Maia Wealth LLC Incresed Positions in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.13K
+ 12.75%
$76.16 - $78.59 $86.1K - $88.9K
10K $780M
OEF
Ishares S&P 100 ETF

ETFs
103
+ 8.64%
N/A
1.3K $445M
IWF
Ishares Russell 1000 Gr ETF

ETFs
98
+ 20.59%
$420.11 - $472.68 $41.2K - $46.3K
574 $277M
IEF
Ishares Barclays

ETFs
697
+ 17.39%
$93.91 - $97.26 $65.5K - $67.8K
4.7K $454M
MGK
Vanguard Mega Cap Growth ETF

ETFs
47
+ 5.4%
$362.31 - $405.74 $17K - $19.1K
917 $383M
Zacks Trust
278
+ 1.83%
N/A
15.5K $579M
EMB
Ishares Tr

ETFs
407
+ 9.08%
$91.52 - $95.59 $37.2K - $38.9K
4.89K $471M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
491
+ 10.3%
$72.04 - $77.35 $35.4K - $38K
5.26K $402M
AEP
American Electric Power CO Inc

Utilities
60
+ 2.46%
$103.26 - $115.0 $6.2K - $6.9K
2.5K $306M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
507
+ 3.24%
$67.48 - $71.55 $34.2K - $36.3K
16.2K $1.14B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
877
+ 15.26%
$46.86 - $48.27 $41.1K - $42.3K
6.62K $318M
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.47%
$224.2 - $245.55 $1.35K - $1.47K
1.28K $322M
LCTD
Blackrock ETF World Ex Us Carb
315
+ 7.96%
N/A
4.27K $232M
AOR
Ishares Tr Core Growth Allocat

ETFs
152
+ 2.67%
$60.99 - $64.39 $9.27K - $9.79K
5.84K $380M
IBM
International Business Machines Corp

Technology
15
+ 0.85%
$234.77 - $292.47 $3.52K - $4.39K
1.78K $549M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
547
+ 3.08%
$40.74 - $41.99 $22.3K - $23K
18.3K $763M
VGIT
Vanguard Intermediate Term Tre

ETFs
466
+ 12.67%
$58.97 - $60.36 $27.5K - $28.1K
4.14K $249M
NVS
Novartis Ag

Healthcare
47
+ 1.82%
$113.5 - $129.73 $5.33K - $6.1K
2.63K $335M
Innovator Etfs Trust
652
+ 3.85%
N/A
17.6K $438M
MDT
Medtronic PLC

Healthcare
35
+ 1.21%
$87.67 - $95.74 $3.07K - $3.35K
2.92K $271M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
240
+ 2.64%
$45.72 - $47.27 $11K - $11.3K
9.32K $438M
VZ
Verizon Communications Inc

Communication Services
1.08K
+ 13.23%
$40.84 - $45.06 $43.9K - $48.5K
9.21K $367M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.21%
$357.4 - $423.42 $2.14K - $2.54K
2.89K $1.07B
Innovator Etfs Trust
298
+ 2.5%
N/A
12.2K $303M
NRG
Nrg Energy, Inc.

Utilities
6
+ 0.48%
$144.77 - $173.91 $869 - $1.04K
1.27K $211M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.06%
$59.61 - $63.09 $119 - $126
3.37K $211M
PFE
Pfizer Inc

Healthcare
214
+ 2.15%
$23.29 - $25.88 $4.98K - $5.54K
10.2K $248M
CB
Chubb LTD

Financial Services
24
+ 3.05%
$265.99 - $289.59 $6.38K - $6.95K
812 $234M
ADI
Analog Devices Inc

Technology
54
+ 3.31%
$220.68 - $255.63 $11.9K - $13.8K
1.69K $391M
ADT
Adt Inc.

Industrials
111
+ 0.72%
$8.27 - $8.85 $918 - $982
15.6K $127M
V
Visa Inc.

Financial Services
584
+ 5.25%
$332.09 - $358.86 $194K - $210K
11.7K $3.92B
ABNB
Airbnb, Inc.

Consumer Cyclical
330
+ 5.2%
$118.3 - $142.16 $39K - $46.9K
6.68K $803M
PYPL
Pay Pal Holdings, Inc.

Financial Services
155
+ 2.48%
$65.64 - $78.22 $10.2K - $12.1K
6.4K $424M
CMCSA
Comcast Corp

Communication Services
1.06K
+ 11.64%
$31.41 - $36.33 $33.4K - $38.6K
10.2K $276M
PM
Philip Morris International Inc.

Consumer Defensive
279
+ 6.62%
$157.77 - $183.27 $44K - $51.1K
4.49K $697M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
581
+ 0.47%
$10.17 - $11.97 $5.91K - $6.95K
124K $1.19B
FSK
Fs Kkr Capital Corp

Financial Services
34.6K
+ 5.3%
$14.93 - $22.48 $516K - $777K
687K $10.6B
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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