Maxwell Wealth Strategies Inc. Top Holdings and 13F Report (2025) About Maxwell Wealth Strategies Inc.Investment ActivityMaxwell Wealth Strategies Inc. has $244.93 million in total holdings as of December 31, 2024.Maxwell Wealth Strategies Inc. owns shares of 110 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 6.94% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Maxwell Wealth Strategies Inc. has purchased 106 new stocks and bought additional shares in 29 stocks.Maxwell Wealth Strategies Inc. sold shares of 42 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,365,961Microsoft $8,978,085iShares S&P 500 Growth ETF $8,239,464Apple $8,076,320JPMorgan Chase & Co. $7,804,936 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $2,004,641 HoldingPROSHARES TR $445,854 HoldingBLACKROCK ETF TRUST $434,239 HoldingINNOVATOR ETFS TRUST $400,031 HoldingISHARES TR $352,636 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 16,541 shares (about $9.74M)iShares MSCI USA Momentum Factor ETF 9,688 shares (about $2.00M)PROSHARES TR 15,225 shares (about $674.32K)iShares MSCI USA Quality Factor ETF 2,953 shares (about $525.87K)PROSHARES TR 10,444 shares (about $445.85K) Largest Sales this Quarter IQVIA 4,435 shares (about $871.52K)Advanced Micro Devices 7,162 shares (about $865.10K)Edwards Lifesciences 11,415 shares (about $845.05K)Devon Energy 20,933 shares (about $685.15K)NXP Semiconductors 3,145 shares (about $653.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMaxwell Wealth Strategies Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,365,961$9,737,356 ▲39.5%58,37814.0%ETFMSFTMicrosoft$8,978,085$231,407 ▼-2.5%21,3003.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$8,239,464$386,626 ▲4.9%81,1533.4%ETFAAPLApple$8,076,320$48,331 ▼-0.6%32,2513.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,804,936$14,862 ▼-0.2%32,5603.2%FinanceAVGOBroadcom$7,659,338$44,050 ▼-0.6%33,0373.1%Computer and TechnologyETNEaton$7,267,308$63,055 ▼-0.9%21,8983.0%Industrial ProductsDYNFiShares U.S. Equity Factor Rotation Active ETF$6,700,886$362,901 ▲5.7%130,7492.7%ETFQUALiShares MSCI USA Quality Factor ETF$6,275,361$525,870 ▲9.1%35,2392.6%ETFGOOGLAlphabet$5,556,712$14,387 ▲0.3%29,3542.3%Computer and TechnologyTTTrane Technologies$5,333,414$46,907 ▲0.9%14,4402.2%ConstructionIYWiShares U.S. Technology ETF$4,849,408$139,899 ▲3.0%30,4002.0%ManufacturingMSIMotorola Solutions$4,749,413$4,622 ▼-0.1%10,2751.9%Computer and TechnologyVVisa$4,539,283$316 ▲0.0%14,3631.9%Business ServicesHDHome Depot$4,454,713$31,508 ▼-0.7%11,4521.8%Retail/WholesaleMETAMeta Platforms$4,273,637$21,664 ▲0.5%7,2991.7%Computer and TechnologyWMTWalmart$3,966,455$4,698 ▲0.1%43,9011.6%Retail/WholesaleIVEiShares S&P 500 Value ETF$3,621,757$318,006 ▲9.6%18,9741.5%ETFIWBiShares Russell 1000 ETF$3,392,023$3,222 ▼-0.1%10,5291.4%ETFTJXTJX Companies$3,271,414$68,258 ▼-2.0%27,0791.3%Retail/WholesaleAMZNAmazon.com$3,264,304$16,674 ▼-0.5%14,8791.3%Retail/WholesaleFIFiserv$3,036,929$46,219 ▼-1.5%14,7841.2%Business ServicesIUSBiShares Core Total USD Bond Market ETF$2,900,303$358,526 ▼-11.0%64,1661.2%ManufacturingCRMSalesforce$2,871,895$6,687 ▲0.2%8,5901.2%Computer and TechnologyCBChubb$2,804,408$42,550 ▼-1.5%10,1501.1%FinanceICEIntercontinental Exchange$2,676,667$37,253 ▼-1.4%17,9631.1%FinanceSPYSPDR S&P 500 ETF Trust$2,557,653$10,549 ▼-0.4%4,3641.0%FinanceEFViShares MSCI EAFE Value ETF$2,357,687$41,976 ▲1.8%44,9341.0%ETFEFGiShares MSCI EAFE Growth ETF$2,349,483$242,946 ▲11.5%24,2641.0%ETFAPDAir Products and Chemicals$2,315,772$13,632 ▼-0.6%7,9840.9%Basic MaterialsFTCSFirst Trust Capital Strength ETF$2,299,701$27,136 ▼-1.2%26,1870.9%ETFMPCMarathon Petroleum$2,191,824$337,451 ▼-13.3%15,7120.9%Oils/EnergyMRKMerck & Co., Inc.