Maia Wealth LLC Incresed Positions in Q1 2025

Maia Wealth LLC

  • $441 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
47
+ 1.86%
$90.59 - $129.31 $4.26K - $6.08K
2.58K $213M
COP
Conocophillips

Energy
226
+ 4.68%
$88.6 - $105.85 $20K - $23.9K
5.05K $437M
VGT
Vanguard Information Technolog

ETFs
82
+ 6.67%
$542.38 - $646.34 $44.5K - $53K
1.31K $687M
AXP
American Express CO

Financial Services
90
+ 6.47%
$255.39 - $325.87 $23K - $29.3K
1.48K $379M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 5.23%
$24.91 - $29.02 $36.5K - $42.5K
29.5K $723M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
502
+ 1.86%
$49.22 - $51.73 $24.7K - $26K
27.6K $1.34B
DEO
Diageo PLC

Consumer Defensive
1.2K
+ 9.14%
$104.79 - $126.12 $126K - $151K
14.3K $1.58B
LMT
Lockheed Martin Corp

Industrials
80
+ 2.13%
$423.19 - $506.29 $33.9K - $40.5K
3.83K $1.82B
ADI
Analog Devices Inc

Technology
20
+ 1.01%
$201.56 - $243.82 $4.03K - $4.88K
2K $357M
EMR
Emerson Electric CO

Industrials
10
+ 0.38%
$108.64 - $131.17 $1.09K - $1.31K
2.67K $270M
WFC
Wells Fargo & Company

Financial Services
481
+ 6.7%
$66.78 - $81.42 $32.1K - $39.2K
7.67K $484M
XSMO
Invesco S&P Smallcap Momentum

ETFs
411
+ 3.87%
$59.97 - $70.03 $24.6K - $28.8K
11K $654M
NOW
Service Now, Inc.

Technology
9
+ 3.54%
$783.83 - $1170.39 $7.05K - $10.5K
263 $210M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 3.16%
$468.34 - $539.52 $30.4K - $35.1K
2.12K $971M
PWV
Invesco Exchange Traded Fd Tr

ETFs
222
+ 0.95%
$56.58 - $60.89 $12.6K - $13.5K
23.6K $1.3B
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 3.6%
$225.19 - $279.95 $39.9K - $49.6K
5.09K $1.19B
VUG
Vanguard Growth ETF

ETFs
1.11K
+ 10.83%
$369.1 - $427.61 $410K - $476K
11.4K $4.12B
First Tr Exch Traded Fd Iii
3.11K
+ 6.12%
N/A
54K $1.01B
MSFT
Microsoft Corp

Technology
1.81K
+ 10.21%
$375.39 - $447.2 $678K - $808K
19.5K $7.57B
VTV
Vanguard Value ETF

ETFs
614
+ 3.38%
$167.73 - $179.21 $103K - $110K
18.8K $3.08B
ADSK
Autodesk, Inc.

Technology
244
+ 4.35%
N/A
5.85K $1.52B
ADBE
Adobe Inc.

Technology
411
+ 11.93%
$377.84 - $464.11 $155K - $191K
3.86K $1.35B
BAC
Bank Of America Corp

Financial Services
240
+ 1.4%
$39.61 - $47.74 $9.51K - $11.5K
17.3K $636M
SCHW
Schwab Charles Corp

Financial Services
878
+ 2.03%
$71.24 - $83.64 $62.5K - $73.4K
44.1K $3.39B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
6.21K
+ 6.61%
$11.63 - $13.3 $72.2K - $82.6K
100K $1.02B
QCOM
Qualcomm Inc

Technology
455
+ 4.77%
$151.94 - $175.86 $69.1K - $80K
9.99K $1.39B
APD
Air Products & Chemicals, Inc.

Basic Materials
35
+ 0.72%
$283.24 - $338.07 $9.91K - $11.8K
4.91K $1.34B
AMID
Ea Ser Tr Argent Mid Cap ETF
1.23K
+ 1.89%
N/A
66.1K $2.06B
DIS
Walt Disney CO

Communication Services
1.86K
+ 10.09%
$96.87 - $114.0 $180K - $212K
20.3K $1.72B
KMX
Carmax Inc

Consumer Cyclical
157
+ 0.61%
$69.25 - $89.19 $10.9K - $14K
26.1K $1.76B
CRM
Salesforce, Inc.

Technology
487
+ 7.26%
$268.36 - $359.95 $131K - $175K
7.2K $1.83B
IYW
Ishares Dj Us Tech ETF

ETFs
180
+ 0.59%
$140.44 - $166.79 $25.3K - $30K
30.9K $4.22B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 4.87%
$165.25 - $224.62 $169K - $230K
22.1K $3.44B
IVV
Ishares Core S&P 500 ETF

ETFs
809
+ 4.6%
$554.06 - $615.85 $448K - $498K
18.4K $9.96B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.92K
+ 1.6%
$48.06 - $53.73 $140K - $157K
185K $8.71B
GOOGL
Alphabet Inc.

Communication Services
900
+ 2.78%
$154.33 - $206.19 $139K - $186K
33.3K $5.3B
META
Meta Platforms, Inc.

Communication Services
244
+ 2.39%
$576.36 - $736.67 $141K - $180K
10.5K $5.56B
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 4.45%
$190.26 - $242.06 $257K - $327K
31.7K $5.77B
FSK
Fs Kkr Capital Corp

Financial Services
16.7K
+ 2.62%
$20.47 - $24.06 $342K - $402K
655K $12.4B
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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