Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MAI Wealth Advisors

Latest statistics and disclosures from MAI Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, AAPL, MSFT, IJH, and represent 19.24% of MAI Capital Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$103M), NFLX (+$42M), AAPL (+$37M), XLK (+$35M), MSFT (+$34M), JMUB (+$32M), QQQ (+$27M), VCSH (+$24M), URI (+$20M), USMV (+$20M).
Started 719 new stock positions in VC, FFIC, APO.PA, CAE, MITT, PEB.PF, CHYM, VHI, TOWN, OFG.
Reduced shares in these 10 stocks: BSCP (-$43M), SGOV (-$7.1M), FI (-$6.8M), IBTF (-$6.7M), AVGO (-$6.2M), TSM, ACIO, HON, IWF, GAUG.
Sold out of its positions in AAON, AWP, ACIW, PSIL, AGIO, AIRS, ALE, BUXX, ABEV, UHAL.B.
MAI Capital Management was a net buyer of stock by $1.1B.
MAI Capital Management has $17B in assets under management (AUM), dropping by 6.21%.
Central Index Key (CIK): 0001040197

Tip: Access up to 7 years of quarterly data

Positions held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for MAI Capital Management

MAI Capital Management holds 4150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

MAI Capital Management has 4150 total positions. Only the first 250 positions are shown.

