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Maxwell Wealth Strategies Inc.13F | |
| Maxwell Wealth Strategies Inc. | |
| Last update 2025-02-13 | 110 Stocks (7 new) |
| Value $245.00 Mil | Turnover 7 % |
Maxwell Wealth Strategies Inc.... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 58,378 | 34,366.0 | +39.54% | 14.030 | +3.98% | 0.010 | +19.34% | +7.18% | 634,780.4 | ||
MSFT | Microsoft Corp | 21,300 | 8,978.1 | -2.51% | 3.670 | -0.10% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
IVW | iShares S&P 500 Growth ETF | 81,153 | 8,239.5 | +4.92% | 3.360 | +0.16% | 0.010 | +26.97% | +10.63% | 61,783.7 | ||
AAPL | Apple Inc | 32,251 | 8,076.3 | -0.59% | 3.300 | -0.02% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
JPM | JPMorgan Chase & Co | 32,560 | 7,804.9 | -0.19% | 3.190 | -0.01% | 0.000 | +25.58% | +22.90% | 797,130.5 | Banks | |
AVGO | Broadcom Inc | 33,037 | 7,659.3 | -0.57% | 3.130 | -0.01% | 0.000 | +67.92% | +24.22% | 1,347,309.3 | Semiconductors | |
ETN | Eaton Corp PLC | 21,898 | 7,267.3 | -0.86% | 2.970 | -0.03% | 0.010 | +42.38% | +15.54% | 148,975.7 | Industrial Products | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 130,749 | 6,700.9 | +5.73% | 2.740 | +0.15% | 0.050 | +20.44% | +7.94% | 19,393.4 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 35,239 | 6,275.4 | +9.15% | 2.560 | +0.21% | 0.010 | +14.28% | +3.59% | 53,242.0 | ||
GOOGL | Alphabet Inc | 29,354 | 5,556.7 | +0.26% | 2.270 | +0.01% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media |
Maxwell Wealth Strategies Inc.'s Historical Top Holdings Breakdowns
Maxwell Wealth Strategies Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add Add | +3.98% | 570.51 ($592.23) 610.83 | $630.93 | 6.53% | Add 39.54% | 58,378 | 16,541 | |
TSLA | Tesla Inc | 2024-12-31 | Sold Out Sold Out | -0.96% | 213.65 ($322.75) 479.86 | $319.41 | -1.03% | Sold Out | 0 | -8,957 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2024-12-31 | New Buy New Buy | +0.82% | 201.32 ($209.63) 217.55 | $239.27 | 14.14% | New holding | 9,688 | 9,688 | |
AMD | Advanced Micro Devices Inc | 2024-12-31 | Reduce Reduce | -0.43% | 118.88 ($143.64) 172.8 | $160.41 | 11.68% | Reduce -41.91% | 9,929 | -7,162 | |
IQV | IQVIA Holdings Inc | 2024-12-31 | Reduce Reduce | -0.40% | 190.97 ($210.56) 236.69 | $163.25 | -22.47% | Reduce -38.33% | 7,135 | -4,435 | |
DVN | Devon Energy Corp | 2024-12-31 | Reduce Reduce | -0.35% | 30.52 ($37.63) 42.96 | $32.78 | -12.89% | Reduce -51.69% | 19,561 | -20,933 | |
EW | Edwards Lifesciences Corp | 2024-12-31 | Reduce Reduce | -0.32% | 64.54 ($70.07) 75.92 | $76.18 | 8.72% | Reduce -42.74% | 15,293 | -11,415 | |
NXPI | NXP Semiconductors NV | 2024-12-31 | Reduce Reduce | -0.30% | 207.27 ($227.42) 255.58 | $224.50 | -1.28% | Reduce -26.57% | 8,693 | -3,145 | |
ISPY | ProShares S&P 500 High Income ETF | 2024-12-31 | Add Add | +0.28% | 43.7 ($45.11) 46.09 | $42.93 | -4.83% | Add 63.63% | 39,154 | 15,225 | |
STE | Steris PLC | 2024-12-31 | Reduce Reduce | -0.26% | 204.34 ($219.12) 234.73 | $224.59 | 2.50% | Reduce -30.05% | 6,195 | -2,661 |
Maxwell Wealth Strategies Inc. Total Holding History ($B)
Maxwell Wealth Strategies Inc.'s Asset Allocation
Maxwell Wealth Strategies Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Maxwell Wealth Strategies Inc.'s Hypothetical Growth since 2024-12-31
Maxwell Wealth Strategies Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Maxwell Wealth Strategies Inc.'s Holdings Heat Map
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Maxwell Wealth Strategies Inc.'s Holdings Bubble Chart
Maxwell Wealth Strategies Inc. News
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