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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 18.21% of MAI Capital Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$75M), BINC (+$70M), VTI (+$36M), MSFT (+$33M), SPY (+$33M), SDY (+$29M), NVDA (+$27M), RSP (+$26M), SJM (+$18M), VOO (+$18M).
Started 798 new stock positions in ONEW, RRR, TCMD, SFEB, SENEA, GBTG, AEBI, ERAS, MCHB, CURI.
Reduced shares in these 10 stocks: UNH (-$36M), JNJ (-$19M), ELV (-$10M), BKNG (-$10M), ORCL (-$10M), ACIO (-$9.9M), IJR (-$7.7M), ABT (-$7.1M), GSEP (-$6.1M), SHY (-$5.7M).
Sold out of its positions in ACR, Agilon Health, ALEX, IBUY, ITEQ, UYLD, APO.PA, ARES.PB, AstraZeneca, Avidity Biosciences Ord.
MAI Capital Management was a net buyer of stock by $703M.
MAI Capital Management has $18B in assets under management (AUM), dropping by 2.86%.
Central Index Key (CIK): 0001040197

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Portfolio Holdings for MAI Capital Management

MAI Capital Management holds 4809 positions in its portfolio as reported in the March 2026 quarterly 13F filing

MAI Capital Management has 4809 total positions. Only the first 250 positions are shown.