Sign up to view all of the MAI Capital Management Dec. 31, 2025 positions
Download the MAI Capital Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.0	$1.2B		1.7M	684.94	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)	3.8	$649M	+18%	952k	681.92	View chart
Apple Call Call Option (Principal) (AAPL)	3.5	$597M	+6%	2.2M	271.86	View chart
Microsoft Corp Call Call Option (Principal) (MSFT)	2.9	$491M	+7%	1.0M	483.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$358M	+2%	5.4M	66.00	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	1.7	$285M	+4%	1.5M	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$278M	+4%	4.5M	62.47	View chart
Alphabet Call Call Option (Principal) (GOOGL)	1.5	$263M		841k	313.00	View chart
Amazon Call Call Option (Principal) (AMZN)	1.5	$260M	+5%	1.1M	230.82	View chart
Invesco Qqq Tr Call Call Option (Principal) (QQQ)	1.5	$250M	+11%	407k	614.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$244M		2.0M	120.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$219M		997k	219.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$216M		1.0M	212.07	View chart
Broadcom Call Call Option (Principal) (AVGO)	1.2	$212M	-2%	611k	346.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$208M	+3%	2.3M	89.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$192M	+2%	3.6M	53.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$186M		393k	473.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.9	$160M	+6%	265k	603.28	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$152M	+3%	2.3M	67.22	View chart
Jpmorgan Chase & Co. Call Call Option (Principal) (JPM)	0.9	$150M	+3%	464k	322.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$137M		1.1M	123.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$136M	-4%	1.4M	100.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$135M	+2%	404k	335.27	View chart
Visa Call Call Option (Principal) (V)	0.8	$133M	+6%	379k	350.71	View chart
Abbvie (ABBV)	0.8	$132M	+5%	576k	228.49	View chart
Johnson & Johnson Call Call Option (Principal) (JNJ)	0.8	$130M	+3%	626k	206.95	View chart
Meta Platforms Call Call Option (Principal) (META)	0.7	$125M	+5%	189k	660.09	View chart
Ishares Tr Call Call Option (Principal) (IWM)	0.7	$122M	+2%	496k	246.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$121M	+10%	634k	191.56	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$110M	+2%	792k	139.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$109M	+28%	1.4M	79.73	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$104M	+10%	1.8M	58.73	View chart
Rtx Corporation Call Call Option (Principal) (RTX)	0.6	$104M	+5%	565k	183.40	View chart
Eli Lilly & Co Call Call Option (Principal) (LLY)	0.6	$101M	+7%	94k	1074.68	View chart
Costco Whsl Corp Call Call Option (Principal) (COST)	0.5	$92M	+3%	106k	862.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$90M	+7%	144k	627.13	View chart
Sherwin-Williams Company (SHW)	0.5	$89M	+17%	273k	324.03	View chart
Procter And Gamble Call Call Option (Principal) (PG)	0.5	$86M	+3%	600k	143.31	View chart
Home Depot Call Call Option (Principal) (HD)	0.5	$84M	+4%	243k	344.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$83M	+7%	1.6M	52.88	View chart
Cisco Sys Call Call Option (Principal) (CSCO)	0.5	$80M	+5%	1.0M	77.03	View chart
Taiwan Semiconductor Mfg Call Call Option (Principal) (TSM)	0.5	$78M	-4%	258k	303.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$76M		362k	210.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$74M	-2%	1.5M	49.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$73M		2.2M	32.62	View chart
Oracle Corp Call Call Option (Principal) (ORCL)	0.4	$71M	+9%	364k	194.91	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$70M		724k	96.88	View chart
Walmart Call Call Option (Principal) (WMT)	0.4	$70M	+4%	625k	111.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$67M	+40%	713k	94.16	View chart
Exxon Mobil Corp Call Call Option (Principal) (XOM)	0.4	$67M	+9%	557k	120.34	View chart
Booking Holdings (BKNG)	0.4	$66M		12k	5355.44	View chart
Unitedhealth Group Call Call Option (Principal) (UNH)	0.4	$65M		195k	330.11	View chart
Qualcomm Call Call Option (Principal) (QCOM)	0.4	$64M	+2%	372k	171.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$62M	+2%	2.2M	27.43	View chart
Abbott Laboratories (ABT)	0.4	$61M		487k	125.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$61M	+27%	748k	81.17	View chart
Bank of America Corporation (BAC)	0.3	$60M		1.1M	55.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$59M	+146%	411k	143.97	View chart
Mastercard Incorporated Call Call Option (Principal) (MA)	0.3	$59M	+3%	103k	570.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$57M	+16%	2.9M	19.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$57M		75k	753.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$56M	+4%	587k	96.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$56M	+5%	115k	487.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$54M	+9%	2.8M	19.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$54M	+10%	281k	190.99	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$53M	+10%	982k	53.88	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$53M	+8%	1.1M	48.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$53M	+3%	204k	257.95	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$52M	+8%	1.0M	50.70	View chart
Tesla Call Call Option (Principal) (TSLA)	0.3	$52M		115k	449.72	View chart
Vanguard World Health Car Etf (VHT)	0.3	$52M	+7%	179k	287.85	View chart
Mcdonalds Corp Call Call Option (Principal) (MCD)	0.3	$51M	+6%	168k	305.63	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$50M	+4%	1.9M	25.75	View chart
Pepsi (PEP)	0.3	$49M	+4%	342k	143.52	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$48M		157k	309.04	View chart
Chubb (CB)	0.3	$48M		152k	312.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$47M	+13%	472k	99.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$47M		258k	181.21	View chart
Netflix Call Call Option (Principal) (NFLX)	0.3	$47M	+943%	496k	93.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$46M		1.9M	24.04	View chart
Chevron Corp Call Call Option (Principal) (CVX)	0.3	$44M	+7%	286k	152.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$43M		330k	131.59	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$42M		440k	96.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$42M	+22%	2.1M	20.60	View chart
Eaton Corp Call Call Option (Principal) (ETN)	0.2	$42M	+9%	131k	318.51	View chart
