
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
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