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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, QUAL, FSK, EFV, IVW, and represent 18.09% of Maia Wealth's stock portfolio.
Added to shares of these 10 stocks: SAUG (+$5.5M), QMFE, SMAY, YSEP, DECM, SNOV, Cencora, IVE, SPDR Gold MiniShares Trust, XLG.
Started 38 new stock positions in YSEP, AMD, SPDR Gold MiniShares Trust, VIGI, HEFA, Cencora, QGRO, DECM, BCIL, SGOV.
Reduced shares in these 10 stocks: YMAR (-$9.8M), YJUN (-$6.3M), EFG, SPLG, EFV, , OCTM, JEPQ, IWF, TLT.
Sold out of its positions in AGNC, A, AVDV, COR, BLOK, AM, AROC, AXON, GOLD, CARR.
Maia Wealth was a net buyer of stock by $11M.
Maia Wealth has $441M in assets under management (AUM), dropping by -5.10%.
Central Index Key (CIK): 0002010858

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Portfolio Holdings for Maia Wealth

Maia Wealth holds 292 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.4	$33M	-6%	516k	63.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$12M	+11%	75k	164.85	View chart
Fs Kkr Capital Corp (FSK)	2.8	$12M	+2%	655k	18.89	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$12M	-15%	205k	57.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$11M	-3%	115k	90.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$10M	+4%	18k	541.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.0	$8.7M		185k	47.01	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.8	$8.1M	-4%	383k	21.13	View chart
Microsoft Corporation (MSFT)	1.7	$7.6M	+10%	20k	387.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$7.3M	-32%	74k	98.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$6.5M	+35%	36k	180.35	View chart
Amazon (AMZN)	1.3	$5.8M	+4%	32k	182.12	View chart
Apple (AAPL)	1.3	$5.6M		28k	202.52	View chart
Meta Platforms Cl A (META)	1.3	$5.6M	+2%	11k	531.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	1.3	$5.5M	NEW	255k	21.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$5.3M	+2%	33k	159.07	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$5.1M	+20%	98k	52.14	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$5.1M	+3%	112k	45.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$4.9M	-7%	42k	117.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq (QMFE)	1.1	$4.9M	NEW	263k	18.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$4.2M		31k	136.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$4.1M	+10%	11k	362.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.9	$4.1M	NEW	180k	22.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.9	$4.1M	-22%	135k	30.22	View chart
Booking Holdings (BKNG)	0.9	$4.0M		888.00	4556.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.0M	-3%	79k	49.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.9M	+9%	8.0k	495.46	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.8	$3.7M	-8%	118k	31.50	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.8	$3.5M		47k	74.14	View chart
Mastercard Incorporated Cl A (MA)	0.8	$3.5M		6.8k	512.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$3.4M	-11%	64k	54.10	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$3.4M	+4%	22k	155.84	View chart
Visa Com Cl A (V)	0.8	$3.4M		10k	335.19	View chart
Charles Schwab Corporation (SCHW)	0.8	$3.4M	+2%	44k	76.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.1M	+3%	19k	163.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.7	$3.1M		125k	24.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$3.0M	+73%	51k	59.86	View chart
Anthem (ELV)	0.7	$3.0M	+5%	6.8k	441.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$3.0M	-13%	139k	21.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.6	$2.9M	NEW	127k	22.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.8M	+4%	29k	97.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.6	$2.7M	NEW	89k	30.51	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.7M	-26%	54k	49.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.6	$2.5M	NEW	119k	21.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$2.5M	+7%	28k	90.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$2.4M	-4%	82k	28.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$2.3M	+5%	102k	22.85	View chart
Eli Lilly & Co. (LLY)	0.5	$2.3M	+22%	3.1k	754.46	View chart
UnitedHealth (UNH)	0.5	$2.3M	+10%	3.9k	587.09	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.3M	+2%	22k	103.21	View chart
Cencora	0.5	$2.3M	NEW	7.9k	284.28	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$2.2M	+240%	49k	44.65	View chart
Iqvia Holdings (IQV)	0.5	$2.2M	-2%	14k	150.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.1M	+16%	4.0k	539.18	View chart
Check Point Software Tech Lt Ord (CHKP)	0.5	$2.1M	-3%	9.5k	220.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$2.1M	+12%	42k	48.82	View chart
Ea Series Trust Argent Mid Cap (AMID)	0.5	$2.1M		66k	31.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.0M	+19%	3.8k	529.52	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$2.0M	-9%	47k	43.25	View chart
T Rowe Price Etf International Eq (TOUS)	0.5	$2.0M	+50%	71k	28.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$1.8M	-21%	34k	54.67	View chart
salesforce (CRM)	0.4	$1.8M	+7%	7.2k	254.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$1.8M	-2%	17k	105.99	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.8M	+2%	3.8k	475.37	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$1.8M		52k	35.08	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M	+12%	16k	110.71	View chart
