All Stocks Held By Maxwell Wealth Strategies Inc.

As of 12/31/2023, we find all stocks held by Maxwell Wealth Strategies Inc. to be as follows, presented in the table below with each row detailing each Maxwell Wealth Strategies Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Maxwell Wealth Strategies Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Maxwell Wealth Strategies Inc. as of the latest filing.

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
ISHARES TR (USMV)	10,554	+10,554	$824
USMV	10,554	+10,554	$824
ISHARES TR (IWL)	7,126	+7,126	$820
IWL	7,126	+7,126	$820
FIRST TR EXCHANGE TRADED FD (KNG)	14,602	+14,602	$755
KNG	14,602	+14,602	$755
ISHARES TR (IFRA)	17,770	+17,770	$716
IFRA	17,770	+17,770	$716
META PLATFORMS INC	1,756	+1,756	$622
META	1,756	+1,756	$622
FIRST TR EXCHANGE TRADED FD (FDN)	3,246	+3,246	$606
FDN	3,246	+3,246	$606
AMAZON COM INC	3,752	+3,752	$570
AMZN	3,752	+3,752	$570
ISHARES TR (LQD)	4,856	+4,856	$537
LQD	4,856	+4,856	$537
TRANE TECHNOLOGIES PLC	2,124	+2,124	$518
TT	2,124	+2,124	$518
KEYSIGHT TECHNOLOGIES INC	3,236	+3,236	$515
KEYS	3,236	+3,236	$515
TESLA INC	2,045	+2,045	$508
TSLA	2,045	+2,045	$508
INVESCO EXCHANGE TRADED FD T (RSP)	3,148	+3,148	$497
RSP	3,148	+3,148	$497
PROSHARES TR (NOBL)	5,028	+5,028	$479
NOBL	5,028	+5,028	$479
ISHARES TR (IXC)	11,991	+11,991	$469
IXC	11,991	+11,991	$469
ALPHABET INC	3,220	+3,220	$454
GOOG	3,220	+3,220	$454
AIM ETF PRODUCTS TRUST (DECW)	14,999	+14,999	$425
DECW	14,999	+14,999	$425
TJX COS INC NEW	4,492	+4,492	$421
TJX	4,492	+4,492	$421
ISHARES TR (IUSG)	3,991	+3,991	$415
IUSG	3,991	+3,991	$415
ISHARES TR (IVLU)	15,118	+15,118	$401
IVLU	15,118	+15,118	$401
ISHARES TR (CMF)	6,599	+6,599	$382
CMF	6,599	+6,599	$382
SALESFORCE INC	1,412	+1,412	$372
CRM	1,412	+1,412	$372
FIRST TR NASDAQ 100 TECH IND (QTEC)	2,085	+2,085	$366
QTEC	2,085	+2,085	$366
ISHARES TR (IWN)	2,336	+2,336	$363
IWN	2,336	+2,336	$363
IQVIA HLDGS INC	1,562	+1,562	$361
IQV	1,562	+1,562	$361
ISHARES TR (IQLT)	9,418	+9,418	$354
IQLT	9,418	+9,418	$354
HALLIBURTON CO	9,593	+9,593	$347
HAL	9,593	+9,593	$347
INVESCO QQQ TR	771	+771	$316
QQQ	771	+771	$316
ADVANCED MICRO DEVICES INC	2,050	+2,050	$302
AMD	2,050	+2,050	$302
ISHARES TR (IWO)	1,198	+1,198	$302
IWO	1,198	+1,198	$302
INTERCONTINENTAL EXCHANGE IN (ICE)	2,299	+2,299	$295
ICE	2,299	+2,299	$295
VANGUARD INDEX FDS (VOO)	672	+672	$294
VOO	672	+672	$294
EDWARDS LIFESCIENCES CORP	3,577	+3,577	$273
EW	3,577	+3,577	$273
BERKSHIRE HATHAWAY INC DEL			$261
BRK.B	733	+733	$261
STERIS PLC	1,179	+1,179	$259
STE	1,179	+1,179	$259
ISHARES TR (ESGD)	3,399	+3,399	$257
ESGD	3,399	+3,399	$257
UNITEDHEALTH GROUP INC	482	+482	$254
UNH	482	+482	$254
LIVENT CORP	13,984	+13,984	$251
LTHM	13,984	+13,984	$251
UNITED PARCEL SERVICE INC	1,493	+1,493	$235
UPS	1,493	+1,493	$235
FISERV INC	1,635	+1,635	$217
FI	1,635	+1,635	$217
FIRST TR EXCHANGE TRADED FD (FXD)	3,632	+3,632	$214
FXD	3,632	+3,632	$214
AIM ETF PRODUCTS TRUST (NVBW)	7,466	+7,466	$212
NVBW	7,466	+7,466	$212

See Summary: Maxwell Wealth Strategies Inc. Top Holdings
See Details: Top 10 Stocks Held By Maxwell Wealth Strategies Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IVV	+38,554	+$18,415
MSFT	+18,510	+$6,961
AAPL	+28,579	+$5,502
QUAL	+32,793	+$4,825
FTCS	+54,058	+$4,327
EFV	+81,057	+$4,223
ETN	+16,585	+$3,994
JPM	+22,850	+$3,887
RDVI	+144,792	+$3,342
AVGO	+2,718	+$3,034

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
	UNCH	$UNCH

Maxwell Wealth Strategies Inc. Info

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

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