Maia Wealth LLC Purchases in Q2 2025

Maia Wealth LLC

$525 Billion
Q2 2025

Stock	Shares change	Price Range	Shares Held
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	11.7K + 50.34%	$34.72 - $42.74 $406K - $500K	34.9K $1.49B
ABT Abbott Laboratories Healthcare	4.21K + 160.73%	$123.95 - $138.08 $522K - $581K	6.83K $929M
AAPL Apple Inc. Technology	2.52K + 9.05%	$172.42 - $223.89 $434K - $564K	30.4K $6.23B
VEA Vanguard Ftse Developed Market ETFs	354 + 0.45%	$45.65 - $57.01 $16.2K - $20.2K	79.5K $4.53B
SCHX Schwab Strategic Tr Us Large C ETFs	5.2K + 3.75%	$19.6 - $24.44 $102K - $127K	144K $3.52B
SYK Stryker Corp Healthcare	1.34K New	$337.37 - $395.63 $453K - $531K	1.34K $531M
V Visa Inc. Financial Services	885 + 8.64%	$308.27 - $373.31 $273K - $330K	11.1K $3.95B
KR Kroger CO Consumer Defensive	7.12K New	$64.62 - $74.0 $460K - $527K	7.12K $511M
XLK Technology Sector Spdr ETFs	1.14K + 27.42%	$179.73 - $253.23 $205K - $289K	5.3K $1.34B
First Tr Exchange Traded Fd	22.8K + 45.57%	N/A	72.8K $1.53B
PTRB Pgim ETF Tr Total Return Bd Et ETFs	10.8K + 26.5%	$40.66 - $41.98 $441K - $455K	51.7K $2.16B
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	4.66K + 8.71%	$45.88 - $54.4 $214K - $254K	58.2K $3.17B
KO Coca Cola CO Consumer Defensive	6.88K New	$68.37 - $73.9 $471K - $509K	6.88K $487M
IGIB Ishares Trust Ishares 5 10 Yea ETFs	9K New	$51.1 - $53.29 $460K - $480K	9K $480M
VTV Vanguard Value ETF ETFs	1.14K + 6.09%	$153.67 - $176.74 $176K - $202K	19.9K $3.52B
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	16.8K + 57.61%	$22.4 - $23.8 $376K - $399K	45.9K $1.09B
BRK-B Berkshire Hathaway Inc Class B Financial Services	1.21K + 31.57%	$483.48 - $539.8 $587K - $655K	5.06K $2.46B
IGLB Ishares 10+ Year Investment Gr ETFs	8.18K New	$47.55 - $50.44 $389K - $412K	8.18K $410M
VGK Vanguard Ftse Europe ETF Ftse ETFs	5.04K New	$62.73 - $78.42 $316K - $395K	5.04K $391M
XSMO Invesco S&P Smallcap Momentum ETFs	4.18K + 37.88%	$55.15 - $68.11 $230K - $285K	15.2K $1.03B
VTI Vanguard Total Stock Market Et ETFs	830 + 27.93%	$243.75 - $303.93 $202K - $252K	3.8K $1.16B
GSBD Goldman Sachs Bdc, Inc. Financial Services	23.3K + 23.29%	$9.85 - $11.67 $230K - $272K	123K $1.39B
FTLS First Tr Long/Short Equity ETF ETFs	4.23K + 20.07%	$60.06 - $66.28 $254K - $280K	25.3K $1.68B
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	6.75K + 15.95%	$48.5 - $49.35 $327K - $333K	49.1K $2.42B
AOR Ishares Tr Core Growth Allocat ETFs	5.68K New	$53.36 - $61.57 $303K - $350K	5.68K $350M
TMUS T Mobile Us, Inc. Communication Services	1.44K New	$220.99 - $268.54 $318K - $386K	1.44K $342M
NFLX Netflix Inc Communication Services	43 + 6.27%	$855.86 - $1339.13 $36.8K - $57.6K	729 $976M
