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Maia Wealth

Latest statistics and disclosures from Maia Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, FSK, EFV, QUAL, IVW, and represent 19.67% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: YMAR (+$6.9M), YJUN (+$6.3M), OCTM (+$5.3M), BGLD, SPMO, ZOCT, FSK, AMID, AGG, EFV.
Started 77 new stock positions in ZOCT, BMEA, PYXS, PTF, PHD, XSHD, AM, SCHA, XLG, EPS.
Reduced shares in these 10 stocks: QMAG (-$5.7M), QCJL (-$5.7M), DAUG, QJUN, IUSB, XAUG, VTEB, BND, SCHX, UAUG.
Sold out of its positions in AMD, BXMT, BMY, CVS, QMAG, QCJL, XAUG, QJUN, DAUG, F.
Maia Wealth was a net buyer of stock by $51M.
Maia Wealth has $465M in assets under management (AUM), dropping by 14.78%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 325 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	8.4	$39M		552k	70.52	View chart
Fs Kkr Capital Corp (FSK)	3.1	$15M	+11%	638k	22.79	View chart
Ishares Tr Eafe Value Etf (EFV)	2.9	$13M	+9%	242k	54.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$12M	+6%	68k	182.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$12M	+3%	120k	102.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.4	$11M	+7%	109k	101.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$11M	+7%	18k	602.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	2.1	$9.8M	+235%	432k	22.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$9.6M	+6%	182k	52.37	View chart
Microsoft Corporation (MSFT)	1.7	$7.7M	+11%	18k	434.56	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.6	$7.3M	+63%	400k	18.35	View chart
Amazon (AMZN)	1.5	$7.1M	+11%	30k	235.41	View chart
Meta Platforms Cl A (META)	1.5	$6.7M	+17%	10k	659.84	View chart
Apple (AAPL)	1.4	$6.5M	+7%	28k	229.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	1.3	$6.3M	+475067%	290k	21.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$6.2M	+13%	32k	191.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.3	$6.0M	+3%	46k	131.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	1.1	$5.3M	NEW	173k	30.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$5.3M	+8%	27k	198.12	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$4.9M	-27%	108k	45.49	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.0	$4.8M	-3%	129k	37.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$4.8M		31k	157.13	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$4.3M	+3%	81k	52.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$4.2M		10k	412.94	View chart
Booking Holdings (BKNG)	0.9	$4.2M		891.00	4672.85	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$4.1M	+19%	73k	56.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.1M	+12%	82k	49.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$4.0M	+10%	21k	192.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.0M	-5%	7.3k	551.22	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$4.0M	+13%	72k	55.59	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.8	$3.9M		48k	82.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$3.8M	-14%	161k	23.78	View chart
Mastercard Incorporated Cl A (MA)	0.8	$3.8M	+10%	6.9k	547.67	View chart
Charles Schwab Corporation (SCHW)	0.8	$3.6M	+11%	43k	82.53	View chart
Visa Com Cl A (V)	0.7	$3.4M	+12%	10k	334.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.7	$3.3M		128k	25.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.2M	+17%	18k	177.61	View chart
Iqvia Holdings (IQV)	0.7	$3.0M	+14%	15k	207.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.7M	+76%	27k	97.55	View chart
Anthem (ELV)	0.6	$2.6M	+19%	6.4k	411.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$2.6M	+5%	85k	30.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.6M	+30%	43k	59.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$2.5M	NEW	26k	98.19	View chart
salesforce (CRM)	0.5	$2.3M	+23%	6.7k	347.11	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.5	$2.3M	+146%	65k	35.83	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.3M	+8%	22k	106.83	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$2.2M	+2%	52k	43.09	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$2.2M	-2%	97k	22.86	View chart
CarMax (KMX)	0.5	$2.2M	+15%	26k	84.53	View chart
Walt Disney Company (DIS)	0.5	$2.1M	+20%	19k	113.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$2.1M		18k	118.23	View chart
Starbucks Corporation (SBUX)	0.4	$2.1M	+11%	21k	100.02	View chart
Eli Lilly & Co. (LLY)	0.4	$2.0M	+4%	2.5k	808.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.0M		3.4k	599.29	View chart
AmerisourceBergen (COR)	0.4	$2.0M	+7%	8.0k	254.90	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.4	$2.0M	-4%	60k	32.68	View chart
