Maia Wealth LLC Incresed Positions in Q1 2025

Maia Wealth LLC

  • $441 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
34.4K
+ 240.65%
$45.72 - $51.73 $1.57M - $1.78M
48.7K $2.18B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
21.4K
+ 73.69%
$59.78 - $60.03 $1.28M - $1.29M
50.5K $3.02B
IVE
Ishares S&P 500 Value ETF

ETFs
9.57K
+ 35.91%
$185.78 - $198.58 $1.78M - $1.9M
36.2K $6.53B
FTLS
First Tr Long/Short Equity ETF

ETFs
14.2K
+ 204.89%
$63.42 - $68.17 $898K - $966K
21.1K $1.32B
IEMG
Ishares Inc

ETFs
16.5K
+ 20.27%
N/A
97.8K $5.1B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
14.3K
+ 197.98%
$58.38 - $64.16 $834K - $917K
21.5K $1.22B
T Rowe Price ETF Inc
23.8K
+ 50.45%
N/A
70.9K $2.01B
First Tr Exchng Traded Fd Vi
20.5K
+ 71.5%
N/A
49.2K $1.55B
Ishares Bitcoin Trust ETF
12.8K
+ 216.03%
N/A
18.7K $904M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
633
+ 19.7%
$442.66 - $534.52 $280K - $338K
3.85K $2.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 102.06%
$192.82 - $222.1 $429K - $494K
4.41K $830M
ELV
Elevance Health, Inc.

Healthcare
333
+ 5.18%
$365.9 - $436.25 $122K - $145K
6.77K $2.98B
LVHI
Franklin International Low Vol

ETFs
11.4K
+ 132.71%
$30.53 - $32.85 $349K - $375K
20K $603M
IAU
Ishares Gold Trust

ETFs
3.34K
+ 24.58%
$49.74 - $58.96 $166K - $197K
16.9K $1.03B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.6K
+ 58.79%
$37.07 - $40.63 $319K - $349K
23.2K $878M
First Tr Exchange Traded Fd
14.5K
+ 40.98%
N/A
50K $1.03B
LLY
Eli Lilly & CO

Healthcare
565
+ 22.35%
$725.72 - $929.72 $410K - $525K
3.09K $2.33B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.72K
+ 12.55%
$48.31 - $49.23 $228K - $232K
42.3K $2.07B
FDL
First Tr Morningstar Dividend

ETFs
6.68K
+ 28.91%
$39.69 - $43.83 $265K - $293K
29.8K $1.19B
BOND
Pimco Active Bond Exchange Tra

ETFs
2.45K
+ 20.02%
$89.27 - $92.9 $219K - $228K
14.7K $1.33B
Proshares Tr
6.7K
+ 133.6%
N/A
11.7K $423M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.65K
+ 25.04%
$79.17 - $82.04 $210K - $218K
13.3K $1.06B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.21K
+ 3.9%
$44.72 - $46.25 $188K - $195K
112K $5.09B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
4.75K
+ 13.13%
$40.5 - $42.02 $192K - $199K
40.9K $1.67B
Zacks Trust
7.04K
+ 81.68%
N/A
15.7K $456M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.39K
+ 25.03%
$28.92 - $29.24 $156K - $158K
26.9K $786M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.71K
+ 20.52%
$73.78 - $76.59 $126K - $131K
10K $757M
IEF
Ishares Barclays

ETFs
1.35K
+ 50.22%
$91.17 - $95.39 $123K - $129K
4.05K $381M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.59K
+ 5.77%
$22.46 - $23.26 $126K - $130K
102K $2.34B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 4.53%
$95.85 - $99.25 $119K - $123K
28.6K $2.79B
BNDX
Vanguard Total International B

ETFs
2.34K
+ 10.73%
$48.33 - $49.5 $113K - $116K
24.1K $1.18B
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 94.22%
$94.5 - $110.71 $123K - $144K
2.69K $254M
SPY
Spdr S&P 500 ETF Trust

ETFs
560
+ 16.48%
$551.42 - $612.93 $309K - $343K
3.96K $2.13B
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.52K
+ 33.64%
$61.6 - $67.52 $93.6K - $103K
6.04K $378M
NVDA
Nvidia Corp

Technology
1.81K
+ 12.5%
$106.98 - $149.43 $194K - $270K
16.3K $1.8B
Proshares Tr
2.84K
+ 61.35%
N/A
7.46K $291M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.75K
+ 11.46%
$168.16 - $186.21 $1.3M - $1.44M
75.4K $12.4B
AMAT
Applied Materials Inc

Technology
1.22K
+ 37.02%
$145.06 - $195.51 $177K - $238K
4.51K $652M
FRI
First Tr S&P Reit Index Fd

ETFs
5.59K
+ 17.34%
$26.34 - $28.74 $147K - $161K
37.8K $976M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.26K
+ 17.16%
$23.32 - $23.84 $99.4K - $102K
29.1K $664M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
417
+ 26.26%
$333.37 - $384.99 $139K - $161K
2.01K $658M
CVX
Chevron Corp

Energy
988
+ 33.45%
$146.71 - $167.97 $145K - $166K
3.94K $533M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
997
+ 27.22%
$59.28 - $66.1 $59.1K - $65.9K
4.66K $295M
XLV
Select Sector Spdr Fund Health

ETFs
523
+ 38.26%
$137.61 - $149.68 $72K - $78.3K
1.89K $262M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.3K
+ 12.22%
$25.54 - $27.64 $58.7K - $63.5K
21.1K $555M
WM
Waste Management Inc

Industrials
128
+ 10.55%
$200.54 - $233.78 $25.7K - $29.9K
1.34K $311M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.03K
+ 15.69%
$44.68 - $46.49 $46.1K - $48K
7.61K $348M
JNJ
Johnson & Johnson

Healthcare
263
+ 10.32%
$142.06 - $167.7 $37.4K - $44.1K
2.81K $434M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 7.45%
$890.62 - $1076.86 $32.1K - $38.8K
519 $509M
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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