Sign up to view all of the MAI Capital Management March 31, 2026 positions
Download the MAI Capital Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.4	$1.1B		1.7M	653.21	View chart
State Str Spdr S&p 500 Etf T Call Call Option (Principal) (SPY)	3.7	$652M	+5%	1.0M	650.34	View chart
Apple Call Call Option (Principal) (AAPL)	3.6	$632M	+13%	2.5M	253.79	View chart
Microsoft Corp Call Call Option (Principal) (MSFT)	2.3	$410M	+8%	1.1M	370.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$370M		5.5M	67.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$296M	+3%	4.6M	64.08	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	1.7	$293M	+9%	1.7M	174.40	View chart
Amazon Call Call Option (Principal) (AMZN)	1.4	$253M	+7%	1.2M	208.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$245M	-3%	2.0M	124.31	View chart
Alphabet Call Call Option (Principal) (GOOGL)	1.4	$238M		828k	287.56	View chart
Invesco Qqq Tr Call Call Option (Principal) (QQQ)	1.3	$236M		409k	577.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$218M	+3%	2.4M	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$213M		1.0M	211.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$210M	-2%	976k	215.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$204M	+5%	3.8M	54.05	View chart
Broadcom Call Call Option (Principal) (AVGO)	1.1	$189M		610k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$187M		651k	286.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$168M		393k	426.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$165M	+27%	515k	320.81	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$165M	+4%	2.4M	69.75	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.9	$163M		264k	616.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$148M	+21%	769k	191.92	View chart
Spdr Series Trust State Street Spd (SDY)	0.8	$145M	+25%	992k	145.94	View chart
Jpmorgan Chase & Co Call Call Option (Principal) (JPM)	0.8	$139M		471k	294.16	View chart
Johnson & Johnson Call Call Option (Principal) (JNJ)	0.8	$134M	-12%	550k	244.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$132M	-3%	1.3M	100.66	View chart
Ishares Tr Call Call Option (Principal) (IWM)	0.7	$126M	+2%	509k	248.00	View chart
Abbvie (ABBV)	0.7	$126M		578k	217.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$125M		1.1M	113.11	View chart
Visa Call Call Option (Principal) (V)	0.6	$114M		377k	302.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$110M	+6%	1.9M	58.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$110M		1.4M	79.27	View chart
Meta Platforms Call Call Option (Principal) (META)	0.6	$108M		189k	572.13	View chart
Costco Wholesale Corporation Call Call Option (Principal) (COST)	0.6	$107M		107k	996.43	View chart
Rtx Corporation Call Call Option (Principal) (RTX)	0.6	$105M	-3%	545k	192.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$104M	+21%	174k	597.55	View chart
Exxon Mobil Corp Call Call Option (Principal) (XOM)	0.5	$95M		560k	169.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$91M	+9%	1.7M	52.56	View chart
Eli Lilly & Co Call Call Option (Principal) (LLY)	0.5	$90M	+5%	98k	919.77	View chart
Sherwin-Williams Company (SHW)	0.5	$90M	+2%	281k	320.55	View chart
Taiwan Semiconductor Manufac Call Call Option (Principal) (TSM)	0.5	$87M		257k	337.95	View chart
Procter & Gamble Call Call Option (Principal) (PG)	0.5	$85M	-2%	586k	144.44	View chart
Cisco Sys Call Call Option (Principal) (CSCO)	0.5	$80M		1.0M	77.59	View chart
Walmart Call Call Option (Principal) (WMT)	0.4	$78M		627k	124.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$77M		361k	213.67	View chart
Home Depot Call Call Option (Principal) (HD)	0.4	$75M	-5%	229k	328.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$73M		723k	100.62	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$72M	-2%	1.5M	49.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$71M	+2%	2.3M	30.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$70M	+37306%	1.3M	51.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$66M		752k	88.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$65M	-2%	698k	92.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$61M	-6%	2.1M	29.13	View chart
Chevron Corporation Call Call Option (Principal) (CVX)	0.3	$60M		290k	206.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$60M	+5%	3.1M	19.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$60M	+6%	627k	95.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$58M	+5%	296k	196.20	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$58M	+10%	1.1M	53.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$57M	+13%	131k	436.79	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$57M	+4%	428k	132.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$55M	+3%	211k	261.92	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.3	$55M	+5%	1.2M	47.59	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$55M	+5%	1.1M	50.49	View chart
Netflix Call Call Option (Principal) (NFLX)	0.3	$54M	+12%	556k	96.15	View chart
Mastercard Incorporated Call Call Option (Principal) (MA)	0.3	$53M	+2%	106k	499.66	View chart
Spdr Series Trust State Street Spd (SPAB)	0.3	$53M	+6%	2.1M	25.62	View chart
Bank of America Corporation (BAC)	0.3	$53M		1.1M	48.75	View chart
Pepsi (PEP)	0.3	$53M		340k	155.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$52M		74k	697.72	View chart
Mcdonalds Corp Call Call Option (Principal) (MCD)	0.3	$51M		165k	310.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$51M	-4%	2.6M	19.53	View chart
Verizon Communications (VZ)	0.3	$51M		1.0M	50.20	View chart
Vanguard World Health Car Etf (VHT)	0.3	$51M	+3%	186k	272.33	View chart
Chubb (CB)	0.3	$50M		154k	325.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$50M	+6%	505k	99.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$49M		258k	189.59	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$48M	+3%	162k	295.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$47M		1.9M	24.75	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$47M	+12%	2.3M	20.42	View chart
Eaton Corp Call Call Option (Principal) (ETN)	0.3	$47M		130k	357.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$46M	+12%	1.2M	38.96	View chart
