Maia Wealth LLC Sells in Q1 2025

Maia Wealth LLC

  • $441 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-36K
- 6.53%
$64.88 - $72.1 $2.34M - $2.6M
516K $32.7B
EFG
Msci Eafe Growth ETF

ETFs
-34.9K
- 32.07%
$96.1 - $106.37 $3.36M - $3.72M
74K $7.29B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.37K
- 3.65%
$92.45 - $106.69 $404K - $466K
115K $10.5B
EFV
Msci Eafe Value ETF

ETFs
-37K
- 15.27%
$51.88 - $60.73 $1.92M - $2.25M
205K $11.7B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-19.2K
- 26.38%
$51.45 - $58.51 $987K - $1.12M
53.5K $2.67B
First Tr Exchng Traded Fd Vi
-38.7K
- 22.34%
N/A
135K $4.07B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-10.5K
- 8.12%
$32.49 - $37.99 $340K - $397K
118K $3.73B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.46K
- 7.58%
$120.24 - $134.3 $416K - $465K
42.2K $4.95B
IFRA
Ishares Tr

ETFs
-18.4K
- 45.47%
$44.8 - $49.25 $826K - $909K
22.1K $974M
IQV
Iqvia Holdings Inc.

Healthcare
-366
- 2.5%
$176.3 - $209.96 $64.5K - $76.8K
14.3K $2.15B
AAPL
Apple Inc.

Technology
-448
- 1.58%
$209.68 - $247.1 $93.9K - $111K
27.9K $5.64B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.41K
- 56.51%
$85.29 - $92.57 $802K - $871K
7.24K $634M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.47K
- 21.87%
$56.17 - $59.71 $532K - $565K
33.8K $1.85B
TSLA
Tesla, Inc.

Consumer Cyclical
-546
- 15.47%
$222.15 - $428.22 $121K - $234K
2.98K $753M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-8.26K
- 11.5%
$54.25 - $57.64 $448K - $476K
63.6K $3.44B
FTGS
First Tr Exchange Traded Fd Gr
-8.25K
- 13.7%
N/A
52K $1.5B
MO
Altria Group, Inc.

Consumer Defensive
-8.17K
- 68.08%
$50.81 - $60.02 $415K - $490K
3.83K $219M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-175
- 0.37%
$75.92 - $84.67 $13.3K - $14.8K
47.4K $3.51B
SBUX
Starbucks Corp

Consumer Cyclical
-670
- 3.25%
$91.75 - $115.81 $61.5K - $77.6K
20K $1.71B
Innovator Etfs Trust
-10.2K
- 42.36%
N/A
13.9K $385M
MA
Mastercard Inc

Financial Services
-90
- 1.3%
$504.67 - $576.31 $45.4K - $51.9K
6.81K $3.49B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-7.79K
- 56.25%
$34.08 - $35.99 $265K - $280K
6.06K $205M
RBLX
Roblox Corp

Communication Services
-2.23K
- 15.1%
$53.77 - $75.47 $120K - $168K
12.5K $714M
T
At&T Inc.

Communication Services
-12.4K
- 60.72%
$21.56 - $28.28 $267K - $350K
8K $217M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.04K
- 14.29%
$65.15 - $91.81 $68K - $95.8K
6.26K $390M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.42K
- 4.03%
$29.34 - $31.31 $100K - $107K
81.5K $2.36B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-402
- 2.28%
$108.02 - $120.45 $43.4K - $48.4K
17.2K $1.83B
BKCI
Bny Mellon ETF Tr Concentrated
-4.3K
- 32.24%
$47.19 - $50.41 $203K - $217K
9.05K $422M
VB
Vanguard Small Cap ETF

ETFs
-147
- 2.9%
$217.89 - $252.64 $32K - $37.1K
4.92K $1.02B
IEFA
Ishares Tr

ETFs
-3.38K
- 15.7%
$69.57 - $78.65 $235K - $266K
18.1K $1.35B
Innovator Etfs Trust
-8.13K
- 16.61%
N/A
40.8K $1B
TTWO
Take Two Interactive Software Inc

Communication Services
-1.39K
- 47.19%
$178.61 - $217.95 $249K - $304K
1.56K $332M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.18K
- 1.71%
$24.66 - $26.1 $53.8K - $57K
125K $3.06B
RDVY
First Trust Rising Dividend Ac

ETFs
-2K
- 13.13%
$57.22 - $63.39 $114K - $126K
13.2K $732M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.09K
- 9.81%
$42.4 - $44.11 $216K - $224K
46.7K $2.02B
MBB
Ishares Tr

ETFs
-2.36K
- 12.44%
$90.37 - $94.08 $213K - $222K
16.6K $1.54B
HD
Home Depot, Inc.

Consumer Cyclical
-258
- 8.48%
$347.25 - $424.87 $89.6K - $110K
2.78K $994M
VZ
Verizon Communications Inc

Communication Services
-5.47K
- 46.27%
$37.81 - $46.49 $207K - $254K
6.35K $281M
FBT
First Trust Nyse Arca Biotechn

ETFs
-572
- 12.29%
$164.86 - $182.19 $94.3K - $104K
4.08K $636M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.12K
- 6.24%
$59.79 - $67.15 $66.7K - $74.9K
16.8K $976M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-702
- 23.1%
$196.12 - $229.48 $138K - $161K
2.34K $462M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.9K
- 12.32%
$87.68 - $94.52 $166K - $179K
13.5K $1.23B
TCHP
T Rowe Price Exchange Traded F

Technology
-245
- 0.81%
$37.86 - $44.2 $9.28K - $10.8K
30.1K $1.13B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.36K
- 28.43%
$63.91 - $70.19 $151K - $166K
5.94K $393M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-596
- 7.02%
$101.98 - $115.66 $60.8K - $68.9K
7.89K $785M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-366
- 28.33%
$307.43 - $357.48 $113K - $131K
926 $280M
ORCL
Oracle Corp

Technology
-93
- 1.46%
$139.81 - $186.47 $13K - $17.3K
6.29K $847M
Innovator Etfs Trust
-5.56K
- 26.82%
N/A
15.2K $403M
VEA
Vanguard Ftse Developed Market

ETFs
-3.26K
- 3.96%
$47.4 - $52.99 $155K - $173K
79.2K $3.96B
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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