Maia Wealth LLC Incresed Positions in Q4 2024

Maia Wealth LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
1.01K
+ 43.53%
$79.61 - $92.24 $80.6K - $93.4K
3.34K $309M
COP
Conocophillips

Energy
1K
+ 26.22%
$95.12 - $114.72 $95.4K - $115K
4.83K $496M
LGOV
First Tr ETF Iv Long Duration

ETFs
5.72K
+ 12.97%
$20.75 - $22.49 $119K - $129K
49.8K $1.04B
BK
Bank Of New York Mellon Corp

Financial Services
817
+ 30.88%
$70.82 - $81.87 $57.9K - $66.9K
3.46K $297M
DE
Deere & CO

Industrials
37
+ 3.57%
$389.45 - $466.0 $14.4K - $17.2K
1.07K $520M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 15.55%
$873.59 - $994.69 $56.8K - $64.7K
483 $467M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
875
+ 14.55%
$81.6 - $90.89 $71.4K - $79.5K
6.89K $596M
SNY
Sanofi

Healthcare
1.52K
+ 32.27%
$45.89 - $57.31 $69.8K - $87.2K
6.24K $333M
AXP
American Express CO

Financial Services
80
+ 6.1%
$267.35 - $305.57 $21.4K - $24.4K
1.39K $441M
PG
Procter & Gamble CO

Consumer Defensive
503
+ 13.05%
$161.05 - $179.7 $81K - $90.4K
4.36K $738M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
274
+ 9.91%
$201.32 - $217.44 $55.2K - $59.6K
3.04K $650M
AVDV
American Centy ETF Tr Avantis

ETFs
1.25K
+ 30.77%
$63.85 - $70.4 $79.9K - $88.1K
5.32K $352M
First Tr Exchange Traded Fd
4.04K
+ 12.87%
N/A
35.5K $734M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.84K
+ 18.56%
$38.96 - $43.28 $71.7K - $79.6K
11.8K $486M
ORCL
Oracle Corp

Technology
1.01K
+ 18.76%
$165.41 - $192.43 $167K - $194K
6.39K $1.01B
NVS
Novartis Ag

Healthcare
896
+ 37.84%
$96.78 - $117.18 $86.7K - $105K
3.26K $337M
IBM
International Business Machines Corp

Technology
277
+ 20.81%
$204.9 - $238.04 $56.8K - $65.9K
1.61K $360M
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.2K
+ 36.28%
$62.89 - $68.65 $75.7K - $82.6K
4.52K $284M
PANW
Palo Alto Networks Inc

Technology
1.88K
+ 113.09%
$181.96 - $405.9 $343K - $765K
3.55K $672M
ADI
Analog Devices Inc

Technology
403
+ 25.55%
$206.35 - $236.48 $83.2K - $95.3K
1.98K $427M
VTI
Vanguard Total Stock Market Et

ETFs
89
+ 2.97%
$280.04 - $302.45 $24.9K - $26.9K
3.08K $916M
VCIT
Vanguard Intermediate Term Cor

ETFs
834
+ 8.54%
$80.13 - $83.77 $66.8K - $69.9K
10.6K $857M
XOM
Exxon Mobil Corp

Energy
1.22K
+ 14.79%
$105.51 - $125.37 $129K - $153K
9.5K $1.05B
WBD
Warner Bros. Discovery, Inc.

Communication Services
92
+ 0.51%
$7.33 - $12.37 $674 - $1.14K
18K $189M
ABT
Abbott Laboratories

Healthcare
117
+ 4.46%
$111.93 - $119.39 $13.1K - $14K
2.74K $354M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
226
+ 4.38%
$113.92 - $127.38 $25.7K - $28.8K
5.39K $640M
GD
General Dynamics Corp

Industrials
259
+ 33.81%
$260.28 - $314.03 $67.4K - $81.3K
1.03K $277M
AOA
Ishares Tr Core Aggressive All

ETFs
542
+ 6.66%
$76.61 - $79.88 $41.5K - $43.3K
8.68K $679M
Blackrock ETF Trust Ii
895
+ 10.14%
N/A
9.73K $510M
NUDM
Nuveen Esg International Devel

ETFs
1.51K
+ 14.14%
$30.06 - $33.38 $45.5K - $50.5K
12.2K $384M
DSI
Ishares Msci Kld 400 Social Et

ETFs
158
+ 1.9%
$107.41 - $115.71 $17K - $18.3K
8.49K $950M
FSIG
First Tr ETF Iv LTD Duration I
1.69K
+ 4.06%
$18.8 - $19.23 $31.8K - $32.5K
43.3K $817M
EMB
Ishares Tr

ETFs
304
+ 8.66%
$88.94 - $93.46 $27K - $28.4K
3.82K $346M
CSCO
Cisco Systems, Inc.

Technology
95
+ 1.53%
$52.45 - $60.02 $4.98K - $5.7K
6.3K $372M
First Tr Exchng Traded Fd Vi
472
+ 1.67%
N/A
28.7K $913M
HON
Honeywell International Inc

Industrials
10
+ 0.88%
$202.84 - $236.0 $2.03K - $2.36K
1.14K $258M
Innovator Etfs Trust
755
+ 1.57%
N/A
49K $1.23B
ENB
Enbridge Inc

Energy
15
+ 0.27%
$40.4 - $43.92 $606 - $659
5.49K $246M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.01K
+ 6.42%
$22.65 - $23.8 $22.8K - $23.9K
16.7K $382M
XUSP
Innovator Etfs Tr Uncapped Acc
153
+ 2.05%
N/A
7.63K $316M
XDSQ
Innovator Etfs Tr Us Equity Ac
66
+ 0.84%
$34.76 - $37.22 $2.29K - $2.46K
7.9K $294M
WM
Waste Management Inc

Industrials
48
+ 4.12%
$201.79 - $228.46 $9.69K - $11K
1.21K $259M
VV
Vanguard Large Cap ETF

ETFs
17
+ 1.58%
$260.27 - $280.65 $4.42K - $4.77K
1.1K $302M
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.12%
$95.27 - $107.82 $286 - $323
2.57K $267M
AEP
American Electric Power CO Inc

Utilities
38
+ 1.42%
$90.91 - $102.21 $3.45K - $3.88K
2.72K $279M
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 5.96%
$288.47 - $316.54 $23.4K - $25.6K
1.44K $422M
CMCSA
Comcast Corp

Communication Services
1.17K
+ 12.25%
$37.39 - $45.14 $43.9K - $52.9K
10.8K $411M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
69
+ 1.42%
$44.33 - $49.55 $3.06K - $3.42K
4.92K $228M
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.24%
$204.21 - $220.18 $613 - $661
1.27K $276M
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
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