Maia-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MCHI",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  null,
  "VONG",
  "GOOGL",
  "AXP",
  "T",
  "AVGO",
  "LOW",
  null,
  "KMX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EBAY",
  null,
  null,
  null,
  null,
  "GD",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "GSIE",
  "AMAT",
  null,
  "EMR",
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "PYXS",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  null,
  null,
  null,
  "MA",
  null,
  "QXO",
  null,
  "MDT",
  "MSFT",
  null,
  null,
  null,
  "NVS",
  "IBRX",
  null,
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "GSBD",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "UBER",
  "UL",
  "BIV",
  "VV",
  "SCHW",
  "COR",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "SNY",
  "IEF",
  "TSM",
  null,
  null,
  "FSK",
  "MGC",
  null,
  null,
  "ADSK",
  "AMD",
  "FI",
  "DEO",
  "WM",
  "FTNT",
  "GSLC",
  "AEP",
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  "TTWO",
  null,
  "IVE",
  null,
  null,
  null,
  "BBCA",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  "MGK",
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "ADT",
  "DVY",
  "CHKP",
  "SCHG",
  "NSC",
  "CRM",
  "RBLX",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "MCK",
  "SPYV",
  null,
  null,
  null,
  "ESGU",
  null,
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BMEA",
  null,
  null,
  "CVX",
  "CB",
  "CSCO",
  "CMCSA",
  "COP",
  "COST",
  "DVA",
  "DE",
  "RSP",
  "ADI",
  "USMV",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 292
Total Value: 440873886
Accession Number: 0002010858-25-000003
Form Type: 13F-HR
CIK: maia-wealth
Manager Name: Maia-Wealth

Data Enrichment

54% identified

157 identified135 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

292 positions • $440.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COMCAST CORP

CMCSA|20030N101

Shares:11.2K

Value:$381.4K

% of Portfolio:0.1% ($381.4K/$440.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$378.5K

% of Portfolio:0.1% ($378.5K/$440.9M)

33739P707

Shares:6.0K

Value:$377.7K

% of Portfolio:0.1% ($377.7K/$440.9M)

33740F565

Shares:16.5K

Value:$372.8K

% of Portfolio:0.1% ($372.8K/$440.9M)

464287507

IJH|464287507

Shares:6.8K

Value:$372.4K

% of Portfolio:0.1% ($372.4K/$440.9M)

DAVITA INC.

DVA|23918K108

Shares:2.4K

Value:$366.5K

% of Portfolio:0.1% ($366.5K/$440.9M)

67092P805

Shares:11.7K

Value:$364.9K

% of Portfolio:0.1% ($364.9K/$440.9M)

NOVARTIS AG

NVS|66987V109

Shares:3.3K

Value:$359.6K

% of Portfolio:0.1% ($359.6K/$440.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.3K

Value:$359.4K

% of Portfolio:0.1% ($359.4K/$440.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.1K

Value:$358.5K

% of Portfolio:0.1% ($358.5K/$440.9M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.0K

Value:$357.1K

% of Portfolio:0.1% ($357.1K/$440.9M)

464288158

Shares:3.4K

Value:$356.1K

% of Portfolio:0.1% ($356.1K/$440.9M)

381430602

Shares:6.0K

Value:$353.3K

% of Portfolio:0.1% ($353.3K/$440.9M)

92206C771

Shares:7.6K

Value:$348.0K

% of Portfolio:0.1% ($348.0K/$440.9M)

PEPSICO INC

PEP|713448108

Shares:2.3K

Value:$341.8K

% of Portfolio:0.1% ($341.8K/$440.9M)

45783Y608

Shares:10.9K

Value:$338.7K

% of Portfolio:0.1% ($338.7K/$440.9M)

45782C508

Shares:8.3K

Value:$337.2K

% of Portfolio:0.1% ($337.2K/$440.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.6K

Value:$335.3K

% of Portfolio:0.1% ($335.3K/$440.9M)

46435G193

Shares:14.8K

Value:$332.6K

% of Portfolio:0.1% ($332.6K/$440.9M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:1.6K

