Maia Wealth LLC Portfolio Holdings
Maia Wealth LLC
- $405 Billion
- Q3 2024
Maia Wealth LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $405 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $37.5B, Msci Eafe Value ETF with a value of $12.3B, Fs Kkr Capital Corp with a value of $11.9B, Ishares Msci Usa Quality Facto with a value of $11.4B, and Ishares S&P 500 Growth ETF with a value of $11.2B.
Examining the 13F form we can see an increase of $72.5B in the current position value, from $332B to 405B.
Maia Wealth LLC is based out at Denver, CO
Below you can find more details about Maia Wealth LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 279
- Current Value $405 Billion
- Prior Value $332 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 72 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 76 stocks