Coca-Cola Company (KO)	0.3	$45M	+6%	592k	76.05	View chart
Tesla Call Call Option (Principal) (TSLA)	0.3	$45M	+4%	121k	371.75	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.3	$45M	+6%	670k	67.00	View chart
Oracle Corp Call Call Option (Principal) (ORCL)	0.2	$43M	-19%	294k	147.11	View chart
Qualcomm Call Call Option (Principal) (QCOM)	0.2	$43M	-9%	335k	128.78	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$43M		325k	132.50	View chart
Abbott Laboratories (ABT)	0.2	$43M	-14%	418k	102.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$43M		439k	97.23	View chart
Caterpillar Call Call Option (Principal) (CAT)	0.2	$42M	+2%	59k	708.46	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$42M	+7%	2.2M	18.66	View chart
Merck & Co (MRK)	0.2	$42M	+6%	346k	120.29	View chart
Booking Holdings (BKNG)	0.2	$41M	-20%	9.8k	4210.28	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$41M	+6%	403k	100.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$40M	-2%	789k	50.61	View chart
Honeywell International (HON)	0.2	$40M	-2%	176k	226.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$40M	+2%	410k	97.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$39M	+5%	685k	56.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$39M	+5%	134k	287.18	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$38M		826k	45.65	View chart
Stryker Corporation (SYK)	0.2	$37M	+2%	114k	328.59	View chart
TJX Companies (TJX)	0.2	$37M	+4%	232k	159.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$36M		330k	110.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$36M	-2%	216k	165.70	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$36M	+6%	2.0M	17.75	View chart
Select Sector Spdr Tr Call Call Option (Principal) (XLV)	0.2	$35M		237k	146.61	View chart
Ge Aerospace Call Call Option (Principal) (GE)	0.2	$35M	+2%	122k	283.77	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$33M	+8%	1.4M	24.27	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$33M	+2%	654k	49.99	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$32M		103k	313.81	View chart
Applied Matls Call Call Option (Principal) (AMAT)	0.2	$32M	+13%	93k	341.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$31M	+18%	697k	45.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$31M		1.2M	25.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$31M	+6%	1.2M	25.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$31M		1.0M	30.50	View chart
Amgen (AMGN)	0.2	$31M		87k	351.85	View chart
American Express Call Call Option (Principal) (AXP)	0.2	$31M		101k	302.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$30M		480k	62.56	View chart
Thermo Fisher Scientific (TMO)	0.2	$30M	+3%	61k	491.53	View chart
Smucker J M Com New (SJM)	0.2	$30M	+160%	310k	96.44	View chart
Goldman Sachs Group Call Call Option (Principal) (GS)	0.2	$30M		35k	845.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$30M	+5%	982k	30.32	View chart
Blackrock Call Call Option (Principal) (BLK)	0.2	$30M		31k	961.71	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$30M	+2%	376k	78.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$29M	+12%	599k	48.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$29M		40.00	718140.00	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$28M	+11%	1.7M	16.72	View chart
Union Pac Corp Call Call Option (Principal) (UNP)	0.2	$28M	-2%	115k	242.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$27M		77k	356.56	View chart
Waste Mgmt Inc Del Call Call Option (Principal) (WM)	0.2	$27M	+4%	118k	229.79	View chart
Morgan Stanley Com New (MS)	0.2	$26M		161k	164.57	View chart
Accenture Plc Ireland Call Call Option (Principal) (ACN)	0.1	$25M	-5%	128k	198.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$25M	+13%	434k	58.18	View chart
Lowes Cos Call Call Option (Principal) (LOW)	0.1	$25M		107k	236.28	View chart
United Parcel Svcs Call Call Option (Principal) (UPS)	0.1	$25M	+60%	254k	98.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$25M	+3%	320k	77.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$24M	+2%	236k	103.43	View chart
Linde SHS (LIN)	0.1	$24M	+7%	49k	495.76	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$24M		652k	37.20	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$24M		542k	44.62	View chart
Spdr Gold Tr Call Call Option (Principal) (GLD)	0.1	$24M	+8%	56k	430.29	View chart
Enterprise Products Partners (EPD)	0.1	$24M		630k	37.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$24M		267k	88.70	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$23M	+3%	258k	89.33	View chart
Southern Company (SO)	0.1	$23M		239k	96.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$23M	+4%	298k	77.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$23M	+7%	181k	125.13	View chart
Intercontinental Exchange In Call Call Option (Principal) (ICE)	0.1	$22M		142k	157.28	View chart
Lockheed Martin Corp Call Call Option (Principal) (LMT)	0.1	$22M	+3%	37k	604.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$22M		185k	118.45	View chart
Automatic Data Processing (ADP)	0.1	$22M	-3%	107k	203.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$22M	+7%	47k	460.99	View chart
ConocoPhillips (COP)	0.1	$21M		162k	132.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$21M		424k	50.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$21M	-2%	305k	70.18	View chart
International Business Machs Call Call Option (Principal) (IBM)	0.1	$21M	+2%	88k	242.39	View chart
Kimberly-Clark Corporation (KMB)	0.1	$21M	+51%	220k	96.47	View chart
Dell Technologies Call Call Option (Principal) (DELL)	0.1	$21M	+10%	129k	164.13	View chart
Cme Group Call Call Option (Principal) (CME)	0.1	$21M	+8%	72k	295.35	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$21M	-13%	162k	128.12	View chart
Boston Scientific Corporation (BSX)	0.1	$21M	+104%	330k	62.75	View chart
Palo Alto Networks Call Call Option (Principal) (PANW)	0.1	$21M	+4%	128k	160.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$20M	+3%	332k	61.26	View chart
Nextera Energy (NEE)	0.1	$20M	-2%	218k	92.88	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$20M		209k	96.38	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$20M		96k	208.05	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$20M	+3%	287k	69.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$20M	+2%	77k	257.35	View chart