Check Point Software Tech Lt Ord (CHKP)	0.4	$2.0M	+21%	9.9k	198.20	View chart
UnitedHealth (UNH)	0.4	$1.9M	+9%	3.5k	543.52	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$1.9M		41k	47.40	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.9M		3.7k	503.74	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.8M	+89%	38k	48.60	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$1.8M		53k	34.78	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$1.7M	-7%	19k	92.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$1.7M	+42%	29k	59.98	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M	+15%	15k	118.45	View chart
Autodesk (ADSK)	0.4	$1.7M	+15%	5.6k	299.05	View chart
Diageo Spon Adr New (DEO)	0.4	$1.6M	+24%	13k	125.67	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.4	$1.6M	NEW	64k	25.43	View chart
Qualcomm (QCOM)	0.4	$1.6M	+18%	9.5k	171.17	View chart
Air Products & Chemicals (APD)	0.3	$1.6M	+13%	4.9k	326.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.6M	+13%	22k	73.56	View chart
Fiserv (FI)	0.3	$1.6M	+11%	7.4k	213.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.5M	-41%	31k	50.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	+34%	3.2k	474.70	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.5M	+9%	3.4k	438.58	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.3	$1.5M	+63%	36k	41.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$1.5M	-12%	17k	88.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.4M	-2%	15k	91.90	View chart
Tesla Motors (TSLA)	0.3	$1.4M	+26%	3.5k	397.15	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.3	$1.4M	+60%	23k	59.81	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.4M	+61%	27k	51.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M		31k	43.86	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	+17%	4.9k	265.83	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$1.3M	+41%	30k	42.82	View chart
T Rowe Price Etf International Eq (TOUS)	0.3	$1.3M	+36%	47k	27.49	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.3	$1.3M		52k	24.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.3M	+14%	5.1k	249.06	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.3	$1.2M		49k	25.05	View chart
Home Depot (HD)	0.3	$1.2M		3.0k	395.66	View chart
Goldman Sachs Bdc SHS (GSBD)	0.3	$1.2M	+242%	94k	12.81	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.2M	+6%	35k	33.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M	+13%	6.1k	193.78	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$1.2M	+6%	18k	65.41	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$1.1M	+202%	51k	22.35	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$1.1M	+62%	12k	91.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$1.1M	+27%	16k	69.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.1M	-27%	22k	48.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	+28%	2.1k	514.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.0M	+14%	9.5k	110.17	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$1.0M	+12%	50k	20.93	View chart
Oracle Corporation (ORCL)	0.2	$1.0M	+18%	6.4k	158.28	View chart
Roblox Corp Cl A (RBLX)	0.2	$992k	NEW	15k	67.17	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$984k	+14%	19k	53.10	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$970k	+38%	23k	41.98	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$951k	+25%	15k	62.64	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$950k		8.5k	111.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$916k	+2%	3.1k	297.07	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.2	$914k		29k	31.86	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$910k	+14%	18k	50.14	View chart
First Trust S&P REIT Index Fund (FRI)	0.2	$903k	+157%	32k	28.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$887k	-13%	3.9k	227.57	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$870k	+11%	3.9k	225.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$867k	NEW	2.1k	403.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$857k	+8%	11k	80.85	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$835k		4.7k	179.34	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$830k	-11%	20k	40.61	View chart
Ecolab (ECL)	0.2	$825k	+15%	3.4k	246.21	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$818k	+4%	43k	18.86	View chart
Bank of America Corporation (BAC)	0.2	$805k	+10%	17k	47.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$786k	+85%	28k	28.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$765k	+30%	9.9k	77.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$746k	+18%	1.2k	606.84	View chart
