Maia Wealth LLC Incresed Positions in Q2 2025

Maia Wealth LLC

  • $525 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
51.1K
+ 24.9%
$52.4 - $64.65 $2.68M - $3.3M
256K $16.3B
IEMG
Ishares Inc

ETFs
61.2K
+ 62.53%
N/A
159K $9.54B
MSFT
Microsoft Corp

Technology
1.25K
+ 6.39%
$354.56 - $497.45 $442K - $620K
20.8K $10.3B
Bny Mellon ETF Trust Ii
70.3K
+ 406.61%
N/A
87.5K $2.33B
XLG
Invesco Exchange Traded Fd Tr

ETFs
29.1K
+ 59.73%
$40.94 - $52.1 $1.19M - $1.52M
77.8K $4.05B
NVDA
Nvidia Corp

Technology
6.82K
+ 41.88%
$94.31 - $157.99 $643K - $1.08M
23.1K $3.65B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.99K
+ 2.64%
$152.42 - $182.82 $304K - $364K
77.4K $14.1B
XTEN
Bondbloxx ETF Tr Bloomberg 10
32.5K
+ 115.82%
N/A
60.5K $2.79B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
20.4K
+ 94.91%
$52.66 - $64.01 $1.08M - $1.31M
41.9K $2.68B
AVGO
Broadcom Inc.

Technology
4.01K
+ 118.21%
$146.29 - $275.65 $586K - $1.1M
7.4K $2.04B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.61K
+ 104.67%
$171.4 - $227.1 $791K - $1.05M
9.02K $2.05B
AMAT
Applied Materials Inc

Technology
4.94K
+ 109.44%
$126.95 - $183.52 $627K - $906K
9.45K $1.73B
T Rowe Price ETF Inc
23.5K
+ 33.08%
N/A
94.4K $3.05B
IVE
Ishares S&P 500 Value ETF

ETFs
2.24K
+ 6.19%
$168.34 - $195.42 $377K - $438K
38.4K $7.51B
JPM
Jpmorgan Chase & CO

Financial Services
1.99K
+ 39.03%
$210.28 - $289.91 $418K - $576K
7.08K $2.05B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.3K
+ 332.3%
$35.35 - $42.68 $683K - $825K
25.1K $1.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.3K
+ 9.54%
$29.52 - $35.31 $333K - $399K
130K $4.57B
CRM
Salesforce, Inc.

Technology
2.58K
+ 35.84%
$236.26 - $291.15 $610K - $751K
9.78K $2.67B
LVHI
Franklin International Low Vol

ETFs
23.9K
+ 119.42%
$28.91 - $33.28 $691K - $796K
43.9K $1.43B
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.2K
+ 119.13%
$45.9 - $47.2 $788K - $810K
31.6K $1.49B
TCHP
T Rowe Price Exchange Traded F

Technology
12.2K
+ 40.4%
$34.07 - $45.35 $414K - $551K
42.3K $1.92B
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 3.63%
$144.7 - $178.6 $175K - $216K
34.5K $6.08B
LLY
Eli Lilly & CO

Healthcare
901
+ 29.13%
$713.71 - $898.95 $643K - $810K
3.99K $3.11B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
15.2K
+ 55.32%
$45.3 - $50.64 $690K - $772K
42.8K $2.1B
RBLX
Roblox Corp

Communication Services
1.42K
+ 11.28%
$51.22 - $105.59 $72.5K - $149K
14K $1.47B
FDL
First Tr Morningstar Dividend

ETFs
16.6K
+ 55.62%
$38.19 - $43.19 $633K - $715K
46.3K $1.94B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
539
+ 1.96%
$82.32 - $112.47 $44.4K - $60.6K
28.1K $3.16B
FTNT
Fortinet, Inc.

Technology
5.92K
+ 226.54%
$84.71 - $108.69 $502K - $644K
8.54K $903M
ILDR
First Tr Exchange Traded Fd Vi
17.7K
+ 107.26%
$20.6 - $29.43 $365K - $522K
34.3K $1.01B
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 44.57%
$221.86 - $362.89 $295K - $483K
4.31K $1.37B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 50.34%
$34.72 - $42.74 $406K - $500K
34.9K $1.49B
ABT
Abbott Laboratories

Healthcare
4.21K
+ 160.73%
$123.95 - $138.08 $522K - $581K
6.83K $929M
AAPL
Apple Inc.

Technology
2.52K
+ 9.05%
$172.42 - $223.89 $434K - $564K
30.4K $6.23B
VEA
Vanguard Ftse Developed Market

ETFs
354
+ 0.45%
$45.65 - $57.01 $16.2K - $20.2K
79.5K $4.53B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.2K
+ 3.75%
$19.6 - $24.44 $102K - $127K
144K $3.52B
V
Visa Inc.

Financial Services
885
+ 8.64%
$308.27 - $373.31 $273K - $330K
11.1K $3.95B
XLK
Technology Sector Spdr

ETFs
1.14K
+ 27.42%
$179.73 - $253.23 $205K - $289K
5.3K $1.34B
First Tr Exchange Traded Fd
22.8K
+ 45.57%
N/A
72.8K $1.53B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
10.8K
+ 26.5%
$40.66 - $41.98 $441K - $455K
51.7K $2.16B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.66K
+ 8.71%
$45.88 - $54.4 $214K - $254K
58.2K $3.17B
VTV
Vanguard Value ETF

ETFs
1.14K
+ 6.09%
$153.67 - $176.74 $176K - $202K
19.9K $3.52B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.8K
+ 57.61%
$22.4 - $23.8 $376K - $399K
45.9K $1.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
+ 31.57%
$483.48 - $539.8 $587K - $655K
5.06K $2.46B
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.18K
+ 37.88%
$55.15 - $68.11 $230K - $285K
15.2K $1.03B
VTI
Vanguard Total Stock Market Et

ETFs
830
+ 27.93%
$243.75 - $303.93 $202K - $252K
3.8K $1.16B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
23.3K
+ 23.29%
$9.85 - $11.67 $230K - $272K
123K $1.39B
FTLS
First Tr Long/Short Equity ETF

ETFs
4.23K
+ 20.07%
$60.06 - $66.28 $254K - $280K
25.3K $1.68B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.75K
+ 15.95%
$48.5 - $49.35 $327K - $333K
49.1K $2.42B
NFLX
Netflix Inc

Communication Services
43
+ 6.27%
$855.86 - $1339.13 $36.8K - $57.6K
729 $976M
Activity Summary
Buys All Purchases 169 New Holdings 51 Increased Positions 118 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 1 Puts 0
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