Maia Wealth LLC Incresed Positions in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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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