Procter & Gamble Company (PG)	0.2	$738k	+13%	4.4k	169.35	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$734k	+12%	36k	20.68	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.2	$730k	-39%	11k	68.77	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$728k		41k	17.73	View chart
Wal-Mart Stores (WMT)	0.2	$723k	+6%	7.4k	97.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$720k	NEW	14k	50.34	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$715k	+3%	33k	21.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$704k		14k	51.76	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$694k	NEW	34k	20.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$690k	NEW	13k	54.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$686k		19k	35.64	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$679k	+6%	8.7k	78.24	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$676k	+21%	24k	28.04	View chart
Palo Alto Networks (PANW)	0.1	$672k	+113%	3.6k	189.30	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$662k	NEW	13k	49.62	View chart
Netflix (NFLX)	0.1	$662k	+3%	681.00	971.89	View chart
Paypal Holdings (PYPL)	0.1	$659k	+19%	7.3k	90.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$650k	+9%	3.0k	213.94	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$648k	-10%	24k	27.18	View chart
Broadcom (AVGO)	0.1	$647k	+91%	3.2k	202.31	View chart
Altria (MO)	0.1	$642k	NEW	12k	53.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$640k	+4%	5.4k	118.76	View chart
Philip Morris International (PM)	0.1	$629k	+29%	4.8k	130.42	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$626k	+42%	22k	29.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$626k	+79%	8.3k	75.21	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$596k	+14%	6.9k	86.52	View chart
Lowe's Companies (LOW)	0.1	$595k	+2%	2.2k	268.42	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$592k	+62%	25k	23.82	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$590k	NEW	5.9k	99.73	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$587k		1.6k	369.37	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$580k	-9%	31k	18.68	View chart
Applied Materials (AMAT)	0.1	$575k	NEW	3.3k	174.57	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$566k		21k	27.27	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$560k	+34%	15k	38.30	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$560k	+25%	8.3k	67.46	View chart
Wells Fargo & Company (WFC)	0.1	$560k	+17%	7.2k	77.94	View chart
Take-Two Interactive Software (TTWO)	0.1	$555k	-15%	3.0k	187.87	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$522k	-5%	21k	24.65	View chart
Deere & Company (DE)	0.1	$520k	+3%	1.1k	484.33	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$510k	+10%	9.7k	52.46	View chart
Abbvie (ABBV)	0.1	$510k	-2%	2.9k	176.92	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$497k		19k	26.44	View chart
ConocoPhillips (COP)	0.1	$496k	+26%	4.8k	102.69	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$496k	NEW	27k	18.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$494k	NEW	10k	47.69	View chart
Oxford Lane Cap Corp (OXLC)	0.1	$494k	NEW	97k	5.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$493k	NEW	3.8k	130.23	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$492k	NEW	14k	35.52	View chart
At&t (T)	0.1	$492k	NEW	20k	24.14	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$486k	+18%	12k	41.35	View chart
Verizon Communications (VZ)	0.1	$480k	+70%	12k	40.64	View chart
Costco Wholesale Corporation (COST)	0.1	$467k	+15%	483.00	966.11	View chart
Chevron Corporation (CVX)	0.1	$464k	-17%	3.0k	157.23	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$463k	+118%	6.9k	67.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$462k	NEW	2.2k	211.75	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$457k	NEW	7.2k	63.32	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$444k	+85%	1.3k	343.74	View chart
American Express Company (AXP)	0.1	$441k	+6%	1.4k	316.52	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$436k	+37%	14k	31.66	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$435k		6.1k	70.95	View chart
DaVita (DVA)	0.1	$427k	NEW	2.4k	175.53	View chart
Analog Devices (ADI)	0.1	$427k	+25%	2.0k	215.46	View chart
McDonald's Corporation (MCD)	0.1	$422k	+5%	1.4k	293.17	View chart
Ishares Msci Cda Etf (EWC)	0.1	$418k		10k	41.31	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$414k	NEW	15k	27.08	View chart
Comcast Corp Cl A (CMCSA)	0.1	$411k	+12%	11k	38.23	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$401k	NEW	1.7k	231.32	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$399k	-4%	12k	32.08	View chart
