Maia Wealth LLC Purchases in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.99K
+ 27.96%
$237.77 - $353.61 $473K - $703K
9.1K $2.93B
AMID
Ea Ser Tr Argent Mid Cap ETF
19K
+ 47.56%
N/A
58.9K $2.02B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
706
+ 1.75%
$134.94 - $145.86 $95.3K - $103K
40.9K $6.12B
VEA
Vanguard Ftse Developed Market

ETFs
4.95K
+ 6.22%
$56.02 - $60.3 $277K - $298K
84.5K $5.18B
FTNT
Fortinet, Inc.

Technology
10.2K
+ 118.89%
$74.39 - $107.65 $755K - $1.09M
18.7K $1.54B
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.29K
+ 47.94%
$67.1 - $74.29 $489K - $542K
22.5K $1.63B
JNJ
Johnson & Johnson

Healthcare
845
+ 7.36%
$155.17 - $185.42 $131K - $157K
12.3K $2.32B
CRM
Salesforce, Inc.

Technology
3.6K
+ 36.82%
$231.66 - $273.65 $834K - $985K
13.4K $3.23B
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.3K
+ 18.6%
N/A
71.8K $3.35B
LVHI
Franklin International Low Vol

ETFs
10.6K
+ 24.12%
$32.69 - $35.19 $347K - $373K
54.5K $1.98B
MAS
Masco Corp

Industrials
8.78K
New
$64.44 - $76.07 $566K - $668K
8.78K $540M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.7K
New
$26.44 - $27.1 $521K - $534K
19.7K $529M
ABT
Abbott Laboratories

Healthcare
4.71K
+ 68.97%
$120.51 - $136.62 $568K - $644K
11.5K $1.45B
ETN
Eaton Corp PLC

Industrials
1.25K
+ 72.35%
$342.99 - $392.76 $428K - $490K
2.97K $1.13B
ARCC
Ares Capital Corp

Financial Services
24.6K
New
$20.41 - $23.25 $502K - $572K
24.6K $499M
American Beacon Select Funds
7.51K
+ 38.32%
N/A
27.1K $1.12B
Innovator Etfs Trust
13.7K
+ 21.23%
N/A
78.2K $2.1B
AVDV
American Centy ETF Tr Avantis

ETFs
3.88K
+ 45.53%
$79.24 - $89.03 $308K - $346K
12.4K $1.11B
RFEM
First Trust Iii Riverfront Dyn

ETFs
4.64K
+ 55.7%
$70.99 - $77.19 $329K - $358K
13K $1.02B
KR
Kroger CO

Consumer Defensive
6.96K
+ 97.73%
$64.52 - $74.35 $449K - $518K
14.1K $908M
CMBS
Ishares Cmbs ETF

ETFs
8.02K
New
$48.14 - $49.26 $386K - $395K
8.02K $392M
MPLX
Mplx LP

Energy
7.52K
New
$49.42 - $52.71 $371K - $396K
7.52K $389M
FDL
First Tr Morningstar Dividend

ETFs
7.67K
+ 16.55%
$41.96 - $44.59 $322K - $342K
54K $2.32B
SYK
Stryker Corp

Healthcare
1.19K
+ 88.82%
$368.57 - $403.53 $439K - $481K
2.53K $900M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.04K
+ 3.68%
$110.74 - $122.12 $115K - $126K
29.1K $3.52B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
24.7K
New
$14.94 - $16.82 $368K - $415K
24.7K $350M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.22K
+ 21.04%
$50.85 - $51.35 $316K - $319K
35.8K $1.85B
WELL
Welltower Inc.

Real Estate
1.75K
New
$150.71 - $178.14 $264K - $312K
1.75K $334M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.6K
New
$50.47 - $50.74 $333K - $335K
6.6K $334M
CVX
Chevron Corp

Energy
1.67K
+ 28.28%
$145.57 - $161.83 $243K - $270K
7.56K $1.18B
QDPL
Pacer Fds Tr Metaurus Us Large
7.77K
New
$39.4 - $42.1 $306K - $327K
7.77K $331M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.15K
+ 9.01%
$42.67 - $46.91 $134K - $148K
38.1K $1.82B
ILDR
First Tr Exchange Traded Fd Vi
5.12K
+ 14.94%
$28.95 - $33.25 $148K - $170K
39.4K $1.33B
KO
Coca Cola CO

Consumer Defensive
4.5K
+ 65.34%
$65.67 - $71.67 $295K - $322K
11.4K $802M
AOA
Ishares Tr Core Aggressive All

ETFs
2.94K
+ 35.9%
$82.71 - $88.14 $243K - $259K
11.1K $997M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.3K
New
$38.58 - $58.24 $397K - $599K
10.3K $314M
IAU
Ishares Gold Trust

ETFs
874
+ 5.41%
$61.62 - $72.77 $53.9K - $63.6K
17K $1.32B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.3K
+ 12.35%
$22.9 - $23.58 $281K - $289K
111K $2.61B
XOM
Exxon Mobil Corp

Energy
1.64K
+ 15.32%
$105.83 - $117.22 $174K - $193K
12.4K $1.46B
NEE
Nextera Energy Inc

Utilities
2.97K
+ 90.7%
$69.77 - $77.54 $207K - $231K
6.25K $530M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.4K
+ 8.22%
$49.43 - $54.52 $119K - $131K
31.6K $1.74B
SOFI
So Fi Technologies, Inc.

Financial Services
9.78K
New
$17.64 - $29.81 $172K - $291K
9.78K $299M
EQIX
Equinix Inc

Real Estate
358
New
$756.7 - $811.13 $271K - $290K
358 $296M
FNDX
Schwab Fundamental U S Large C

ETFs
10.7K
New
$24.38 - $26.34 $260K - $281K
10.7K $285M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.97K
New
$33.07 - $34.84 $264K - $278K
7.97K $282M
Innovator Etfs Trust
11.2K
New
N/A
11.2K $281M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 53.22%
$115.87 - $125.42 $213K - $230K
5.28K $685M
GLD
Spdr Gold Trust

ETFs
720
New
$300.96 - $355.47 $217K - $256K
720 $272M
AVSC
American Centy ETF Tr Avantis
2.74K
+ 13.08%
$51.33 - $58.63 $140K - $160K
23.6K $1.35B
Activity Summary
Buys All Purchases 182 New Holdings 44 Increased Positions 138 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 0
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