Maia Wealth LLC Incresed Positions 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
FSK
Fs Kkr Capital Corp

Financial Services
65.2K
+ 11.39%
$19.71 - $22.22 $1.29M - $1.45M
638K $14.5B
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
GOOGL
Alphabet Inc.

Communication Services
3.77K
+ 13.15%
$161.86 - $196.66 $610K - $741K
32.4K $6.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.33K
+ 0.24%
$66.77 - $71.52 $88.8K - $95.1K
552K $38.9B
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
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
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
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
EFG
Msci Eafe Growth ETF

ETFs
7.79K
+ 7.69%
$96.83 - $106.88 $754K - $832K
109K $11.1B
TSLA
Tesla, Inc.

Consumer Cyclical
739
+ 26.48%
$213.65 - $479.86 $158K - $355K
3.53K $1.4B
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
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
IVE
Ishares S&P 500 Value ETF

ETFs
2.17K
+ 8.85%
$189.5 - $206.17 $411K - $447K
26.6K $5.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
826
+ 34.6%
$442.29 - $483.08 $365K - $399K
3.21K $1.53B
TCHP
T Rowe Price Exchange Traded F

Technology
8.83K
+ 41.07%
$39.17 - $43.9 $346K - $388K
30.3K $1.3B
BOND
Pimco Active Bond Exchange Tra

ETFs
4.71K
+ 62.28%
$90.42 - $94.5 $425K - $445K
12.3K $1.12B
AAPL
Apple Inc.

Technology
1.88K
+ 7.1%
$221.69 - $259.02 $416K - $486K
28.3K $6.51B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.57K
+ 3.56%
$124.61 - $133.96 $196K - $210K
45.7K $6.02B
VEA
Vanguard Ftse Developed Market

ETFs
9.15K
+ 12.48%
$47.57 - $52.44 $435K - $480K
82.4K $4.12B
ELV
Elevance Health, Inc.

Healthcare
1.05K
+ 19.44%
$365.96 - $514.62 $383K - $539K
6.43K $2.65B
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.9K
+ 85.4%
$25.93 - $105.3 $334K - $1.36M
28K $785M
JPM
Jpmorgan Chase & CO

Financial Services
716
+ 17.06%
$205.18 - $250.29 $147K - $179K
4.91K $1.31B
AVGO
Broadcom Inc.

Technology
1.53K
+ 91.9%
$159.67 - $250.0 $245K - $383K
3.2K $647M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 1.6%
$4100.99 - $5300.34 $57.4K - $74.2K
891 $4.16B
IQV
Iqvia Holdings Inc.

Healthcare
1.87K
+ 14.66%
$190.97 - $236.63 $357K - $443K
14.6K $3.03B
T Rowe Price ETF Inc
12.6K
+ 36.5%
N/A
47.1K $1.3B
GOOG
Alphabet Inc.

Communication Services
725
+ 13.39%
$163.08 - $198.16 $118K - $144K
6.14K $1.19B
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