Johnson & Johnson (JNJ)	0.1	$390k	-26%	2.5k	152.87	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$384k	+14%	12k	31.37	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$383k		11k	35.09	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$382k	+6%	17k	22.89	View chart
Cisco Systems (CSCO)	0.1	$372k		6.3k	59.08	View chart
Kinder Morgan (KMI)	0.1	$370k	NEW	14k	27.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$369k	-3%	1.3k	292.92	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$364k	NEW	4.4k	83.32	View chart
International Business Machines (IBM)	0.1	$360k	+20%	1.6k	224.08	View chart
Abbott Laboratories (ABT)	0.1	$354k	+4%	2.7k	129.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$352k	-7%	5.4k	64.71	View chart
Unilever Spon Adr New (UL)	0.1	$352k	+68%	6.1k	58.13	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$352k	+30%	5.3k	66.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$351k	+47%	8.2k	42.73	View chart
Enterprise Products Partners (EPD)	0.1	$347k	+34%	10k	33.45	View chart
Vistra Energy (VST)	0.1	$347k	NEW	2.5k	137.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$346k	+8%	3.8k	90.60	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$345k	NEW	8.2k	42.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$345k	-40%	3.3k	105.78	View chart
Emerson Electric (EMR)	0.1	$343k		2.7k	128.97	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$342k	-6%	8.0k	42.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$342k	NEW	5.9k	57.67	View chart
Novartis Sponsored Adr (NVS)	0.1	$338k	+37%	3.3k	103.40	View chart
Spdr Ser Tr S&p Telecom (XTL)	0.1	$336k	NEW	3.2k	104.68	View chart
Sanofi Sponsored Adr (SNY)	0.1	$333k	+32%	6.2k	53.34	View chart
Pepsi (PEP)	0.1	$325k	-20%	2.1k	154.60	View chart
eBay (EBAY)	0.1	$322k	+38%	4.8k	66.84	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$316k	+2%	7.6k	41.41	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$315k	NEW	9.0k	35.00	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$312k	-2%	5.7k	54.61	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.1	$309k	NEW	4.5k	68.91	View chart
Medtronic SHS (MDT)	0.1	$309k	+43%	3.3k	92.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$303k		1.1k	276.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$300k	NEW	6.6k	45.58	View chart
Bank of New York Mellon Corporation (BK)	0.1	$298k	+30%	3.5k	85.91	View chart
Palantir Technologies Cl A (PLTR)	0.1	$297k	NEW	3.9k	75.44	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$297k	-7%	14k	21.60	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$294k		7.9k	37.22	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$294k	NEW	3.7k	78.68	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$294k	NEW	2.9k	100.67	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$294k	NEW	8.6k	34.05	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$290k		12k	24.71	View chart
Servicenow (NOW)	0.1	$290k		254.00	1140.62	View chart
Uber Technologies (UBER)	0.1	$289k	NEW	4.2k	68.77	View chart
Becton, Dickinson and (BDX)	0.1	$285k	NEW	1.1k	248.68	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.1	$284k	+36%	4.5k	62.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$282k	NEW	9.9k	28.45	View chart
American Electric Power Company (AEP)	0.1	$279k		2.7k	102.62	View chart
Hldgs (UAL)	0.1	$278k	NEW	2.6k	106.74	View chart
Wp Carey (WPC)	0.1	$277k	+651%	4.9k	56.64	View chart
General Dynamics Corporation (GD)	0.1	$277k	+33%	1.0k	269.97	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$276k		1.3k	217.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$276k		5.7k	48.77	View chart
Fidelity National Information Services (FIS)	0.1	$275k	-13%	3.4k	81.10	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$274k	-46%	3.8k	72.51	View chart
Norfolk Southern (NSC)	0.1	$273k		1.1k	259.69	View chart
Shopify Cl A (SHOP)	0.1	$272k	NEW	2.5k	107.38	View chart
Invesco Actively Managed Exc High Yld Select (HIYS)	0.1	$271k	NEW	11k	25.57	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$269k	NEW	8.6k	31.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$269k	NEW	7.0k	38.32	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$267k		2.6k	103.88	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$266k	NEW	6.0k	44.58	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$265k	-20%	5.8k	45.46	View chart
Waste Management (WM)	0.1	$259k	+4%	1.2k	213.58	View chart
Merck & Co (MRK)	0.1	$259k	-27%	2.6k	97.94	View chart
Honeywell International (HON)	0.1	$258k		1.1k	225.78	View chart
Royal Caribbean Cruises (RCL)	0.1	$256k	+2669%	1.1k	236.54	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$253k	-3%	10k	25.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$251k	NEW	2.7k	93.07	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$251k	-8%	2.5k	100.14	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$247k	-14%	4.0k	62.34	View chart
