SEC Form 13F

Maxwell Wealth Strategies Inc. 13F Holdings

Report period2024-12-31
Publicly available2025-02-14
Reported value$244,925,076
Positions110

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$34,365,96158,378
MICROSOFT CORPMSFTCOM$8,978,08521,300
ISHARES TRIVWS&P 500 GRWT ETF$8,239,46481,153
APPLE INCAAPLCOM$8,076,32032,251
JPMORGAN CHASE & CO.JPMCOM$7,804,93632,560
BROADCOM INCAVGOCOM$7,659,33833,037
EATON CORP PLCETNSHS$7,267,30821,898
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$6,700,886130,749
ISHARES TRQUALMSCI USA QLT FCT$6,275,36135,239
ALPHABET INCGOOGLCAP STK CL A$5,556,71229,354

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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