Maxwell Wealth Strategies Inc.
13F Portfolio Filings
Most recent 13F
Q4 2023
Location
Pleasanton, CA
CIK
0001993410
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2023
91
153,011
IVV, MSFT, AAPL, QUAL
13F-HR
2/12/2024
000199341024000001