Maxwell Wealth Strategies Inc. 13F Holdings
CIK 0001993410 · PLEASANTON, CA
As of Dec 31, 2024, Maxwell Wealth Strategies Inc. reported 110 positions worth $244.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 58,378 | $34.4M | 14.03% |
| MICROSOFT CORP | MSFT | Technology | 21,300 | $9.0M | 3.67% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 81,153 | $8.2M | 3.36% |
| APPLE INC | AAPL | Technology | 32,251 | $8.1M | 3.30% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 32,560 | $7.8M | 3.19% |
| BROADCOM INC | AVGO | Technology | 33,037 | $7.7M | 3.13% |
| EATON CORP PLC | ETN | Industrials | 21,898 | $7.3M | 2.97% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 130,749 | $6.7M | 2.74% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 35,239 | $6.3M | 2.56% |
| ALPHABET INC | GOOGL | Equity | 29,354 | $5.6M | 2.27% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 14,440 | $5.3M | 2.18% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 30,400 | $4.8M | 1.98% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 10,275 | $4.7M | 1.94% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,363 | $4.5M | 1.85% |
| HOME DEPOT INC | HD | Consumer Cyclical | 11,452 | $4.5M | 1.82% |
| META PLATFORMS INC | META | Communication Services | 7,299 | $4.3M | 1.74% |
| WALMART INC | WMT | Consumer Defensive | 43,901 | $4.0M | 1.62% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 18,974 | $3.6M | 1.48% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 10,529 | $3.4M | 1.38% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 27,079 | $3.3M | 1.34% |
| AMAZON.COM INC | AMZN | Equity | 14,879 | $3.3M | 1.33% |
| FISERV INC | FISV | Technology | 14,784 | $3.0M | 1.24% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 64,166 | $2.9M | 1.18% |
| SALESFORCE INC | CRM | Technology | 8,590 | $2.9M | 1.17% |
| CHUBB LTD | CB | Financial Services | 10,150 | $2.8M | 1.15% |