Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $465 Billion
  • Q4 2024

Maia Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Billion distributed in 325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $38.9B, Fs Kkr Capital Corp with a value of $14.5B, Msci Eafe Value ETF with a value of $13.3B, Ishares Msci Usa Quality Facto with a value of $12.3B, and Ishares S&P 500 Growth ETF with a value of $12.3B.

Examining the 13F form we can see an increase of $59.8B in the current position value, from $405B to 465B.

Maia Wealth LLC is based out at Denver, CO

Below you can find more details about Maia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $465 Billion
ETFs: $275 Billion
Technology: $36.8 Billion
Financial Services: $33.1 Billion
Communication Services: $20 Billion
Consumer Cyclical: $19.8 Billion
Healthcare: $16.5 Billion
Consumer Defensive: $5.52 Billion
Industrials: $4.84 Billion
Other: $6.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Billion 3.13% of portfolio
638,109
Q4 2024 Added 11.39%
$2.82T
$7.69 Billion 1.66% of portfolio
17,702
Q4 2024 Added 11.33%
$1.98T
$7.15 Billion 1.54% of portfolio
30,352
Q4 2024 Added 11.12%
$1.34T
$6.74 Billion 1.45% of portfolio
10,221
Q4 2024 Added 17.7%
$3.37T
$6.51 Billion 1.4% of portfolio
28,299
Q4 2024 Added 7.1%
$974B
$6.22 Billion 1.34% of portfolio
32,418
Q4 2024 Added 13.15%
$171B
$4.16 Billion 0.9% of portfolio
891
Q4 2024 Added 1.6%
$890B
$4.05 Billion 0.87% of portfolio
21,036
Q4 2024 Added 10.61%
$496B
$3.78 Billion 0.81% of portfolio
6,898
Q4 2024 Added 10.49%
$134B
$3.56 Billion 0.77% of portfolio
43,172
Q4 2024 Added 11.49%
$537B
$3.44 Billion 0.74% of portfolio
10,285
Q4 2024 Added 12.91%
$33.7B
$3.03 Billion 0.65% of portfolio
14,639
Q4 2024 Added 14.66%
$99.3B
$2.65 Billion 0.57% of portfolio
6,432
Q4 2024 Added 19.44%
-
$2.32 Billion 0.5% of portfolio
-
Q4 2024 Added 146.8%
$272B
$2.33 Billion 0.5% of portfolio
6,712
Q4 2024 Added 23.22%
$10.9B
$2.19 Billion 0.47% of portfolio
25,942
Q4 2024 Added 15.5%
$38.4B
$2.03 Billion 0.44% of portfolio
7,960
Q4 2024 Added 7.44%
$762B
$2.04 Billion 0.44% of portfolio
2,528
Q4 2024 Added 4.68%
$110B
$2.06 Billion 0.44% of portfolio
20,628
Q4 2024 Added 11.01%
$27B
$1.96 Billion 0.42% of portfolio
9,869
Q4 2024 Added 21.46%
-
$1.97 Billion 0.42% of portfolio
-
Q4 2024 Reduced 5.0%
$450B
$1.93 Billion 0.42% of portfolio
3,548
Q4 2024 Added 9.24%
$123B
$1.89 Billion 0.41% of portfolio
3,748
Q4 2024 Added 0.21%
$288B
$1.71 Billion 0.37% of portfolio
14,471
Q4 2024 Added 15.7%
$53.1B
$1.68 Billion 0.36% of portfolio
5,604
Q4 2024 Added 15.07%
$61.5B
$1.65 Billion 0.35% of portfolio
13,112
Q4 2024 Added 24.65%
$171B
$1.63 Billion 0.35% of portfolio
9,533
Q4 2024 Added 18.61%
$65B
$1.59 Billion 0.34% of portfolio
4,878
Q4 2024 Added 13.76%
$79.5B
$1.58 Billion 0.34% of portfolio
7,392
Q4 2024 Added 11.04%
$176B
$1.51 Billion 0.33% of portfolio
3,444
Q4 2024 Added 9.37%
$656B
$1.53 Billion 0.33% of portfolio
3,213
Q4 2024 Added 34.6%
$760B
$1.4 Billion 0.3% of portfolio
3,530
Q4 2024 Added 26.48%
$661B
$1.31 Billion 0.28% of portfolio
4,912
Q4 2024 Added 17.06%
$0
$1.2 Billion 0.26% of portfolio
93,871
Q4 2024 Added 242.66%
$1T
$1.19 Billion 0.26% of portfolio
6,141
Q4 2024 Added 13.39%
$355B
$1.2 Billion 0.26% of portfolio
3,041
Q4 2024 Added 1.77%
$453B
$1.05 Billion 0.23% of portfolio
9,500
Q4 2024 Added 14.79%
$398B
$1.01 Billion 0.22% of portfolio
6,387
Q4 2024 Added 18.76%
$30.4B
$992 Million 0.21% of portfolio
14,772
Q4 2024 New
$32B
$869 Million 0.19% of portfolio
3,851
Q4 2024 Added 11.04%
$71.6B
$825 Million 0.18% of portfolio
3,350
Q4 2024 Added 15.36%
$318B
$805 Million 0.17% of portfolio
17,094
Q4 2024 Added 10.04%
$400B
$738 Million 0.16% of portfolio
4,358
Q4 2024 Added 13.05%
$229B
$723 Million 0.16% of portfolio
7,421
Q4 2024 Added 6.42%
$52.8B
$672 Million 0.14% of portfolio
3,550
Q4 2024 Added 113.09%
$77.5B
$647 Million 0.14% of portfolio
3,199
Q4 2024 Added 91.9%
$105B
$642 Million 0.14% of portfolio
12,003
Q4 2024 New
$77.4B
$659 Million 0.14% of portfolio
7,306
Q4 2024 Added 19.63%
$233B
$629 Million 0.14% of portfolio
4,820
Q4 2024 Added 29.95%

Summary

  • Portfolio
  • No. of Stocks 325
  • Current Value $465 Billion
  • Prior Value $405 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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