HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
38,554 | +38,554 | $18,415 |
| IVV | 38,554 | +38,554 | $18,415 |
| MICROSOFT CORP |
18,510 | +18,510 | $6,961 |
| MSFT | 18,510 | +18,510 | $6,961 |
| APPLE INC |
28,579 | +28,579 | $5,502 |
| AAPL | 28,579 | +28,579 | $5,502 |
| ISHARES TR (QUAL) |
32,793 | +32,793 | $4,825 |
| QUAL | 32,793 | +32,793 | $4,825 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
54,058 | +54,058 | $4,327 |
| FTCS | 54,058 | +54,058 | $4,327 |
| ISHARES TR (EFV) |
81,057 | +81,057 | $4,223 |
| EFV | 81,057 | +81,057 | $4,223 |
| EATON CORP PLC |
16,585 | +16,585 | $3,994 |
| ETN | 16,585 | +16,585 | $3,994 |
| JPMORGAN CHASE & CO |
22,850 | +22,850 | $3,887 |
| JPM | 22,850 | +22,850 | $3,887 |
| FIRST TR EXCHANGE TRADED FD (RDVI) |
144,792 | +144,792 | $3,342 |
| RDVI | 144,792 | +144,792 | $3,342 |
| BROADCOM INC |
2,718 | +2,718 | $3,034 |
| AVGO | 2,718 | +2,718 | $3,034 |
| ISHARES TR (IUSB) |
63,621 | +63,621 | $2,931 |
| IUSB | 63,621 | +63,621 | $2,931 |
| UNION PAC CORP |
11,807 | +11,807 | $2,900 |
| UNP | 11,807 | +11,807 | $2,900 |
| JOHNSON & JOHNSON |
18,281 | +18,281 | $2,865 |
| JNJ | 18,281 | +18,281 | $2,865 |
| ISHARES TR (ESGU) |
27,073 | +27,073 | $2,840 |
| ESGU | 27,073 | +27,073 | $2,840 |
| WALMART INC |
17,684 | +17,684 | $2,788 |
| WMT | 17,684 | +17,684 | $2,788 |
| ISHARES TR (IWB) |
10,539 | +10,539 | $2,764 |
| IWB | 10,539 | +10,539 | $2,764 |
| DARDEN RESTAURANTS INC |
16,537 | +16,537 | $2,717 |
| DRI | 16,537 | +16,537 | $2,717 |
| FIRST TR EXCHANGE TRADED FD (FXG) |
41,712 | +41,712 | $2,632 |
| FXG | 41,712 | +41,712 | $2,632 |
| ISHARES TR (IYW) |
21,414 | +21,414 | $2,629 |
| IYW | 21,414 | +21,414 | $2,629 |
| ISHARES TR (EFG) |
26,628 | +26,628 | $2,579 |
| EFG | 26,628 | +26,628 | $2,579 |
| CISCO SYS INC |
50,347 | +50,347 | $2,544 |
| CSCO | 50,347 | +50,347 | $2,544 |
| AT&T INC |
148,284 | +148,284 | $2,488 |
| T | 148,284 | +148,284 | $2,488 |
| HOME DEPOT INC |
6,921 | +6,921 | $2,398 |
| HD | 6,921 | +6,921 | $2,398 |
| CHUBB LIMITED |
10,590 | +10,590 | $2,393 |
| CB | 10,590 | +10,590 | $2,393 |
| MEDTRONIC PLC |
28,530 | +28,530 | $2,350 |
| MDT | 28,530 | +28,530 | $2,350 |
| MARATHON PETE CORP |
15,370 | +15,370 | $2,280 |
| MPC | 15,370 | +15,370 | $2,280 |
| EATON VANCE RISK MANAGED DIV |
288,571 | +288,571 | $2,262 |
| ETJ | 288,571 | +288,571 | $2,262 |
| AIR PRODS & CHEMS INC |
7,870 | +7,870 | $2,155 |
| APD | 7,870 | +7,870 | $2,155 |
| COMCAST CORP NEW |
48,049 | +48,049 | $2,107 |
| CMCSA | 48,049 | +48,049 | $2,107 |
| CME GROUP INC |
9,963 | +9,963 | $2,098 |
| CME | 9,963 | +9,963 | $2,098 |
| MERCK & CO INC |
17,868 | +17,868 | $1,948 |
| MRK | 17,868 | +17,868 | $1,948 |
| ISHARES INC (IEMG) |
36,807 | +36,807 | $1,862 |
| IEMG | 36,807 | +36,807 | $1,862 |
| ISHARES TR (OEF) |
7,852 | +7,852 | $1,754 |
| OEF | 7,852 | +7,852 | $1,754 |
| DEVON ENERGY CORP NEW |
37,993 | +37,993 | $1,721 |
| DVN | 37,993 | +37,993 | $1,721 |
| MOTOROLA SOLUTIONS INC |
5,448 | +5,448 | $1,706 |
| MSI | 5,448 | +5,448 | $1,706 |
| SPDR S&P 500 ETF TR (SPY) |
3,476 | +3,476 | $1,652 |
| SPY | 3,476 | +3,476 | $1,652 |
| ADVISORS INNER CIRCLE FD III |
54,772 | +54,772 | $1,610 |
| DEMZ | 54,772 | +54,772 | $1,610 |
| VANGUARD INDEX FDS (VTV) |
10,215 | +10,215 | $1,527 |
| VTV | 10,215 | +10,215 | $1,527 |
| ISHARES TR (IWF) |
4,616 | +4,616 | $1,399 |
| IWF | 4,616 | +4,616 | $1,399 |
| ISHARES TR (IVW) |
18,562 | +18,562 | $1,394 |
| IVW | 18,562 | +18,562 | $1,394 |
| JOHNSON CTLS INTL PLC |
24,096 | +24,096 | $1,389 |
| JCI | 24,096 | +24,096 | $1,389 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
20,447 | +20,447 | $1,148 |
| VEU | 20,447 | +20,447 | $1,148 |
| VISA INC |
4,276 | +4,276 | $1,113 |
| V | 4,276 | +4,276 | $1,113 |
| NXP SEMICONDUCTORS N V |
4,589 | +4,589 | $1,054 |
| NXPI | 4,589 | +4,589 | $1,054 |
| ALPHABET INC |
6,797 | +6,797 | $949 |
| GOOGL | 6,797 | +6,797 | $949 |
| BP PLC |
26,665 | +26,665 | $944 |
| BP | 26,665 | +26,665 | $944 |
| ISHARES TR (TFLO) |
18,549 | +18,549 | $936 |
| TFLO | 18,549 | +18,549 | $936 |
| ISHARES TR (MBB) |
9,725 | +9,725 | $915 |
| MBB | 9,725 | +9,725 | $915 |
| ISHARES INC (EMXC) |
15,833 | +15,833 | $877 |
| EMXC | 15,833 | +15,833 | $877 |
| ISHARES TR (TLT) |
8,533 | +8,533 | $844 |
| TLT | 8,533 | +8,533 | $844 |
See Full List: All Stocks Held By Maxwell Wealth Strategies Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Maxwell Wealth Strategies Inc.
|
Size ($ in 1000's)
At 12/31/2023: $153,011 At 09/30/2023: $0 Maxwell Wealth Strategies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Maxwell Wealth Strategies Inc. 13F filings. Link to 13F filings: SEC filings |