CarMax (KMX)	0.4	$1.8M		26k	67.50	View chart
Walt Disney Company (DIS)	0.4	$1.7M	+10%	20k	84.66	View chart
Starbucks Corporation (SBUX)	0.4	$1.7M	-3%	20k	85.49	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$1.7M	+13%	41k	40.86	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.4	$1.6M		65k	25.04	View chart
Diageo Spon Adr New (DEO)	0.4	$1.6M	+9%	14k	110.60	View chart
World Gold Tr Spdr Gld Minis	0.4	$1.6M	NEW	25k	63.63	View chart
Fiserv (FI)	0.4	$1.6M		7.3k	212.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.4	$1.5M	+71%	49k	31.47	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.5M	-12%	17k	92.57	View chart
Autodesk (ADSK)	0.3	$1.5M	+4%	5.8k	260.70	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$1.5M	-13%	52k	28.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.4M	-5%	29k	48.50	View chart
Qualcomm (QCOM)	0.3	$1.4M	+4%	10k	139.19	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.4M	+11%	3.9k	350.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.3M	-15%	18k	74.20	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$1.3M	NEW	40k	33.94	View chart
Air Products & Chemicals (APD)	0.3	$1.3M		4.9k	272.60	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.3M		28k	48.46	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$1.3M	+20%	15k	90.47	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$1.3M	+204%	21k	62.50	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.3	$1.3M		24k	55.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M	-5%	30k	43.50	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.3M	NEW	28k	45.51	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.2M	-12%	14k	91.11	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$1.2M	+197%	22k	56.62	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.3	$1.2M	-3%	50k	24.01	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	+3%	5.1k	234.71	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$1.2M	+28%	30k	40.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.2M	+10%	24k	49.07	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$1.1M	-4%	34k	33.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	+14%	7.1k	161.46	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$1.1M		30k	37.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.1M	+25%	13k	80.06	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$1.0M	+40%	50k	20.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.0M	+24%	17k	60.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.0M	-2%	4.9k	208.17	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$1.0M	+6%	100k	10.20	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$1.0M	-4%	15k	67.75	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$1.0M	+6%	54k	18.73	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.2	$1.0M	-16%	41k	24.59	View chart
Home Depot (HD)	0.2	$994k	-8%	2.8k	357.17	View chart
First Trust S&P REIT Index Fund (FRI)	0.2	$976k	+17%	38k	25.80	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$976k	-6%	17k	58.22	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$974k	-45%	22k	44.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$971k	+3%	2.1k	457.44	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$954k	-9%	45k	21.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$943k	-3%	9.1k	103.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$904k	+216%	19k	48.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$879k	+58%	23k	37.81	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$861k	-3%	18k	48.41	View chart
Oracle Corporation (ORCL)	0.2	$848k		6.3k	134.65	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$843k	-2%	3.8k	223.67	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$835k	NEW	18k	46.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$832k	+6%	4.2k	200.16	View chart
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)	0.2	$832k	NEW	30k	27.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$831k	+102%	4.4k	188.44	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$811k		18k	45.30	View chart
Ecolab (ECL)	0.2	$790k		3.3k	238.64	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$788k	-3%	42k	18.84	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$786k	+25%	27k	29.21	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$785k	-7%	7.9k	99.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$785k	-3%	3.0k	264.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$779k	NEW	4.7k	164.09	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$778k	-6%	19k	40.63	View chart
Wal-Mart Stores (WMT)	0.2	$760k	+8%	8.0k	94.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$757k	+20%	10k	75.55	View chart
Tesla Motors (TSLA)	0.2	$753k	-15%	3.0k	252.35	View chart
American Beacon Select Funds Glg Natural Reso (MGNR)	0.2	$746k	NEW	26k	28.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$743k	+5%	43k	17.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$737k	-4%	9.4k	77.98	View chart
Philip Morris International (PM)	0.2	$733k	-3%	4.7k	157.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$732k	-13%	13k	55.46	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$731k	+7%	37k	19.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$723k	+5%	30k	24.52	View chart
