Maxwell Wealth Strategies Inc. Portfolio Holdings

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024

Maxwell Wealth Strategies Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Billion distributed in 110 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 $34.4B, Microsoft Corp with a value of $8.98B, Ishares S&P 500 Growth ETF with a value of $8.24B, Apple Inc. with a value of $8.08B, and Jpmorgan Chase & CO with a value of $7.8B.

Examining the 13F form we can see an increase of $9.64B in the current position value, from $235B to 245B.

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 $245 Billion
ETFs: $105 Billion
Technology: $41.9 Billion
Financial Services: $25.7 Billion
Industrials: $16.9 Billion
Communication Services: $12.8 Billion
Consumer Cyclical: $12.4 Billion
Healthcare: $10.7 Billion
Energy: $4.79 Billion
Other: $8.01 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.99T
$8.98 Billion 3.67% of portfolio
21,300
Q4 2024 Reduced 2.51%
$3.79T
$8.08 Billion 3.3% of portfolio
32,251
Q4 2024 Reduced 0.59%
$738B
$7.8 Billion 3.19% of portfolio
32,560
Q4 2024 Reduced 0.19%
$77.6B
$7.66 Billion 3.13% of portfolio
33,037
Q4 2024 Reduced 0.57%
$115B
$7.27 Billion 2.97% of portfolio
21,898
Q4 2024 Reduced 0.86%
$1.02T
$5.56 Billion 2.27% of portfolio
29,354
Q4 2024 Added 0.26%
$80.8B
$5.33 Billion 2.18% of portfolio
14,440
Q4 2024 Added 0.89%
$71.1B
$4.75 Billion 1.94% of portfolio
10,275
Q4 2024 Reduced 0.1%
$577B
$4.54 Billion 1.85% of portfolio
14,363
Q4 2024 Added 0.01%
$396B
$4.45 Billion 1.82% of portfolio
11,452
Q4 2024 Reduced 0.7%
$1.44T
$4.27 Billion 1.74% of portfolio
7,299
Q4 2024 Added 0.51%
$261B
$3.97 Billion 1.62% of portfolio
43,901
Q4 2024 Added 0.12%
$143B
$3.27 Billion 1.34% of portfolio
27,079
Q4 2024 Reduced 2.04%
$2.12T
$3.26 Billion 1.33% of portfolio
14,879
Q4 2024 Reduced 0.51%
$79.5B
$3.04 Billion 1.24% of portfolio
14,784
Q4 2024 Reduced 1.5%
$292B
$2.87 Billion 1.17% of portfolio
8,590
Q4 2024 Added 0.23%
$95.8B
$2.68 Billion 1.09% of portfolio
17,963
Q4 2024 Reduced 1.37%
$69.1B
$2.32 Billion 0.95% of portfolio
7,984
Q4 2024 Reduced 0.59%
$67.4B
$2.19 Billion 0.89% of portfolio
15,712
Q4 2024 Reduced 13.34%
$236B
$2.12 Billion 0.86% of portfolio
21,295
Q4 2024 Reduced 15.76%
$170B
$2.1 Billion 0.86% of portfolio
4,209
Q4 2024 Reduced 0.82%
$445B
$2 Billion 0.82% of portfolio
3,957
Q4 2024 Added 2.2%
$0
$2 Billion 0.82% of portfolio
215,199
Q4 2024 Reduced 0.35%
$56.9B
$1.81 Billion 0.74% of portfolio
8,693
Q4 2024 Reduced 26.57%
$40.3B
$1.76 Billion 0.72% of portfolio
8,352
Q4 2024 Added 0.34%
$91.5B
$1.73 Billion 0.71% of portfolio
7,436
Q4 2024 Reduced 0.31%
$53.9B
$1.67 Billion 0.68% of portfolio
8,648
Q4 2024 Added 0.05%
$23.8B
$1.41 Billion 0.58% of portfolio
7,564
Q4 2024 Reduced 0.07%
$34.5B
$1.4 Billion 0.57% of portfolio
7,135
Q4 2024 Reduced 38.33%
$25.4B
$1.36 Billion 0.56% of portfolio
8,323
Q4 2024 Reduced 15.35%
-
$1.29 Billion 0.53% of portfolio
-
Q4 2024 Added 24.11%
$150B
$1.3 Billion 0.53% of portfolio
5,688
Q4 2024 Reduced 3.02%
$22.7B
$1.27 Billion 0.52% of portfolio
6,195
Q4 2024 Reduced 30.05%
$56.6B
$1.23 Billion 0.5% of portfolio
15,608
Q4 2024 Added 0.42%
$164B
$1.2 Billion 0.49% of portfolio
9,929
Q4 2024 Reduced 41.91%
$42.4B
$1.21 Billion 0.49% of portfolio
14,961
Q4 2024 Added 0.05%
$157B
$1.21 Billion 0.49% of portfolio
32,229
Q4 2024 Added 0.48%
$45B
$1.13 Billion 0.46% of portfolio
15,293
Q4 2024 Reduced 42.74%
$125B
$1.05 Billion 0.43% of portfolio
13,177
Q4 2024 Reduced 15.53%
$432B
$1.05 Billion 0.43% of portfolio
7,230
Q4 2024 Reduced 29.43%
$180B
$937 Million 0.38% of portfolio
23,429
Q4 2024 Reduced 18.04%
$118B
$867 Million 0.35% of portfolio
4,081
Q4 2024 Reduced 34.0%
$263B
$822 Million 0.34% of portfolio
13,893
Q4 2024 Reduced 0.32%
$1.06T
$815 Million 0.33% of portfolio
4,279
Q1 2024 Added 32.89%
$138B
$748 Million 0.31% of portfolio
10,434
Q4 2024 Reduced 4.22%
$40.7B
$729 Million 0.3% of portfolio
8,626
Q4 2024 Reduced 0.02%
$31.7B
$707 Million 0.29% of portfolio
9,097
Q4 2024 Reduced 11.35%
$22B
$640 Million 0.26% of portfolio
19,561
Q4 2024 Reduced 51.69%
$292B
$631 Million 0.26% of portfolio
4,701
Q3 2024 Added 1.1%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $245 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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