Maia Wealth LLC Reduced Holdings in Q4 2024

Maia Wealth LLC

  • $465 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-40K
- 27.07%
$45.07 - $47.1 $1.8M - $1.89M
108K $4.91B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21.8K
- 41.51%
$49.79 - $51.14 $1.09M - $1.12M
30.8K $1.54B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-26.7K
- 14.23%
$22.4 - $68.28 $597K - $1.82M
161K $3.82B
BNDX
Vanguard Total International B

ETFs
-8.14K
- 27.19%
$48.91 - $50.61 $398K - $412K
21.8K $1.07B
XSMO
Invesco S&P Smallcap Momentum

ETFs
-6.81K
- 39.08%
$65.08 - $73.72 $443K - $502K
10.6K $730M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-6.37K
- 59.22%
$54.29 - $59.49 $346K - $379K
4.38K $243M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.4K
- 12.59%
$87.1 - $98.49 $209K - $236K
16.7K $1.47B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.3K
- 49.66%
$18.41 - $40.87 $226K - $503K
12.5K $241M
SUB
Ishares Short Term National Mu

ETFs
-2.25K
- 40.89%
$104.94 - $106.2 $237K - $239K
3.26K $345M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-3.3K
- 46.68%
$70.12 - $75.48 $232K - $249K
3.77K $274M
MBB
Ishares Tr

ETFs
-1.5K
- 7.33%
$91.26 - $95.82 $137K - $144K
19K $1.75B
PFE
Pfizer Inc

Healthcare
-4.85K
- 38.69%
$24.8 - $30.19 $120K - $146K
7.69K $206M
XLK
Technology Sector Spdr

ETFs
-583
- 13.01%
$220.26 - $241.44 $128K - $141K
3.9K $887M
PEP
Pepsico Inc

Consumer Defensive
-551
- 20.78%
$151.29 - $176.1 $83.4K - $97K
2.1K $325M
MRK
Merck & Co., Inc.

Healthcare
-979
- 27.04%
$96.31 - $114.76 $94.3K - $112K
2.64K $259M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-2.65K
- 11.47%
$40.33 - $42.34 $107K - $112K
20.4K $830M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-392
- 1.24%
$44.04 - $49.49 $17.3K - $19.4K
31.3K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-441
- 5.7%
$521.84 - $558.82 $230K - $246K
7.3K $4.03B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.55K
- 2.56%
$22.63 - $47.53 $57.6K - $121K
96.8K $2.21B
FIS
Fidelity National Information Services, Inc.

Technology
-541
- 13.74%
$80.14 - $90.95 $43.4K - $49.2K
3.4K $275M
CVX
Chevron Corp

Energy
-623
- 17.42%
$141.15 - $162.53 $87.9K - $101K
2.95K $464M
GIGB
Goldman Sachs ETF Access Invt
-1.47K
- 20.11%
N/A
5.83K $265M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3.4K
- 9.87%
$18.62 - $19.05 $63.3K - $64.8K
31K $580M
Innovator Etfs Trust
-2.68K
- 10.1%
N/A
23.8K $647M
ABBV
Abb Vie Inc.

Healthcare
-78
- 2.63%
$164.99 - $203.87 $12.9K - $15.9K
2.88K $510M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-564
- 4.34%
$31.92 - $36.14 $18K - $20.4K
12.4K $398M
IYH
Ishares Tr

ETFs
-658
- 14.22%
$57.53 - $65.24 $37.9K - $42.9K
3.97K $247M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.11K
- 7.46%
$20.55 - $23.26 $22.8K - $25.8K
13.7K $297M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-479
- 11.56%
$60.13 - $67.31 $28.8K - $32.2K
3.66K $228M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.17K
- 5.25%
$24.55 - $25.16 $28.8K - $29.5K
21.2K $522M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-380
- 2.41%
$88.59 - $94.57 $33.7K - $35.9K
15.4K $1.42B
FTGS
First Tr Exchange Traded Fd Gr
-3.17K
- 5.0%
N/A
60.2K $1.97B
IFRA
Ishares Tr

ETFs
-567
- 1.38%
$45.94 - $51.71 $26K - $29.3K
40.6K $1.92B
GBIL
Goldman Sachs Access Treasury

ETFs
-237
- 8.65%
$99.85 - $100.22 $23.7K - $23.8K
2.5K $251M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-56
- 0.3%
$26.05 - $29.17 $1.46K - $1.63K
18.8K $497M
Proshares Tr
-565
- 10.12%
N/A
5.02K $214M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-5.25K
- 3.91%
$35.45 - $40.33 $186K - $212K
129K $4.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-449
- 7.62%
$61.68 - $67.87 $27.7K - $30.5K
5.44K $352M
LSAF
Two Rds Shared Tr

ETFs
-599
- 6.97%
$40.52 - $44.24 $24.3K - $26.5K
8K $342M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-190
- 12.06%
$98.04 - $108.11 $18.6K - $20.5K
1.39K $141M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-77
- 0.19%
$17.65 - $18.18 $1.36K - $1.4K
41.1K $728M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-81
- 0.42%
$34.13 - $37.35 $2.76K - $3.03K
19.2K $686M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-314
- 3.03%
$24.94 - $26.14 $7.83K - $8.21K
10.1K $253M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-191
- 4.04%
$48.18 - $50.13 $9.2K - $9.57K
4.54K $221M
Proshares Tr
-256
- 5.25%
N/A
4.62K $209M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-255
- 0.48%
N/A
52.5K $1.83B
ADT
Adt Inc.

Industrials
-155
- 1.3%
$6.71 - $8.14 $1.04K - $1.26K
11.8K $89.8M
XLE
Energy Sector Spdr

ETFs
-80
- 2.86%
$83.32 - $97.27 $6.67K - $7.78K
2.71K $245M
TTWO
Take Two Interactive Software Inc

Communication Services
-522
- 15.03%
$147.66 - $190.46 $77.1K - $99.4K
2.95K $555M
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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