Verizon Communications (VZ)	0.2	$42M		1.0M	40.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$41M	+30%	805k	50.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$40M	+2%	1.1M	38.11	View chart
Stryker Corporation (SYK)	0.2	$39M	-6%	111k	351.47	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$39M	+15%	2.1M	18.84	View chart
Coca-Cola Company (KO)	0.2	$39M	+7%	556k	69.91	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$39M	+6%	628k	61.36	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$38M	+3%	378k	101.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$38M		399k	96.03	View chart
American Express Call Call Option (Principal) (AXP)	0.2	$38M	+2%	101k	369.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$37M	+26%	647k	57.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$37M	+11%	128k	290.22	View chart
Ge Aerospace Call Call Option (Principal) (GE)	0.2	$37M	+5%	119k	308.03	View chart
Accenture Plc Ireland Call Call Option (Principal) (ACN)	0.2	$36M	-5%	135k	268.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$36M		815k	44.41	View chart
Select Sector Spdr Tr Call Call Option (Principal) (XLV)	0.2	$36M	+8%	233k	154.80	View chart
Honeywell International (HON)	0.2	$35M	-9%	181k	195.09	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$35M	-6%	222k	156.63	View chart
Thermo Fisher Scientific (TMO)	0.2	$34M	+16%	59k	579.45	View chart
TJX Companies (TJX)	0.2	$34M	+27%	222k	153.61	View chart
Merck & Co (MRK)	0.2	$34M	+9%	324k	105.26	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$34M	+5%	1.9M	18.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$33M	+3%	103k	323.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$33M	+3%	324k	101.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$33M		1.2M	26.91	View chart
Caterpillar Call Call Option (Principal) (CAT)	0.2	$33M	+24%	57k	572.87	View chart
Blackrock (BLK)	0.2	$33M	+3%	30k	1070.32	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$32M	NEW	637k	50.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$31M	+8%	1.3M	24.37	View chart
Goldman Sachs Group Call Call Option (Principal) (GS)	0.2	$31M	+9%	35k	879.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$31M	+6%	1.2M	26.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$30M	+53%	40.00	754800.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$30M		1.0M	29.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$29M	-2%	78k	373.44	View chart
Morgan Stanley Com New (MS)	0.2	$29M		162k	177.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$29M	+11%	479k	60.17	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$29M	+5%	927k	30.96	View chart
Automatic Data Processing (ADP)	0.2	$28M	+113%	111k	257.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$28M	+5%	367k	77.53	View chart
Amgen (AMGN)	0.2	$28M	+11%	86k	327.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$28M	+7%	589k	46.80	View chart
Union Pac Corp Call Call Option (Principal) (UNP)	0.2	$27M	-7%	118k	231.32	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.2	$27M	-12%	617k	43.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$26M	+40%	188k	136.94	View chart
Lowes Cos Call Call Option (Principal) (LOW)	0.1	$26M	+2%	106k	241.16	View chart
International Business Machs Call Call Option (Principal) (IBM)	0.1	$25M	+7%	86k	296.21	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$25M	+18%	1.5M	16.92	View chart
Waste Mgmt Inc Del Call Call Option (Principal) (WM)	0.1	$25M	+4%	112k	219.71	View chart
Intuitive Surgical Com New (ISRG)	0.1	$24M	+20%	43k	566.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$24M	+12%	533k	45.21	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$24M		655k	36.58	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$24M	+3%	208k	113.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$24M		230k	102.39	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$23M	+3%	384k	60.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$23M		308k	75.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$23M	+7%	262k	88.49	View chart
Intercontinental Exchange In Call Call Option (Principal) (ICE)	0.1	$23M	+3%	143k	161.96	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$23M		550k	41.08	View chart
Palo Alto Networks Call Call Option (Principal) (PANW)	0.1	$23M		122k	184.20	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$22M		168k	132.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$22M	+11%	285k	77.88	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$22M		249k	88.08	View chart
Adobe Call Call Option (Principal) (ADBE)	0.1	$22M	+6%	62k	349.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$22M	+8%	311k	69.42	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$22M	+40%	96k	224.67	View chart
United Rentals (URI)	0.1	$21M	+1653%	27k	809.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$21M		75k	279.14	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$21M		185k	113.72	View chart
Applied Matls Call Call Option (Principal) (AMAT)	0.1	$21M	+16%	81k	256.99	View chart
Southern Company (SO)	0.1	$21M	-6%	237k	87.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$21M		420k	48.72	View chart
Spdr Gold Tr Call Call Option (Principal) (GLD)	0.1	$20M	+2%	52k	396.31	View chart
Enterprise Products Partners (EPD)	0.1	$20M		629k	32.06	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$20M	-7%	276k	72.27	View chart
Linde SHS (LIN)	0.1	$19M	-2%	45k	426.39	View chart
Advanced Micro Devices Call Call Option (Principal) (AMD)	0.1	$19M	+5%	90k	214.16	View chart
Servicenow Call Call Option (Principal) (NOW)	0.1	$19M	+414%	122k	153.19	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$19M		195k	95.22	View chart
Golub Capital BDC (GBDC)	0.1	$19M	+5%	1.4M	13.57	View chart
American Tower Reit (AMT)	0.1	$18M	-9%	103k	175.57	View chart
Cme Group Call Call Option (Principal) (CME)	0.1	$18M	+2%	66k	273.08	View chart
Nextera Energy (NEE)	0.1	$18M	+11%	224k	80.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$18M	-7%	455k	38.74	View chart
Crowdstrike Hldgs Call Call Option (Principal) (CRWD)	0.1	$18M	+4%	37k	468.76	View chart
Apollo Global Mgmt Call Call Option (Principal) (APO)	0.1	$17M		120k	144.76	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$17M	+50%	378k	45.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$17M	+7%	68k	252.92	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$17M		333k	51.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$17M	-2%	166k	103.56	View chart
