Maia Wealth LLC Portfolio Holdings
Maia Wealth LLC
- $441 Billion
- Q1 2025
Maia Wealth LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 292 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 $32.7B, Ishares Msci Usa Quality Facto with a value of $12.4B, Fs Kkr Capital Corp with a value of $12.4B, Msci Eafe Value ETF with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.5B.
Examining the 13F form we can see an decrease of $23.7B in the current position value, from $465B to 441B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $441 Billion
- Prior Value $465 Billion
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks