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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.97 Billion 0.84% of portfolio
215,946
Q3 2024 Reduced 30.46%

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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