Caterpillar (CAT)	0.1	$247k	NEW	625.00	395.17	View chart
Enbridge (ENB)	0.1	$246k		5.5k	44.70	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$245k	-2%	2.7k	90.36	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$243k	-59%	4.4k	55.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$241k	-49%	13k	19.36	View chart
McKesson Corporation (MCK)	0.1	$241k	NEW	398.00	604.54	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$234k	NEW	4.6k	51.06	View chart
Axon Enterprise (AXON)	0.0	$230k	NEW	380.00	604.68	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$230k		3.6k	63.15	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$228k	-11%	3.7k	62.35	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$228k		4.9k	46.39	View chart
Fair Isaac Corporation (FICO)	0.0	$223k	NEW	121.00	1842.64	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.0	$223k	-2%	4.3k	51.31	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.0	$223k		5.4k	41.47	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$222k		6.7k	32.97	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.0	$221k	-4%	4.5k	48.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$221k	NEW	3.5k	63.62	View chart
Western Union Company (WU)	0.0	$219k	NEW	21k	10.38	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$218k	NEW	4.8k	45.19	View chart
Linde SHS (LIN)	0.0	$218k	+12%	496.00	439.07	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.0	$214k	-10%	5.0k	42.59	View chart
Chubb (CB)	0.0	$213k	+8%	771.00	276.42	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$211k		2.8k	76.06	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.0	$209k	-5%	4.6k	45.16	View chart
Etfis Ser Tr I Virtus Pvt Cr (VPC)	0.0	$209k	NEW	9.3k	22.36	View chart
Pfizer (PFE)	0.0	$206k	-38%	7.7k	26.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Hig (XSHD)	0.0	$206k	NEW	14k	14.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$205k	NEW	7.7k	26.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$202k	NEW	1.4k	147.59	View chart
Hp (HPQ)	0.0	$196k		6.0k	32.63	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$189k		18k	10.49	View chart
Agilent Technologies Inc C ommon (A)	0.0	$157k		1.2k	134.34	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$141k	-12%	1.4k	101.74	View chart
Hewlett Packard Enterprise (HPE)	0.0	$128k		6.0k	21.35	View chart
Keysight Technologies (KEYS)	0.0	$90k		562.00	160.63	View chart
Adt (ADT)	0.0	$90k		12k	7.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$71k		295.00	242.13	View chart
Biomea Fusion (BMEA)	0.0	$62k	NEW	15k	4.27	View chart
Carrier Global Corporation (CARR)	0.0	$62k		901.00	68.26	View chart
Expeditors International of Washington (EXPD)	0.0	$50k		450.00	110.77	View chart
Immunitybio (IBRX)	0.0	$45k	NEW	14k	3.13	View chart
Otis Worldwide Corp (OTIS)	0.0	$42k		450.00	92.61	View chart
I-80 Gold Corp (IAUX)	0.0	$34k	NEW	63k	0.53	View chart
Raytheon Technologies Corp (RTX)	0.0	$22k		186.00	115.72	View chart
Dxc Technology (DXC)	0.0	$10k		515.00	19.98	View chart
Barrick Gold Corp (GOLD)	0.0	$4.3k		275.00	15.50	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$3.8k	NEW	250.00	15.09	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$3.7k	NEW	400.00	9.21	View chart
PetMed Express (PETS)	0.0	$3.5k		725.00	4.82	View chart
Archrock (AROC)	0.0	$3.2k	NEW	130.00	24.89	View chart
Main Street Capital Corporation (MAIN)	0.0	$2.6k	NEW	45.00	58.58	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$2.3k	NEW	20.00	113.60	View chart
Novo-nordisk A S Adr (NVO)	0.0	$2.2k	NEW	26.00	86.04	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$2.2k	NEW	45.00	47.87	View chart
Super Micro Computer Com New (SMCI)	0.0	$2.1k	NEW	70.00	30.49	View chart
Innovative Industria A (IIPR)	0.0	$2.0k	NEW	30.00	66.63	View chart
Pioneer Floating Rate Trust (PHD)	0.0	$1.9k	NEW	200.00	9.68	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$1.9k	NEW	50.00	38.44	View chart
Onemain Holdings (OMF)	0.0	$1.8k	NEW	35.00	52.14	View chart
FreightCar America (RAIL)	0.0	$1.3k	NEW	150.00	8.96	View chart
NET Lease Office Properties (NLOP)	0.0	$1.3k		43.00	31.21	View chart
Yeti Hldgs (YETI)	0.0	$963.000000	NEW	25.00	38.52	View chart
Pyxis Oncology Common Stock Call Option (PYXS)	0.0	$951.200000	NEW	119k	0.01	View chart
Alarum Technologies Sponsord Ads New (ALAR)	0.0	$531.000000	NEW	50.00	10.62	View chart

Past Filings by Maia Wealth

SEC 13F filings are viewable for Maia Wealth going back to 2024

Maia Wealth 2024 Q4 filed Feb. 5, 2025
Maia Wealth 2024 Q3 filed Oct. 30, 2024
Maia Wealth 2024 Q2 filed July 16, 2024

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