Maia Wealth LLC Purchases in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
282K
New
N/A
282K $5.73B
First Tr Exchng Traded Fd Vi
278K
New
N/A
278K $5.69B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
245K
New
$20.42 - $22.85 $5M - $5.6M
245K $5.53B
DAUG
First Tr ETF Viii Cboe Vest Us
127K
New
N/A
127K $4.98B
EFV
Msci Eafe Value ETF

ETFs
72.9K
+ 49.07%
$51.72 - $57.96 $3.77M - $4.22M
221K $12.3B
YMAR
First Tr Ex Tr Viii Cboe Vest
129K
New
$22.76 - $24.37 $2.93M - $3.14M
129K $3.12B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
48.7K
+ 49.0%
$44.83 - $47.42 $2.18M - $2.31M
148K $6.81B
QJUN
First Tr ETF
75.1K
New
$24.85 - $27.22 $1.87M - $2.04M
75.1K $2.03B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
51.6K
+ 62.64%
$32.65 - $36.69 $1.69M - $1.89M
134K $4.86B
First Tr Exchng Traded Fd Vi
53.3K
New
N/A
53.3K $1.8B
FSK
Fs Kkr Capital Corp

Financial Services
54K
+ 10.4%
$18.74 - $20.43 $1.01M - $1.1M
573K $11.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.3K
+ 13.44%
$44.24 - $49.47 $897K - $1M
171K $8.65B
BNDX
Vanguard Total International B

ETFs
25.7K
+ 613.37%
$48.42 - $50.35 $1.25M - $1.3M
29.9K $1.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.31K
+ 9.13%
$162.64 - $179.3 $864K - $953K
63.5K $11.4B
HD
Home Depot, Inc.

Consumer Cyclical
2.99K
New
$333.64 - $405.2 $997K - $1.21M
2.99K $1.21B
XSMO
Invesco S&P Smallcap Momentum

ETFs
17.4K
New
$59.5 - $67.14 $1.04M - $1.17M
17.4K $1.15B
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 13.4%
$453.41 - $572.44 $465K - $587K
8.68K $4.93B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17.8K
+ 39.11%
$56.04 - $62.99 $1M - $1.12M
63.4K $3.81B
SBUX
Starbucks Corp

Consumer Cyclical
7.6K
+ 69.14%
$72.51 - $98.6 $551K - $749K
18.6K $1.81B
AAPL
Apple Inc.

Technology
4.64K
+ 21.31%
$207.23 - $234.82 $962K - $1.09M
26.4K $6.09B
T Rowe Price ETF Inc
34.5K
New
N/A
34.5K $971M
AMID
Ea Ser Tr Argent Mid Cap ETF
26.3K
New
N/A
26.3K $925M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
22.1K
New
$40.83 - $43.12 $903K - $953K
22.1K $924M
IVV
Ishares Core S&P 500 ETF

ETFs
1.12K
+ 7.38%
$520.18 - $576.82 $583K - $646K
16.3K $9.48B
IVE
Ishares S&P 500 Value ETF

ETFs
3.4K
+ 16.12%
$181.06 - $197.17 $615K - $670K
24.5K $4.84B
First Tr Exchng Traded Fd Vi
28.2K
New
N/A
28.2K $891M
TCHP
T Rowe Price Exchange Traded F

Technology
21.5K
New
$35.14 - $40.43 $756K - $869K
21.5K $869M
PWV
Invesco Exchange Traded Fd Tr

ETFs
14.6K
New
$54.33 - $59.01 $794K - $863K
14.6K $860M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.76K
New
$79.29 - $84.02 $774K - $820K
9.76K $799M
AMZN
Amazon Com Inc

Consumer Cyclical
4.82K
+ 21.42%
$161.02 - $200.0 $776K - $964K
27.3K $5.09B
CRM
Salesforce, Inc.

Technology
2.23K
+ 69.16%
$238.42 - $276.53 $531K - $616K
5.45K $1.56B
FPE
First Tr Pfd Secs & Income ETF

ETFs
41.1K
New
$17.35 - $18.22 $714K - $749K
41.1K $740M
BKNG
Booking Holdings Inc.

Consumer Cyclical
125
+ 16.62%
$3305.62 - $4268.05 $413K - $534K
877 $3.8B
RDVY
First Trust Rising Dividend Ac

ETFs
12.1K
New
$53.68 - $59.24 $647K - $714K
12.1K $717M
Innovator Etfs Trust
26.5K
New
N/A
26.5K $711M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.52K
+ 15.3%
$147.95 - $191.05 $373K - $482K
19K $3.76B
FDL
First Tr Morningstar Dividend

ETFs
16.6K
New
$37.66 - $42.06 $627K - $700K
16.6K $701M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.01K
+ 82.54%
$96.25 - $101.98 $675K - $715K
15.5K $1.53B
BOND
Pimco Active Bond Exchange Tra

ETFs
7.56K
New
$90.01 - $95.32 $680K - $720K
7.56K $697M
MA
Mastercard Inc

Financial Services
541
+ 9.49%
$429.6 - $500.99 $232K - $271K
6.24K $3.19B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
10.7K
New
$52.27 - $60.45 $562K - $650K
10.7K $598M
Innovator Etfs Trust
20.7K
New
N/A
20.7K $557M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
15.7K
New
$33.02 - $35.03 $518K - $549K
15.7K $551M
DEO
Diageo PLC

Consumer Defensive
3.48K
+ 49.46%
$120.02 - $140.77 $418K - $490K
10.5K $1.41B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
9.9K
+ 99.83%
$47.95 - $49.61 $475K - $491K
19.8K $967M
EFG
Msci Eafe Growth ETF

ETFs
7.18K
+ 7.64%
$96.84 - $108.77 $695K - $781K
101K $10.4B
CHKP
Check Point Software Technologies LTD

Technology
1.21K
+ 17.5%
$165.0 - $195.47 $200K - $237K
8.13K $1.67B
FISV
Fiserv Inc

Technology
799
+ 13.64%
N/A
6.66K $1.35B
VUG
Vanguard Growth ETF

ETFs
1.01K
+ 11.07%
$341.08 - $391.94 $344K - $395K
10.1K $3.95B
Activity Summary
Buys All Purchases 197 New Holdings 72 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 1 Puts 0
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