Maia Wealth LLC Purchases in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TTWO
Take Two Interactive Software Inc

Communication Services
156
+ 4.7%
$135.67 - $161.71 $21.2K - $25.2K
3.47K $560M
ABT
Abbott Laboratories

Healthcare
154
+ 6.24%
$100.07 - $118.13 $15.4K - $18.2K
2.62K $305M
FBT
First Trust Nyse Arca Biotechn

ETFs
60
+ 1.29%
$152.39 - $172.91 $9.14K - $10.4K
4.73K $795M
First Tr Exchange Traded Fd
2.36K
+ 8.13%
N/A
31.4K $660M
DE
Deere & CO

Industrials
16
+ 1.57%
$344.84 - $418.0 $5.52K - $6.69K
1.04K $426M
OTIS
Otis Worldwide Corp

Industrials
450
New
$91.43 - $104.43 $41.1K - $47K
450 $46.8M
WPC
W. P. Carey Inc.

Real Estate
650
New
$54.63 - $63.96 $35.5K - $41.6K
650 $40.5M
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 2.46%
$191.76 - $263.26 $12.8K - $17.6K
2.79K $727M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
93
+ 6.18%
$305.34 - $350.41 $28.4K - $32.6K
1.6K $560M
NSC
Norfolk Southern Corp

Industrials
47
+ 4.71%
$213.75 - $259.69 $10K - $12.2K
1.04K $264M
AOA
Ishares Tr Core Aggressive All

ETFs
263
+ 3.34%
$72.11 - $79.05 $19K - $20.8K
8.14K $634M
MDLZ
Mondelez International, Inc.

Consumer Defensive
195
+ 6.04%
$64.35 - $75.71 $12.5K - $14.8K
3.43K $240M
OEF
Ishares S&P 100 ETF

ETFs
77
+ 6.26%
$266.03 - $266.03 $20.5K - $20.5K
1.31K $367M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
312
+ 5.59%
$57.32 - $62.65 $17.9K - $19.5K
5.89K $368M
AVGO
Broadcom Inc.

Technology
160
+ 10.62%
$136.27 - $1745.86 $21.8K - $279K
1.67K $286M
VEA
Vanguard Ftse Developed Market

ETFs
1.16K
+ 1.6%
$47.6 - $53.31 $55.1K - $61.7K
73.3K $3.71B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
439
+ 11.86%
$60.13 - $68.17 $26.4K - $29.9K
4.14K $264M
GIGB
Goldman Sachs ETF Access Invt
439
+ 6.4%
N/A
7.3K $336M
RTX
Raytheon Technologies Corp

Industrials
186
New
$99.55 - $123.34 $18.5K - $22.9K
186 $22.5M
Innovator Etfs Trust
829
+ 1.63%
N/A
51.6K $1.28B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
640
+ 4.26%
$22.51 - $23.92 $14.4K - $15.3K
15.7K $363M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 2.29%
$434.77 - $502.96 $15.7K - $18.1K
1.61K $791M
DXC
Dxc Technology CO

Technology
515
New
$17.93 - $21.46 $9.23K - $11.1K
515 $10.7M
J P Morgan Exchange Traded F
9
+ 0.25%
N/A
3.64K $225M
MGC
Vanguard Mega Cap ETF

ETFs
13
+ 1.03%
$185.93 - $206.64 $2.42K - $2.69K
1.27K $265M
WBD
Warner Bros. Discovery, Inc.

Communication Services
832
+ 4.86%
$6.71 - $8.78 $5.58K - $7.3K
17.9K $135M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
39
New
$138.85 - $182.81 $5.42K - $7.13K
39 $6.92M
HON
Honeywell International Inc

Industrials
66
+ 6.19%
$196.73 - $220.21 $13K - $14.5K
1.13K $237M
GOLD
Barrick Gold Corp

Basic Materials
275
New
$16.56 - $21.01 $4.55K - $5.78K
275 $5.47M
PETS
Petmed Express Inc

Healthcare
725
New
$2.94 - $4.04 $2.13K - $2.93K
725 $2.67M
VONG
Vanguard Russell 1000 Growth E

ETFs
4
+ 0.16%
$85.48 - $98.39 $342 - $394
2.57K $252M
XLE
Energy Sector Spdr

ETFs
90
+ 3.33%
$84.35 - $93.39 $7.59K - $8.41K
2.79K $251M
YJUN
First Tr Exchange Traded Fd Vi
61
New
$21.48 - $23.09 $1.31K - $1.41K
61 $1.4M
Net Lease Office Properties
43
New
N/A
43 $1.32M
EPD
Enterprise Products Partners L.P.

Energy
105
+ 1.38%
$27.88 - $30.0 $2.93K - $3.15K
7.74K $225M
IEFA
Ishares Tr

ETFs
39
+ 0.21%
$70.09 - $78.74 $2.73K - $3.07K
19K $1.42B
CVX
Chevron Corp

Energy
107
+ 3.08%
$137.88 - $161.97 $14.8K - $17.3K
3.58K $538M
AMD
Advanced Micro Devices Inc

Technology
136
+ 10.98%
$128.67 - $183.96 $17.5K - $25K
1.38K $211M
ELV
Elevance Health, Inc.

Healthcare
1.08K
+ 25.06%
$500.12 - $562.29 $540K - $607K
5.39K $2.26B
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 254.3%
$92.63 - $105.69 $1M - $1.15M
15.1K $399M
MRK
Merck & Co., Inc.

Healthcare
76
+ 2.14%
$111.15 - $128.97 $8.45K - $9.8K
3.62K $383M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3K
+ 71.58%
$36.98 - $41.55 $382K - $429K
24.8K $489M
FNDX
Schwab Fundamental U S Large C

ETFs
4.79K
+ 100.93%
$65.36 - $71.76 $313K - $344K
9.54K $228M
SCMB
Schwab Strategic Tr Mun Bd ETF
3.84K
+ 47.21%
N/A
12K $309M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
46.2K
+ 86.73%
$45.2 - $47.87 $2.09M - $2.21M
99.4K $2.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
100K
+ 114.62%
$61.11 - $67.85 $6.12M - $6.79M
187K $4.28B
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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