Asml Hldg Nv Call Call Option (Principal) (ASML)	0.1	$20M		15k	1320.83	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$20M	+14%	706k	27.85	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$19M	+4%	204k	94.95	View chart
United Rentals (URI)	0.1	$19M		26k	728.57	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$19M	+13%	690k	26.91	View chart
Advanced Micro Devices Call Call Option (Principal) (AMD)	0.1	$19M		91k	203.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$18M	+12%	77k	237.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$18M	+8%	591k	30.96	View chart
Realty Income (O)	0.1	$18M	+4%	297k	61.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$18M	+18%	296k	59.55	View chart
American Tower Reit (AMT)	0.1	$18M		102k	172.58	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$17M	+61%	375k	46.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$17M		329k	52.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$17M		79k	217.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$17M	+19%	120k	142.43	View chart
Williams Companies (WMB)	0.1	$17M	+298%	231k	72.78	View chart
Unitedhealth Group Call Call Option (Principal) (UNH)	0.1	$17M	-68%	62k	270.59	View chart
Deere & Co Call Call Option (Principal) (DE)	0.1	$17M		30k	563.30	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$17M	+17%	633k	26.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$16M	+8%	207k	78.66	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$16M	+5%	384k	42.31	View chart
Lam Research Corp Com New (LRCX)	0.1	$16M	+2%	76k	213.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$16M		109k	148.10	View chart
Kla Corp Com New (KLAC)	0.1	$16M		11k	1472.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$16M	+9%	351k	45.62	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$16M	-38%	380k	41.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$16M		164k	96.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$16M	+2%	210k	75.10	View chart
Lincoln Electric Holdings (LECO)	0.1	$16M	-5%	63k	249.08	View chart
Wells Fargo & Co Call Call Option (Principal) (WFC)	0.1	$16M	+8%	195k	79.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$16M		142k	108.99	View chart
Golub Capital BDC (GBDC)	0.1	$16M	-10%	1.2M	12.66	View chart
At&t (T)	0.1	$15M		532k	28.99	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$15M	+11%	527k	29.18	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$15M		378k	40.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$15M	-5%	265k	57.64	View chart
Crowdstrike Hldgs Call Call Option (Principal) (CRWD)	0.1	$15M	+4%	39k	390.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$15M	+105%	177k	84.84	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$15M		777k	19.30	View chart
Philip Morris International (PM)	0.1	$15M	+3%	91k	165.34	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$15M		325k	45.89	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$15M	+8%	899k	16.46	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$15M	+4%	293k	50.34	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$15M	+6%	315k	46.70	View chart
Fedex Corp Call Call Option (Principal) (FDX)	0.1	$15M	+4%	41k	356.18	View chart
Corning Call Call Option (Principal) (GLW)	0.1	$15M		107k	135.97	View chart
Texas Instruments Incorporated (TXN)	0.1	$14M	-2%	74k	194.14	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.1	$14M		295k	48.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$14M	+32%	286k	50.12	View chart
Arista Networks Com Shs (ANET)	0.1	$14M		115k	122.78	View chart
Schwab Charles Corp Call Call Option (Principal) (SCHW)	0.1	$14M	+5%	149k	93.98	View chart
Apollo Global Mgmt (APO)	0.1	$14M	+4%	126k	111.42	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$14M	+11%	432k	32.43	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$14M		87k	161.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$14M		97k	144.71	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$14M		82k	168.85	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$14M	+17%	347k	39.73	View chart
Servicenow Call Call Option (Principal) (NOW)	0.1	$14M	+6%	131k	104.55	View chart
S&p Global (SPGI)	0.1	$14M		32k	425.34	View chart
Emerson Electric (EMR)	0.1	$14M	+44%	104k	131.02	View chart
Bristol Myers Squibb (BMY)	0.1	$14M	+12%	224k	60.65	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$14M		183k	73.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$14M		45k	298.85	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.1	$14M	+5%	278k	48.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$13M		461k	29.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$13M	+16%	396k	33.86	View chart
Targa Res Corp (TRGP)	0.1	$13M		53k	250.73	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.1	$13M		256k	52.06	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$13M	+4%	720k	18.40	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$13M	-2%	161k	81.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$13M	-13%	268k	49.37	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$13M		294k	44.84	View chart
Micron Technology Call Call Option (Principal) (MU)	0.1	$13M	+9%	39k	337.84	View chart
Progressive Corporation (PGR)	0.1	$13M	+6%	66k	198.24	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$13M	-3%	89k	145.74	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$13M	-15%	738k	17.32	View chart
Metropcs Communications (TMUS)	0.1	$13M	+2%	60k	210.03	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$12M		58k	214.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$12M	+3%	67k	184.28	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$12M	+3%	303k	40.83	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$12M	-3%	82k	151.41	View chart
Palantir Technologies Call Call Option (Principal) (PLTR)	0.1	$12M	+16%	84k	146.28	View chart

Past Filings by MAI Capital Management

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

MAI Capital Management 2026 Q1 filed May 15, 2026
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

View all past filings

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