Lockheed Martin Corp Call Call Option (Principal) (LMT)	0.1	$17M	+6%	35k	483.67	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$17M	+14%	311k	54.77	View chart
Wells Fargo Call Call Option (Principal) (WFC)	0.1	$17M		180k	93.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$17M	+34%	616k	27.21	View chart
Cbre Group Cl A (CBRE)	0.1	$17M	+2%	102k	160.79	View chart
S&p Global (SPGI)	0.1	$17M	+108%	32k	522.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$17M		547k	30.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$16M	+23%	78k	211.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$16M	+53%	607k	26.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$16M	+59%	193k	82.82	View chart
Realty Income (O)	0.1	$16M	+6%	284k	56.37	View chart
Lincoln Electric Holdings (LECO)	0.1	$16M	+158%	66k	239.64	View chart
Asml Holding N V Call Call Option (Principal) (ASML)	0.1	$16M	+7%	15k	1069.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$16M		143k	110.19	View chart
United Parcel Service Call Call Option (Principal) (UPS)	0.1	$16M	+249%	158k	99.19	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$16M	+3%	365k	42.87	View chart
Anthem (ELV)	0.1	$16M	+32%	45k	350.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M	+49%	109k	143.52	View chart
Boston Scientific Corporation (BSX)	0.1	$15M		161k	95.35	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$15M	-14%	282k	53.83	View chart
ConocoPhillips (COP)	0.1	$15M	-5%	162k	93.61	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$15M	+2%	204k	73.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$15M	+36%	250k	59.93	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.1	$15M	NEW	295k	50.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$15M		101k	148.69	View chart
Arista Networks Com Shs (ANET)	0.1	$15M		114k	131.03	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$15M	+6%	321k	46.04	View chart
Dell Technologies Call Call Option (Principal) (DELL)	0.1	$15M	+22%	117k	125.88	View chart
Kimberly-Clark Corporation (KMB)	0.1	$15M	+92%	145k	100.89	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$14M	+128%	322k	44.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$14M	+15%	538k	26.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$14M	+7%	281k	50.32	View chart
Schwab Charles Corp Call Call Option (Principal) (SCHW)	0.1	$14M	+5%	141k	99.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$14M		45k	314.80	View chart
Philip Morris International (PM)	0.1	$14M	+5%	88k	160.40	View chart
Progressive Corporation (PGR)	0.1	$14M	-9%	62k	227.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$14M	+2%	191k	72.68	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$14M	+27%	832k	16.70	View chart
Deere & Co Call Call Option (Principal) (DE)	0.1	$14M	+14%	30k	465.57	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$14M	+6002%	472k	29.28	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$14M	+100%	322k	42.69	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$14M		294k	46.49	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$14M	+5%	81k	168.77	View chart
Kla Corp Com New (KLAC)	0.1	$13M	+3%	11k	1215.09	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$13M	+2%	95k	141.16	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$13M	-4%	86k	155.12	View chart
Texas Instruments Incorporated (TXN)	0.1	$13M	-6%	76k	173.49	View chart
At&t (T)	0.1	$13M	+8%	528k	24.84	View chart
Applovin Corp Call Call Option (Principal) (APP)	0.1	$13M	-9%	19k	673.82	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$13M	+8%	687k	18.91	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$13M	+12%	92k	141.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$13M	+4%	454k	28.48	View chart
Palantir Technologies Call Call Option (Principal) (PLTR)	0.1	$13M	+31%	72k	177.75	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$13M		165k	77.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$13M		775k	16.49	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$13M	+807%	297k	42.99	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.1	$13M	+3%	263k	48.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$13M		74k	171.18	View chart
Take-Two Interactive Software (TTWO)	0.1	$13M	-2%	49k	256.03	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$12M		59k	210.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$12M	+10%	104k	117.72	View chart
Medtronic SHS (MDT)	0.1	$12M	+3%	127k	96.06	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$12M	+14%	387k	31.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$12M		84k	141.14	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$12M	+17%	296k	40.25	View chart
Metropcs Communications (TMUS)	0.1	$12M		59k	203.04	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$12M	-3%	216k	54.84	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$12M		293k	40.35	View chart
Smucker J M Com New (SJM)	0.1	$12M	+4%	119k	97.81	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$12M	+266%	779k	14.94	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$12M	+3%	872k	13.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$12M	+9%	65k	177.37	View chart
Jack Henry & Associates (JKHY)	0.1	$12M	+5803%	63k	182.48	View chart
Fedex Corp Call Call Option (Principal) (FDX)	0.1	$11M		40k	288.86	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$11M	-8%	68k	168.28	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$11M	-5%	187k	60.53	View chart

Past Filings by MAI Capital Management

SEC 13F filings are viewable for MAI Capital Management going back to 2010

MAI Capital Management 2025 Q4 filed Feb. 13, 2026
MAI Capital Management 2025 Q3 filed Nov. 10, 2025
MAI Capital Management 2025 Q2 filed Aug. 12, 2025
MAI Capital Management 2025 Q1 filed May 15, 2025
MAI Capital Management 2024 Q4 filed Feb. 14, 2025
MAI Capital Management 2024 Q3 filed Nov. 7, 2024
MAI Capital Management 2024 Q2 filed Aug. 12, 2024
MAI Capital Management 2024 Q1 filed May 8, 2024
MAI Capital Management 2023 Q4 filed Feb. 9, 2024
MAI Capital Management 2023 Q3 filed Nov. 14, 2023
MAI Capital Management 2023 Q2 filed Aug. 2, 2023
MAI Capital Management 2023 Q1 filed May 10, 2023
MAI Capital Management 2022 Q4 filed Feb. 9, 2023
MAI Capital Management 2022 Q3 filed Nov. 15, 2022
MAI Capital Management 2022 Q2 filed July 19, 2022
MAI Capital Management 2022 Q1 filed May 10, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z