Maxwell Wealth Strategies Inc. Incresed Positions in Q3 2024

Maxwell Wealth Strategies Inc.

  • $235 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.32K
+ 17.8%
$520.18 - $576.82 $3.29M - $3.65M
41.8K $24.2B
ETN
Eaton Corp PLC

Industrials
7.55K
+ 51.88%
$272.52 - $333.02 $2.06M - $2.51M
22.1K $7.45B
TSLA
Tesla, Inc.

Consumer Cyclical
7.64K
+ 580.11%
$191.76 - $263.26 $1.47M - $2.01M
8.96K $2.25B
JPM
Jpmorgan Chase & CO

Financial Services
5.85K
+ 21.86%
$194.9 - $224.8 $1.14M - $1.32M
32.6K $7.23B
TT
Trane Technologies PLC

Industrials
2.54K
+ 21.57%
$314.21 - $388.71 $798K - $987K
14.3K $5.59B
MSI
Motorola Solutions, Inc.

Technology
1.61K
+ 18.61%
$385.65 - $450.49 $622K - $727K
10.3K $4.75B
AVGO
Broadcom Inc.

Technology
30.4K
+ 1092.21%
$136.27 - $1745.86 $4.15M - $53.1M
33.2K $5.78B
FISV
Fiserv Inc

Technology
2.87K
+ 23.63%
N/A
15K $3.05B
EFV
Msci Eafe Value ETF

ETFs
20.8K
+ 88.92%
$51.72 - $57.96 $1.07M - $1.2M
44.1K $2.47B
META
Meta Platforms, Inc.

Communication Services
1.3K
+ 21.85%
$453.41 - $572.44 $590K - $745K
7.26K $4.16B
WMT
Walmart Inc.

Consumer Defensive
5.44K
+ 14.17%
$66.91 - $81.4 $364K - $443K
43.8K $3.67B
V
Visa Inc.

Financial Services
1.53K
+ 11.91%
$253.74 - $291.56 $388K - $446K
14.4K $4.21B
ICE
Intercontinental Exchange, Inc.

Financial Services
3.19K
+ 21.26%
$136.93 - $162.81 $437K - $520K
18.2K $2.87B
AMZN
Amazon Com Inc

Consumer Cyclical
3.35K
+ 28.82%
$161.02 - $200.0 $539K - $669K
15K $2.98B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.97K
+ 5.07%
$44.24 - $49.47 $264K - $295K
124K $6.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.55K
+ 8.56%
$162.64 - $179.3 $414K - $456K
32.3K $5.77B
IQV
Iqvia Holdings Inc.

Healthcare
3.15K
+ 37.33%
$206.81 - $251.55 $650K - $791K
11.6K $2.46B
LHX
L3 Harris Technologies, Inc.

Industrials
1.95K
+ 30.68%
$221.96 - $243.27 $434K - $475K
8.32K $2.09B
UNH
Unitedhealth Group Inc

Healthcare
804
+ 26.21%
$488.01 - $604.18 $392K - $486K
3.87K $2.2B
TJX
Tjx Companies Inc

Consumer Cyclical
4.59K
+ 19.91%
$107.93 - $120.23 $495K - $552K
27.6K $3.14B
SPGI
S&P Global Inc.

Financial Services
934
+ 28.22%
$446.32 - $527.38 $417K - $493K
4.24K $2.08B
STE
Steris PLC

Healthcare
2.39K
+ 37.03%
$213.51 - $247.14 $511K - $591K
8.86K $2.01B
AAPL
Apple Inc.

Technology
717
+ 2.26%
$207.23 - $234.82 $149K - $168K
32.4K $7.25B
GOOGL
Alphabet Inc.

Communication Services
4.98K
+ 20.51%
$148.65 - $191.18 $741K - $952K
29.3K $4.97B
ALL
Allstate Corp

Financial Services
1.95K
+ 29.11%
$158.43 - $192.86 $309K - $376K
8.64K $1.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.49K
+ 40.71%
$56.04 - $62.99 $420K - $472K
25.9K $1.55B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.1K
+ 1.44%
$84.77 - $97.13 $92.8K - $106K
77.3K $7.49B
APD
Air Products & Chemicals, Inc.

Basic Materials
146
+ 1.85%
$247.34 - $300.11 $36.1K - $43.8K
8.03K $2.46B
JCI
Johnson Controls International PLC

Industrials
3.98K
+ 34.47%
$65.52 - $77.61 $261K - $309K
15.5K $1.16B
NXPI
Nxp Semiconductors N.V.

Technology
3.39K
+ 40.06%
$225.14 - $290.78 $762K - $985K
11.8K $2.66B
NEE
Nextera Energy Inc

Utilities
4.07K
+ 59.55%
$69.9 - $84.97 $284K - $345K
10.9K $857M
IVE
Ishares S&P 500 Value ETF

ETFs
392
+ 2.32%
$181.06 - $197.17 $71K - $77.3K
17.3K $3.4B
FANG
Diamondback Energy, Inc.

Energy
2.78K
+ 39.34%
$168.46 - $210.94 $468K - $586K
9.83K $1.73B
IYW
Ishares Dj Us Tech ETF

ETFs
1.44K
+ 5.12%
$133.16 - $158.73 $192K - $228K
29.5K $4.54B
VZ
Verizon Communications Inc

Communication Services
7.43K
+ 35.11%
$38.89 - $45.0 $289K - $334K
28.6K $1.18B
Proshares Tr
6.38K
+ 36.36%
N/A
23.9K $1.06B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.27K
+ 7.89%
$44.83 - $47.42 $236K - $250K
72.1K $3.3B
MDT
Medtronic PLC

Healthcare
852
+ 5.78%
$76.84 - $91.03 $65.5K - $77.6K
15.6K $1.4B
CME
Cme Group Inc.

Financial Services
25
+ 0.34%
$193.43 - $220.62 $4.84K - $5.52K
7.46K $1.68B
DVN
Devon Energy Corp

Energy
11.2K
+ 38.04%
$37.87 - $48.65 $423K - $543K
40.5K $1.59B
JNJ
Johnson & Johnson

Healthcare
382
+ 3.87%
$145.48 - $167.38 $55.6K - $63.9K
10.2K $1.62B
Blackrock ETF Trust Ii
2.38K
+ 42.46%
N/A
7.99K $420M
DEMZ
The Advisors Inner Circle Fd I

ETFs
613
+ 1.12%
$32.51 - $35.97 $19.9K - $22K
55.3K $1.97B
NVDA
Nvidia Corp

Technology
51
+ 1.1%
$98.91 - $134.91 $5.04K - $6.88K
4.7K $658M
UNP
Union Pacific Corp

Industrials
38
+ 0.65%
$221.78 - $256.09 $8.43K - $9.73K
5.87K $1.37B
MRK
Merck & Co., Inc.

Healthcare
4.7K
+ 22.85%
$111.15 - $128.97 $523K - $606K
25.3K $2.57B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
124
+ 3.65%
$75.63 - $84.89 $9.38K - $10.5K
3.52K $284M
AMD
Advanced Micro Devices Inc

Technology
2.23K
+ 15.03%
$128.67 - $183.96 $287K - $411K
17.1K $2.42B
MPC
Marathon Petroleum Corp

Energy
2.37K
+ 15.07%
$158.61 - $180.75 $377K - $429K
18.1K $2.71B
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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