$2,118,379$396,319 ▼-15.8%21,2950.9%MedicalFXGFirst Trust Consumer Staples AlphaDEX Fund$2,112,492$24,535 ▼-1.1%32,9770.9%ETFSPGIS&P Global$2,096,208$17,431 ▼-0.8%4,2090.9%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$2,004,641$2,004,641 ▲New Holding9,6880.8%ETFETJEaton Vance Risk-Managed Diversified Equity Income Fund$2,003,500$6,955 ▼-0.3%215,1990.8%Financial ServicesUNHUnitedHealth Group$2,001,688$42,998 ▲2.2%3,9570.8%MedicalDEMZDemocratic Large Cap Core ETF$1,987,8770.0%55,3110.8%ETFIWFiShares Russell 1000 Growth ETF$1,824,378$38,953 ▼-2.1%4,5430.7%ETFNXPINXP Semiconductors$1,806,840$653,688 ▼-26.6%8,6930.7%Computer and TechnologyLHXL3Harris Technologies$1,756,259$5,888 ▲0.3%8,3520.7%AerospaceVTVVanguard Value ETF$1,734,8170.0%10,2470.7%ETFPROSHARES TR$1,734,131$674,315 ▲63.6%39,1540.7%S&P 500 HIGH INCCMECME Group$1,726,862$5,341 ▼-0.3%7,4360.7%FinanceALLAllstate$1,667,248$771 ▲0.0%8,6480.7%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,530,697$95,097 ▲6.6%27,6050.6%ManufacturingDRIDarden Restaurants$1,412,152$933 ▼-0.1%7,5640.6%Retail/WholesaleIQVIQVIA$1,402,099$871,522 ▼-38.3%7,1350.6%MedicalFANGDiamondback Energy$1,363,557$247,219 ▼-15.3%8,3230.6%Oils/EnergyUNPUnion Pacific$1,297,090$40,363 ▼-3.0%5,6880.5%TransportationRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,292,792$251,151 ▲24.1%53,3330.5%ETFSTESTERIS$1,273,444$546,995 ▼-30.0%6,1950.5%MedicalJCIJohnson Controls International$1,231,939$5,130 ▲0.4%15,6080.5%ConstructionCMCSAComcast$1,209,554$5,817 ▲0.5%32,2290.5%Consumer DiscretionaryFISFidelity National Information Services$1,208,400$646 ▲0.1%14,9610.5%Business ServicesAMDAdvanced Micro Devices$1,199,324$865,098 ▼-41.9%9,9290.5%Computer and TechnologyOEFiShares S&P 100 ETF$1,138,3580.0%3,9410.5%ETFEWEdwards Lifesciences$1,132,141$845,053 ▼-42.7%15,2930.5%MedicalESGUiShares ESG Aware MSCI USA ETF$1,113,3910.0%8,6430.5%ManufacturingMDTMedtronic$1,052,574$193,468 ▼-15.5%13,1770.4%MedicalJNJJohnson & Johnson$1,045,662$436,054 ▼-29.4%7,2300.4%MedicalIWLiShares Russell Top 200 ETF$1,031,2030.0%7,1260.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,024,5960.0%17,8470.4%ETFVZVerizon Communications$936,926$206,268 ▼-18.0%23,4290.4%Computer and TechnologyADIAnalog Devices$867,049$446,591 ▼-34.0%4,0810.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$831,499$37,285 ▲4.7%15,9230.3%ETFCSCOCisco Systems$822,466$2,605 ▼-0.3%13,8930.3%Computer and TechnologyGOOGAlphabet$814,8930.0%4,2790.3%Computer and TechnologyNEENextEra Energy$748,013$32,977 ▼-4.2%10,4340.3%UtilitiesMBBiShares MBS ETF$732,615$30,529 ▲4.3%7,9910.3%ETFPEGPublic Service Enterprise Group$728,811$169 ▼0.0%8,6260.3%UtilitiesDXCMDexCom$707,474$90,602 ▼-11.4%9,0970.3%MedicalIFRAiShares U.S. Infrastructure ETF$669,446$25,460 ▲4.0%14,4620.3%ETFIUSGiShares Core S&P U.S. Growth ETF$660,2400.0%4,7380.3%ManufacturingDVNDevon Energy$640,247$685,154 ▼-51.7%19,5610.3%Oils/EnergyNVDANVIDIA$631,2970.0%4,7010.3%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$613,0320.0%2,5210.3%ETFBPBP$592,9440.0%20,0590.2%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$539,0070.0%3,0760.2%ETFNOBLProShares S&P 500 Aristocrats ETF$500,5370.0%5,0280.2%ETFPROSHARES TR$445,854$445,854 ▲New Holding10,4440.2%NASDAQ 100 HIGHBLACKROCK ETF TRUST$434,239$434,239 ▲New Holding14,3550.2%ISHARES ADVANTAGBINCiShares Flexible Income Active ETF$420,322$4,786 ▲1.2%8,0800.2%ETFIVLUiShares MSCI Intl Value Factor ETF$409,8490.0%15,1180.2%ETFINNOVATOR ETFS TRUST$400,031$400,031 ▲New Holding15,7090.2%EQUITY DEFINED PQQQInvesco QQQ$394,1580.0%7710.2%FinanceQTECFirst Trust NASDAQ 100 Technology Index Fund$392,5640.0%2,0850.2%ManufacturingCMFiShares California Muni Bond ETF$382,745$2,520 ▲0.7%6,6820.2%ETFIWNiShares Russell 2000 Value ETF$381,0390.0%2,3210.2%ETFVOOVanguard S&P 500 ETF$362,0800.0%6720.1%ETFISHARES TR$352,636$352,636 ▲New Holding13,9940.1%LARGE CAP MAX BUIQLTiShares MSCI Intl Quality Factor ETF$349,5960.0%9,4180.1%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$346,1800.0%11,3800.1%ETFIWOiShares Russell 2000 Growth ETF$344,8080.0%1,1980.1%ETFBRK.BBerkshire Hathaway$332,2540.0%7330.1%FinanceXLVHealth Care Select Sector SPDR Fund$298,9400.0%2,1730.1%ETFINNOVATOR ETFS TRUST$297,1360.0%10,9120.1%INNOVATOR GW 100TLTiShares 20+ Year Treasury Bond ETF$296,573$24,627 ▲9.1%3,3960.1%ETFAIM ETF PRODUCTS TRUST$296,064$296,064 ▲New Holding11,5840.1%ALLIANZIM US EQUShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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