Maia Wealth LLC Incresed Positions in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
1.25K
+ 72.35%
$342.99 - $392.76 $428K - $490K
2.97K $1.13B
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
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
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.22K
+ 21.04%
$50.85 - $51.35 $316K - $319K
35.8K $1.85B
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
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
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 53.22%
$115.87 - $125.42 $213K - $230K
5.28K $685M
AVSC
American Centy ETF Tr Avantis
2.74K
+ 13.08%
$51.33 - $58.63 $140K - $160K
23.6K $1.35B
CGMU
Capital Group Core Plus Income
9.38K
+ 64.05%
N/A
24K $658M
VGT
Vanguard Information Technolog

ETFs
136
+ 10.45%
$656.44 - $753.15 $89.3K - $102K
1.44K $1.12B
COP
Conocophillips

Energy
2.67K
+ 34.3%
$91.0 - $98.99 $243K - $264K
10.4K $921M
TMUS
T Mobile Us, Inc.

Communication Services
1.31K
+ 91.09%
$226.02 - $259.01 $296K - $339K
2.75K $565M
MO
Altria Group, Inc.

Consumer Defensive
3.96K
+ 45.42%
$57.75 - $67.68 $229K - $268K
12.7K $730M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.21K
+ 11.71%
$28.92 - $32.19 $92.9K - $103K
30.6K $1.01B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
112
+ 0.32%
$39.06 - $43.42 $4.37K - $4.86K
34.9K $1.57B
SO
Southern CO

Utilities
2.09K
+ 69.09%
$90.83 - $96.0 $190K - $200K
5.11K $464M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
756
+ 4.39%
$67.21 - $72.65 $50.8K - $54.9K
18K $1.33B
PAYC
Paycom Software, Inc.

Technology
1.4K
+ 152.68%
$208.14 - $238.8 $291K - $334K
2.31K $386M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.19K
+ 10.1%
$46.37 - $47.77 $148K - $152K
34.8K $1.65B
FRI
First Tr S&P Reit Index Fd

ETFs
5.29K
+ 31.68%
$26.59 - $28.38 $141K - $150K
22K $616M
Innovator Etfs Trust
5.27K
+ 34.64%
N/A
20.5K $591M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.84K
+ 57.41%
$49.32 - $50.93 $140K - $145K
7.79K $399M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.56K
+ 11.7%
$81.75 - $84.54 $128K - $132K
14.9K $1.25B
Blackrock ETF Trust Ii
2.51K
+ 22.58%
N/A
13.6K $723M
BALT
Innovator Etfs Tr
3.67K
+ 25.4%
$32.11 - $32.82 $118K - $120K
18.1K $599M
DSI
Ishares Msci Kld 400 Social Et

ETFs
253
+ 3.2%
$115.96 - $125.95 $29.3K - $31.9K
8.15K $1.05B
MBB
Ishares Tr

ETFs
1.16K
+ 6.87%
$92.46 - $95.73 $107K - $111K
18K $1.71B
Proshares Tr
2.13K
+ 26.78%
N/A
10.1K $455M
First Tr Exchange Traded Fd
4.82K
+ 6.62%
N/A
77.6K $1.66B
XUSP
Innovator Etfs Tr Uncapped Acc
1.93K
+ 32.4%
N/A
7.9K $377M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.54K
+ 15.78%
$78.11 - $79.07 $121K - $122K
11.3K $892M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.01K
+ 27.87%
$22.89 - $23.7 $115K - $119K
23K $538M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
28
+ 1.43%
$393.18 - $439.39 $11K - $12.3K
1.98K $890M
Linde PLC
360
+ 44.89%
N/A
1.16K $489M
Fidelity Covington Trust
1.34K
+ 13.19%
N/A
11.5K $487M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.44K
+ 12.98%
$29.12 - $29.34 $100K - $101K
30K $877M
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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