13F Filings History of Maxwell Wealth Strategies Inc.

Latest 13F report
Q4 2024 - 13 Feb 2025
Value $
$244,925,076
Signature - Title
James Eric Maxwell - Founder, CEO, Wealth Management Director
Location
Pleasanton, CA
Summary
This page shows a list of all the recent 13F filings made by Maxwell Wealth Strategies Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Maxwell Wealth Strategies Inc. reported 110 stock holdings with total value $244,925,076 as of Q4 2024. Top holdings included IVV, MSFT, IVW, AAPL, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 110 $244,925,076 +$16,990,726 -$10,514,216 +$6,476,510 IVV, MSFT, IVW, AAPL, JPM 13F-HR 13 Feb 2025, 12:14
Q3 2024 106 $234,959,692 +$36,666,803 -$10,914,850 +$25,751,953 IVV, MSFT, IVW, ETN, AAPL 13F-HR 06 Nov 2024, 17:30
Q2 2024 104 $204,130,803 +$5,147,582 -$3,605,431 +$1,542,151 IVV, MSFT, IVW, AAPL, DYNF 13F-HR 12 Aug 2024, 10:40
Q1 2024 102 $193,776,578 +$58,985,124 -$26,985,123 +$32,000,001 IVV, MSFT, AAPL, DYNF, JPM 13F-HR 31 May 2024, 14:28
Q4 2023 91 $153,011,369 $0 $0 $0 IVV, MSFT, AAPL, QUAL, FTCS 13F-HR 12 Feb 2024, 17:41