Maia Wealth LLC Reduced Holdings in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-146K
- 71.34%
N/A
58.8K $1.96B
EFG
Msci Eafe Growth ETF

ETFs
-29.5K
- 42.27%
$106.99 - $114.46 $3.15M - $3.37M
40.3K $4.64B
IYW
Ishares Dj Us Tech ETF

ETFs
-16.1K
- 60.12%
$171.38 - $197.01 $2.76M - $3.18M
10.7K $2.19B
EFV
Msci Eafe Value ETF

ETFs
-43.7K
- 17.04%
$62.79 - $68.42 $2.74M - $2.99M
213K $14.9B
META
Meta Platforms, Inc.

Communication Services
-403
- 3.97%
$695.21 - $791.73 $280K - $319K
9.74K $6.16B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-28.3K
- 27.96%
$45.6 - $46.92 $1.29M - $1.33M
73K $3.41B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-89
- 11.65%
$5364.25 - $5815.92 $477K - $518K
675 $3.35B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-20.7K
- 71.42%
$48.5 - $50.19 $1M - $1.04M
8.29K $418M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.6K
- 43.24%
$55.61 - $57.37 $922K - $951K
21.8K $1.23B
KMX
Carmax Inc

Consumer Cyclical
-4.24K
- 18.16%
$44.86 - $71.57 $190K - $303K
19.1K $635M
ELV
Elevance Health, Inc.

Healthcare
-992
- 15.1%
$274.66 - $395.76 $272K - $393K
5.58K $1.69B
FISV
Fiserv Inc

Technology
-1.19K
- 17.35%
N/A
5.68K $362M
MA
Mastercard Inc

Financial Services
-1.22K
- 19.6%
$550.18 - $598.96 $672K - $731K
5.01K $2.77B
SCI
Service Corp International

Consumer Cyclical
-8.51K
- 41.75%
$75.63 - $83.25 $644K - $709K
11.9K $951M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.31K
- 10.74%
$182.33 - $194.5 $1.52M - $1.62M
69.1K $13.5B
DIS
Walt Disney CO

Communication Services
-2.72K
- 15.2%
$112.25 - $124.0 $305K - $337K
15.2K $1.7B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-9.16K
- 20.94%
$85.43 - $92.81 $783K - $850K
34.6K $3.27B
SBUX
Starbucks Corp

Consumer Cyclical
-4K
- 22.86%
$81.9 - $96.86 $328K - $388K
13.5K $1.14B
ADSK
Autodesk, Inc.

Technology
-1.1K
- 21.24%
N/A
4.07K $1.21B
CHKP
Check Point Software Technologies LTD

Technology
-1.21K
- 19.59%
$180.73 - $231.23 $219K - $280K
4.98K $1.01B
APD
Air Products & Chemicals, Inc.

Basic Materials
-1K
- 23.24%
$265.78 - $299.3 $267K - $300K
3.32K $857M
ADBE
Adobe Inc.

Technology
-451
- 13.02%
$333.65 - $392.1 $150K - $177K
3.01K $990M
SCHW
Schwab Charles Corp

Financial Services
-5.44K
- 13.81%
$91.03 - $98.69 $496K - $537K
34K $3.25B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-10.1K
- 21.86%
N/A
36.3K $1.51B
DEO
Diageo PLC

Consumer Defensive
-2.66K
- 21.6%
$93.64 - $115.33 $249K - $307K
9.66K $918M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.77K
- 37.67%
$62.54 - $68.42 $298K - $326K
7.89K $570M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.79K
- 8.86%
$48.72 - $50.73 $185K - $192K
39K $1.9B
RBLX
Roblox Corp

Communication Services
-1.93K
- 13.84%
$100.65 - $141.56 $194K - $273K
12K $1.27B
PANW
Palo Alto Networks Inc

Technology
-1.07K
- 38.61%
$167.06 - $208.19 $178K - $222K
1.7K $367M
NFLX
Netflix Inc

Communication Services
-32
- 4.39%
$1147.87 - $1297.18 $36.7K - $41.5K
697 $780M
ECL
Ecolab Inc.

Basic Materials
-625
- 20.99%
$259.39 - $285.47 $162K - $178K
2.35K $608M
FTGS
First Tr Exchange Traded Fd Gr
-6.81K
- 13.95%
N/A
42K $1.48B
QCOM
Qualcomm Inc

Technology
-1.71K
- 19.34%
$145.84 - $173.55 $249K - $297K
7.13K $1.22B
VEEV
Veeva Systems Inc

Healthcare
-708
- 21.36%
$269.2 - $297.91 $191K - $211K
2.61K $771M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.05K
- 8.26%
$49.05 - $49.99 $199K - $203K
45K $2.25B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-8.37K
- 27.19%
$21.62 - $22.81 $181K - $191K
22.4K $519M
ORCL
Oracle Corp

Technology
-950
- 20.36%
$218.96 - $328.33 $208K - $312K
3.72K $895M
BNDX
Vanguard Total International B

ETFs
-2.45K
- 10.28%
$49.0 - $49.51 $120K - $121K
21.4K $1.06B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.23K
- 7.49%
$43.36 - $44.8 $140K - $144K
39.8K $1.77B
VTI
Vanguard Total Stock Market Et

ETFs
-698
- 18.36%
$303.93 - $329.86 $212K - $230K
3.1K $1.04B
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-3.75K
- 31.25%
$34.26 - $35.77 $129K - $134K
8.26K $299M
PG
Procter & Gamble CO

Consumer Defensive
-204
- 3.46%
$150.47 - $161.22 $30.7K - $32.9K
5.7K $829M
SUB
Ishares Short Term National Mu

ETFs
-1.04K
- 23.43%
$106.17 - $107.3 $111K - $112K
3.41K $363M
Ishares Bitcoin Trust ETF
-1.42K
- 7.33%
N/A
18K $1.08B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-541
- 20.79%
$236.25 - $257.69 $128K - $139K
2.06K $521M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-2.15K
- 33.89%
$59.11 - $67.35 $127K - $145K
4.2K $290M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.89K
- 18.62%
$53.69 - $57.31 $155K - $165K
12.6K $735M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1.52K
- 31.41%
$80.0 - $88.06 $122K - $134K
3.32K $290M
Exchange Listed Fds Tr
-1.49K
- 7.45%
N/A
18.5K $513M
Activity Summary
Buys All Purchases 182 New Holdings 44 Increased Positions 138 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 0
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