Maia Wealth LLC Purchases in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC
439
New
N/A
439 $208M
SQEW
Two Rds Shared Tr Leadershares

ETFs
6.08K
New
$30.82 - $34.49 $187K - $210K
6.08K $206M
XOM
Exxon Mobil Corp

Energy
1.47K
+ 21.55%
$109.72 - $119.0 $161K - $175K
8.28K $990M
BK
Bank Of New York Mellon Corp

Financial Services
2.65K
New
$59.54 - $72.17 $158K - $191K
2.65K $202M
ADBE
Adobe Inc.

Technology
817
+ 35.03%
$508.13 - $586.55 $415K - $479K
3.15K $1.52B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.77K
New
$63.74 - $73.47 $177K - $204K
2.77K $198M
Blackrock ETF Trust Ii
3.53K
+ 66.51%
N/A
8.83K $466M
KMX
Carmax Inc

Consumer Cyclical
4.76K
+ 26.9%
$71.21 - $85.78 $339K - $408K
22.5K $1.63B
WFC
Wells Fargo & Company

Financial Services
2.25K
+ 57.83%
$51.58 - $60.97 $116K - $137K
6.14K $402M
VEEV
Veeva Systems Inc

Healthcare
451
+ 14.95%
$180.43 - $223.9 $81.4K - $101K
3.47K $737M
MUB
Ishares National Muni Bond ETF

ETFs
1.68K
+ 9.21%
$106.13 - $108.7 $178K - $183K
19.9K $2.13B
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.81K
+ 62.74%
$28.75 - $29.46 $167K - $171K
15.1K $440M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.58K
New
$86.85 - $98.91 $137K - $156K
1.58K $155M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.75K
+ 2.2%
$23.78 - $25.04 $65.3K - $68.8K
128K $3.21B
DIS
Walt Disney CO

Communication Services
1.78K
+ 13.14%
$85.6 - $98.61 $152K - $175K
15.3K $1.46B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.67K
+ 3.42%
$28.1 - $29.89 $75K - $79.8K
80.7K $2.42B
CMCSA
Comcast Corp

Communication Services
2.66K
+ 38.38%
$37.33 - $41.78 $99.1K - $111K
9.58K $399M
PEP
Pepsico Inc

Consumer Defensive
654
+ 32.73%
$161.9 - $179.3 $106K - $117K
2.65K $457M
HPE
Hewlett Packard Enterprise CO

Technology
6K
New
$16.1 - $21.44 $96.6K - $129K
6K $123M
IAU
Ishares Gold Trust

ETFs
892
+ 6.97%
$44.06 - $50.5 $39.3K - $45K
13.7K $707M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.41K
+ 7.86%
$32.04 - $37.11 $77.3K - $89.6K
33.1K $1.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.22K
+ 3.99%
$41.9 - $48.26 $51K - $58.7K
31.7K $1.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
87
+ 2.59%
$517.38 - $573.86 $45K - $49.9K
3.45K $2B
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 30.44%
$149.54 - $192.66 $189K - $244K
5.42K $891M
ECL
Ecolab Inc.

Basic Materials
274
+ 10.42%
$228.86 - $255.76 $62.7K - $70.1K
2.9K $744M
PG
Procter & Gamble CO

Consumer Defensive
520
+ 15.59%
$160.76 - $177.82 $83.6K - $92.5K
3.86K $656M
JEPI
J P Morgan Exchange Traded Fd

ETFs
336
+ 1.02%
$54.98 - $59.51 $18.5K - $20K
33.1K $1.97B
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 3.0%
$213.3 - $270.78 $13.4K - $17.1K
2.16K $586M
COP
Conocophillips

Energy
1.19K
+ 45.11%
$102.3 - $116.61 $122K - $139K
3.83K $399M
IQV
Iqvia Holdings Inc.

Healthcare
1.21K
+ 10.5%
$206.81 - $251.55 $251K - $305K
12.8K $2.7B
ADI
Analog Devices Inc

Technology
436
+ 38.21%
$200.56 - $243.33 $87.4K - $106K
1.58K $362M
KEYS
Keysight Technologies, Inc.

Technology
562
New
$119.86 - $158.87 $67.4K - $89.3K
562 $89.3M
ABBV
Abb Vie Inc.

Healthcare
142
+ 5.04%
$163.84 - $199.33 $23.3K - $28.3K
2.96K $562M
IYH
Ishares Tr

ETFs
1.33K
+ 40.47%
$60.29 - $66.38 $80.4K - $88.5K
4.63K $292M
JPM
Jpmorgan Chase & CO

Financial Services
108
+ 2.64%
$194.9 - $224.8 $21K - $24.3K
4.2K $944M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.24K
+ 23.18%
$64.83 - $72.82 $80.5K - $90.4K
6.59K $453M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.58K
+ 3.23%
$42.87 - $45.76 $67.9K - $72.5K
50.6K $2.22B
LLY
Eli Lilly & CO

Healthcare
229
+ 10.48%
$772.14 - $960.02 $177K - $220K
2.42K $2.15B
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 18.08%
$801.83 - $917.05 $51.3K - $58.7K
418 $374M
CARR
Carrier Global Corp

Industrials
901
New
$61.9 - $80.88 $55.8K - $72.9K
901 $72.5M
GLD
Spdr Gold Trust

ETFs
295
New
$215.56 - $246.98 $63.6K - $72.9K
295 $71.7M
AXP
American Express CO

Financial Services
139
+ 11.85%
$225.92 - $271.17 $31.4K - $37.7K
1.31K $354M
IBM
International Business Machines Corp

Technology
101
+ 8.21%
$175.1 - $223.38 $17.7K - $22.6K
1.33K $291M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.87K
+ 6.97%
$20.77 - $22.83 $59.7K - $65.6K
44.1K $946M
EXPD
Expeditors International Of Washington Inc

Industrials
450
New
$116.1 - $131.42 $52.2K - $59.1K
450 $59.1M
BAC
Bank Of America Corp

Financial Services
1.07K
+ 7.36%
$36.65 - $44.13 $39K - $47K
15.5K $663M
USXF
Ishares Esg Advanced Msci Usa

Technology
491
+ 3.19%
$43.59 - $49.35 $21.4K - $24.2K
15.9K $796M
EMB
Ishares Tr

ETFs
559
+ 18.94%
$87.75 - $93.74 $49.1K - $52.4K
3.51K $320M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.91K
+ 11.26%
$26.69 - $29.87 $51K - $57.1K
18.9K $520M
Activity Summary
Buys All Purchases 197 New Holdings 72 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 1 Puts 0
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