Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maxwell Wealth Strategies Inc. (CIK 1993410) reported $244.9M across 110 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: IVV ($34.4M, 14.03%), MSFT ($9.0M, 3.67%), IVW ($8.2M, 3.36%), AAPL ($8.1M, 3.30%), JPM ($7.8M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.4M | 14.03% | 58,378 | Added |
| 2 | MSFT | MICROSOFT CORP | $9.0M | 3.67% | 21,300 | Trimmed |
| 3 | IVW | ISHARES TR | $8.2M | 3.36% | 81,153 | Added |
| 4 | AAPL | APPLE INC | $8.1M | 3.30% | 32,251 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO. | $7.8M | 3.19% | 32,560 | Trimmed |
| 6 | AVGO | BROADCOM INC | $7.7M | 3.13% | 33,037 | Trimmed |
| 7 | ETN | EATON CORP PLC | $7.3M | 2.97% | 21,898 | Trimmed |
| 8 | DYNF | BLACKROCK ETF TRUST | $6.7M | 2.74% | 130,749 | Added |
| 9 | QUAL | ISHARES TR | $6.3M | 2.56% | 35,239 | Added |
| 10 | GOOGL | ALPHABET INC | $5.6M | 2.27% | 29,354 | Added |
| 11 | TT | TRANE TECHNOLOGIES PLC | $5.3M | 2.18% | 14,440 | Added |
| 12 | IYW | ISHARES TR | $4.8M | 1.98% | 30,400 | Added |
| 13 | MSI | MOTOROLA SOLUTIONS INC | $4.7M | 1.94% | 10,275 | Trimmed |
| 14 | V | VISA INC | $4.5M | 1.85% | 14,363 | Added |
| 15 | HD | HOME DEPOT INC | $4.5M | 1.82% | 11,452 | Trimmed |
| 16 | META | META PLATFORMS INC | $4.3M | 1.74% | 7,299 | Added |
| 17 | WMT | WALMART INC | $4.0M | 1.62% | 43,901 | Added |
| 18 | IVE | ISHARES TR | $3.6M | 1.48% | 18,974 | Added |
| 19 | IWB | ISHARES TR | $3.4M | 1.38% | 10,529 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $3.3M | 1.34% | 27,079 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $3.3M | 1.33% | 14,879 | Trimmed |
| 22 | FISV | FISERV INC | $3.0M | 1.24% | 14,784 | Trimmed |
| 23 | IUSB | ISHARES TR | $2.9M | 1.18% | 64,166 | Trimmed |
| 24 | CRM | SALESFORCE INC | $2.9M | 1.17% | 8,590 | Added |
| 25 | CB | CHUBB LIMITED | $2.8M | 1.15% | 10,150 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31