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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Palantir Technologies Inc.

PLTR|69608A108

Shares:3.6K

Value:$329.8K

% of Portfolio:0.1% ($329.8K/$440.9M)

31609A305

Shares:10.6K

Value:$327.2K

% of Portfolio:0.1% ($327.2K/$440.9M)

46432F834

IXUS|46432F834

Shares:4.8K

Value:$324.7K

% of Portfolio:0.1% ($324.7K/$440.9M)

464287655

IWM|464287655

Shares:1.7K

Value:$323.6K

% of Portfolio:0.1% ($323.6K/$440.9M)

EBAY INC

EBAY|278642103

Shares:4.9K

Value:$321.6K

% of Portfolio:0.1% ($321.6K/$440.9M)

464287101

Shares:1.2K

Value:$315.2K

% of Portfolio:0.1% ($315.2K/$440.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.3K

Value:$311.5K

% of Portfolio:0.1% ($311.5K/$440.9M)

53656G498

Shares:6.9K

Value:$310.3K

% of Portfolio:0.1% ($310.3K/$440.9M)

922908637

VV|922908637

Shares:1.2K

Value:$306.1K

% of Portfolio:0.1% ($306.1K/$440.9M)

921935870

Shares:3.0K

Value:$302.3K

% of Portfolio:0.1% ($302.3K/$440.9M)

464288273

Shares:4.7K

Value:$294.7K

% of Portfolio:0.1% ($294.7K/$440.9M)

90214Q774

Shares:7.8K

Value:$294.0K

% of Portfolio:0.1% ($294.0K/$440.9M)

Medtronic plc

MDT|G5960L103

Shares:3.5K

Value:$293.4K

% of Portfolio:0.1% ($293.4K/$440.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.8K

Value:$293.1K

% of Portfolio:0.1% ($293.1K/$440.9M)

74347G242

Shares:7.5K

Value:$291.5K

% of Portfolio:0.1% ($291.5K/$440.9M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.0K

Value:$290.6K

% of Portfolio:0.1% ($290.6K/$440.9M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.7K

Value:$288.3K

% of Portfolio:0.1% ($288.3K/$440.9M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:9.5K

Value:$288.2K

% of Portfolio:0.1% ($288.2K/$440.9M)

45783Y616

Shares:11.9K

Value:$287.4K

% of Portfolio:0.1% ($287.4K/$440.9M)

46641Q225

BBCA|46641Q225

Shares:4.0K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	3.6K	QoQ -9.55% (-376) YoY-	All Managers (Combined)	$329.8K	0.1% ($329.8K/$440.9M)	QoQ +11.04% (-$32.8K) YoY-
(cusip31609A305)✕	10.6K	QoQ NEW(+10.6K) YoY-	All Managers (Combined)	$327.2K	0.1% ($327.2K/$440.9M)	QoQ NEW(+$327.2K) YoY-
(IXUScusip46432F834)	4.8K	QoQ NEW(+4.8K) YoY-	All Managers (Combined)	$324.7K	0.1% ($324.7K/$440.9M)	QoQ NEW(+$324.7K) YoY-
(IWMcusip464287655)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$323.6K	0.1% ($323.6K/$440.9M)	QoQ NEW(+$323.6K) YoY-
EBAY INC(EBAYcusip278642103)	4.9K	QoQ +0.89% (-43) YoY-	All Managers (Combined)	$321.6K	0.1% ($321.6K/$440.9M)	QoQ -0.27% (-$874) YoY-
(cusip464287101)✕	1.2K	QoQ -4.59% (-58) YoY-	All Managers (Combined)	$315.2K	0.1% ($315.2K/$440.9M)	QoQ -14.66% (-$54.2K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	1.3K	QoQ +10.55% (+128) YoY-	All Managers (Combined)	$311.5K	0.1% ($311.5K/$440.9M)	QoQ +20.22% (+$52.4K) YoY-
(cusip53656G498)✕	6.9K	QoQ NEW(+6.9K) YoY-	All Managers (Combined)	$310.3K	0.1% ($310.3K/$440.9M)	QoQ NEW(+$310.3K) YoY-
(VVcusip922908637)	1.2K	QoQ +12.78% (+140) YoY-	All Managers (Combined)	$306.1K	0.1% ($306.1K/$440.9M)	QoQ +1.20% (+$3.6K) YoY-
(cusip921935870)✕	3.0K	QoQ +3.87% (+113) YoY-	All Managers (Combined)	$302.3K	0.1% ($302.3K/$440.9M)	QoQ +2.96% (+$8.7K) YoY-
(cusip464288273)✕	4.7K	QoQ +27.21% (+997) YoY-	All Managers (Combined)	$294.7K	0.1% ($294.7K/$440.9M)	QoQ +29.01% (+$66.3K) YoY-
(cusip90214Q774)✕	7.8K	QoQ -2.88% (-231) YoY-	All Managers (Combined)	$294.0K	0.1% ($294.0K/$440.9M)	QoQ -14.02% (-$48.0K) YoY-
Medtronic plc(MDTcusipG5960L103)	3.5K	QoQ +4.28% (-143) YoY-	All Managers (Combined)	$293.4K	0.1% ($293.4K/$440.9M)	QoQ -5.01% (-$15.5K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.8K	QoQ +1.14% (+31) YoY-	All Managers (Combined)	$293.1K	0.1% ($293.1K/$440.9M)	QoQ +5.03% (+$14.1K) YoY-
(cusip74347G242)✕	7.5K	QoQ +61.35% (+2.8K) YoY-	All Managers (Combined)	$291.5K	0.1% ($291.5K/$440.9M)	QoQ +39.57% (+$82.7K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	1.0K	QoQ +1.65% (+17) YoY-	All Managers (Combined)	$290.6K	0.1% ($290.6K/$440.9M)	QoQ +5.00% (+$13.8K) YoY-
Bank of New York Mellon Corp(BKcusip064058100)	3.7K	QoQ +7.39% (-256) YoY-	All Managers (Combined)	$288.3K	0.1% ($288.3K/$440.9M)	QoQ -3.07% (-$9.2K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	9.5K	QoQ -8.45% (-878) YoY-	All Managers (Combined)	$288.2K	0.1% ($288.2K/$440.9M)	QoQ -17.02% (-$59.1K) YoY-
(cusip45783Y616)✕	11.9K	QoQ +1.43% (-168) YoY-	All Managers (Combined)	$287.4K	0.1% ($287.4K/$440.9M)	QoQ -0.91% (-$2.6K) YoY-
(BBCAcusip46641Q225)	4.0K	QoQ +6.43% (+243) YoY-	All Managers (Combined)	$285.4K	0.1% ($285.4K/$440.9M)	QoQ +4.28% (+$11.7K) YoY-