Maia Wealth LLC Incresed Positions in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
156K
+ 98.16%
$39.84 - $43.15 $6.22M - $6.73M
315K $14B
XLG
Invesco Exchange Traded Fd Tr

ETFs
90.7K
+ 116.59%
$51.78 - $57.89 $4.7M - $5.25M
169K $10.1B
First Tr Exchng Traded Fd Vi
134K
+ 115.21%
N/A
250K $6.21B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
36.4K
+ 19.74%
$54.35 - $59.32 $1.98M - $2.16M
221K $13.4B
Blackrock ETF Trust
81.5K
+ 145.65%
N/A
137K $4.97B
AAPL
Apple Inc.

Technology
2.35K
+ 7.74%
$202.38 - $256.87 $476K - $604K
32.7K $8.82B
NVDA
Nvidia Corp

Technology
6.71K
+ 29.04%
$153.3 - $186.58 $1.03M - $1.25M
29.8K $5.93B
LLY
Eli Lilly & CO

Healthcare
1.43K
+ 35.7%
$625.65 - $812.69 $892K - $1.16M
5.42K $5.24B
VO
Vanguard Mid Cap ETF

ETFs
6.54K
+ 91.73%
$279.83 - $293.74 $1.83M - $1.92M
13.7K $3.98B
T Rowe Price ETF Inc
46.8K
+ 49.54%
N/A
141K $4.8B
IGLB
Ishares 10+ Year Investment Gr

ETFs
30.9K
+ 377.85%
$48.96 - $52.08 $1.51M - $1.61M
39.1K $1.99B
AVGO
Broadcom Inc.

Technology
2.7K
+ 36.52%
$264.74 - $369.57 $715K - $998K
10.1K $3.62B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
29.2K
+ 323.98%
$52.55 - $54.37 $1.53M - $1.59M
38.2K $2.06B
TSLA
Tesla, Inc.

Consumer Cyclical
2.17K
+ 50.32%
$293.94 - $444.72 $638K - $965K
6.49K $2.89B
IVE
Ishares S&P 500 Value ETF

ETFs
4.49K
+ 11.68%
$194.44 - $206.51 $873K - $927K
42.9K $8.99B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
57.1K
+ 124.47%
$23.54 - $23.97 $1.34M - $1.37M
103K $2.44B
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 3.94%
$211.65 - $238.24 $262K - $295K
32.7K $8.13B
GLDM
World Gold Trust

ETFs
11K
+ 56.68%
$64.73 - $76.45 $710K - $838K
30.3K $2.47B
MSFT
Microsoft Corp

Technology
1.94K
+ 9.33%
$491.09 - $535.64 $951K - $1.04M
22.7K $11.5B
VUG
Vanguard Growth ETF

ETFs
771
+ 6.86%
$433.97 - $484.08 $335K - $373K
12K $5.95B
JPM
Jpmorgan Chase & CO

Financial Services
2.63K
+ 37.17%
$282.78 - $316.06 $744K - $831K
9.71K $3.08B
AMAT
Applied Materials Inc

Technology
2.21K
+ 23.43%
$156.25 - $204.95 $346K - $454K
11.7K $2.74B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
17.8K
+ 333.22%
$52.39 - $53.11 $931K - $944K
23.1K $1.22B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17.4K
+ 69.17%
$42.26 - $47.16 $735K - $820K
42.5K $1.97B
Blackrock ETF Trust
14.6K
+ 13.86%
N/A
120K $4.64B
TCHP
T Rowe Price Exchange Traded F

Technology
13.8K
+ 32.73%
$44.9 - $49.35 $621K - $683K
56.1K $2.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 13.0%
$24.46 - $26.5 $458K - $496K
163K $4.39B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
8.33K
+ 19.87%
$64.14 - $69.37 $534K - $578K
50.3K $3.54B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
19.5K
+ 37.73%
$41.18 - $42.48 $804K - $829K
71.2K $3.01B
Bny Mellon ETF Trust Ii
24.6K
+ 28.13%
N/A
112K $3.16B
BOND
Pimco Active Bond Exchange Tra

ETFs
8.37K
+ 46.46%
$90.83 - $93.81 $760K - $785K
26.4K $2.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.49K
+ 29.51%
$459.11 - $506.91 $685K - $757K
6.55K $3.26B
GOOG
Alphabet Inc.

Communication Services
149
+ 2.25%
$175.16 - $255.24 $26.1K - $38K
6.77K $1.97B
GE
General Electric CO

Industrials
2.08K
+ 81.49%
$244.75 - $305.63 $510K - $636K
4.64K $1.45B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 21.16%
$225.11 - $247.9 $430K - $473K
10.9K $2.8B
XLK
Technology Sector Spdr

ETFs
1.77K
+ 33.4%
$250.97 - $282.66 $444K - $500K
7.07K $2.09B
MMM
3 M CO

Industrials
3.85K
+ 85.81%
$144.41 - $160.2 $555K - $616K
8.33K $1.4B
UNH
Unitedhealth Group Inc

Healthcare
1.99K
+ 27.96%
$237.77 - $353.61 $473K - $703K
9.1K $2.93B
AMID
Ea Ser Tr Argent Mid Cap ETF
19K
+ 47.56%
N/A
58.9K $2.02B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
706
+ 1.75%
$134.94 - $145.86 $95.3K - $103K
40.9K $6.12B
VEA
Vanguard Ftse Developed Market

ETFs
4.95K
+ 6.22%
$56.02 - $60.3 $277K - $298K
84.5K $5.18B
FTNT
Fortinet, Inc.

Technology
10.2K
+ 118.89%
$74.39 - $107.65 $755K - $1.09M
18.7K $1.54B
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.29K
+ 47.94%
$67.1 - $74.29 $489K - $542K
22.5K $1.63B
JNJ
Johnson & Johnson

Healthcare
845
+ 7.36%
$155.17 - $185.42 $131K - $157K
12.3K $2.32B
CRM
Salesforce, Inc.

Technology
3.6K
+ 36.82%
$231.66 - $273.65 $834K - $985K
13.4K $3.23B
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.3K
+ 18.6%
N/A
71.8K $3.35B
LVHI
Franklin International Low Vol

ETFs
10.6K
+ 24.12%
$32.69 - $35.19 $347K - $373K
54.5K $1.98B
MUB
Ishares National Muni Bond ETF

ETFs
4.46K
+ 18.86%
$103.24 - $106.68 $460K - $476K
28.1K $3.01B
ABT
Abbott Laboratories

Healthcare
4.71K
+ 68.97%
$120.51 - $136.62 $568K - $644K
11.5K $1.45B
Activity Summary
Buys All Purchases 182 New Holdings 44 Increased Positions 138 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 0
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