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Maxwell Wealth Strategies

Latest statistics and disclosures from Maxwell Wealth Strategies's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001993410

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Positions held by Maxwell Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Maxwell Wealth Strategies

Maxwell Wealth Strategies holds 102 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.7	$19M	37k	525.32	View chart
Microsoft Corporation (MSFT)	4.5	$8.9M	22k	414.68	View chart
Apple (AAPL)	3.1	$6.1M	32k	191.29	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.7	$5.4M	121k	44.73	View chart
JPMorgan Chase & Co. (JPM)	2.7	$5.3M	27k	199.33	View chart
Eaton Corp SHS (ETN)	2.5	$4.9M	15k	334.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$4.9M	30k	164.69	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.4	$4.7M	58k	82.42	View chart
First Tr Exchange Traded Consumr Staple (FXG)	2.1	$4.2M	64k	65.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$4.2M	24k	172.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$4.0M	46k	86.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.0	$3.9M	28k	138.70	View chart
Broadcom (AVGO)	1.9	$3.8M	2.8k	1364.16	View chart
Trane Technologies SHS (TT)	1.9	$3.8M	12k	325.00	View chart
Visa Com Cl A (V)	1.7	$3.5M	13k	271.30	View chart
Home Depot (HD)	1.7	$3.3M	10k	329.18	View chart
Ishares Tr Core Total Usd (IUSB)	1.6	$3.1M	70k	44.84	View chart
Motorola Solutions Com New (MSI)	1.6	$3.1M	8.6k	359.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$3.0M	11k	286.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$3.0M	16k	181.10	View chart
Chubb (CB)	1.4	$2.8M	11k	265.15	View chart
Meta Platforms Cl A (META)	1.4	$2.8M	5.9k	467.05	View chart
Marathon Petroleum Corp (MPC)	1.4	$2.7M	16k	172.01	View chart
Eaton Vance Risk Managed Diversified (ETJ)	1.3	$2.6M	310k	8.50	View chart
Merck & Co (MRK)	1.3	$2.6M	21k	124.53	View chart
Wal-Mart Stores (WMT)	1.3	$2.5M	39k	64.89	View chart
Advanced Micro Devices (AMD)	1.2	$2.4M	15k	166.75	View chart
TJX Companies (TJX)	1.2	$2.4M	23k	103.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$2.3M	4.5k	522.61	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$2.3M	42k	55.60	View chart
Nxp Semiconductors N V (NXPI)	1.2	$2.3M	8.4k	271.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$2.2M	22k	102.99	View chart
Amazon (AMZN)	1.0	$2.1M	12k	179.32	View chart
Air Products & Chemicals (APD)	1.0	$2.1M	7.9k	260.51	View chart
salesforce (CRM)	1.0	$2.1M	9.4k	218.01	View chart
Intercontinental Exchange (ICE)	1.0	$2.0M	15k	133.24	View chart
Cisco Systems (CSCO)	1.0	$2.0M	42k	46.12	View chart
Iqvia Holdings (IQV)	0.9	$1.8M	8.3k	222.45	View chart
Edwards Lifesciences (EW)	0.9	$1.8M	21k	87.89	View chart
Advisors Inner Circle Fd Iii Demcratic Lg Etf (DEMZ)	0.9	$1.8M	55k	32.96	View chart
Fiserv (FI)	0.9	$1.8M	12k	147.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.7M	11k	158.72	View chart
Halliburton Company (HAL)	0.8	$1.6M	46k	35.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.6M	4.6k	341.40	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$1.5M	27k	57.23	View chart
Cme (CME)	0.8	$1.5M	7.4k	204.90	View chart
UnitedHealth (UNH)	0.7	$1.5M	3.1k	481.65	View chart
Johnson & Johnson (JNJ)	0.7	$1.5M	10k	145.27	View chart
Steris Shs Usd (STE)	0.7	$1.4M	6.4k	223.22	View chart
Devon Energy Corporation (DVN)	0.7	$1.4M	30k	47.59	View chart
L3harris Technologies (LHX)	0.7	$1.4M	6.3k	219.17	View chart
S&p Global (SPGI)	0.7	$1.4M	3.3k	421.59	View chart
Diamondback Energy (FANG)	0.7	$1.4M	7.0k	197.34	View chart
Comcast Corp Cl A (CMCSA)	0.7	$1.4M	35k	38.87	View chart
Union Pacific Corporation (UNP)	0.7	$1.3M	5.9k	229.24	View chart
Darden Restaurants (DRI)	0.6	$1.2M	8.4k	148.05	View chart
Medtronic SHS (MDT)	0.6	$1.2M	15k	80.60	View chart
Dex (DXCM)	0.6	$1.2M	9.8k	118.40	View chart
Allstate Corporation (ALL)	0.6	$1.1M	6.7k	164.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.1M	19k	59.22	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.5	$1.0M	44k	23.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$997k	8.7k	114.68	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$988k	3.9k	250.60	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.5	$910k	7.1k	127.66	View chart
Verizon Communications (VZ)	0.4	$852k	21k	40.33	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$826k	12k	71.56	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$769k	8.5k	90.71	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$768k	15k	53.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$743k	4.3k	173.56	View chart
BP Sponsored Adr (BP)	0.4	$741k	20k	36.93	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.4	$718k	17k	42.21	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$663k	19k	35.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$606k	14k	43.77	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$570k	13k	42.53	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$566k	4.7k	119.54	View chart
Nextera Energy (NEE)	0.3	$532k	6.8k	78.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$515k	3.1k	163.61	View chart
NVIDIA Corporation (NVDA)	0.3	$514k	465.00	1105.00	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$490k	2.5k	194.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$484k	5.0k	96.24	View chart
Lauder Estee Cos Cl A (EL)	0.2	$454k	3.7k	121.39	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.2	$440k	15k	29.30	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$436k	15k	28.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$429k	4.8k	89.84	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$389k	2.1k	186.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$374k	6.6k	56.38	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$373k	9.4k	39.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$360k	2.3k	154.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$348k	771.00	451.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$323k	672.00	480.44	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$315k	1.2k	262.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$308k	2.2k	141.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$300k	733.00	408.61	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$284k	5.5k	52.09	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$274k	3.4k	80.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$246k	6.0k	41.04	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$225k	4.4k	50.65	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	0.1	$221k	7.5k	29.53	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$218k	3.6k	59.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$216k	400.00	539.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$205k	6.1k	33.46	View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW)	0.1	$204k	7.1k	28.67	View chart

Past Filings by Maxwell Wealth Strategies

SEC 13F filings are viewable for Maxwell Wealth Strategies going back to 2024

Maxwell Wealth Strategies 2024 Q1 filed May 31, 2024

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