Procter & Gamble Company (PG)	0.2	$715k	-3%	4.2k	169.14	View chart
Roblox Corp Cl A (RBLX)	0.2	$714k	-15%	13k	56.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$687k	+6%	1.3k	523.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$685k		19k	35.76	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$666k	NEW	14k	46.18	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$664k	+17%	29k	22.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$658k	+26%	2.0k	328.27	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$654k	+3%	11k	59.27	View chart
Applied Materials (AMAT)	0.1	$652k	+37%	4.5k	144.53	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$646k	-5%	31k	20.94	View chart
Netflix (NFLX)	0.1	$639k		686.00	931.28	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$636k	-12%	4.1k	155.84	View chart
Bank of America Corporation (BAC)	0.1	$636k		17k	36.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$634k	-56%	7.2k	87.51	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$619k	-2%	23k	26.53	View chart
Broadcom (AVGO)	0.1	$605k	+5%	3.4k	178.38	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$603k	+132%	20k	30.13	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$601k	-6%	8.1k	74.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$599k	NEW	20k	30.09	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$596k	+3%	6.1k	97.38	View chart
Palo Alto Networks (PANW)	0.1	$594k		3.5k	169.98	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$555k	+12%	21k	26.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.1	$552k	NEW	29k	18.89	View chart
Abbvie (ABBV)	0.1	$546k	+5%	3.0k	179.12	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$540k	-4%	30k	18.12	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$540k	+8%	11k	51.34	View chart
Chevron Corporation (CVX)	0.1	$534k	+33%	3.9k	135.33	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$515k	-3%	6.7k	77.27	View chart
Costco Wholesale Corporation (COST)	0.1	$509k	+7%	519.00	980.21	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$507k	-2%	21k	24.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$495k	-4%	5.1k	96.46	View chart
Lowe's Companies (LOW)	0.1	$495k		2.2k	224.10	View chart
Deere & Company (DE)	0.1	$488k	-2%	1.0k	467.81	View chart
Wells Fargo & Company (WFC)	0.1	$484k	+6%	7.7k	63.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$462k	-23%	2.3k	197.79	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$456k	+81%	16k	29.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$453k	NEW	4.5k	100.50	View chart
American Centy Etf Tr Intl Smcp Vlu (FDG)	0.1	$453k	NEW	6.6k	68.64	View chart
ConocoPhillips (COP)	0.1	$437k	+4%	5.1k	86.45	View chart
Johnson & Johnson (JNJ)	0.1	$434k	+10%	2.8k	154.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$432k	-4%	11k	38.40	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$430k		14k	31.16	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$423k	+133%	12k	36.09	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$422k	-32%	9.0k	46.64	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$412k	NEW	17k	23.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$406k	NEW	3.2k	126.15	View chart
Ishares Msci Cda Etf (EWC)	0.1	$404k		10k	40.44	View chart
American Centy Etf Tr Avantis Us Small (QGRO)	0.1	$403k	NEW	9.0k	44.52	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$403k	-26%	15k	26.51	View chart
International Business Machines (IBM)	0.1	$397k	+3%	1.7k	239.04	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$393k	NEW	16k	25.02	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$393k	-28%	5.9k	66.15	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$392k		12k	32.09	View chart
Paypal Holdings (PYPL)	0.1	$390k	-14%	6.3k	62.27	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$386k	+14%	4.4k	88.27	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$386k	NEW	12k	31.85	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$385k	-42%	14k	27.69	View chart
Unilever Spon Adr New (UL)	0.1	$384k		6.2k	62.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$382k	+50%	4.0k	94.26	View chart
Comcast Corp Cl A (CMCSA)	0.1	$381k	+3%	11k	34.15	View chart
American Express Company (AXP)	0.1	$379k	+6%	1.5k	255.41	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.1	$378k	+33%	6.0k	62.55	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.1	$373k	NEW	17k	22.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$372k	+24%	6.8k	55.07	View chart
DaVita (DVA)	0.1	$367k		2.4k	150.88	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$365k	-4%	12k	31.24	View chart
Novartis Sponsored Adr (NVS)	0.1	$360k		3.3k	109.45	View chart
Cisco Systems (CSCO)	0.1	$359k		6.3k	57.41	View chart
McDonald's Corporation (MCD)	0.1	$359k	-21%	1.1k	316.12	View chart
Analog Devices (ADI)	0.1	$357k		2.0k	178.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$356k	+3%	3.4k	105.10	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$353k	-2%	6.0k	59.26	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$348k	+15%	7.6k	45.73	View chart
Pepsi (PEP)	0.1	$342k	+10%	2.3k	146.77	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	0.1	$339k		11k	31.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$337k		8.3k	40.50	View chart
