Maia Wealth LLC Reduced Holdings in Q2 2025

Maia Wealth LLC

  • $525 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 6.36%
$908.13 - $1056.85 $30K - $34.9K
486 $481M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.89K
- 14.31%
$51.6 - $62.74 $97.4K - $118K
11.3K $709M
XLV
Select Sector Spdr Fund Health

ETFs
-100
- 5.29%
$128.77 - $144.3 $12.9K - $14.4K
1.79K $241M
IWM
Ishares Russell 2000 ETF

ETFs
-327
- 18.85%
$174.82 - $215.79 $57.2K - $70.6K
1.41K $304M
MCK
Mckesson Corp

Healthcare
-48
- 11.91%
$652.83 - $732.78 $31.3K - $35.2K
355 $260M
IAU
Ishares Gold Trust

ETFs
-792
- 4.67%
$56.1 - $64.74 $44.4K - $51.3K
16.2K $1.01B
LOW
Lowes Companies Inc

Consumer Cyclical
-58
- 2.63%
$210.83 - $235.28 $12.2K - $13.6K
2.15K $477M
BK
Bank Of New York Mellon Corp

Financial Services
-727
- 19.55%
$73.31 - $91.62 $53.3K - $66.6K
2.99K $273M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-2.18K
- 7.32%
$17.99 - $18.99 $39.2K - $41.4K
27.6K $524M
ADBE
Adobe Inc.

Technology
-392
- 10.17%
$340.0 - $420.68 $133K - $165K
3.46K $1.34B
LGOV
First Tr ETF Iv Long Duration

ETFs
-1.13K
- 2.51%
$20.73 - $21.92 $23.5K - $24.8K
44K $942M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-919
- 11.04%
$38.7 - $44.05 $35.6K - $40.5K
7.41K $326M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.37K
- 12.87%
$498.8 - $620.9 $1.18M - $1.47M
16K $9.95B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-406
- 1.51%
$29.07 - $29.38 $11.8K - $11.9K
26.5K $777M
BNDX
Vanguard Total International B

ETFs
-283
- 1.17%
$48.77 - $49.55 $13.8K - $14K
23.9K $1.18B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-398
- 1.93%
$24.48 - $24.9 $9.74K - $9.91K
20.3K $504M
GIGB
Goldman Sachs ETF Access Invt
-234
- 4.0%
N/A
5.61K $258M
Innovator Etfs Trust
-1.26K
- 5.41%
N/A
22.1K $616M
ENB
Enbridge Inc

Energy
-200
- 3.76%
$41.09 - $47.16 $8.22K - $9.43K
5.12K $232M
IFRA
Ishares Tr

ETFs
-2.36K
- 10.65%
$40.97 - $49.19 $96.5K - $116K
19.8K $972M
PLTR
Palantir Technologies Inc.

Technology
-1.15K
- 32.24%
$74.01 - $144.25 $85K - $166K
2.41K $329M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-251
- 4.67%
$35.2 - $40.71 $8.84K - $10.2K
5.12K $203M
IEF
Ishares Barclays

ETFs
-40
- 0.99%
$93.15 - $96.56 $3.73K - $3.86K
4.01K $384M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-4
- 0.09%
$48.64 - $50.07 $195 - $200
4.36K $216M
T
At&T Inc.

Communication Services
-280
- 3.5%
$26.33 - $28.94 $7.37K - $8.1K
7.72K $223M
Innovator Etfs Trust
-132
- 0.95%
N/A
13.8K $395M
WFC
Wells Fargo & Company

Financial Services
-1.49K
- 19.47%
$60.98 - $80.12 $91K - $120K
6.17K $495M
ECL
Ecolab Inc.

Basic Materials
-332
- 10.03%
$225.65 - $270.95 $74.9K - $90K
2.98K $802M
MA
Mastercard Inc

Financial Services
-577
- 8.48%
$479.92 - $590.74 $277K - $341K
6.23K $3.5B
First Tr Exchng Traded Fd Vi
-2.42K
- 2.74%
N/A
86.1K $2.71B
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-16
- 0.38%
$46.99 - $54.77 $752 - $876
4.16K $228M
QCOM
Qualcomm Inc

Technology
-1.15K
- 11.48%
$124.66 - $159.48 $143K - $183K
8.84K $1.41B
First Tr Exch Traded Fd Iii
-3.71K
- 6.87%
N/A
50.3K $1.03B
HON
Honeywell International Inc

Industrials
-76
- 6.39%
$182.86 - $232.88 $13.9K - $17.7K
1.11K $259M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.43K
- 10.48%
N/A
46.4K $1.84B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-90
- 0.29%
$20.16 - $23.26 $1.81K - $2.09K
30.8K $671M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.4K
- 13.4%
$41.54 - $53.93 $99.6K - $129K
15.5K $836M
LSAF
Two Rds Shared Tr

ETFs
-229
- 2.95%
$35.13 - $42.48 $8.04K - $9.73K
7.54K $320M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-97
- 0.8%
$30.9 - $34.31 $3K - $3.33K
12K $412M
NSC
Norfolk Southern Corp

Industrials
-28
- 2.57%
$206.34 - $257.46 $5.78K - $7.21K
1.06K $272M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-323
- 6.29%
$90.56 - $109.49 $29.3K - $35.4K
4.81K $526M
ADI
Analog Devices Inc

Technology
-368
- 18.4%
$164.6 - $238.02 $60.6K - $87.6K
1.63K $388M
PM
Philip Morris International Inc.

Consumer Defensive
-437
- 9.39%
$149.23 - $184.95 $65.2K - $80.8K
4.22K $768M
XDQQ
Innovator Etfs Tr Growth Accel
-172
- 1.58%
$28.17 - $34.91 $4.85K - $6K
10.7K $374M
GOOG
Alphabet Inc.

Communication Services
-428
- 6.07%
$146.58 - $180.01 $62.7K - $77K
6.62K $1.17B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-25
- 0.44%
$44.58 - $54.92 $1.11K - $1.37K
5.72K $314M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-56
- 6.05%
$273.67 - $366.17 $15.3K - $20.5K
870 $319M
First Tr Exchng Traded Fd Vi
-478
- 1.64%
N/A
28.7K $593M
VONG
Vanguard Russell 1000 Growth E

ETFs
-55
- 2.09%
$82.51 - $109.2 $4.54K - $6.01K
2.58K $282M
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
Track This Portfolio

Track Maia Wealth LLC Portfolio

Follow Maia Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email