Maia Wealth LLC Purchases in Q3 2024

Maia Wealth LLC

  • $405 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.72K
+ 86.91%
$71.45 - $75.64 $409K - $433K
12.3K $902M
APD
Air Products & Chemicals, Inc.

Basic Materials
485
+ 12.75%
$247.34 - $300.11 $120K - $146K
4.29K $1.38B
V
Visa Inc.

Financial Services
943
+ 11.55%
$253.74 - $291.56 $239K - $275K
9.11K $2.58B
FRI
First Tr S&P Reit Index Fd

ETFs
12.5K
New
$25.47 - $29.98 $319K - $375K
12.5K $370M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
27.4K
New
$13.62 - $15.59 $373K - $427K
27.4K $368M
First Tr Exch Traded Fd Iii
16.8K
New
N/A
16.8K $368M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.3K
New
$23.04 - $24.06 $352K - $367K
15.3K $362M
LSAF
Two Rds Shared Tr

ETFs
8.6K
New
$36.68 - $41.38 $315K - $356K
8.6K $357M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
5.85K
New
$57.2 - $62.94 $335K - $368K
5.85K $351M
ORCL
Oracle Corp

Technology
1.26K
+ 30.63%
$125.9 - $170.35 $159K - $215K
5.38K $938M
XLK
Technology Sector Spdr

ETFs
1.53K
+ 51.81%
$197.34 - $237.68 $302K - $363K
4.48K $1.03B
UNH
Unitedhealth Group Inc

Healthcare
350
+ 12.08%
$488.01 - $604.18 $171K - $211K
3.25K $1.82B
MSFT
Microsoft Corp

Technology
1.73K
+ 12.18%
$395.15 - $467.56 $682K - $807K
15.9K $6.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
362
+ 4.9%
$475.2 - $527.7 $172K - $191K
7.74K $4.12B
ADSK
Autodesk, Inc.

Technology
593
+ 13.86%
$245.83 - $245.83 $146K - $146K
4.87K $1.39B
BBAX
J P Morgan Betabuilders Develo

ETFs
5.95K
New
$46.61 - $54.03 $277K - $322K
5.95K $308M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.24K
+ 45.47%
$50.02 - $54.5 $262K - $286K
16.8K $897M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 35.0%
$214.77 - $237.72 $247K - $273K
4.43K $1.05B
SUB
Ishares Short Term National Mu

ETFs
2.82K
+ 104.79%
$104.3 - $106.3 $294K - $300K
5.51K $582M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.9K
+ 122.44%
$64.0 - $72.54 $249K - $283K
7.08K $511M
VV
Vanguard Large Cap ETF

ETFs
1.08K
New
$236.92 - $263.4 $255K - $284K
1.08K $287M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.91K
New
$56.52 - $63.23 $278K - $311K
4.91K $286M
Innovator Etfs Trust
11.6K
New
N/A
11.6K $286M
AVDV
American Centy ETF Tr Avantis

ETFs
4.07K
New
$62.52 - $71.12 $254K - $289K
4.07K $275M
IFRA
Ishares Tr

ETFs
2.85K
+ 7.46%
$41.55 - $46.97 $119K - $134K
41.1K $1.95B
NVS
Novartis Ag

Healthcare
2.37K
New
$106.13 - $120.89 $251K - $286K
2.37K $268M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
479
+ 25.1%
$405.19 - $478.57 $194K - $229K
2.39K $1.09B
MBB
Ishares Tr

ETFs
2.62K
+ 14.69%
$90.85 - $96.66 $238K - $253K
20.5K $1.91B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.79K
New
$36.06 - $37.66 $245K - $256K
6.79K $252M
SCHW
Schwab Charles Corp

Financial Services
4.6K
+ 13.47%
$61.74 - $76.08 $284K - $350K
38.7K $2.81B
VTV
Vanguard Value ETF

ETFs
564
+ 3.78%
$159.75 - $174.57 $90.1K - $98.5K
15.5K $2.71B
SNY
Sanofi

Healthcare
4.72K
New
$48.54 - $58.53 $229K - $276K
4.72K $245M
NOW
Service Now, Inc.

Technology
255
New
$730.87 - $937.36 $186K - $239K
255 $244M
Proshares Tr
5.58K
New
N/A
5.58K $234M
GD
General Dynamics Corp

Industrials
766
New
$279.51 - $308.09 $214K - $236K
766 $231M
MGK
Vanguard Mega Cap Growth ETF

ETFs
697
New
$285.48 - $330.24 $199K - $230K
697 $228M
LSAT
Two Rds Shared Tr Leadershares

ETFs
5.45K
New
$37.41 - $41.75 $204K - $228K
5.45K $225M
ENB
Enbridge Inc

Energy
5.48K
New
$35.27 - $41.18 $193K - $226K
5.48K $225M
PM
Philip Morris International Inc.

Consumer Defensive
1.16K
+ 45.28%
$101.25 - $127.45 $117K - $147K
3.71K $493M
UL
Unilever PLC

Consumer Defensive
3.59K
New
$54.7 - $65.59 $196K - $235K
3.59K $224M
EBAY
Ebay Inc

Consumer Cyclical
3.47K
New
$52.61 - $65.44 $183K - $227K
3.47K $221M
Proshares Tr
4.88K
New
N/A
4.88K $219M
RFEM
First Trust Iii Riverfront Dyn

ETFs
3.32K
New
$60.61 - $70.03 $201K - $232K
3.32K $218M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.44K
+ 9.23%
$49.93 - $51.15 $222K - $227K
52.6K $2.64B
HPQ
Hp Inc

Technology
6K
New
$32.02 - $38.11 $192K - $229K
6K $215M
ABC
Amerisourcebergen Corp

Healthcare
526
+ 7.64%
N/A
7.41K $1.74B
MDT
Medtronic PLC

Healthcare
2.33K
New
$76.84 - $91.03 $179K - $212K
2.33K $212M
BMY
Bristol Myers Squibb CO

Healthcare
3.98K
New
$39.66 - $51.75 $158K - $206K
3.98K $211M
CB
Chubb LTD

Financial Services
712
New
$252.51 - $292.2 $180K - $208K
712 $209M
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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