13F Holdings

13F Filings for Maxwell Wealth Strategies Inc. (CIK: 1993410)

View the most recent portfolio holdings disclosed by Maxwell Wealth Strategies Inc. in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
IVV - ISHARES TR(Class: CORE S&P500 ETF)58.38K $34.37M -N/A -
MSFT - MICROSOFT CORP(Class: COM)21.30K $8.98M -N/A -
IVW - ISHARES TR(Class: S&P 500 GRWT ETF)81.15K $8.24M -N/A -
AAPL - APPLE INC(Class: COM)32.25K $8.08M -N/A -
JPM - JPMORGAN CHASE & CO.(Class: COM)32.56K $7.80M -N/A -
AVGO - BROADCOM INC(Class: COM)33.04K $7.66M -N/A -
ETN - EATON CORP PLC(Class: SHS)21.90K $7.27M -N/A -
DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT)130.75K $6.70M -N/A -
N/A - ISHARES TR(Class: MSCI USA QLT FCT)35.24K $6.28M -N/A -
GOOGL - ALPHABET INC(Class: CAP STK CL A)29.35K $5.56M -N/A -
TT - TRANE TECHNOLOGIES PLC(Class: SHS)14.44K $5.33M -N/A -
IYW - ISHARES TR(Class: U.S. TECH ETF)30.40K $4.85M -N/A -
MSI - MOTOROLA SOLUTIONS INC(Class: COM NEW)10.28K $4.75M -N/A -
V - VISA INC(Class: COM CL A)14.36K $4.54M -N/A -
HD - HOME DEPOT INC(Class: COM)11.45K $4.45M -N/A -
META - META PLATFORMS INC(Class: CL A)7.30K $4.27M -N/A -
WMT - WALMART INC(Class: COM)43.90K $3.97M -N/A -
IVE - ISHARES TR(Class: S&P 500 VAL ETF)18.97K $3.62M -N/A -
IWB - ISHARES TR(Class: RUS 1000 ETF)10.53K $3.39M -N/A -
TJX - TJX COS INC NEW(Class: COM)27.08K $3.27M -N/A -
AMZN - AMAZON COM INC(Class: COM)14.88K $3.26M -N/A -
FI - FISERV INC(Class: COM)14.78K $3.04M -N/A -
IUSB - ISHARES TR(Class: CORE TOTAL USD)64.17K $2.90M -N/A -
CRM - SALESFORCE INC(Class: COM)8.59K $2.87M -N/A -
CB - CHUBB LIMITED(Class: COM)10.15K $2.80M -N/A -