Maia Wealth LLC Portfolio Holdings
Q3 2025•324 long positions•$558.3M portfolio value
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Holding352 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.1M 5.21% | -$859.2K Sold | — 363.2K shares | 373.9K → 363.2K −$859.2K | -2.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.9M 2.66% | -$3.0M Sold | — 212.6K shares | 256.2K → 212.6K −$3.0M | -17.04% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.0M 2.51% | +$7.0M Bought | — 315.0K shares | 159.0K → 315.0K +$7.0M | +98.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $13.5M 2.42% | -$1.6M Sold | — 69.1K shares | 77.4K → 69.1K −$1.6M | -10.74% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.4M 2.41% | +$2.2M Bought | — 220.9K shares | 184.5K → 220.9K +$2.2M | +19.74% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $11.6M 2.07% | -$56.2K Sold | — 93.0K shares | 93.5K → 93.0K −$56.2K | -0.48% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $11.5M 2.06% | +$979.6K Bought | 0.0% 22.7K shares | 20.8K → 22.7K +$979.6K | +9.33% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.8M 1.94% | -$51.8K Sold | — 158.2K shares | 159.0K → 158.2K −$51.8K | -0.48% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.7M 1.92% | -$248.6K Sold | — 15.7K shares | 16.0K → 15.7K −$248.6K | -2.27% | — — | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $10.6M 1.89% | +$531.4K Bought | 0.245% 686.9K shares | 652.3K → 686.9K +$531.4K | +5.3% | $4.2B Mid Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $10.1M 1.8% | +$5.4M Bought | — 168.6K shares | 77.8K → 168.6K +$5.4M | +116.59% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $9.8M 1.76% | -$211.5K Sold | 0.0% 33.8K shares | 34.5K → 33.8K −$211.5K | -2.11% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.0M 1.61% | +$939.9K Bought | — 42.9K shares | 38.4K → 42.9K +$939.9K | +11.68% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $8.8M 1.58% | +$633.7K Bought | 0.0% 32.7K shares | 30.4K → 32.7K +$633.7K | +7.74% | $3.78T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $8.1M 1.46% | +$308.0K Bought | 0.0% 32.7K shares | 31.5K → 32.7K +$308.0K | +3.94% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.2M 1.11% | +$3.3M Bought | — 249.7K shares | 116.0K → 249.7K +$3.3M | +115.21% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $6.2M 1.1% | -$254.6K Sold | 0.0% 9.7K shares | 10.1K → 9.7K −$254.6K | -3.97% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.1M 1.1% | +$105.5K Bought | — 40.9K shares | 40.2K → 40.9K +$105.5K | +1.75% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.1M 1.09% | -$167.1K Sold | — 242.3K shares | 248.9K → 242.3K −$167.1K | -2.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.0M 1.07% | +$382.1K Bought | — 12.0K shares | 11.2K → 12.0K +$382.1K | +6.86% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $5.9M 1.06% | +$1.3M Bought | 0.0% 29.8K shares | 23.1K → 29.8K +$1.3M | +29.04% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $5.2M 0.939% | +$1.4M Bought | 0.001% 5.4K shares | 4.0K → 5.4K +$1.4M | +35.7% | $684.00B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.2M 0.928% | +$303.4K Bought | — 84.5K shares | 79.5K → 84.5K +$303.4K | +6.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.8M 0.867% | -$80.5K Sold | — 127.5K shares | 129.6K → 127.5K −$80.5K | -1.64% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.8M 0.861% | +$1.4M Bought | — 81.8K shares | 58.2K → 81.8K +$1.4M | +40.56% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.8M 0.86% | +$1.6M Bought | — 141.1K shares | 94.4K → 141.1K +$1.6M | +49.54% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.6M 0.832% | -$3.4M Sold | — 40.3K shares | 69.7K → 40.3K −$3.4M | -42.27% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $4.6M 0.831% | +$564.7K Bought | — 119.9K shares | 105.3K → 119.9K +$564.7K | +13.86% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.6M 0.824% | — | — 7.3K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $4.5M 0.815% | -$1.1M Sold | — 15.4K shares | 19.0K → 15.4K −$1.1M | -18.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.4M 0.786% | +$504.7K Bought | — 162.8K shares | 144.1K → 162.8K +$504.7K | +13.0% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.0M 0.714% | +$1.9M Bought | — 13.7K shares | 7.1K → 13.7K +$1.9M | +91.73% | — — | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $3.9M 0.702% | +$195.6K Bought | 0.001% 11.7K shares | 11.1K → 11.7K +$195.6K | +5.25% | $662.60B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.7M 0.667% | -$747.9 Sold | — 19.9K shares | 19.9K → 19.9K −$747.9 | -0.02% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $3.6M 0.648% | +$968.0K Bought | 0.0% 10.1K shares | 7.4K → 10.1K +$968.0K | +36.52% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 0.634% | +$586.6K Bought | — 50.3K shares | 41.9K → 50.3K +$586.6K | +19.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 0.63% | +$125.0K Bought | — 29.1K shares | 28.1K → 29.1K +$125.0K | +3.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 0.611% | -$1.3M Sold | — 73.0K shares | 101.4K → 73.0K −$1.3M | -27.96% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.3M 0.6% | +$525.1K Bought | — 71.8K shares | 60.5K → 71.8K +$525.1K | +18.6% | — — | Q1 2025 Held for 8 months | |
Travel Services Consumer Cyclical | $3.3M 0.599% | -$441.2K Sold | 0.002% 675.0 shares | 764.0 → 675.0 −$441.2K | -11.65% | $174.99B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.3M 0.585% | -$865.3K Sold | — 34.6K shares | 43.8K → 34.6K −$865.3K | -20.94% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $3.3M 0.583% | +$742.0K Bought | 0.0% 6.6K shares | 5.1K → 6.6K +$742.0K | +29.51% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $3.2M 0.582% | -$520.3K Sold | 0.002% 34.0K shares | 39.4K → 34.0K −$520.3K | -13.81% | $173.30B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $3.2M 0.579% | +$870.4K Bought | 0.001% 13.4K shares | 9.8K → 13.4K +$870.4K | +36.82% | $225.62B Mega Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $3.1M 0.551% | +$833.4K Bought | 0.0% 9.7K shares | 7.1K → 9.7K +$833.4K | +37.17% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.0M 0.54% | +$478.3K Bought | — 28.1K shares | 23.6K → 28.1K +$478.3K | +18.86% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.0M 0.538% | +$823.2K Bought | — 71.2K shares | 51.7K → 71.2K +$823.2K | +37.73% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.0M 0.538% | -$97.3K Sold | — 30.0K shares | 31.0K → 30.0K −$97.3K | -3.14% | — — | Q2 2024 Held for 1y 5m | |
Medical - Healthcare Plans Healthcare | $2.9M 0.524% | +$639.7K Bought | 0.001% 9.1K shares | 7.1K → 9.1K +$639.7K | +27.96% | $312.73B Mega Cap | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $2.9M 0.517% | +$966.6K Bought | 0.0% 6.5K shares | 4.3K → 6.5K +$966.6K | +50.32% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m |
