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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$360 Million 0.08% of portfolio
1,608
Q4 2024 Added 20.81%
$60.4B
$370 Million 0.08% of portfolio
13,474
Q4 2024 New
$0
$364 Million 0.08% of portfolio
4,368
Q4 2024 New
$232B
$354 Million 0.08% of portfolio
2,738
Q4 2024 Added 4.46%
$58.3B
$347 Million 0.07% of portfolio
2,528
Q4 2024 New
$0
$345 Million 0.07% of portfolio
3,259
Q4 2024 Reduced 40.89%
$0
$346 Million 0.07% of portfolio
3,815
Q4 2024 Added 8.66%
$0
$309 Million 0.07% of portfolio
4,487
Q4 2024 New
$182B
$325 Million 0.07% of portfolio
2,101
Q4 2024 Reduced 20.78%
$243B
$337 Million 0.07% of portfolio
3,264
Q4 2024 Added 37.84%
$111B
$309 Million 0.07% of portfolio
3,340
Q4 2024 Added 43.53%
-
$316 Million 0.07% of portfolio
-
Q4 2024 Added 2.05%
$0
$312 Million 0.07% of portfolio
5,713
Q4 2024 Reduced 2.36%
Ishares Bitcoin Trust ETF
-
$342 Million 0.07% of portfolio
-
Q4 2024 New
$0
$342 Million 0.07% of portfolio
8,000
Q4 2024 Reduced 6.97%
$0
$315 Million 0.07% of portfolio
9,002
Q4 2024 New
$0
$302 Million 0.07% of portfolio
1,095
Q4 2024 Added 1.58%
$137B
$333 Million 0.07% of portfolio
6,238
Q4 2024 Added 32.27%
$38.6B
$322 Million 0.07% of portfolio
4,824
Q4 2024 Added 38.9%
$64.1B
$343 Million 0.07% of portfolio
2,658
Q4 2024 Reduced 0.75%
$65.3B
$347 Million 0.07% of portfolio
10,382
Q4 2024 Added 34.13%
$0
$345 Million 0.07% of portfolio
8,180
Q4 2024 New
$74.7B
$277 Million 0.06% of portfolio
1,025
Q4 2024 Added 33.81%
$66.4B
$297 Million 0.06% of portfolio
3,463
Q4 2024 Added 30.88%
$47.6B
$285 Million 0.06% of portfolio
1,145
Q4 2024 New
$144B
$258 Million 0.06% of portfolio
1,142
Q4 2024 Added 0.88%
$198B
$290 Million 0.06% of portfolio
254
Q4 2024 Reduced 0.39%
$117B
$272 Million 0.06% of portfolio
2,529
Q4 2024 New
$243B
$297 Million 0.06% of portfolio
3,937
Q4 2024 New
$0
$269 Million 0.06% of portfolio
8,606
Q4 2024 New
$0
$266 Million 0.06% of portfolio
5,957
Q4 2024 New
$55.2B
$279 Million 0.06% of portfolio
2,719
Q4 2024 Added 1.42%
$12.7B
$277 Million 0.06% of portfolio
4,887
Q4 2024 Added 651.85%
$96.4B
$259 Million 0.06% of portfolio
1,213
Q4 2024 Added 4.12%
Zacks Trust
-
$294 Million 0.06% of portfolio
-
Q4 2024 New
$169B
$289 Million 0.06% of portfolio
4,201
Q4 2024 New
$0
$300 Million 0.06% of portfolio
6,578
Q4 2024 New
-
$265 Million 0.06% of portfolio
-
Q4 2024 Reduced 20.11%
$210B
$259 Million 0.06% of portfolio
2,642
Q4 2024 Reduced 27.04%
$0
$267 Million 0.06% of portfolio
2,574
Q4 2024 Added 0.12%
$18.3B
$294 Million 0.06% of portfolio
3,733
Q4 2024 New
$51.5B
$273 Million 0.06% of portfolio
1,052
Q4 2024 Added 0.77%
$47.6B
$275 Million 0.06% of portfolio
3,395
Q4 2024 Reduced 13.74%
$0
$294 Million 0.06% of portfolio
7,900
Q4 2024 Added 0.84%
$0
$297 Million 0.06% of portfolio
13,746
Q4 2024 Reduced 7.46%
Innovator Etfs Trust
-
$290 Million 0.06% of portfolio
-
Q4 2024 Added 1.42%
$0
$276 Million 0.06% of portfolio
1,273
Q4 2024 Added 0.24%
Invesco Actively Managed Exc
-
$271 Million 0.06% of portfolio
-
Q4 2024 New
$0
$284 Million 0.06% of portfolio
4,519
Q4 2024 Added 36.28%

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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