Maxwell Wealth Strategies Inc.
CIK 1993410 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $244.9M
- पोजीशन
- 110
- तिथि अनुसार
- 31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
13F मूल्य के अनुसार 9443 में से #5794 · शीर्ष 61.4%
- शीर्ष 10 होल्डिंग्स का भार
- 41.21%
- शीर्ष 25 होल्डिंग्स का भार
- 64.61%
- 1% से ऊपर की स्थितियाँ
- 27
- स्थितियों की प्रभावी संख्या
- 29.4
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
- नई स्थितियाँ
- 110
- बढ़ाया
- 0
- घटा हुआ
- 0
- बंद
- 0
इस पृष्ठ पर
क्षेत्रवार विवरण
Technology
13.1%
Industrials
6.9%
Financial Services
6.2%
Retail
6.1%
Financials
5.0%
Communication Services
4.8%
Health Care
4.4%
Communications
2.3%
Energy
2.0%
Materials
0.9%
Consumer Discretionary
0.6%
Utilities
0.6%
Telecommunication
0.4%
Consumer products
0.1%
अन्य/अनमैप्ड
46.6%
पूर्ण पोर्टफोलियो 110 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| IVV | $34365961 | 14.03% | 58378 | ऊपर ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $8978085 | 3.67% | 21300 | ऊपर ×1 | |||
| IVW | $8239464 | 3.36% | 81153 | ऊपर ×1 | |||
| AAPL Apple Inc. - Common Stock | $8076320 | 3.30% | 32251 | ऊपर ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $7804936 | 3.19% | 32560 | ऊपर ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $7659338 | 3.13% | 33037 | ऊपर ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $7267308 | 2.97% | 21898 | ऊपर ×1 | |||
| DYNF | $6700886 | 2.74% | 130749 | ऊपर ×1 | |||
| QUAL | $6275361 | 2.56% | 35239 | ऊपर ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $5556712 | 2.27% | 29354 | ऊपर ×1 | |||
| TT Trane Technologies plc | $5333414 | 2.18% | 14440 | ऊपर ×1 | |||
| IYW | $4849408 | 1.98% | 30400 | ऊपर ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $4749413 | 1.94% | 10275 | ऊपर ×1 | |||
| V Visa Inc. | $4539283 | 1.85% | 14363 | ऊपर ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $4454713 | 1.82% | 11452 | ऊपर ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $4273637 | 1.74% | 7299 | ऊपर ×1 | |||
| WMT Walmart Inc. - Common Stock | $3966455 | 1.62% | 43901 | ऊपर ×1 | |||
| IVE | $3621757 | 1.48% | 18974 | ऊपर ×1 | |||
| IWB | $3392023 | 1.38% | 10529 | ऊपर ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3271414 | 1.34% | 27079 | ऊपर ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3264304 | 1.33% | 14879 | ऊपर ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $3036929 | 1.24% | 14784 | ऊपर ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $2900303 | 1.18% | 64166 | ऊपर ×1 | |||
| CRM Salesforce, Inc. Common Stock | $2871895 | 1.17% | 8590 | ऊपर ×1 | |||
| CB Chubb Limited Common Stock | $2804408 | 1.15% | 10150 | ऊपर ×1 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $2676667 | 1.09% | 17963 | ऊपर ×1 | |||
| SPY SPY | $2557653 | 1.04% | 4364 | ऊपर ×1 | |||
| EFV | $2357687 | 0.96% | 44934 | ऊपर ×1 | |||
| EFG | $2349483 | 0.96% | 24264 | ऊपर ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $2315772 | 0.95% | 7984 | ऊपर ×1 | |||
| FTCS First Trust Capital Strength ETF | $2299701 | 0.94% | 26187 | ऊपर ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $2191824 | 0.89% | 15712 | ऊपर ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2118379 | 0.86% | 21295 | ऊपर ×1 | |||
| FXG | $2112492 | 0.86% | 32977 | ऊपर ×1 | |||
| SPGI S&P Global Inc. Common Stock | $2096208 | 0.86% | 4209 | ऊपर ×1 | |||
| MTUM | $2004641 | 0.82% | 9688 | ऊपर ×1 | |||
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest | $2003500 | 0.82% | 215199 | ऊपर ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2001688 | 0.82% | 3957 | ऊपर ×1 | |||
| DEMZ Democratic Large Cap Core ETF | $1987877 | 0.81% | 55311 | ऊपर ×1 | |||
| IWF | $1824378 | 0.74% | 4543 | ऊपर ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $1806840 | 0.74% | 8693 | ऊपर ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $1756259 | 0.72% | 8352 | ऊपर ×1 | |||
| VTV | $1734817 | 0.71% | 10247 | ऊपर ×1 | |||
| ISPY | $1734131 | 0.71% | 39154 | ऊपर ×1 | |||
| CME CME Group Inc. - Class A Common Stock | $1726862 | 0.71% | 7436 | ऊपर ×1 | |||
| ALL Allstate Corporation (The) Common Stock | $1667248 | 0.68% | 8648 | ऊपर ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1530697 | 0.62% | 27605 | ऊपर ×1 | |||
