Maia Wealth LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $332 Billion distributed in 224 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 $37.8B, Fs Kkr Capital Corp with a value of $10.6B, Ishares Msci Usa Quality Facto with a value of $10.2B, Msci Eafe Growth ETF with a value of $9.9B, and Ishares S&P 500 Growth ETF with a value of $9.57B.

Examining the 13F form we can see an increase of $84.5B in the current position value, from $248B to 332B.

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 $332 Billion
ETFs: $220 Billion
Technology: $27 Billion
Financial Services: $21.3 Billion
Healthcare: $13.3 Billion
Communication Services: $13 Billion
Consumer Cyclical: $11.4 Billion
Consumer Defensive: $3.35 Billion
Industrials: $3.28 Billion
Other: $5.36 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $332 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 61 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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