Maxwell Wealth Strategies Inc. - Portfolio overview

Maxwell Wealth Strategies Inc. has 110 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.03%
2. MSFT - MICROSOFT CORP, 3.67%
3. IVW - ISHARES TR, 3.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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