| DRI Darden Restaurants, Inc. Common Stock | $1412152 | 0.58% | 7564 | ऊपर ×1 | |||
| IQV IQVIA Holdings, Inc. Common Stock | $1402099 | 0.57% | 7135 | ऊपर ×1 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $1363557 | 0.56% | 8323 | ऊपर ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1297090 | 0.53% | 5688 | ऊपर ×1 | |||
| RDVI | $1292792 | 0.53% | 53333 | ऊपर ×1 | |||
| STE STERIS plc (Ireland) Ordinary Shares | $1273444 | 0.52% | 6195 | ऊपर ×1 | |||
| JCI Johnson Controls International plc Ordinary Share | $1231939 | 0.50% | 15608 | ऊपर ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $1209554 | 0.49% | 32229 | ऊपर ×1 | |||
| FIS Fidelity National Information Services, Inc. Common Stock | $1208400 | 0.49% | 14961 | ऊपर ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1199324 | 0.49% | 9929 | ऊपर ×1 | |||
| OEF | $1138358 | 0.46% | 3941 | ऊपर ×1 | |||
| EW Edwards Lifesciences Corporation Common Stock | $1132141 | 0.46% | 15293 | ऊपर ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $1113391 | 0.45% | 8643 | ऊपर ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $1052574 | 0.43% | 13177 | ऊपर ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1045662 | 0.43% | 7230 | ऊपर ×1 | |||
| IWL | $1031203 | 0.42% | 7126 | ऊपर ×1 | |||
| VEU | $1024596 | 0.42% | 17847 | ऊपर ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $936926 | 0.38% | 23429 | ऊपर ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $867049 | 0.35% | 4081 | ऊपर ×1 | |||
| IEMG | $831499 | 0.34% | 15923 | ऊपर ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $822466 | 0.34% | 13893 | ऊपर ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $814893 | 0.33% | 4279 | ऊपर ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $748013 | 0.31% | 10434 | ऊपर ×1 | |||
| MBB iShares MBS ETF | $732615 | 0.30% | 7991 | ऊपर ×1 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $728811 | 0.30% | 8626 | ऊपर ×1 | |||
| DXCM DexCom, Inc. - Common Stock | $707474 | 0.29% | 9097 | ऊपर ×1 | |||
| IFRA | $669446 | 0.27% | 14462 | ऊपर ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $660240 | 0.27% | 4738 | ऊपर ×1 | |||
| DVN Devon Energy Corporation Common Stock | $640247 | 0.26% | 19561 | ऊपर ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $631297 | 0.26% | 4701 | ऊपर ×1 | |||
| FDN | $613032 | 0.25% | 2521 | ऊपर ×1 | |||
| BP BP p.l.c. Common Stock | $592944 | 0.24% | 20059 | ऊपर ×1 | |||
| RSP | $539007 | 0.22% | 3076 | ऊपर ×1 | |||
| NOBL | $500537 | 0.20% | 5028 | ऊपर ×1 | |||
| IQQQ ProShares Nasdaq-100 High Income ETF | $445854 | 0.18% | 10444 | ऊपर ×1 | |||
| BALI | $434239 | 0.18% | 14355 | ऊपर ×1 | |||
| BINC | $420322 | 0.17% | 8080 | ऊपर ×1 | |||
| IVLU | $409849 | 0.17% | 15118 | ऊपर ×1 | |||
| APOC | $400031 | 0.16% | 15709 | ऊपर ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $394158 | 0.16% | 771 | ऊपर ×1 | |||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $392564 | 0.16% | 2085 | ऊपर ×1 | |||
| CMF | $382745 | 0.16% | 6682 | ऊपर ×1 | |||
| IWN | $381039 | 0.16% | 2321 | ऊपर ×1 | |||
| VOO | $362080 | 0.15% | 672 | ऊपर ×1 | |||
| SMAX | $352636 | 0.14% | 13994 | ऊपर ×1 | |||
| IQLT | $349596 | 0.14% | 9418 | ऊपर ×1 | |||
| DECW | $346180 | 0.14% | 11380 | ऊपर ×1 | |||
| IWO | $344808 | 0.14% | 1198 | ऊपर ×1 | |||
| BRKB | $332254 | 0.14% | 733 | ऊपर ×1 | |||
| XLV XLV | $298940 | 0.12% | 2173 | ऊपर ×1 | |||
| NJUN | $297136 | 0.12% | 10912 | ऊपर ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $296573 | 0.12% | 3396 | ऊपर ×1 | |||
| NVBU | $296064 | 0.12% | 11584 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| IVV | $34365961 | 58378 | 14.03% |
| MSFT | $8978085 | 21300 | 3.67% |
| IVW | $8239464 | 81153 | 3.36% |
| AAPL | $8076320 | 32251 | 3.30% |
| JPM | $7804936 | 32560 | 3.19% |
| AVGO | $7659338 | 33037 | 3.13% |
| ETN | $7267308 | 21898 | 2.97% |
| DYNF | $6700886 | 130749 | 2.74% |
| QUAL | $6275361 | 35239 | 2.56% |
| GOOGL | $5556712 | 29354 | 2.27% |
| TT | $5333414 | 14440 | 2.18% |
| IYW | $4849408 | 30400 | 1.98% |
| MSI | $4749413 | 10275 | 1.94% |
| V | $4539283 | 14363 | 1.85% |
| HD | $4454713 | 11452 | 1.82% |