Maia Wealth LLC Purchases in Q4 2024

Maia Wealth LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
6.45K
+ 38.74%
$39.59 - $43.95 $255K - $283K
23.1K $970M
PNOV
Innovator U.S. Equity Power Bu
7.01K
New
N/A
7.01K $269M
QQQ
Invesco Qqq Trust, Series 1

ETFs
451
+ 28.06%
$481.22 - $538.17 $217K - $243K
2.06K $1.06B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.96K
New
$43.02 - $47.32 $256K - $282K
5.96K $266M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.75K
+ 118.18%
$63.1 - $67.29 $236K - $252K
6.91K $463M
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
+ 11.01%
$87.44 - $102.5 $179K - $210K
20.6K $2.06B
IEF
Ishares Barclays

ETFs
2.69K
New
$92.08 - $98.18 $248K - $264K
2.69K $251M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.04K
+ 2669.23%
$173.13 - $258.09 $180K - $269K
1.08K $255M
CAT
Caterpillar Inc

Industrials
625
New
$360.37 - $416.88 $225K - $261K
625 $247M
MCK
Mckesson Corp

Healthcare
398
New
$482.27 - $628.5 $192K - $250K
398 $241M
RDVY
First Trust Rising Dividend Ac

ETFs
3.13K
+ 25.95%
$58.65 - $64.37 $184K - $201K
15.2K $951M
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.58K
New
$50.62 - $52.07 $232K - $238K
4.58K $234M
DEO
Diageo PLC

Consumer Defensive
2.59K
+ 24.65%
$118.0 - $139.88 $306K - $363K
13.1K $1.65B
AXON
Axon Enterprise, Inc.

Industrials
380
New
$399.22 - $689.78 $152K - $262K
380 $230M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.58K
+ 62.72%
$23.29 - $23.93 $223K - $229K
24.8K $592M
FICO
Fair Isaac Corp

Technology
121
New
$1911.01 - $2382.4 $231K - $288K
121 $223M
FISV
Fiserv Inc

Technology
735
+ 11.04%
N/A
7.39K $1.58B
DGRO
Ishares Core Dividend Growth E

ETFs
3.48K
New
$60.73 - $64.94 $211K - $226K
3.48K $221M
WU
Western Union CO

Financial Services
21.1K
New
$10.52 - $11.94 $222K - $252K
21.1K $219M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.83K
New
$36.5 - $53.22 $176K - $257K
4.83K $218M
MGK
Vanguard Mega Cap Growth ETF

ETFs
595
+ 85.37%
$316.94 - $357.88 $189K - $213K
1.29K $444M
APD
Air Products & Chemicals, Inc.

Basic Materials
590
+ 13.76%
$285.5 - $335.62 $168K - $198K
4.88K $1.59B
VB
Vanguard Small Cap ETF

ETFs
639
+ 14.43%
$233.76 - $261.58 $149K - $167K
5.07K $1.26B
VPC
Etfis Ser Tr I Virtus Private

ETFs
9.34K
New
$21.52 - $22.98 $201K - $215K
9.34K $209M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
14K
New
$14.42 - $15.68 $202K - $220K
14K $206M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.7K
New
$25.33 - $51.16 $195K - $394K
7.7K $205M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.35K
+ 27.29%
$68.25 - $75.42 $228K - $252K
15.6K $1.08B
XLV
Select Sector Spdr Fund Health

ETFs
1.37K
New
$136.28 - $154.74 $186K - $212K
1.37K $202M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.21K
+ 5.22%
$29.73 - $30.81 $125K - $130K
84.9K $2.62B
VZ
Verizon Communications Inc

Communication Services
4.9K
+ 70.86%
$39.6 - $45.21 $194K - $221K
11.8K $480M
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.46K
+ 42.86%
$28.88 - $29.33 $187K - $189K
21.5K $626M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.42K
+ 13.26%
$55.45 - $61.08 $467K - $514K
71.9K $3.99B
MUB
Ishares National Muni Bond ETF

ETFs
1.72K
+ 8.63%
$105.78 - $108.7 $182K - $187K
21.6K $2.31B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.31K
+ 30.51%
$77.02 - $78.58 $178K - $181K
9.86K $765M
IEFA
Ishares Tr

ETFs
2.54K
+ 13.36%
$70.06 - $77.43 $178K - $196K
21.5K $1.58B
NFLX
Netflix Inc

Communication Services
21
+ 3.18%
$687.65 - $936.56 $14.4K - $19.7K
681 $662M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.2K
+ 19.63%
$77.25 - $91.3 $92.6K - $109K
7.31K $659M
WFC
Wells Fargo & Company

Financial Services
1.05K
+ 17.04%
$54.98 - $77.35 $57.5K - $80.9K
7.18K $560M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
74
+ 0.16%
$77.98 - $84.06 $5.77K - $6.22K
47.6K $3.93B
WMT
Walmart Inc.

Consumer Defensive
448
+ 6.42%
$79.1 - $95.7 $35.4K - $42.9K
7.42K $723M
BAC
Bank Of America Corp

Financial Services
1.56K
+ 10.04%
$39.22 - $47.77 $61.1K - $74.5K
17.1K $805M
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
+ 29.95%
$118.38 - $133.06 $132K - $148K
4.82K $629M
VEEV
Veeva Systems Inc

Healthcare
383
+ 11.04%
$201.81 - $250.45 $77.3K - $95.9K
3.85K $869M
Innovator Etfs Trust
4.27K
+ 21.53%
N/A
24.1K $676M
UL
Unilever PLC

Consumer Defensive
2.47K
+ 68.74%
$56.7 - $64.64 $140K - $159K
6.06K $352M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.38K
+ 14.77%
$51.09 - $55.27 $122K - $132K
18.5K $984M
BALT
Innovator Etfs Tr
3.73K
+ 37.06%
$30.76 - $31.55 $115K - $118K
13.8K $436M
VGT
Vanguard Information Technolog

ETFs
192
+ 18.5%
$571.78 - $647.97 $110K - $124K
1.23K $746M
EPD
Enterprise Products Partners L.P.

Energy
2.64K
+ 34.13%
$28.66 - $34.43 $75.7K - $91K
10.4K $347M
Activity Summary
Buys All Purchases 241 New Holdings 76 Increased Positions 165 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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