Maxwell Wealth Strategies Inc. current holdings: USA Stocks
Maxwell Wealth Strategies Inc. reported $0.13 billion in share positions in stocks (listed in the US), 50 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MSFT, AAPL, JPM.
- MSFT: Country of operation United States; Class COM; Shares 21,300; Value $8,978,085.
- AAPL: Country of operation United States; Class COM; Shares 32,251; Value $8,076,320.
- JPM: Country of operation United States; Class COM; Shares 32,560; Value $7,804,936.
- AVGO: Country of operation United States; Class COM; Shares 33,037; Value $7,659,338.
Form 13F-HR as filed (SEC CIK 1993410): quarter ended 2024-12-31, filed 2025-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 21,300 | $8,978,085 | 6.84% | 2024-12-31 | 2025-02-13 | +20.75% |
|---|
AAPL
APPLE INC | United States | COM | 32,251 | $8,076,320 | 6.16% | 2024-12-31 | 2025-02-13 | |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 32,560 | $7,804,936 | 5.95% | 2024-12-31 | 2025-02-13 | +39.74% |
|---|
AVGO
BROADCOM INC | United States | COM | 33,037 | $7,659,338 | 5.84% | 2024-12-31 | 2025-02-13 | +53.17% |
|---|
ETN
EATON CORP PLC | | SHS | 21,898 | $7,267,308 | 5.54% | 2024-12-31 | 2025-02-13 | +30.55% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 29,354 | $5,556,712 | 4.24% | 2024-12-31 | 2025-02-13 | +80.10% |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 14,440 | $5,333,414 | 4.07% | 2024-12-31 | 2025-02-13 | +23.35% |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 10,275 | $4,749,413 | 3.62% | 2024-12-31 | 2025-02-13 | -3.49% |
|---|
V
VISA INC | United States | COM CL A | 14,363 | $4,539,283 | 3.46% | 2024-12-31 | 2025-02-13 | +15.77% |
|---|
HD
HOME DEPOT INC | United States | COM | 11,452 | $4,454,713 | 3.40% | 2024-12-31 | 2025-02-13 | -25.95% |
|---|
META
META PLATFORMS INC | United States | CL A | 7,299 | $4,273,637 | 3.26% | 2024-12-31 | 2025-02-13 | +26.18% |
|---|
WMT
WALMART INC | United States | COM | 43,901 | $3,966,455 | 3.02% | 2024-12-31 | 2025-02-13 | +18.21% |
|---|
TJX
TJX COS INC NEW | United States | COM | 27,079 | $3,271,414 | 2.49% | 2024-12-31 | 2025-02-13 | +10.75% |
|---|
AMZN
AMAZON COM INC | United States | COM | 14,879 | $3,264,304 | 2.49% | 2024-12-31 | 2025-02-13 | +12.43% |
|---|
FISV
FISERV INC | United States | COM | 14,784 | $3,036,929 | 2.32% | 2024-12-31 | 2025-02-13 | — split 2025-10-29, ratio not on file |
|---|
CRM
SALESFORCE INC | United States | COM | 8,590 | $2,871,895 | 2.19% | 2024-12-31 | 2025-02-13 | -32.61% |
|---|
CB
CHUBB LIMITED | | COM | 10,150 | $2,804,408 | 2.14% | 2024-12-31 | 2025-02-13 | +20.19% |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 17,963 | $2,676,667 | 2.04% | 2024-12-31 | 2025-02-13 | +2.13% |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 7,984 | $2,315,772 | 1.77% | 2024-12-31 | 2025-02-13 | -3.74% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 15,712 | $2,191,824 | 1.67% | 2024-12-31 | 2025-02-13 | +181.03% |
|---|
MRK
MERCK & CO INC | United States | COM | 21,295 | $2,118,379 | 1.62% | 2024-12-31 | 2025-02-13 | +50.06% |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 4,209 | $2,096,208 | 1.60% | 2024-12-31 | 2025-02-13 | -16.71% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 3,957 | $2,001,688 | 1.53% | 2024-12-31 | 2025-02-13 | -25.88% |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 8,693 | $1,806,840 | 1.38% | 2024-12-31 | 2025-02-13 | +13.77% |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 8,352 | $1,756,259 | 1.34% | 2024-12-31 | 2025-02-13 | +12.45% |
|---|
CME
CME GROUP INC | United States | COM | 7,436 | $1,726,862 | 1.32% | 2024-12-31 | 2025-02-13 | +13.34% |
|---|
ALL
ALLSTATE CORP | United States | COM | 8,648 | $1,667,248 | 1.27% | 2024-12-31 | 2025-02-13 | +16.93% |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 7,564 | $1,412,152 | 1.08% | 2024-12-31 | 2025-02-13 | +4.51% |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 7,135 | $1,402,099 | 1.07% | 2024-12-31 | 2025-02-13 | +36.88% |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 8,323 | $1,363,557 | 1.04% | 2024-12-31 | 2025-02-13 | +12.28% |
|---|
UNP
UNION PAC CORP | United States | COM | 5,688 | $1,297,090 | 0.99% | 2024-12-31 | 2025-02-13 | +20.22% |
|---|
STE
STERIS PLC | Ireland | SHS USD | 6,195 | $1,273,444 | 0.97% | 2024-12-31 | 2025-02-13 | +2.48% |
|---|
JCI
JOHNSON CTLS INTL PLC | | SHS | 15,608 | $1,231,939 | 0.94% | 2024-12-31 | 2025-02-13 | +89.31% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 32,229 | $1,209,554 | 0.92% | 2024-12-31 | 2025-02-13 | -38.58% |
|---|
FIS
FIDELITY NATL INFORMATION SV | United States | COM | 14,961 | $1,208,400 | 0.92% | 2024-12-31 | 2025-02-13 | -58.71% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 9,929 | $1,199,324 | 0.91% | 2024-12-31 | 2025-02-13 | +403.00% |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 15,293 | $1,132,141 | 0.86% | 2024-12-31 | 2025-02-13 | +18.98% |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 13,177 | $1,052,574 | 0.80% | 2024-12-31 | 2025-02-13 | +9.03% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 7,230 | $1,045,662 | 0.80% | 2024-12-31 | 2025-02-13 | +85.02% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 23,429 | $936,926 | 0.71% | 2024-12-31 | 2025-02-13 | +14.98% |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 4,081 | $867,049 | 0.66% | 2024-12-31 | 2025-02-13 | +87.43% |
|---|
CSCO
CISCO SYS INC | United States | COM | 13,893 | $822,466 | 0.63% | 2024-12-31 | 2025-02-13 | +80.64% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 4,279 | $814,893 | 0.62% | 2024-12-31 | 2025-02-13 | +77.13% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 10,434 | $748,013 | 0.57% | 2024-12-31 | 2025-02-13 | +5.86% |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 8,626 | $728,811 | 0.56% | 2024-12-31 | 2025-02-13 | -19.90% |
|---|
DXCM
DEXCOM INC | United States | COM | 9,097 | $707,474 | 0.54% | 2024-12-31 | 2025-02-13 | +11.41% |
|---|
DVN
DEVON ENERGY CORP NEW | United States | COM | 19,561 | $640,247 | 0.49% | 2024-12-31 | 2025-02-13 | +42.38% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 4,701 | $631,297 | 0.48% | 2024-12-31 | 2025-02-13 | +69.19% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 733 | $332,254 | 0.25% | 2024-12-31 | 2025-02-13 | |
|---|
EL
LAUDER ESTEE COS INC | United States | CL A | 3,336 | $250,133 | 0.19% | 2024-12-31 | 2025-02-13 | +25.86% |
|---|
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