Maia Wealth LLC Purchases in Q3 2025

Maia Wealth LLC

  • $594 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
9.38K
+ 64.05%
N/A
24K $658M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.77K
New
$51.33 - $58.15 $245K - $277K
4.77K $263M
VGT
Vanguard Information Technolog

ETFs
136
+ 10.45%
$656.44 - $753.15 $89.3K - $102K
1.44K $1.12B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.62K
New
$87.05 - $93.19 $228K - $244K
2.62K $248M
PSA
Public Storage

Real Estate
901
New
$271.94 - $298.09 $245K - $269K
901 $246M
ET
Energy Transfer LP

Energy
14.6K
New
$17.11 - $18.16 $250K - $265K
14.6K $243M
ASML
Asml Holding Nv

Technology
230
New
$689.63 - $968.09 $159K - $223K
230 $239M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.03K
New
$109.11 - $111.88 $221K - $227K
2.03K $225M
COP
Conocophillips

Energy
2.67K
+ 34.3%
$91.0 - $98.99 $243K - $264K
10.4K $921M
TMUS
T Mobile Us, Inc.

Communication Services
1.31K
+ 91.09%
$226.02 - $259.01 $296K - $339K
2.75K $565M
MO
Altria Group, Inc.

Consumer Defensive
3.96K
+ 45.42%
$57.75 - $67.68 $229K - $268K
12.7K $730M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.21K
+ 11.71%
$28.92 - $32.19 $92.9K - $103K
30.6K $1.01B
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
10K
New
$22.65 - $25.1 $227K - $251K
10K $210M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
112
+ 0.32%
$39.06 - $43.42 $4.37K - $4.86K
34.9K $1.57B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.71K
New
$21.69 - $23.34 $189K - $203K
8.71K $209M
MRK
Merck & Co., Inc.

Healthcare
2.39K
New
$77.6 - $87.37 $185K - $209K
2.39K $207M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.01K
New
$187.97 - $199.47 $190K - $202K
1.01K $204M
PDEC
Innovator U.S. Equity Power Bu
4.76K
New
N/A
4.76K $203M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.18K
New
$161.6 - $171.2 $191K - $202K
1.18K $203M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.52K
New
$26.38 - $27.95 $198K - $210K
7.52K $201M
SO
Southern CO

Utilities
2.09K
+ 69.09%
$90.83 - $96.0 $190K - $200K
5.11K $464M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
756
+ 4.39%
$67.21 - $72.65 $50.8K - $54.9K
18K $1.33B
PAYC
Paycom Software, Inc.

Technology
1.4K
+ 152.68%
$208.14 - $238.8 $291K - $334K
2.31K $386M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
12.8K
New
$11.48 - $12.67 $147K - $163K
12.8K $166M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.19K
+ 10.1%
$46.37 - $47.77 $148K - $152K
34.8K $1.65B
FRI
First Tr S&P Reit Index Fd

ETFs
5.29K
+ 31.68%
$26.59 - $28.38 $141K - $150K
22K $616M
Innovator Etfs Trust
5.27K
+ 34.64%
N/A
20.5K $591M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.84K
+ 57.41%
$49.32 - $50.93 $140K - $145K
7.79K $399M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.56K
+ 11.7%
$81.75 - $84.54 $128K - $132K
14.9K $1.25B
Blackrock ETF Trust Ii
2.51K
+ 22.58%
N/A
13.6K $723M
BALT
Innovator Etfs Tr
3.67K
+ 25.4%
$32.11 - $32.82 $118K - $120K
18.1K $599M
DSI
Ishares Msci Kld 400 Social Et

ETFs
253
+ 3.2%
$115.96 - $125.95 $29.3K - $31.9K
8.15K $1.05B
MBB
Ishares Tr

ETFs
1.16K
+ 6.87%
$92.46 - $95.73 $107K - $111K
18K $1.71B
Proshares Tr
2.13K
+ 26.78%
N/A
10.1K $455M
First Tr Exchange Traded Fd
4.82K
+ 6.62%
N/A
77.6K $1.66B
XUSP
Innovator Etfs Tr Uncapped Acc
1.93K
+ 32.4%
N/A
7.9K $377M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.54K
+ 15.78%
$78.11 - $79.07 $121K - $122K
11.3K $892M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.01K
+ 27.87%
$22.89 - $23.7 $115K - $119K
23K $538M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
28
+ 1.43%
$393.18 - $439.39 $11K - $12.3K
1.98K $890M
Linde PLC
360
+ 44.89%
N/A
1.16K $489M
Fidelity Covington Trust
1.34K
+ 13.19%
N/A
11.5K $487M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.44K
+ 12.98%
$29.12 - $29.34 $100K - $101K
30K $877M
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
GRAB
Grab Holdings LTD

Technology
10.5K
New
$4.77 - $6.45 $50.1K - $67.7K
10.5K $62M
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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