Maxwell Wealth Strategies Inc.
CIK 1993410 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- IVV14.03%
- MSFT3.67%
- IVW3.36%
- AAPL3.30%
- JPM3.19%
- AVGO3.13%
- ETN2.97%
- DYNF2.74%
- QUAL2.56%
- GOOGL2.27%
Share classes counted separately41.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +3.73 pp10.30% → 14.03%Shares +16.54K (+39.54%)
- AVGOWeight increased · +0.67 pp2.46% → 3.13%Shares -190 (-0.57%)
- IUSBWeight decreased · -0.22 pp1.40% → 1.18%Shares -7.93K (-11.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $34.37M | 14.03% | 58.38K shares | 10.30% → 14.03%+3.73 pp +16.54K (+39.54%) | Added | ▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $8.98M | 3.67% | 21.30K shares | 3.82% → 3.67%-0.15 pp -549 (-2.51%) | Reduced | ▾ |
| 03 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $8.24M | 3.36% | 81.15K shares | 3.18% → 3.36%+0.18 pp +3.81K (+4.92%) | Added | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $8.08M | 3.30% | 32.25K shares | 3.08% → 3.30%+0.22 pp -193 (-0.59%) | Reduced | ▾ |
| 05 | JPMJPMORGAN CHASE & CO View history and evidence | $7.80M | 3.19% | 32.56K shares | 3.07% → 3.19%+0.12 pp -62 (-0.19%) | Reduced | ▾ |
| 06 | AVGOBROADCOM INC View history and evidence | $7.66M | 3.13% | 33.04K shares | 2.46% → 3.13%+0.67 pp -190 (-0.57%) | Reduced | ▾ |
| 07 | ETNEATON CORP PLCSHS View history and evidence | $7.27M | 2.97% | 21.90K shares | 3.17% → 2.97%-0.20 pp -190 (-0.86%) | Reduced | ▾ |
| 08 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $6.70M | 2.74% | 130.75K shares | 2.65% → 2.74%+0.09 pp +7.08K (+5.73%) | Added | ▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $6.28M | 2.56% | 35.24K shares | 2.45% → 2.56%+0.11 pp +2.95K (+9.15%) | Added | ▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.56M | 2.27% | 29.35K shares | 2.11% → 2.27%+0.16 pp +76 (+0.26%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TSLA TESLA INC | Non-derivative | -8,957 | -$2.25M | SEC filing ↗ | SEC filing ↗ |
| KNG FT VEST S&P 500 DVD ARST TRG | Non-derivative | -3,923 | -$208.47K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1993410 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 244925076
}Research all 110 reported holdings.
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