Maia Wealth LLC Portfolio Holdings
Maia Wealth LLC
- $248 Billion
- Q4 2023
Maia Wealth LLC has filed its 13F form on February 13, 2024 for Q4 2023 where it was disclosed a total value porftolio of $248 Billion distributed in 192 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 $36.4B, Ishares Trust Ishares Esg Awar with a value of $11B, Msci Eafe Value ETF with a value of $10.4B, Fs Kkr Capital Corp with a value of $8.11B, and Ishares Msci Usa Quality Facto with a value of $7.95B.
Examining the 13F form we can see an increase of $248B in the current position value.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 192
- Current Value $248 Billion
- Filing
- Period Q4 2023
- Filing Date February 13, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 192 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks