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

Maia Wealth

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

Top 5 stock holdings are SPLG, EFV, FSK, QUAL, IVW, and represent 20.83% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: First Tr Exchng Traded Fd Vi (+$5.7M), First Tr Exchng Traded Fd Vi (+$5.7M), BGLD (+$5.5M), DAUG, EFV, YMAR, SCHX, IUSB, QJUN, SDVY.
Started 73 new stock positions in PTRB, EXPD, AMID, BOND, CB, ONEQ, UL, GLD, BBEU, GOLD.
Reduced shares in these 10 stocks: AAPR, SPLG, HEFA, IEMG, MTUM, PSTG, ESGU, IJR, TJUL, SCHM.
Sold out of its positions in MO, BX, DVN, EQNR, FVD, QYLD, UMAR, POCT, PAPR, AAPR. INTC, IRM, TIP, HDV, HEFA, KMI, OXLC, PSTG, SLYV, BIL, SCHM, SCHA, WWR.
Maia Wealth was a net buyer of stock by $72M.
Maia Wealth has $405M in assets under management (AUM), dropping by 21.84%.
Central Index Key (CIK): 0002010858

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Maia Wealth

Maia Wealth holds 274 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	9.3	$38M	-3%	551k	68.13	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$12M	+49%	221k	55.44	View chart
Fs Kkr Capital Corp (FSK)	2.9	$12M	+10%	573k	20.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$11M	+9%	64k	179.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$11M	+15%	115k	97.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.6	$10M	+7%	101k	102.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$9.5M	+7%	16k	582.01	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.1	$8.6M	+13%	171k	50.56	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$6.8M	+48%	148k	46.02	View chart
Microsoft Corporation (MSFT)	1.7	$6.8M	+12%	16k	424.73	View chart
Apple (AAPL)	1.5	$6.1M	+21%	26k	230.57	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100	1.4	$5.7M	NEW	282k	20.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100	1.4	$5.7M	NEW	278k	20.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.4	$5.6M	-8%	44k	127.08	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.4	$5.5M	NEW	245k	22.56	View chart
Amazon (AMZN)	1.3	$5.1M	+21%	27k	186.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	1.2	$5.0M	NEW	127k	39.13	View chart
Meta Platforms Cl A (META)	1.2	$4.9M	+13%	8.7k	567.81	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$4.9M	+62%	134k	36.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$4.8M	+16%	25k	197.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$4.7M	-8%	31k	154.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$4.7M	-2%	29k	162.72	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$4.4M	-20%	79k	56.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$4.3M	+114%	187k	22.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.1M	+4%	7.7k	532.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$4.0M	+11%	10k	390.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$3.8M	+39%	63k	60.03	View chart
Booking Holdings (BKNG)	0.9	$3.8M	+16%	877.00	4336.47	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.9	$3.8M	-4%	48k	79.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$3.8M	+15%	19k	197.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.7M		73k	50.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$3.4M		61k	55.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.8	$3.2M	+2%	128k	25.19	View chart
Mastercard Incorporated Cl A (MA)	0.8	$3.2M	+9%	6.2k	510.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.8	$3.1M	NEW	129k	24.25	View chart
Charles Schwab Corporation (SCHW)	0.7	$2.8M	+13%	39k	72.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.7M	+3%	16k	174.86	View chart
Iqvia Holdings (IQV)	0.7	$2.7M	+10%	13k	211.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$2.6M	+9%	53k	50.28	View chart
Visa Com Cl A (V)	0.6	$2.6M	+11%	9.1k	283.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$2.4M	+3%	81k	30.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$2.3M	+86%	99k	23.17	View chart
Anthem (ELV)	0.6	$2.3M	+25%	5.4k	419.02	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$2.2M	+3%	51k	43.92	View chart
Eli Lilly & Co. (LLY)	0.5	$2.2M	+10%	2.4k	891.37	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.1M	+9%	20k	106.87	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.1M		3.7k	564.19	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$2.0M		18k	113.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.5	$2.0M	NEW	75k	27.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.0M	+2%	3.4k	579.23	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.5	$2.0M	-18%	63k	31.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.0M		33k	59.39	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$1.9M	+7%	41k	47.34	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$1.9M	+14%	21k	93.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$1.8M	-6%	53k	34.78	View chart
UnitedHealth (UNH)	0.5	$1.8M	+12%	3.2k	560.88	View chart
Starbucks Corporation (SBUX)	0.4	$1.8M	+69%	19k	97.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.4	$1.8M	NEW	53k	33.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.8M	-9%	19k	92.66	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M	-2%	13k	140.41	View chart
AmerisourceBergen (COR)	0.4	$1.7M	+7%	7.4k	235.15	View chart
Check Point Software Tech Lt Ord (CHKP)	0.4	$1.7M	+17%	8.1k	205.41	View chart
CarMax (KMX)	0.4	$1.6M	+26%	23k	72.58	View chart
salesforce (CRM)	0.4	$1.6M	+69%	5.4k	286.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.5M	+82%	16k	98.79	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.5M	+35%	3.1k	482.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.5M	+613%	30k	50.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M	+3%	32k	47.08	View chart
Walt Disney Company (DIS)	0.4	$1.5M	+13%	15k	95.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.4M	-8%	16k	91.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.4M		19k	74.65	View chart
Diageo Spon Adr New (DEO)	0.3	$1.4M	+49%	11k	134.44	View chart
Autodesk (ADSK)	0.3	$1.4M	+13%	4.9k	285.77	View chart
Air Products & Chemicals (APD)	0.3	$1.4M	+12%	4.3k	322.08	View chart
Fiserv (FI)	0.3	$1.4M	+13%	6.7k	203.28	View chart
Qualcomm (QCOM)	0.3	$1.4M		8.0k	168.10	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.3	$1.3M		52k	24.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$1.2M	-3%	20k	59.99	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.3	$1.2M	+2%	48k	25.01	View chart
Home Depot (HD)	0.3	$1.2M	NEW	3.0k	402.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.2M	+7%	33k	35.84	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$1.2M	NEW	17k	66.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M	+25%	2.4k	457.77	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$1.1M	-6%	17k	63.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.1M	+35%	4.4k	237.46	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.0M	+51%	4.5k	229.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$990k	+21%	8.3k	119.59	View chart
T Rowe Price Etf International Eq (TOUS)	0.2	$971k	NEW	35k	28.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$967k	+99%	20k	48.79	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$953k	-15%	23k	41.30	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$946k	+6%	44k	21.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$944k	+2%	4.2k	224.96	View chart
Oracle Corporation (ORCL)	0.2	$938k	+30%	5.4k	174.37	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.2	$925k	NEW	26k	35.19	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.2	$925k	NEW	22k	41.81	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$915k		8.3k	109.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$903k	+86%	12k	73.31	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$897k	+45%	17k	53.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$891k	+30%	5.4k	164.54	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M	0.2	$891k	NEW	28k	31.58	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$878k	-4%	12k	71.61	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$869k	NEW	22k	40.40	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$860k	NEW	15k	58.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$856k	+58%	16k	53.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$856k	-7%	3.0k	285.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$799k	NEW	9.8k	81.84	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$797k	+3%	16k	50.20	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$795k		4.7k	168.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$791k	+2%	1.6k	492.26	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$791k	-6%	42k	18.99	View chart
Ecolab (ECL)	0.2	$744k	+10%	2.9k	256.35	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$740k	NEW	41k	18.00	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$737k	+14%	3.5k	212.62	View chart
Tesla Motors (TSLA)	0.2	$727k	+2%	2.8k	260.48	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$717k	NEW	12k	59.49	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$713k	-7%	32k	22.65	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.2	$711k	NEW	27k	26.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$707k	+6%	14k	51.68	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$701k	NEW	17k	42.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$697k	NEW	7.6k	92.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$697k	-8%	19k	36.09	View chart
Bank of America Corporation (BAC)	0.2	$663k	+7%	16k	42.65	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$660k	+8%	31k	21.00	View chart
Procter & Gamble Company (PG)	0.2	$654k	+15%	3.9k	169.63	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$649k	-28%	34k	18.85	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$634k	+3%	8.1k	77.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$622k	-4%	1.0k	599.34	View chart
Palo Alto Networks (PANW)	0.2	$607k	-9%	1.7k	364.58	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$598k	NEW	11k	55.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$593k	-45%	5.2k	114.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$588k	-8%	7.6k	77.82	View chart
Lowe's Companies (LOW)	0.1	$586k	+3%	2.2k	271.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$582k	+104%	5.5k	105.54	View chart
Wal-Mart Stores (WMT)	0.1	$579k	-4%	7.0k	83.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$572k	-59%	2.8k	206.99	View chart
Johnson & Johnson (JNJ)	0.1	$569k	-2%	3.5k	163.69	View chart
Abbvie (ABBV)	0.1	$562k	+5%	3.0k	189.65	View chart
Take-Two Interactive Software (TTWO)	0.1	$560k	+4%	3.5k	161.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$560k	+6%	1.6k	350.27	View chart
Innovator Etfs Trust Equity Defined P	0.1	$557k	NEW	21k	26.85	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$554k	-10%	22k	24.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$551k	NEW	16k	35.15	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$545k	-46%	20k	27.49	View chart
Chevron Corporation (CVX)	0.1	$538k	+3%	3.6k	150.47	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$520k	+11%	19k	27.56	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$511k	+122%	7.1k	72.16	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$506k	-3%	6.0k	84.20	View chart
Netflix (NFLX)	0.1	$498k		660.00	754.55	View chart
Paypal Holdings (PYPL)	0.1	$497k		6.1k	81.39	View chart
Philip Morris International (PM)	0.1	$493k	+45%	3.7k	132.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$489k	+71%	25k	19.74	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$466k	+66%	8.8k	52.82	View chart
Pepsi (PEP)	0.1	$457k	+32%	2.7k	172.18	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$453k	+23%	6.6k	68.65	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$447k	-8%	13k	34.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$440k	-2%	11k	40.60	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$440k	+62%	15k	29.17	View chart
Deere & Company (DE)	0.1	$426k		1.0k	411.22	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$423k	-9%	6.2k	68.33	View chart
Ishares Msci Cda Etf (EWC)	0.1	$423k	-4%	10k	41.44	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$412k	-3%	9.9k	41.59	View chart
McDonald's Corporation (MCD)	0.1	$410k	-7%	1.4k	301.47	View chart
Wells Fargo & Company (WFC)	0.1	$402k	+57%	6.1k	65.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$399k	+254%	15k	26.44	View chart
ConocoPhillips (COP)	0.1	$399k	+45%	3.8k	104.38	View chart
Comcast Corp Cl A (CMCSA)	0.1	$399k	+38%	9.6k	41.65	View chart
Merck & Co (MRK)	0.1	$383k	+2%	3.6k	105.87	View chart
Costco Wholesale Corporation (COST)	0.1	$374k	+18%	418.00	894.24	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$370k	NEW	13k	29.51	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$369k	NEW	27k	13.45	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$368k	NEW	17k	21.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$368k	+5%	5.9k	62.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$367k	+6%	1.3k	280.48	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$363k	+4%	16k	23.21	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$362k	NEW	15k	23.73	View chart
Analog Devices (ADI)	0.1	$362k	+38%	1.6k	229.65	View chart
Pfizer (PFE)	0.1	$359k	-2%	13k	28.64	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$357k	NEW	8.6k	41.52	View chart
Fidelity National Information Services (FIS)	0.1	$356k	-23%	3.9k	90.34	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$355k	-7%	11k	32.37	View chart
American Express Company (AXP)	0.1	$354k	+11%	1.3k	270.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$354k		4.6k	76.36	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$351k	NEW	5.9k	60.05	View chart
Cisco Systems (CSCO)	0.1	$347k	-4%	6.2k	55.96	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$347k	-4%	11k	32.38	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$341k	-17%	15k	22.98	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$336k	+6%	7.3k	46.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$320k	+18%	3.5k	91.26	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$311k	-2%	10k	30.96	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$309k	+47%	12k	25.79	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.1	$308k	NEW	6.0k	51.78	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$306k	-2%	5.9k	52.37	View chart
Abbott Laboratories (ABT)	0.1	$305k	+6%	2.6k	116.53	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.1	$299k	-6%	7.5k	39.93	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$292k	+40%	4.6k	63.14	View chart
International Business Machines (IBM)	0.1	$291k	+8%	1.3k	218.42	View chart
Emerson Electric (EMR)	0.1	$290k	-5%	2.7k	108.27	View chart
Verizon Communications (VZ)	0.1	$289k	-8%	6.9k	41.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$287k	NEW	1.1k	266.07	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$286k	NEW	4.9k	58.31	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$286k	NEW	12k	24.72	View chart
Broadcom (AVGO)	0.1	$286k	+10%	1.7k	171.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$281k	-7%	5.8k	48.81	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$278k	-11%	7.8k	35.48	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$275k	NEW	4.1k	67.62	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$274k	-10%	2.7k	100.12	View chart
Novartis Sponsored Adr (NVS)	0.1	$268k	NEW	2.4k	113.11	View chart
American Electric Power Company (AEP)	0.1	$267k	-10%	2.7k	99.38	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$265k		1.3k	208.92	View chart
Norfolk Southern (NSC)	0.1	$265k	+4%	1.0k	253.31	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$264k	-3%	10k	25.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$264k	+11%	4.1k	63.78	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$252k	NEW	6.8k	37.19	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$252k		2.6k	98.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$251k	+3%	2.8k	89.82	View chart
Sanofi Sponsored Adr (SNY)	0.1	$246k	NEW	4.7k	52.05	View chart
Servicenow (NOW)	0.1	$244k	NEW	255.00	956.58	View chart
Waste Management (WM)	0.1	$243k	-4%	1.2k	208.84	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$240k	+6%	3.4k	69.96	View chart
Honeywell International (HON)	0.1	$237k	+6%	1.1k	209.13	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$234k	NEW	5.6k	41.95	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$233k	-3%	4.7k	49.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$232k	-10%	5.6k	41.49	View chart
General Dynamics Corporation (GD)	0.1	$231k	NEW	766.00	301.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$228k	+100%	9.5k	23.93	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$228k	NEW	697.00	327.33	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$226k	-3%	6.8k	33.18	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$225k	NEW	5.5k	41.34	View chart
Enbridge (ENB)	0.1	$225k	NEW	5.5k	41.13	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$225k		3.6k	61.82	View chart
Enterprise Products Partners (EPD)	0.1	$225k		7.7k	29.03	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$225k	-9%	9.8k	22.90	View chart
Unilever Spon Adr New (UL)	0.1	$224k	NEW	3.6k	62.30	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.1	$223k	-7%	4.4k	50.34	View chart
eBay (EBAY)	0.1	$221k	NEW	3.5k	63.59	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$221k	-30%	12k	18.93	View chart
Nucor Corporation (NUE)	0.1	$221k	-7%	1.6k	141.31	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$219k	NEW	4.9k	44.91	View chart
CVS Caremark Corporation (CVS)	0.1	$219k	-67%	3.9k	56.12	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.1	$218k	NEW	3.3k	65.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$217k	-4%	4.9k	44.75	View chart
Hp (HPQ)	0.1	$215k	NEW	6.0k	35.87	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$213k	-24%	4.2k	50.58	View chart
Medtronic SHS (MDT)	0.1	$212k	NEW	2.3k	91.01	View chart
Advanced Micro Devices (AMD)	0.1	$211k	+10%	1.4k	153.44	View chart
Bristol Myers Squibb (BMY)	0.1	$211k	NEW	4.0k	52.92	View chart
Chubb (CB)	0.1	$209k	NEW	712.00	293.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$209k	-14%	5.1k	40.60	View chart
Linde SHS (LIN)	0.1	$208k	NEW	439.00	474.67	View chart
Two Rds Shared Tr Leadershares Eqt (SQEW)	0.1	$206k	NEW	6.1k	33.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$206k	-15%	5.6k	37.03	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$204k	-11%	3.2k	64.39	View chart
Bank of New York Mellon Corporation (BK)	0.1	$202k	NEW	2.6k	76.51	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$198k	NEW	2.8k	71.60	View chart
Agilent Technologies Inc C ommon (A)	0.0	$173k	NEW	1.2k	148.48	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$155k	NEW	1.6k	98.68	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$135k	+4%	18k	7.52	View chart
Hewlett Packard Enterprise (HPE)	0.0	$123k	NEW	6.0k	20.46	View chart
Ford Motor Company (F)	0.0	$116k	-3%	10k	11.24	View chart
Adt (ADT)	0.0	$97k	-4%	12k	8.14	View chart
Keysight Technologies (KEYS)	0.0	$89k	NEW	562.00	158.93	View chart
Carrier Global Corporation (CARR)	0.0	$73k	NEW	901.00	80.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$72k	NEW	295.00	243.06	View chart
Expeditors International of Washington (EXPD)	0.0	$59k	NEW	450.00	131.40	View chart
Otis Worldwide Corp (OTIS)	0.0	$47k	NEW	450.00	103.94	View chart
Wp Carey (WPC)	0.0	$41k	NEW	650.00	62.30	View chart
Raytheon Technologies Corp (RTX)	0.0	$23k	NEW	186.00	121.16	View chart
Dxc Technology (DXC)	0.0	$11k	NEW	515.00	20.75	View chart
Royal Caribbean Cruises (RCL)	0.0	$6.9k	NEW	39.00	177.36	View chart
Barrick Gold Corp (GOLD)	0.0	$5.5k	NEW	275.00	19.89	View chart
PetMed Express (PETS)	0.0	$2.7k	NEW	725.00	3.68	View chart
Relay Therapeutics Call Option (RLAY)	0.0	$1.5k	NEW	15k	0.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.0	$1.4k	NEW	61.00	22.89	View chart
NET Lease Office Properties (NLOP)	0.0	$1.3k	NEW	43.00	30.63	View chart

Past Filings by Maia Wealth

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

Maia Wealth 2024 Q3 filed Oct. 30, 2024
Maia Wealth 2024 Q2 filed July 16, 2024

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