Abbott Laboratories (ABT)	0.1	$335k	-4%	2.6k	127.97	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$333k	-11%	15k	22.54	View chart
Take-Two Interactive Software (TTWO)	0.1	$332k	-47%	1.6k	212.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$330k	-9%	3.6k	92.62	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$327k	NEW	11k	30.74	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$325k	NEW	4.8k	68.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$324k	NEW	1.7k	186.54	View chart
eBay (EBAY)	0.1	$322k		4.9k	66.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$315k	-4%	1.2k	262.01	View chart
Waste Management (WM)	0.1	$312k	+10%	1.3k	232.28	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.1	$310k	NEW	6.9k	44.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$306k	+12%	1.2k	247.88	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$302k	+3%	3.0k	99.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$295k	+27%	4.7k	63.23	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$294k	-2%	7.8k	37.84	View chart
Medtronic SHS (MDT)	0.1	$293k	+4%	3.5k	84.23	View chart
American Electric Power Company (AEP)	0.1	$293k		2.8k	106.57	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$292k	+61%	7.5k	39.07	View chart
General Dynamics Corporation (GD)	0.1	$291k		1.0k	278.86	View chart
Bank of New York Mellon Corporation (BK)	0.1	$288k	+7%	3.7k	77.53	View chart
Enterprise Products Partners (EPD)	0.1	$288k	-8%	9.5k	30.32	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$287k		12k	24.14	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.1	$285k	+6%	4.0k	71.04	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$282k	+6%	8.4k	33.59	View chart
Verizon Communications (VZ)	0.1	$281k	-46%	6.3k	44.30	View chart
McKesson Corporation (MCK)	0.1	$280k		403.00	694.22	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$280k	-28%	926.00	301.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$277k	NEW	4.6k	60.70	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$277k		5.7k	48.25	View chart
Emerson Electric (EMR)	0.1	$270k		2.7k	101.05	View chart
Sanofi Sponsored Adr (SNY)	0.1	$270k	-16%	5.2k	51.84	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$264k	+10%	4.8k	54.77	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$264k	-34%	10k	26.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$262k	+38%	1.9k	138.53	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$262k		5.8k	44.73	View chart
Linde SHS (LIN)	0.1	$259k	+16%	580.00	445.86	View chart
Advanced Micro Devices (AMD)	0.1	$257k	NEW	2.7k	94.50	View chart
Becton, Dickinson and (BDX)	0.1	$256k	+8%	1.2k	205.64	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$254k	+94%	2.7k	94.30	View chart
Fortinet (FTNT)	0.1	$253k	NEW	2.6k	96.85	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$252k	NEW	5.0k	50.56	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$249k		1.3k	194.68	View chart
Norfolk Southern (NSC)	0.1	$241k	+3%	1.1k	221.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$241k	-14%	4.8k	49.66	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$239k	+2%	2.6k	90.72	View chart
Honeywell International (HON)	0.1	$238k	+4%	1.2k	200.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$235k	NEW	3.2k	72.44	View chart
Uber Technologies (UBER)	0.1	$235k	-23%	3.2k	73.10	View chart
Enbridge (ENB)	0.1	$234k	-3%	5.3k	44.02	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$233k	-6%	2.3k	100.00	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$228k	-9%	9.1k	25.18	View chart
Progressive Corporation (PGR)	0.1	$227k	NEW	813.00	278.67	View chart
Chubb (CB)	0.1	$225k		779.00	288.33	View chart
Altria (MO)	0.0	$219k	-68%	3.8k	57.13	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$219k	+18%	5.8k	37.63	View chart
At&t (T)	0.0	$218k	-60%	8.0k	27.20	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$216k	-5%	3.7k	57.65	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$214k	-21%	6.0k	35.93	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.0	$214k	-3%	4.4k	48.93	View chart
Shopify Cl A (SHOP)	0.0	$213k		2.6k	82.77	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$213k		3.6k	58.58	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.0	$211k	-3%	4.2k	50.42	View chart
Servicenow (NOW)	0.0	$210k	+3%	263.00	799.82	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$207k	NEW	3.6k	58.26	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$205k	-56%	6.1k	33.81	View chart
Pfizer (PFE)	0.0	$204k	+19%	9.2k	22.12	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.0	$201k		5.4k	37.44	View chart
Merck & Co (MRK)	0.0	$201k	-3%	2.5k	79.17	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$200k	NEW	2.5k	81.51	View chart
Qxo Com New (QXO)	0.0	$146k	NEW	10k	14.46	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$145k		18k	8.02	View chart
Adt (ADT)	0.0	$98k	+2%	12k	8.06	View chart
Immunitybio (IBRX)	0.0	$42k		14k	2.89	View chart
Biomea Fusion (BMEA)	0.0	$24k		15k	1.62	View chart
Pyxis Oncology Common Stock Call Option (PYXS)	0.0	$11.890000		119k	0.00	View chart

Past Filings by Maia Wealth

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

Maia Wealth 2025 Q1 filed May 12, 2025
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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