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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.7B
$61.5 Million 0.01% of portfolio
901
Q3 2024 New
$39.5B
$41.7 Million 0.01% of portfolio
450
Q3 2024 New
$0
$33.7 Million 0.01% of portfolio
63,442
Q4 2024 New
$18.1B
$49.8 Million 0.01% of portfolio
450
Q3 2024 New
$116M
$3.5 Million 0.0% of portfolio
725
Q3 2024 New
$3.13B
$963,000 0.0% of portfolio
25
Q4 2024 New
Super Micro Computer Inc
-
$2.13 Million 0.0% of portfolio
-
Q4 2024 New
Net Lease Office Properties
-
$1.34 Million 0.0% of portfolio
-
Q3 2024 New
$195B
$2.24 Million 0.0% of portfolio
26
Q4 2024 New
$4.59B
$2.64 Million 0.0% of portfolio
45
Q4 2024 New
$53.5B
$2.15 Million 0.0% of portfolio
45
Q4 2024 New
$7.7B
$3.77 Million 0.0% of portfolio
250
Q4 2024 New
$6.99B
$1.83 Million 0.0% of portfolio
35
Q4 2024 New
$4.8B
$10.3 Million 0.0% of portfolio
515
Q3 2024 New
$30.1B
$4.26 Million 0.0% of portfolio
275
Q3 2024 New
$15.6B
$1.92 Million 0.0% of portfolio
50
Q4 2024 New
$188B
$21.5 Million 0.0% of portfolio
186
Q3 2024 New
$2.06B
$2 Million 0.0% of portfolio
30
Q4 2024 New
$0
$1.94 Million 0.0% of portfolio
200
Q4 2024 New
$5.55B
$3.68 Million 0.0% of portfolio
400
Q4 2024 New
$210M
$1.34 Million 0.0% of portfolio
150
Q4 2024 New
$32.7B
$2.27 Million 0.0% of portfolio
20
Q4 2024 New
$4.35B
$3.24 Million 0.0% of portfolio
130
Q4 2024 New

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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