Maia Wealth LLC Purchases in Q2 2025

Maia Wealth LLC

  • $525 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
205K
New
N/A
205K $6.53B
FNDF
Schwab Fundamental Intl Large

ETFs
159K
New
$32.25 - $40.02 $5.13M - $6.36M
159K $6.36B
EFV
Msci Eafe Value ETF

ETFs
51.1K
+ 24.9%
$52.4 - $64.65 $2.68M - $3.3M
256K $16.3B
IEMG
Ishares Inc

ETFs
61.2K
+ 62.53%
N/A
159K $9.54B
Blackrock ETF Trust
105K
New
N/A
105K $3.75B
MSFT
Microsoft Corp

Technology
1.25K
+ 6.39%
$354.56 - $497.45 $442K - $620K
20.8K $10.3B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
54.4K
New
$36.05 - $40.34 $1.96M - $2.19M
54.4K $2.19B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
45.6K
New
$39.94 - $44.64 $1.82M - $2.03M
45.6K $2.03B
VO
Vanguard Mid Cap ETF

ETFs
7.13K
New
$228.54 - $279.83 $1.63M - $2M
7.13K $2B
Bny Mellon ETF Trust Ii
70.3K
+ 406.61%
N/A
87.5K $2.33B
NVDA
Nvidia Corp

Technology
6.82K
+ 41.88%
$94.31 - $157.99 $643K - $1.08M
23.1K $3.65B
ABC
Amerisourcebergen Corp

Healthcare
5.84K
New
N/A
5.84K $1.75B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.99K
+ 2.64%
$152.42 - $182.82 $304K - $364K
77.4K $14.1B
SCI
Service Corp International

Consumer Cyclical
20.4K
New
$73.58 - $81.65 $1.5M - $1.66M
20.4K $1.66B
Innovator Etfs Trust
64.5K
New
N/A
64.5K $1.64B
Blackrock ETF Trust
55.9K
New
N/A
55.9K $1.61B
XTEN
Bondbloxx ETF Tr Bloomberg 10
32.5K
+ 115.82%
N/A
60.5K $2.79B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
29.5K
New
$50.09 - $51.09 $1.48M - $1.51M
29.5K $1.51B
SCHV
Schwab Strategic Tr Us Large C

ETFs
53.6K
New
$23.55 - $27.67 $1.26M - $1.48M
53.6K $1.48B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
20.4K
+ 94.91%
$52.66 - $64.01 $1.08M - $1.31M
41.9K $2.68B
AVGO
Broadcom Inc.

Technology
4.01K
+ 118.21%
$146.29 - $275.65 $586K - $1.1M
7.4K $2.04B
JNJ
Johnson & Johnson

Healthcare
8.67K
+ 308.14%
$146.36 - $159.82 $1.27M - $1.38M
11.5K $1.75B
GLDM
World Gold Trust

ETFs
19.3K
New
$58.96 - $67.97 $1.14M - $1.32M
19.3K $1.27B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.61K
+ 104.67%
$171.4 - $227.1 $791K - $1.05M
9.02K $2.05B
AVSC
American Centy ETF Tr Avantis
20.9K
New
$42.39 - $51.76 $886K - $1.08M
20.9K $1.08B
AMAT
Applied Materials Inc

Technology
4.94K
+ 109.44%
$126.95 - $183.52 $627K - $906K
9.45K $1.73B
T Rowe Price ETF Inc
23.5K
+ 33.08%
N/A
94.4K $3.05B
IVE
Ishares S&P 500 Value ETF

ETFs
2.24K
+ 6.19%
$168.34 - $195.42 $377K - $438K
38.4K $7.51B
JPM
Jpmorgan Chase & CO

Financial Services
1.99K
+ 39.03%
$210.28 - $289.91 $418K - $576K
7.08K $2.05B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.3K
+ 332.3%
$35.35 - $42.68 $683K - $825K
25.1K $1.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.3K
+ 9.54%
$29.52 - $35.31 $333K - $399K
130K $4.57B
ABNB
Airbnb, Inc.

Consumer Cyclical
6.35K
New
$105.69 - $140.64 $671K - $893K
6.35K $841M
CRM
Salesforce, Inc.

Technology
2.58K
+ 35.84%
$236.26 - $291.15 $610K - $751K
9.78K $2.67B
LVHI
Franklin International Low Vol

ETFs
23.9K
+ 119.42%
$28.91 - $33.28 $691K - $796K
43.9K $1.43B
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.2K
+ 119.13%
$45.9 - $47.2 $788K - $810K
31.6K $1.49B
TCHP
T Rowe Price Exchange Traded F

Technology
12.2K
+ 40.4%
$34.07 - $45.35 $414K - $551K
42.3K $1.92B
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 3.63%
$144.7 - $178.6 $175K - $216K
34.5K $6.08B
LLY
Eli Lilly & CO

Healthcare
901
+ 29.13%
$713.71 - $898.95 $643K - $810K
3.99K $3.11B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.2K
+ 55.32%
$45.3 - $50.64 $690K - $772K
42.8K $2.1B
RBLX
Roblox Corp

Communication Services
1.42K
+ 11.28%
$51.22 - $105.59 $72.5K - $149K
14K $1.47B
FDL
First Tr Morningstar Dividend

ETFs
16.6K
+ 55.62%
$38.19 - $43.19 $633K - $715K
46.3K $1.94B
MMM
3 M CO

Industrials
4.48K
New
$126.09 - $154.15 $565K - $691K
4.48K $682M
AVDV
American Centy ETF Tr Avantis

ETFs
8.53K
New
$61.76 - $79.32 $527K - $676K
8.53K $676M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
539
+ 1.96%
$82.32 - $112.47 $44.4K - $60.6K
28.1K $3.16B
GE
General Electric CO

Industrials
2.56K
New
$166.81 - $257.39 $426K - $658K
2.56K $658M
FTNT
Fortinet, Inc.

Technology
5.92K
+ 226.54%
$84.71 - $108.69 $502K - $644K
8.54K $903M
ILDR
First Tr Exchange Traded Fd Vi
17.7K
+ 107.26%
$20.6 - $29.43 $365K - $522K
34.3K $1.01B
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 44.57%
$221.86 - $362.89 $295K - $483K
4.31K $1.37B
ETN
Eaton Corp PLC

Industrials
1.73K
New
$246.52 - $356.99 $425K - $616K
1.73K $616M
Activity Summary
Buys All Purchases 169 New Holdings 51 Increased Positions 118 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 1 Puts 0
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