Value:$332.0K

% of Portfolio:0.1% ($332.0K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	11.2K	QoQ +3.87% (-417) YoY-	All Managers (Combined)	$381.4K	0.1% ($381.4K/$440.9M)	QoQ -7.20% (-$29.6K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ +6.46% (-90) YoY-	All Managers (Combined)	$378.5K	0.1% ($378.5K/$440.9M)	QoQ -14.09% (-$62.1K) YoY-
(cusip33739P707)✕	6.0K	QoQ +33.63% (+1.5K) YoY-	All Managers (Combined)	$377.7K	0.1% ($377.7K/$440.9M)	QoQ +33.01% (+$93.8K) YoY-
(cusip33740F565)✕	16.5K	QoQ NEW(+16.5K) YoY-	All Managers (Combined)	$372.8K	0.1% ($372.8K/$440.9M)	QoQ NEW(+$372.8K) YoY-
(IJHcusip464287507)	6.8K	QoQ +24.23% (+1.3K) YoY-	All Managers (Combined)	$372.4K	0.1% ($372.4K/$440.9M)	QoQ +5.73% (+$20.2K) YoY-
DAVITA INC.(DVAcusip23918K108)	2.4K	QoQ -0.12% (-3) YoY-	All Managers (Combined)	$366.5K	0.1% ($366.5K/$440.9M)	QoQ -14.14% (-$60.4K) YoY-
(cusip67092P805)✕	11.7K	QoQ -4.45% (-545) YoY-	All Managers (Combined)	$364.9K	0.1% ($364.9K/$440.9M)	QoQ -4.85% (-$18.6K) YoY-
NOVARTIS AG(NVScusip66987V109)	3.3K	QoQ +0.67% (+22) YoY-	All Managers (Combined)	$359.6K	0.1% ($359.6K/$440.9M)	QoQ +6.56% (+$22.2K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.3K	QoQ -0.55% (-35) YoY-	All Managers (Combined)	$359.4K	0.1% ($359.4K/$440.9M)	QoQ -3.36% (-$12.5K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.1K	QoQ -21.25% (-306) YoY-	All Managers (Combined)	$358.5K	0.1% ($358.5K/$440.9M)	QoQ -15.08% (-$63.7K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	2.0K	QoQ +1.01% (-20) YoY-	All Managers (Combined)	$357.1K	0.1% ($357.1K/$440.9M)	QoQ -16.28% (-$69.5K) YoY-
(cusip464288158)✕	3.4K	QoQ +3.95% (+129) YoY-	All Managers (Combined)	$356.1K	0.1% ($356.1K/$440.9M)	QoQ +3.28% (+$11.3K) YoY-
(cusip381430602)✕	6.0K	QoQ -2.75% (-169) YoY-	All Managers (Combined)	$353.3K	0.1% ($353.3K/$440.9M)	QoQ -18.77% (-$81.7K) YoY-
(cusip92206C771)✕	7.6K	QoQ +15.68% (+1.0K) YoY-	All Managers (Combined)	$348.0K	0.1% ($348.0K/$440.9M)	QoQ +16.07% (+$48.2K) YoY-
PEPSICO INC(PEPcusip713448108)	2.3K	QoQ +10.85% (+228) YoY-	All Managers (Combined)	$341.8K	0.1% ($341.8K/$440.9M)	QoQ +5.23% (+$17.0K) YoY-
(cusip45783Y608)✕	10.9K	QoQ -0.15% (-17) YoY-	All Managers (Combined)	$338.7K	0.1% ($338.7K/$440.9M)	QoQ -11.47% (-$43.9K) YoY-
(cusip45782C508)✕	8.3K	QoQ +1.38% (-114) YoY-	All Managers (Combined)	$337.2K	0.1% ($337.2K/$440.9M)	QoQ -3.90% (-$13.7K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	2.6K	QoQ -4.30% (-118) YoY-	All Managers (Combined)	$335.3K	0.1% ($335.3K/$440.9M)	QoQ -5.37% (-$19.0K) YoY-
(cusip46435G193)✕	14.8K	QoQ -11.43% (-1.9K) YoY-	All Managers (Combined)	$332.6K	0.1% ($332.6K/$440.9M)	QoQ -12.81% (-$48.9K) YoY-
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	1.6K	QoQ -47.18% (-1.4K) YoY-	All Managers (Combined)	$332.0K	0.1% ($332.0K/$440.9M)	QoQ -40.13% (-$222.6K) YoY-