Maia Wealth LLC Portfolio Holdings by Sector

Maia Wealth LLC

$441 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG QUAL EFV IVW IVV DYNF BGLD EFG 138 stocks	$258 Million 67.4% of portfolio	78	60	17	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK GSBD BK 3 stocks	$13.7 Million 3.58% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CHKP ADBE ORCL PANW PLTR FTNT 7 stocks	$13 Million 3.41% of portfolio	3	4	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$12 Million 3.14% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA QCOM AVGO ADI AMD 6 stocks	$7.85 Million 2.05% of portfolio	6	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V PYPL AXP 4 stocks	$7.69 Million 2.01% of portfolio	1	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$6.1 Million 1.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.64 Million 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$5.29 Million 1.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ NVS SNY PFE MRK 7 stocks	$4.35 Million 1.14% of portfolio	5	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$4.05 Million 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK UBER SHOP NOW 5 stocks	$4.02 Million 1.05% of portfolio	4	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$3.39 Million 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX WBD 3 stocks	$2.51 Million 0.66% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$2.31 Million 0.61% of portfolio	3	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$2.15 Million 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$2.13 Million 0.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT GD 2 stocks	$2.11 Million 0.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$2.06 Million 0.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.04 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV IBM 2 stocks	$1.95 Million 0.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.76 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$1.58 Million 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.49 Million 0.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.48 Million 0.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.27 Million 0.33% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG UL 2 stocks	$1.1 Million 0.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX TTWO 2 stocks	$1.05 Million 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$951,916 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ T 3 stocks	$879,939 0.23% of portfolio	1	2	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$843,020 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$785,037 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$753,003 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$652,140 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT 2 stocks	$628,669 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ENB 2 stocks	$522,258 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$488,397 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB 2 stocks	$451,170 0.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$436,902 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA 1 stocks	$366,488 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$359,377 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$341,829 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$311,481 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP 1 stocks	$293,071 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$279,770 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$269,602 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$255,609 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$241,294 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$238,015 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ADT 1 stocks	$97,679 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare IBRX BMEA PYXS 3 stocks	$65,296 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts

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Maia Wealth LLC Portfolio Holdings by Sector

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