Filer Name: MAXWELL WEALTH STRATEGIES INC.
CIK: 1993410
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 110
Portfolio Value: $0.24B

Maxwell Wealth Strategies Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 58,378 $34M 14.03% 39.5% -
MSFT US MICROSOFT CORP 21,300 $9M 3.67% -2.5% -
IVW US ISHARES S&P 500 GROWTH ETF 81,153 $8M 3.36% 4.9% -
AAPL US APPLE INC 32,251 $8M 3.30% -0.6% -
JPM US JPMORGAN CHASE & CO 32,560 $8M 3.19% -0.2% -
AVGO US BROADCOM INC 33,037 $8M 3.13% -0.6% -
ETN US EATON CORP PLC 21,898 $7M 2.97% -0.9% -
DYNF US ISHRS US E F R A ETF-USD INC 130,749 $7M 2.74% 5.7% -
QUAL US ISHARES MSCI USA QUALITY FAC 35,239 $6M 2.56% 9.1% -
GOOGL US ALPHABET INC-CL A 29,354 $6M 2.27% 0.3% -
TT US TRANE TECHNOLOGIES PLC 14,440 $5M 2.18% 0.9% -
IYW US ISHARES USTECHNOLOGY ETF 30,400 $5M 1.98% 3.0% -
MSI US MOTOROLA SOLUTIONS INC 10,275 $5M 1.94% -0.1% -
V US VISA INC-CLASS A SHARES 14,363 $5M 1.85% 0.0% -
HD US HOME DEPOT INC 11,452 $4M 1.82% -0.7% -
META US META PLATFORMS INC-CLASS A 7,299 $4M 1.74% 0.5% -
WMT US WALMART INC 43,901 $4M 1.62% 0.1% -
IVE US ISHARES S&P 500 VALUE ETF 18,974 $4M 1.48% 9.6% -
IWB US ISHARES RUSSELL 1000 ETF 10,529 $3M 1.38% -0.1% -
TJX US TJX COMPANIES INC 27,079 $3M 1.34% -2.0% -
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