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401 shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of 401 shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in 401

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All positions including 401 held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 401 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 19M 1.00
2023-09-30 $18M 18M 1.00
2023-06-30 $19M 19M 1.00
2023-03-31 $17M 17M 1.00
2022-12-31 $17M 17M 1.00

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding 401

MAI Wealth Advisors

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