JEPI J P Morgan Exchange Traded Fd ETFs	4.5K + 13.29%	$51.14 - $57.0 $230K - $256K	38.3K $2.18B
BOND Pimco Active Bond Exchange Tra ETFs	3.3K + 22.41%	$89.87 - $92.93 $296K - $306K	18K $1.66B
SPY Spdr S&P 500 ETF Trust ETFs	16 + 0.4%	$496.48 - $617.85 $7.94K - $9.89K	3.98K $2.46B
CVX Chevron Corp Energy	1.95K + 49.47%	$133.73 - $168.51 $261K - $329K	5.89K $844M
VXUS Vanguard Star Fd Vanguard Tota ETFs	3.8K + 83.25%	$55.54 - $69.09 $211K - $263K	8.37K $578M
MO Altria Group, Inc. Consumer Defensive	4.89K + 127.75%	$55.56 - $60.91 $272K - $298K	8.73K $512M
VST Vistra Corp. Utilities	1.49K New	$98.07 - $195.04 $146K - $290K	1.49K $288M
Ishares Bitcoin Trust ETF	691 + 3.69%	N/A	19.4K $1.19B
AGG Ishares Core U.S. Aggregate Bo ETFs	2.4K + 8.4%	$96.84 - $99.46 $232K - $239K	31K $3.07B
IGSB Ishares Trust Ishares 1 5 Year ETFs	5.33K New	$51.68 - $52.76 $276K - $281K	5.33K $281M
SO Southern CO Utilities	3.02K New	$84.91 - $92.56 $257K - $280K	3.02K $278M
EAGG Ishares Esg Aware U.S. Aggrega ETFs	5.75K New	$46.41 - $47.7 $267K - $274K	5.75K $273M
COP Conocophillips Energy	2.72K + 53.84%	$82.66 - $106.1 $225K - $289K	7.78K $698M
CRWD Crowd Strike Holdings, Inc. Technology	510 New	$321.63 - $509.31 $164K - $260K	510 $260M
FMB First Tr Exchange Traded Fd Ii ETFs	4.95K New	$49.12 - $50.93 $243K - $252K	4.95K $247M
CAT Caterpillar Inc Industrials	599 New	$273.94 - $388.21 $164K - $233K	599 $233M
First Tr Exchng Traded Fd Vi	2.25K + 1.67%	N/A	137K $4.3B
BLOK Amplify ETF Tr Trnsformational ETFs	4.07K New	$32.56 - $57.11 $132K - $232K	4.07K $232M
NEE Nextera Energy Inc Utilities	3.28K New	$64.11 - $75.0 $210K - $246K	3.28K $228M
PG Procter & Gamble CO Consumer Defensive	1.68K + 39.67%	$157.66 - $172.39 $264K - $289K	5.9K $940M
ONEQ Fidelity Nasdaq Composite Inde ETFs	2.77K New	$60.22 - $80.1 $167K - $222K	2.77K $222M
VGIT Vanguard Intermediate Term Tre ETFs	3.68K New	$58.63 - $59.9 $216K - $220K	3.68K $220M
ESGE Ishares, Inc. Ishares Esg Awar ETFs	911 + 2.69%	$30.87 - $39.17 $28.1K - $35.7K	34.8K $1.36B

Activity Summary All Purchases 169 New Holdings 51 Increased Positions 118 All Sells 144 Reductions 144 Sold out 0 Calls 1 Puts 0

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Account

Maia Wealth LLC Purchases in Q2 2025

Maia Wealth LLC

11.7K

4.21K

2.52K

354

5.2K

1.34K

885

7.12K

1.14K

22.8K

10.8K

4.66K

6.88K

9K

1.14K

16.8K

1.21K

8.18K

5.04K

4.18K

830

23.3K

4.23K

6.75K

5.68K

1.44K

43

4.5K

3.3K

16

1.95K

3.8K

4.89K

1.49K

691

2.4K

5.33K

3.02K

5.75K

2.72K

510

4.95K

599

2.25K

4.07K

3.28K

1.68K

2.77K

3.68K

911

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