Maia Wealth LLC Incresed Positions in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
72.9K
+ 49.07%
$51.72 - $57.96 $3.77M - $4.22M
221K $12.3B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
48.7K
+ 49.0%
$44.83 - $47.42 $2.18M - $2.31M
148K $6.81B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
51.6K
+ 62.64%
$32.65 - $36.69 $1.69M - $1.89M
134K $4.86B
IVW
Ishares S&P 500 Growth ETF

ETFs
15.6K
+ 15.68%
$84.77 - $97.13 $1.32M - $1.52M
115K $11.2B
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
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
AAPL
Apple Inc.

Technology
4.64K
+ 21.31%
$207.23 - $234.82 $962K - $1.09M
26.4K $6.09B
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
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
125
+ 16.62%
$3305.62 - $4268.05 $413K - $534K
877 $3.8B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.52K
+ 15.3%
$147.95 - $191.05 $373K - $482K
19K $3.76B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.01K
+ 82.54%
$96.25 - $101.98 $675K - $715K
15.5K $1.53B
MA
Mastercard Inc

Financial Services
541
+ 9.49%
$429.6 - $500.99 $232K - $271K
6.24K $3.19B
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.72K
+ 86.91%
$71.45 - $75.64 $409K - $433K
12.3K $902M
APD
Air Products & Chemicals, Inc.

Basic Materials
485
+ 12.75%
$247.34 - $300.11 $120K - $146K
4.29K $1.38B
V
Visa Inc.

Financial Services
943
+ 11.55%
$253.74 - $291.56 $239K - $275K
9.11K $2.58B
ORCL
Oracle Corp

Technology
1.26K
+ 30.63%
$125.9 - $170.35 $159K - $215K
5.38K $938M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.98K
+ 58.85%
$48.51 - $52.86 $290K - $316K
16.1K $856M
XLK
Technology Sector Spdr

ETFs
1.53K
+ 51.81%
$197.34 - $237.68 $302K - $363K
4.48K $1.03B
UNH
Unitedhealth Group Inc

Healthcare
350
+ 12.08%
$488.01 - $604.18 $171K - $211K
3.25K $1.82B
MSFT
Microsoft Corp

Technology
1.73K
+ 12.18%
$395.15 - $467.56 $682K - $807K
15.9K $6.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
362
+ 4.9%
$475.2 - $527.7 $172K - $191K
7.74K $4.12B
ADSK
Autodesk, Inc.

Technology
593
+ 13.86%
$245.83 - $245.83 $146K - $146K
4.87K $1.39B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.24K
+ 45.47%
$50.02 - $54.5 $262K - $286K
16.8K $897M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 35.0%
$214.77 - $237.72 $247K - $273K
4.43K $1.05B
SUB
Ishares Short Term National Mu

ETFs
2.82K
+ 104.79%
$104.3 - $106.3 $294K - $300K
5.51K $582M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.9K
+ 122.44%
$64.0 - $72.54 $249K - $283K
7.08K $511M
IFRA
Ishares Tr

ETFs
2.85K
+ 7.46%
$41.55 - $46.97 $119K - $134K
41.1K $1.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
479
+ 25.1%
$405.19 - $478.57 $194K - $229K
2.39K $1.09B
MBB
Ishares Tr

ETFs
2.62K
+ 14.69%
$90.85 - $96.66 $238K - $253K
20.5K $1.91B
SCHW
Schwab Charles Corp

Financial Services
4.6K
+ 13.47%
$61.74 - $76.08 $284K - $350K
38.7K $2.81B
VTV
Vanguard Value ETF

ETFs
564
+ 3.78%
$159.75 - $174.57 $90.1K - $98.5K
15.5K $2.71B
PM
Philip Morris International Inc.

Consumer Defensive
1.16K
+ 45.28%
$101.25 - $127.45 $117K - $147K
3.71K $493M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.44K
+ 9.23%
$49.93 - $51.15 $222K - $227K
52.6K $2.64B
ABC
Amerisourcebergen Corp

Healthcare
526
+ 7.64%
N/A
7.41K $1.74B
XOM
Exxon Mobil Corp

Energy
1.47K
+ 21.55%
$109.72 - $119.0 $161K - $175K
8.28K $990M
ADBE
Adobe Inc.

Technology
817
+ 35.03%
$508.13 - $586.55 $415K - $479K
3.15K $1.52B
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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