Maia Wealth LLC Incresed Positions in Q2 2025

Maia Wealth LLC

  • $525 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.5K
+ 13.29%
$51.14 - $57.0 $230K - $256K
38.3K $2.18B
BOND
Pimco Active Bond Exchange Tra

ETFs
3.3K
+ 22.41%
$89.87 - $92.93 $296K - $306K
18K $1.66B
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 0.4%
$496.48 - $617.85 $7.94K - $9.89K
3.98K $2.46B
CVX
Chevron Corp

Energy
1.95K
+ 49.47%
$133.73 - $168.51 $261K - $329K
5.89K $844M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.8K
+ 83.25%
$55.54 - $69.09 $211K - $263K
8.37K $578M
MO
Altria Group, Inc.

Consumer Defensive
4.89K
+ 127.75%
$55.56 - $60.91 $272K - $298K
8.73K $512M
Ishares Bitcoin Trust ETF
691
+ 3.69%
N/A
19.4K $1.19B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.4K
+ 8.4%
$96.84 - $99.46 $232K - $239K
31K $3.07B
COP
Conocophillips

Energy
2.72K
+ 53.84%
$82.66 - $106.1 $225K - $289K
7.78K $698M
First Tr Exchng Traded Fd Vi
2.25K
+ 1.67%
N/A
137K $4.3B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
911
+ 2.69%
$30.87 - $39.17 $28.1K - $35.7K
34.8K $1.36B
WM
Waste Management Inc

Industrials
975
+ 72.71%
$216.47 - $242.1 $211K - $236K
2.32K $530M
RFEM
First Trust Iii Riverfront Dyn

ETFs
2.28K
+ 37.82%
$57.85 - $71.43 $132K - $163K
8.32K $595M
XOM
Exxon Mobil Corp

Energy
1.61K
+ 17.66%
$99.93 - $119.04 $161K - $192K
10.7K $1.16B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
437
+ 2.61%
$53.69 - $67.27 $23.5K - $29.4K
17.2K $1.16B
MUB
Ishares National Muni Bond ETF

ETFs
1.46K
+ 6.6%
$102.31 - $105.8 $150K - $155K
23.6K $2.47B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
265
+ 11.34%
$180.84 - $240.32 $47.9K - $63.7K
2.6K $625M
PWB
Invesco Exchange Traded Fd Tr

ETFs
758
+ 28.18%
$86.24 - $117.44 $65.4K - $89K
3.45K $405M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.06%
$91.62 - $116.16 $458 - $581
7.9K $917M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.53K
+ 31.68%
$50.27 - $62.05 $76.9K - $94.9K
6.36K $393M
CGMU
Capital Group Core Plus Income
4.61K
+ 45.88%
N/A
14.6K $391M
IBM
International Business Machines Corp

Technology
99
+ 5.96%
$221.03 - $294.78 $21.9K - $29.2K
1.76K $519M
Linde PLC
222
+ 38.28%
N/A
802 $376M
SUB
Ishares Short Term National Mu

ETFs
1.06K
+ 31.4%
$104.77 - $106.34 $111K - $113K
4.45K $473M
EPD
Enterprise Products Partners L.P.

Energy
3.32K
+ 34.97%
$28.95 - $34.22 $96.2K - $114K
12.8K $398M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
454
+ 2.37%
$32.66 - $40.75 $14.8K - $18.5K
19.6K $794M
NOW
Service Now, Inc.

Technology
46
+ 17.49%
$721.65 - $1040.18 $33.2K - $47.8K
309 $318M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
822
+ 20.46%
$65.42 - $80.7 $53.8K - $66.3K
4.84K $391M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.26K
+ 7.51%
$16.93 - $17.81 $55.1K - $58K
46.6K $829M
SHOP
Shopify Inc.

Technology
12
+ 0.47%
$76.89 - $115.35 $923 - $1.38K
2.59K $299M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.2K
+ 21.7%
$22.43 - $23.23 $71.8K - $74.4K
18K $417M
AOA
Ishares Tr Core Aggressive All

ETFs
86
+ 1.06%
$69.46 - $83.4 $5.97K - $7.17K
8.2K $683M
Vanguard Mun Bd Fds
739
+ 12.07%
N/A
6.86K $676M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
727
+ 4.87%
$66.5 - $71.25 $48.3K - $51.8K
15.7K $1.09B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.47K
+ 19.36%
$45.2 - $46.6 $66.6K - $68.6K
9.08K $421M
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 28.15%
$41.67 - $45.62 $74.4K - $81.5K
8.13K $352M
HD
Home Depot, Inc.

Consumer Cyclical
104
+ 3.74%
$335.24 - $380.78 $34.9K - $39.6K
2.89K $1.06B
Vanguard Wellington Fd
484
+ 15.98%
N/A
3.51K $355M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
109
+ 2.34%
$57.14 - $72.68 $6.23K - $7.92K
4.77K $347M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
975
+ 16.1%
$32.77 - $36.44 $32K - $35.5K
7.03K $256M
Blackrock ETF Trust Ii
592
+ 5.63%
N/A
11.1K $587M
VCIT
Vanguard Intermediate Term Cor

ETFs
85
+ 0.64%
$79.56 - $82.92 $6.76K - $7.05K
13.3K $1.11B
DE
Deere & CO

Industrials
2
+ 0.19%
$412.99 - $531.48 $826 - $1.06K
1.05K $532M
WMT
Walmart Inc.

Consumer Defensive
178
+ 2.22%
$81.79 - $99.98 $14.6K - $17.8K
8.2K $802M
MBB
Ishares Tr

ETFs
208
+ 1.25%
$91.41 - $94.22 $19K - $19.6K
16.8K $1.58B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
16
+ 0.14%
$36.02 - $41.92 $576 - $671
11.3K $472M
PFE
Pfizer Inc

Healthcare
760
+ 8.25%
$21.59 - $24.84 $16.4K - $18.9K
9.97K $242M
BALT
Innovator Etfs Tr
644
+ 4.66%
$30.33 - $32.1 $19.5K - $20.7K
14.5K $464M
ADT
Adt Inc.

Industrials
3.34K
+ 27.58%
$7.54 - $8.6 $25.2K - $28.7K
15.5K $131M
Activity Summary
Buys All Purchases 169 New Holdings 51 Increased Positions 118 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 1 Puts 0
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