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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15T
$8.99 Billion 3.82% of portfolio
21,849
Q3 2024 Added 1.51%
$147B
$7.45 Billion 3.17% of portfolio
22,088
Q3 2024 Added 51.88%
$3.6T
$7.25 Billion 3.08% of portfolio
32,444
Q3 2024 Added 2.26%
$703B
$7.23 Billion 3.07% of portfolio
32,622
Q3 2024 Added 21.86%
$71.4B
$5.78 Billion 2.46% of portfolio
33,227
Q3 2024 Added 1,092.21%
$95.3B
$5.59 Billion 2.37% of portfolio
14,313
Q3 2024 Added 21.57%
$1.08T
$4.97 Billion 2.11% of portfolio
29,278
Q3 2024 Added 20.51%
$83B
$4.75 Billion 2.02% of portfolio
10,285
Q3 2024 Added 18.61%
$413B
$4.61 Billion 1.96% of portfolio
11,533
Q3 2024 Added 13.77%
$507B
$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%
$231B
$3.67 Billion 1.56% of portfolio
43,849
Q3 2024 Added 14.17%
$139B
$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%
$2.13T
$2.98 Billion 1.27% of portfolio
14,955
Q3 2024 Added 28.82%
$87.2B
$2.87 Billion 1.22% of portfolio
18,213
Q3 2024 Added 21.26%
$77.4B
$2.71 Billion 1.15% of portfolio
18,131
Q3 2024 Added 15.07%
$59B
$2.66 Billion 1.13% of portfolio
11,838
Q3 2024 Added 40.06%
$250B
$2.57 Billion 1.09% of portfolio
25,279
Q3 2024 Added 22.85%
$341B
$2.55 Billion 1.08% of portfolio
8,570
Q3 2024 Reduced 10.61%
$69B
$2.46 Billion 1.05% of portfolio
8,031
Q3 2024 Added 1.85%
$39.7B
$2.46 Billion 1.05% of portfolio
11,570
Q3 2024 Added 37.33%
$232B
$2.42 Billion 1.03% of portfolio
17,091
Q3 2024 Added 15.03%
$1.04T
$2.25 Billion 0.96% of portfolio
8,957
Q3 2024 Added 580.11%
$575B
$2.2 Billion 0.93% of portfolio
3,872
Q3 2024 Added 26.21%
$50.1B
$2.09 Billion 0.89% of portfolio
8,324
Q3 2024 Added 30.68%
$164B
$2.08 Billion 0.88% of portfolio
4,244
Q3 2024 Added 28.22%
$22.3B
$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%
$40.7B
$1.78 Billion 0.76% of portfolio
26,708
Q3 2024 Added 27.39%
$32B
$1.73 Billion 0.73% of portfolio
9,832
Q3 2024 Added 39.34%
$81.3B
$1.68 Billion 0.71% of portfolio
7,459
Q3 2024 Added 0.34%
$399B
$1.62 Billion 0.69% of portfolio
10,245
Q3 2024 Added 3.87%
$53.5B
$1.6 Billion 0.68% of portfolio
8,644
Q3 2024 Added 29.11%
$25.1B
$1.59 Billion 0.68% of portfolio
40,494
Q3 2024 Added 38.04%
$117B
$1.4 Billion 0.59% of portfolio
15,599
Q3 2024 Added 5.78%
$194B
$1.37 Billion 0.58% of portfolio
32,074
Q3 2024 Reduced 8.09%
$147B
$1.37 Billion 0.58% of portfolio
5,865
Q3 2024 Added 0.65%
$113B
$1.35 Billion 0.57% of portfolio
6,183
Q3 2024 New
$53.3B
$1.29 Billion 0.55% of portfolio
14,953
Q3 2024 New
$20.4B
$1.22 Billion 0.52% of portfolio
7,569
Q3 2024 Reduced 9.19%
$170B
$1.18 Billion 0.5% of portfolio
28,587
Q3 2024 Added 35.11%
$58.7B
$1.16 Billion 0.49% of portfolio
15,543
Q3 2024 Added 34.47%
-
$1.06 Billion 0.45% of portfolio
-
Q3 2024 Reduced 1.94%
$146B
$857 Million 0.36% of portfolio
10,894
Q3 2024 Added 59.55%
$241B
$783 Million 0.33% of portfolio
13,937
Q3 2024 Reduced 67.04%
$1.12T
$733 Million 0.31% of portfolio
4,279
Q1 2024 Added 32.89%
$43.3B
$723 Million 0.31% of portfolio
8,628
Q3 2024 New
$28.7B
$708 Million 0.3% of portfolio
10,262
Q3 2024 Added 3.31%

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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