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Showing Q4 2024 data
Maxwell Wealth Strategies Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Maxwell Wealth Strategies Inc.
•CIK: 1993410•Filing: Q4 2024
**Maxwell Wealth Strategies Inc.** manages $245M across a diversified portfolio of 110 positions. The fund exhibits a notable allocation to core market indices and technology leaders, highlighted by a $34.4M holding in IVV. Further concentration is visible in mega-cap tech names, including MSFT ($9.0M), AAPL ($8.1M), and GOOGL ($5.6M). This structure suggests a systematic, large-cap growth orientation within its current mandate.
Total AUM
$244.9M
QoQ Performance
+4.1%
Positions
70
Top 10 Concentration
41.2%
Latest Filing
Q4 2024
Top Holdings Allocation
IVV
IVV14.0%
MSFT3.7%
IVW3.4%
AAPL3.3%
JPM3.2%
AVGO3.1%
ETN3.0%
DYNF2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.4%
Technology17.4%
ETF15.2%
Financial6.7%
Consumer4.8%
Healthcare2.5%
Industrial1.0%
Materials0.9%
Changes from Q3 2024
NEW6 new positions
↑29 increased
↓42 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023