Maxwell Wealth Strategies Inc. — 13F holdings

Maxwell Wealth Strategies Inc. reported 110 holdings worth $245M in its 13F filing for Q4 2024, filed February 13, 2025.

Largest positions

1. IVV ISHARES TR — $34.4M (14.0%)
2. MSFT MICROSOFT CORP — $8.98M (3.7%)
3. IVW ISHARES TR — $8.24M (3.4%)
4. AAPL APPLE INC — $8.08M (3.3%)
5. JPM JPMorgan Chase & Co. — $7.80M (3.2%)
6. AVGO BROADCOM INC — $7.66M (3.1%)
7. ETN EATON CORP PLC — $7.27M (3.0%)
8. DYNF BLACKROCK ETF TRUST — $6.70M (2.7%)
9. QUAL ISHARES TR — $6.28M (2.6%)
10. GOOGL ALPHABET INC — $5.56M (2.3%)