Maia Wealth LLC Purchases in Q4 2024

Maia Wealth LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YMAR
First Tr Ex Tr Viii Cboe Vest
303K
+ 235.51%
$22.79 - $24.1 $6.91M - $7.31M
432K $9.84B
YJUN
First Tr Exchange Traded Fd Vi
290K
+ 475067.22%
$21.53 - $22.81 $6.24M - $6.61M
290K $6.26B
First Tr Exchng Traded Fd Vi
173K
New
N/A
173K $5.29B
FSK
Fs Kkr Capital Corp

Financial Services
65.2K
+ 11.39%
$19.71 - $22.22 $1.29M - $1.45M
638K $14.5B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25.8K
New
$89.97 - $98.59 $2.32M - $2.54M
25.8K $2.53B
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
+ 11.12%
$180.88 - $232.93 $549K - $707K
30.4K $7.15B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
155K
+ 63.25%
$18.17 - $23.45 $2.81M - $3.63M
400K $7.34B
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 17.7%
$554.08 - $632.68 $852K - $972K
10.2K $6.74B
Innovator Etfs Trust
64.4K
New
N/A
64.4K $1.64B
GOOGL
Alphabet Inc.

Communication Services
3.77K
+ 13.15%
$161.86 - $196.66 $610K - $741K
32.4K $6.22B
AMID
Ea Ser Tr Argent Mid Cap ETF
38.6K
+ 146.8%
N/A
64.9K $2.32B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.8K
+ 76.13%
$96.64 - $101.23 $1.14M - $1.2M
27.3K $2.67B
IVV
Ishares Core S&P 500 ETF

ETFs
1.29K
+ 7.93%
$570.51 - $610.59 $737K - $789K
17.6K $10.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.53K
+ 3.93%
$94.43 - $105.47 $427K - $477K
120K $12.3B
EFV
Msci Eafe Value ETF

ETFs
20.7K
+ 9.35%
$51.78 - $57.15 $1.07M - $1.18M
242K $13.3B
RBLX
Roblox Corp

Communication Services
14.8K
New
$39.86 - $61.45 $589K - $908K
14.8K $992M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.16K
+ 6.56%
$176.42 - $186.91 $734K - $778K
67.6K $12.3B
MSFT
Microsoft Corp

Technology
1.8K
+ 11.33%
$406.35 - $454.46 $732K - $819K
17.7K $7.69B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
+ 6.62%
$49.03 - $53.35 $555K - $604K
182K $9.55B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.15K
New
$370.24 - $418.94 $796K - $900K
2.15K $867M
V
Visa Inc.

Financial Services
1.18K
+ 12.91%
$273.87 - $320.91 $322K - $377K
10.3K $3.44B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
17.8K
+ 89.74%
$48.48 - $49.47 $862K - $880K
37.6K $1.83B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
66.5K
+ 242.66%
$12.1 - $13.76 $804K - $915K
93.9K $1.2B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12K
+ 19.8%
$53.94 - $58.15 $648K - $699K
72.7K $4.13B
First Tr Exch Traded Fd Iii
34.1K
+ 202.62%
N/A
50.9K $1.14B
CRM
Salesforce, Inc.

Technology
1.27K
+ 23.22%
$270.87 - $367.87 $343K - $465K
6.71K $2.33B
SCHW
Schwab Charles Corp

Financial Services
4.45K
+ 11.49%
$63.31 - $82.85 $282K - $369K
43.2K $3.56B
XLG
Invesco Exchange Traded Fd Tr

ETFs
14.3K
New
$46.94 - $51.62 $671K - $738K
14.3K $720M
EFG
Msci Eafe Growth ETF

ETFs
7.79K
+ 7.69%
$96.83 - $106.88 $754K - $832K
109K $11.1B
First Tr Exchange Traded Fd
34.4K
New
N/A
34.4K $694M
GLDM
World Gold Trust

ETFs
12.7K
New
$50.76 - $55.23 $645K - $701K
12.7K $690M
TSLA
Tesla, Inc.

Consumer Cyclical
739
+ 26.48%
$213.65 - $479.86 $158K - $355K
3.53K $1.4B
BKCI
Bny Mellon ETF Tr Concentrated
13.4K
New
$47.55 - $53.33 $635K - $712K
13.4K $662M
MO
Altria Group, Inc.

Consumer Defensive
12K
New
$49.06 - $57.74 $589K - $693K
12K $642M
DIS
Walt Disney CO

Communication Services
3.16K
+ 20.66%
$92.39 - $117.6 $292K - $372K
18.5K $2.09B
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.2K
+ 30.75%
$57.53 - $60.83 $586K - $620K
43.3K $2.57B
MA
Mastercard Inc

Financial Services
655
+ 10.49%
$491.3 - $536.15 $322K - $351K
6.9K $3.78B
Vanguard Mun Bd Fds
5.91K
New
N/A
5.91K $590M
AMAT
Applied Materials Inc

Technology
3.29K
New
$161.44 - $213.89 $532K - $704K
3.29K $575M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
14K
+ 63.48%
$40.84 - $42.74 $573K - $600K
36.1K $1.49B
KMX
Carmax Inc

Consumer Cyclical
3.48K
+ 15.5%
$71.11 - $87.2 $248K - $304K
25.9K $2.19B
PWV
Invesco Exchange Traded Fd Tr

ETFs
8.8K
+ 60.17%
$56.33 - $61.73 $496K - $543K
23.4K $1.4B
FRI
First Tr S&P Reit Index Fd

ETFs
19.7K
+ 157.52%
$26.74 - $30.19 $528K - $596K
32.3K $903M
VTV
Vanguard Value ETF

ETFs
2.68K
+ 17.29%
$168.32 - $181.87 $451K - $487K
18.2K $3.23B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.64K
+ 42.24%
$59.74 - $60.03 $516K - $519K
29.1K $1.74B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10.3K
+ 61.23%
$50.06 - $55.0 $514K - $565K
27K $1.4B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.1K
New
$17.93 - $18.8 $486K - $510K
27.1K $495M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
$44.2 - $49.46 $458K - $512K
10.4K $494M
OXLC
Oxford Lane Capital Corp.

Financial Services
96.6K
New
$5.05 - $5.45 $488K - $527K
96.6K $494M
Activity Summary
Buys All Purchases 241 New Holdings 76 Increased Positions 165 Sells All Sells 67 Reductions 67 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