Maia Wealth LLC Purchases in Q1 2025

Maia Wealth LLC

  • $441 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCHI
Ishares Msci China ETF

ETFs
4.98K
New
$43.71 - $58.65 $218K - $292K
4.98K $252M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.72K
+ 12.55%
$48.31 - $49.23 $228K - $232K
42.3K $2.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.24K
New
$71.17 - $73.66 $231K - $239K
3.24K $235M
PGR
Progressive Corp

Financial Services
813
New
$235.61 - $291.22 $192K - $237K
813 $227M
FDL
First Tr Morningstar Dividend

ETFs
6.68K
+ 28.91%
$39.69 - $43.83 $265K - $293K
29.8K $1.19B
BOND
Pimco Active Bond Exchange Tra

ETFs
2.45K
+ 20.02%
$89.27 - $92.9 $219K - $228K
14.7K $1.33B
Proshares Tr
6.7K
+ 133.6%
N/A
11.7K $423M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.56K
New
$60.91 - $71.4 $217K - $254K
3.56K $207M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.65K
+ 25.04%
$79.17 - $82.04 $210K - $218K
13.3K $1.06B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.45K
New
$78.97 - $85.82 $194K - $211K
2.45K $200M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
4.75K
+ 13.13%
$40.5 - $42.02 $192K - $199K
40.9K $1.67B
Zacks Trust
7.04K
+ 81.68%
N/A
15.7K $456M
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.39K
+ 25.03%
$28.92 - $29.24 $156K - $158K
26.9K $786M
Qxo Inc
10.1K
New
N/A
10.1K $146M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.71K
+ 20.52%
$73.78 - $76.59 $126K - $131K
10K $757M
IEF
Ishares Barclays

ETFs
1.35K
+ 50.22%
$91.17 - $95.39 $123K - $129K
4.05K $381M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.59K
+ 5.77%
$22.46 - $23.26 $126K - $130K
102K $2.34B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 4.53%
$95.85 - $99.25 $119K - $123K
28.6K $2.79B
BNDX
Vanguard Total International B

ETFs
2.34K
+ 10.73%
$48.33 - $49.5 $113K - $116K
24.1K $1.18B
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 94.22%
$94.5 - $110.71 $123K - $144K
2.69K $254M
SPY
Spdr S&P 500 ETF Trust

ETFs
560
+ 16.48%
$551.42 - $612.93 $309K - $343K
3.96K $2.13B
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.52K
+ 33.64%
$61.6 - $67.52 $93.6K - $103K
6.04K $378M
NVDA
Nvidia Corp

Technology
1.81K
+ 12.5%
$106.98 - $149.43 $194K - $270K
16.3K $1.8B
Proshares Tr
2.84K
+ 61.35%
N/A
7.46K $291M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.75K
+ 11.46%
$168.16 - $186.21 $1.3M - $1.44M
75.4K $12.4B
AMAT
Applied Materials Inc

Technology
1.22K
+ 37.02%
$145.06 - $195.51 $177K - $238K
4.51K $652M
FRI
First Tr S&P Reit Index Fd

ETFs
5.59K
+ 17.34%
$26.34 - $28.74 $147K - $161K
37.8K $976M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.26K
+ 17.16%
$23.32 - $23.84 $99.4K - $102K
29.1K $664M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
417
+ 26.26%
$333.37 - $384.99 $139K - $161K
2.01K $658M
CVX
Chevron Corp

Energy
988
+ 33.45%
$146.71 - $167.97 $145K - $166K
3.94K $533M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
997
+ 27.22%
$59.28 - $66.1 $59.1K - $65.9K
4.66K $295M
XLV
Select Sector Spdr Fund Health

ETFs
523
+ 38.26%
$137.61 - $149.68 $72K - $78.3K
1.89K $262M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.3K
+ 12.22%
$25.54 - $27.64 $58.7K - $63.5K
21.1K $555M
WM
Waste Management Inc

Industrials
128
+ 10.55%
$200.54 - $233.78 $25.7K - $29.9K
1.34K $311M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.03K
+ 15.69%
$44.68 - $46.49 $46.1K - $48K
7.61K $348M
JNJ
Johnson & Johnson

Healthcare
263
+ 10.32%
$142.06 - $167.7 $37.4K - $44.1K
2.81K $434M
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 7.45%
$890.62 - $1076.86 $32.1K - $38.8K
519 $509M
Linde PLC
84
+ 16.94%
N/A
580 $259M
EMB
Ishares Tr

ETFs
560
+ 14.68%
$88.64 - $92.03 $49.6K - $51.5K
4.38K $386M
MCK
Mckesson Corp

Healthcare
5
+ 1.26%
$566.21 - $672.99 $2.83K - $3.36K
403 $280M
First Tr Exchange Traded Fd
2.61K
+ 7.6%
N/A
37K $731M
WMT
Walmart Inc.

Consumer Defensive
600
+ 8.09%
$84.5 - $105.05 $50.7K - $63K
8.02K $760M
IBM
International Business Machines Corp

Technology
54
+ 3.36%
$217.4 - $264.74 $11.7K - $14.3K
1.66K $397M
ABBV
Abb Vie Inc.

Healthcare
163
+ 5.65%
$169.2 - $216.66 $27.6K - $35.3K
3.05K $546M
UL
Unilever PLC

Consumer Defensive
120
+ 1.98%
$54.72 - $60.29 $6.57K - $7.23K
6.18K $384M
Blackrock ETF Trust Ii
785
+ 8.07%
N/A
10.5K $540M
NVS
Novartis Ag

Healthcare
22
+ 0.67%
$97.14 - $115.57 $2.14K - $2.54K
3.29K $360M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
443
+ 10.11%
$53.35 - $58.68 $23.6K - $26K
4.83K $264M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.32K
+ 24.23%
$57.21 - $65.8 $75.5K - $86.8K
6.76K $372M
Activity Summary
Buys All Purchases 178 New Holdings 38 Increased Positions 140 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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