Maia Wealth LLC Purchases in Q1 2025

Maia Wealth LLC

  • $441 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
228
+ 10.85%
$142.64 - $156.42 $32.5K - $35.7K
2.33K $342M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.29K
+ 5.57%
$17.53 - $17.87 $40.1K - $40.9K
43.3K $743M
AEP
American Electric Power CO Inc

Utilities
31
+ 1.14%
$90.32 - $109.27 $2.8K - $3.39K
2.75K $293M
GD
General Dynamics Corp

Industrials
17
+ 1.66%
$241.94 - $272.58 $4.11K - $4.63K
1.04K $291M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
243
+ 6.44%
$69.15 - $74.69 $16.8K - $18.1K
4.02K $285M
CB
Chubb LTD

Financial Services
8
+ 1.04%
$257.71 - $301.99 $2.06K - $2.42K
779 $225M
SUB
Ishares Short Term National Mu

ETFs
129
+ 3.96%
$105.3 - $106.24 $13.6K - $13.7K
3.39K $356M
Vanguard Wellington Fd
113
+ 3.88%
N/A
3.03K $302M
ADT
Adt Inc.

Industrials
336
+ 2.85%
$6.87 - $8.23 $2.31K - $2.77K
12.1K $97.7M
Vanguard Mun Bd Fds
208
+ 3.52%
N/A
6.12K $596M
EBAY
Ebay Inc

Consumer Cyclical
43
+ 0.89%
$61.61 - $70.93 $2.65K - $3.05K
4.87K $322M
PFE
Pfizer Inc

Healthcare
1.53K
+ 19.88%
$25.01 - $27.13 $38.2K - $41.5K
9.21K $204M
Innovator Etfs Trust
168
+ 1.43%
N/A
11.9K $287M
GIGB
Goldman Sachs ETF Access Invt
19
+ 0.33%
N/A
5.85K $262M
BALT
Innovator Etfs Tr
30
+ 0.22%
$31.31 - $31.89 $939 - $957
13.8K $430M
BK
Bank Of New York Mellon Corp

Financial Services
256
+ 7.39%
$75.42 - $88.95 $19.3K - $22.8K
3.72K $288M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
895
+ 18.19%
$40.03 - $46.81 $35.8K - $41.9K
5.82K $219M
XDSQ
Innovator Etfs Tr Us Equity Ac
497
+ 6.29%
$34.21 - $38.09 $17K - $18.9K
8.4K $282M
PJAN
Innovator U.S. Equity Power Bu

ETFs
114
+ 1.39%
$41.09 - $43.24 $4.68K - $4.93K
8.33K $337M
MDT
Medtronic PLC

Healthcare
143
+ 4.28%
$79.84 - $94.5 $11.4K - $13.5K
3.48K $293M
HON
Honeywell International Inc

Industrials
47
+ 4.12%
$202.75 - $226.52 $9.53K - $10.6K
1.19K $238M
LSAT
Two Rds Shared Tr Leadershares

ETFs
2
+ 0.04%
$38.15 - $41.62 $76.3 - $83.2
5.37K $201M
MUB
Ishares National Muni Bond ETF

ETFs
538
+ 2.49%
$104.71 - $107.69 $56.3K - $57.9K
22.2K $2.29B
NFLX
Netflix Inc

Communication Services
5
+ 0.73%
$828.4 - $1058.6 $4.14K - $5.29K
686 $639M
Innovator Etfs Trust
56
+ 0.09%
N/A
64.5K $1.61B
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.31%
$199.2 - $222.69 $797 - $891
1.28K $249M
VONG
Vanguard Russell 1000 Growth E

ETFs
62
+ 2.41%
$92.71 - $107.38 $5.75K - $6.66K
2.64K $239M
BDX
Becton Dickinson & CO

Healthcare
98
+ 8.56%
$222.79 - $249.08 $21.8K - $24.4K
1.24K $256M
CMCSA
Comcast Corp

Communication Services
417
+ 3.88%
$33.19 - $38.23 $13.8K - $15.9K
11.2K $381M
NSC
Norfolk Southern Corp

Industrials
38
+ 3.61%
$227.69 - $259.76 $8.65K - $9.87K
1.09K $241M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
31
+ 0.54%
$49.85 - $56.22 $1.55K - $1.74K
5.74K $277M
BMEA
Biomea Fusion, Inc.

Healthcare
15
+ 0.1%
$2.13 - $4.48 $32 - $67.2
14.6K $23.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.81K
+ 7.03%
$91.76 - $103.26 $166K - $187K
27.6K $2.49B
AVGO
Broadcom Inc.

Technology
190
+ 5.94%
$167.43 - $244.7 $31.8K - $46.5K
3.39K $605M
WBD
Warner Bros. Discovery, Inc.

Communication Services
94
+ 0.52%
$9.47 - $11.46 $890 - $1.08K
18.1K $145M
GOOG
Alphabet Inc.

Communication Services
909
+ 14.8%
$156.06 - $207.71 $142K - $189K
7.05K $1.14B
XLK
Technology Sector Spdr

ETFs
260
+ 6.67%
$206.38 - $242.18 $53.7K - $63K
4.16K $832M
SHOP
Shopify Inc.

Technology
47
+ 1.86%
$90.59 - $129.31 $4.26K - $6.08K
2.58K $213M
COP
Conocophillips

Energy
226
+ 4.68%
$88.6 - $105.85 $20K - $23.9K
5.05K $437M
VGT
Vanguard Information Technolog

ETFs
82
+ 6.67%
$542.38 - $646.34 $44.5K - $53K
1.31K $687M
AXP
American Express CO

Financial Services
90
+ 6.47%
$255.39 - $325.87 $23K - $29.3K
1.48K $379M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 5.23%
$24.91 - $29.02 $36.5K - $42.5K
29.5K $723M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
502
+ 1.86%
$49.22 - $51.73 $24.7K - $26K
27.6K $1.34B
DEO
Diageo PLC

Consumer Defensive
1.2K
+ 9.14%
$104.79 - $126.12 $126K - $151K
14.3K $1.58B
LMT
Lockheed Martin Corp

Industrials
80
+ 2.13%
$423.19 - $506.29 $33.9K - $40.5K
3.83K $1.82B
ADI
Analog Devices Inc

Technology
20
+ 1.01%
$201.56 - $243.82 $4.03K - $4.88K
2K $357M
EMR
Emerson Electric CO

Industrials
10
+ 0.38%
$108.64 - $131.17 $1.09K - $1.31K
2.67K $270M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
670
+ 9.18%
$507.05 - $563.67 $340K - $378K
7.97K $3.95B
WFC
Wells Fargo & Company

Financial Services
481
+ 6.7%
$66.78 - $81.42 $32.1K - $39.2K
7.67K $484M
Activity Summary
Buys All Purchases 178 New Holdings 38 Increased Positions 140 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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