Maia Wealth LLC Portfolio Holdings

Maia Wealth LLC

  • $465 Billion
  • Q4 2024

Maia Wealth LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $465 Billion distributed in 325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $38.9B, Fs Kkr Capital Corp with a value of $14.5B, Msci Eafe Value ETF with a value of $13.3B, Ishares Msci Usa Quality Facto with a value of $12.3B, and Ishares S&P 500 Growth ETF with a value of $12.3B.

Examining the 13F form we can see an increase of $59.8B in the current position value, from $405B to 465B.

Maia Wealth LLC is based out at Denver, CO

Below you can find more details about Maia Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $465 Billion
ETFs: $275 Billion
Technology: $36.8 Billion
Financial Services: $33.1 Billion
Communication Services: $20 Billion
Consumer Cyclical: $19.8 Billion
Healthcare: $16.5 Billion
Consumer Defensive: $5.52 Billion
Industrials: $4.84 Billion
Other: $6.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$457B
$662 Million 0.14% of portfolio
681
Q4 2024 Added 3.18%
$159B
$595 Million 0.13% of portfolio
2,215
Q4 2024 Added 2.5%
$300B
$560 Million 0.12% of portfolio
7,184
Q4 2024 Added 17.04%
$35.4B
$555 Million 0.12% of portfolio
2,952
Q4 2024 Reduced 15.03%
$158B
$575 Million 0.12% of portfolio
3,293
Q4 2024 New
$177B
$491 Million 0.11% of portfolio
20,359
Q4 2024 New
$337B
$510 Million 0.11% of portfolio
2,883
Q4 2024 Reduced 2.63%
$142B
$520 Million 0.11% of portfolio
1,074
Q4 2024 Added 3.57%
$127B
$496 Million 0.11% of portfolio
4,828
Q4 2024 Added 26.22%
$0
$494 Million 0.11% of portfolio
96,612
Q4 2024 New
$168B
$480 Million 0.1% of portfolio
11,810
Q4 2024 Added 70.86%
$470B
$467 Million 0.1% of portfolio
483
Q4 2024 Added 15.55%
$305B
$464 Million 0.1% of portfolio
2,954
Q4 2024 Reduced 17.42%
-
$414 Million 0.09% of portfolio
-
Q4 2024 New
$227B
$422 Million 0.09% of portfolio
1,440
Q4 2024 Added 5.96%
$152B
$411 Million 0.09% of portfolio
10,750
Q4 2024 Added 12.25%
$15.8B
$427 Million 0.09% of portfolio
2,432
Q4 2024 New
$105B
$427 Million 0.09% of portfolio
1,980
Q4 2024 Added 25.55%
$148B
$352 Million 0.08% of portfolio
6,056
Q4 2024 Added 68.74%
$258B
$372 Million 0.08% of portfolio
6,295
Q4 2024 Added 1.53%
$403B
$390 Million 0.08% of portfolio
2,549
Q4 2024 Reduced 26.61%
$223B
$360 Million 0.08% of portfolio
1,608
Q4 2024 Added 20.81%
$60.8B
$370 Million 0.08% of portfolio
13,474
Q4 2024 New
$230B
$354 Million 0.08% of portfolio
2,738
Q4 2024 Added 4.46%
$70.1B
$347 Million 0.07% of portfolio
2,528
Q4 2024 New
$199B
$325 Million 0.07% of portfolio
2,101
Q4 2024 Reduced 20.78%
$230B
$337 Million 0.07% of portfolio
3,264
Q4 2024 Added 37.84%
$121B
$309 Million 0.07% of portfolio
3,340
Q4 2024 Added 43.53%
-
$316 Million 0.07% of portfolio
-
Q4 2024 Added 2.05%
$134B
$333 Million 0.07% of portfolio
6,238
Q4 2024 Added 32.27%
$37.5B
$322 Million 0.07% of portfolio
4,824
Q4 2024 Added 38.9%
$74.9B
$343 Million 0.07% of portfolio
2,658
Q4 2024 Reduced 0.75%
$72.1B
$347 Million 0.07% of portfolio
10,382
Q4 2024 Added 34.13%
$70.4B
$277 Million 0.06% of portfolio
1,025
Q4 2024 Added 33.81%
$68.7B
$297 Million 0.06% of portfolio
3,463
Q4 2024 Added 30.88%
$65.5B
$285 Million 0.06% of portfolio
1,145
Q4 2024 New
$140B
$258 Million 0.06% of portfolio
1,142
Q4 2024 Added 0.88%
$206B
$290 Million 0.06% of portfolio
254
Q4 2024 Reduced 0.39%
$143B
$272 Million 0.06% of portfolio
2,529
Q4 2024 New
$229B
$297 Million 0.06% of portfolio
3,937
Q4 2024 New
$51.8B
$279 Million 0.06% of portfolio
2,719
Q4 2024 Added 1.42%
$11.5B
$277 Million 0.06% of portfolio
4,887
Q4 2024 Added 651.85%
$92.8B
$259 Million 0.06% of portfolio
1,213
Q4 2024 Added 4.12%
$156B
$289 Million 0.06% of portfolio
4,201
Q4 2024 New
-
$265 Million 0.06% of portfolio
-
Q4 2024 Reduced 20.11%
$219B
$259 Million 0.06% of portfolio
2,642
Q4 2024 Reduced 27.04%
$24.7B
$294 Million 0.06% of portfolio
3,733
Q4 2024 New
$58.7B
$273 Million 0.06% of portfolio
1,052
Q4 2024 Added 0.77%
$50.3B
$275 Million 0.06% of portfolio
3,395
Q4 2024 Reduced 13.74%

Summary

  • Portfolio
  • No. of Stocks 325
  • Current Value $465 Billion
  • Prior Value $405 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 76 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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