| |
|
|
| Name: |
Maxwell Wealth Strategies Inc. |
| City: |
PLEASANTON |
| State: |
CA |
| Zip: |
94566 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DYNF |
Blackrock Us Equity Factor ... |
4 |
New |
$45.78 |
$5,422,000 |
121,224 |
2.75% |
5,422,000 |
121,224 |
1.347 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
20 |
New |
$183.64 |
$2,967,000 |
16,384 |
1.5% |
2,967,000 |
16,384 |
0.012 |
Closed - End Fund - E... |
|
|
LHX |
L3harris Technologies Inc |
51 |
New |
$224.15 |
$1,391,000 |
6,348 |
0.7% |
1,391,000 |
6,348 |
0.003 |
Communication Equipment |
|
|
SPGI |
S&P Global Inc |
52 |
New |
$436.29 |
$1,390,000 |
3,297 |
0.7% |
1,390,000 |
3,297 |
0.001 |
Publishing |
|
|
FANG |
Diamondback Energy, Inc. |
53 |
New |
$189.19 |
$1,383,000 |
7,006 |
0.7% |
1,383,000 |
7,006 |
0.004 |
Independent Oil & Gas |
|
|
DXCM |
DexCom Inc |
58 |
New |
$118.08 |
$1,163,000 |
9,825 |
0.59% |
1,163,000 |
9,825 |
0.003 |
Medical Instruments &... |
|
|
ALL |
Allstate Corp |
59 |
New |
$163.30 |
$1,099,000 |
6,662 |
0.56% |
1,099,000 |
6,662 |
0.002 |
Property & Casualty I... |
|
|
VZ |
Verizon Communications Inc |
65 |
New |
$41.35 |
$852,000 |
21,119 |
0.43% |
852,000 |
21,119 |
0.001 |
Telecom Services - Do... |
|
|
ISPY |
ProShares S&P 500 High Inco... |
71 |
New |
$0.00 |
$718,000 |
17,012 |
0.36% |
718,000 |
17,012 |
0.189 |
N/A |
|
|
HEFA |
Ishares Currency Hedged Msc... |
72 |
New |
$0.00 |
$663,000 |
18,712 |
0.34% |
663,000 |
18,712 |
0.002 |
N/A |
|
|
NEE |
NextEra Energy |
76 |
New |
$77.05 |
$532,000 |
6,798 |
0.27% |
532,000 |
6,798 |
0 |
Electric Utilities |
|
|
NVDA |
NVIDIA Corporation |
78 |
New |
$1,224.40 |
$514,000 |
465 |
0.26% |
514,000 |
465 |
0 |
Semiconductor - Speci... |
|
|
EL |
Estee Lauder Companies Inc |
81 |
New |
$147.36 |
$454,000 |
3,737 |
0.23% |
454,000 |
3,737 |
0.002 |
Personal Products |
|
|
XLV |
SPDR Select Sector Health |
92 |
New |
$145.79 |
$308,000 |
2,173 |
0.16% |
308,000 |
2,173 |
0 |
Closed - End Fund - E... |
|
|
BINC |
Blackrock Flexible Income Etf |
94 |
New |
$0.00 |
$284,000 |
5,455 |
0.14% |
284,000 |
5,455 |
0.006 |
N/A |
|
|
XLF |
SPDR Financial Sector |
96 |
New |
$41.31 |
$246,000 |
6,000 |
0.12% |
246,000 |
6,000 |
0 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
100 |
New |
$540.29 |
$216,000 |
400 |
0.11% |
216,000 |
400 |
0.001 |
Closed - End Fund - E... |
|
|
PMAY |
Innovator S&p 500 Power Buf... |
101 |
New |
$0.00 |
$205,000 |
6,122 |
0.1% |
205,000 |
6,122 |
0.007 |
N/A |
|
|
MAYW |
Allianzim Us Large Cap Buff... |
102 |
New |
$0.00 |
$204,000 |
7,128 |
0.1% |
204,000 |
7,128 |
0.237 |
N/A |
|
