Maxwell Wealth Strategies Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$235M
Signature - Title
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 106 stock holdings with total value $235M as of Q3 2024. Top holdings included IVV, MSFT, IVW, ETN, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 106 $235M +$36.7M -$10.9M +$25.8M IVV, MSFT, IVW, ETN, AAPL 13F-HR 11/6/2024, 05:30 PM
Q2 2024 104 $204M +$5.15M -$3.61M +$1.54M IVV, MSFT, IVW, AAPL, DYNF 13F-HR 8/12/2024, 10:40 AM
Q1 2024 102 $194M +$59M -$27M +$32M IVV, MSFT, AAPL, DYNF, JPM 13F-HR 5/31/2024, 02:28 PM
Q4 2023 91 $153M $0 $0 IVV, MSFT, AAPL, QUAL, FTCS 13F-HR 2/12/2024, 05:41 PM