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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45783Y103

Shares:8.4K

Value:$282.1K

% of Portfolio:0.1% ($282.1K/$440.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.3K

Value:$281.1K

% of Portfolio:0.1% ($281.1K/$440.9M)

MCKESSON CORP

MCK|58155Q103

Shares:403

Value:$279.8K

% of Portfolio:0.1% ($279.8K/$440.9M)

921910816

MGK|921910816

Shares:926

Value:$279.6K

% of Portfolio:0.1% ($279.6K/$440.9M)

921909768

VXUS|921909768

Shares:4.6K

Value:$277.2K

% of Portfolio:0.1% ($277.2K/$440.9M)

78470P408

Shares:5.7K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$440.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.7K

Value:$269.6K

% of Portfolio:0.1% ($269.6K/$440.9M)

Sanofi

SNY|80105N105

Shares:5.2K

Value:$269.5K

% of Portfolio:0.1% ($269.5K/$440.9M)

46641Q217

Shares:4.8K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$440.9M)

14020Y201

Shares:10.0K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$440.9M)

81369Y209

Shares:1.9K

Value:$261.8K

% of Portfolio:0.1% ($261.8K/$440.9M)

381430479

Shares:5.8K

Value:$261.6K

% of Portfolio:0.1% ($261.6K/$440.9M)

LINDE PLC

LIN|G54950103

Shares:580

Value:$258.6K

% of Portfolio:0.1% ($258.6K/$440.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.7K

Value:$257.0K

% of Portfolio:0.1% ($257.0K/$440.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.2K

Value:$255.6K

% of Portfolio:0.1% ($255.6K/$440.9M)

46137V746

Shares:2.7K

Value:$253.7K

% of Portfolio:0.1% ($253.7K/$440.9M)

Fortinet, Inc.

FTNT|34959E109

Shares:2.6K

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$440.9M)

46429B671

MCHI|46429B671

Shares:5.0K

Value:$251.8K

% of Portfolio:0.1% ($251.8K/$440.9M)

921910873

MGC|921910873

Shares:1.3K

Value:$248.6K

% of Portfolio:0.1% ($248.6K/$440.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.1K

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45783Y103)✕	8.4K	QoQ +6.29% (-497) YoY-	All Managers (Combined)	$282.1K	0.1% ($282.1K/$440.9M)	QoQ -4.06% (-$11.9K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.3K	QoQ -46.27% (-5.5K) YoY-	All Managers (Combined)	$281.1K	0.1% ($281.1K/$440.9M)	QoQ -41.43% (-$198.9K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	403	QoQ +1.25% (+5) YoY-	All Managers (Combined)	$279.8K	0.1% ($279.8K/$440.9M)	QoQ +16.27% (+$39.2K) YoY-
(MGKcusip921910816)	926	QoQ -28.32% (-366) YoY-	All Managers (Combined)	$279.6K	0.1% ($279.6K/$440.9M)	QoQ -37.05% (-$164.5K) YoY-
(VXUScusip921909768)	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$277.2K	0.1% ($277.2K/$440.9M)	QoQ NEW(+$277.2K) YoY-
(cusip78470P408)✕	5.7K	QoQ +0.54% (-31) YoY-	All Managers (Combined)	$277.1K	0.1% ($277.1K/$440.9M)	QoQ -11.16% (-$34.8K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	2.7K	QoQ +0.37% (-10) YoY-	All Managers (Combined)	$269.6K	0.1% ($269.6K/$440.9M)	QoQ -21.35% (-$73.2K) YoY-
Sanofi(SNYcusip80105N105)	5.2K	QoQ -16.67% (-1.0K) YoY-	All Managers (Combined)	$269.5K	0.1% ($269.5K/$440.9M)	QoQ -19.01% (-$63.3K) YoY-
(cusip46641Q217)✕	4.8K	QoQ +10.10% (+443) YoY-	All Managers (Combined)	$264.3K	0.1% ($264.3K/$440.9M)	QoQ +8.87% (+$21.5K) YoY-
(cusip14020Y201)✕	10.0K	QoQ -34.26% (-5.2K) YoY-	All Managers (Combined)	$264.3K	0.1% ($264.3K/$440.9M)	QoQ -36.11% (-$149.4K) YoY-
(cusip81369Y209)✕	1.9K	QoQ +38.25% (+523) YoY-	All Managers (Combined)	$261.8K	0.1% ($261.8K/$440.9M)	QoQ +29.77% (+$60.1K) YoY-
(cusip381430479)✕	5.8K	QoQ +0.32% (-19) YoY-	All Managers (Combined)	$261.6K	0.1% ($261.6K/$440.9M)	QoQ -1.29% (-$3.4K) YoY-
LINDE PLC(LINcusipG54950103)	580	QoQ +16.93% (+84) YoY-	All Managers (Combined)	$258.6K	0.1% ($258.6K/$440.9M)	QoQ +18.74% (+$40.8K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.7K	QoQ NEW(+2.7K) YoY-	All Managers (Combined)	$257.0K	0.1% ($257.0K/$440.9M)	QoQ NEW(+$257.0K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	1.2K	QoQ +8.55% (-98) YoY-	All Managers (Combined)	$255.6K	0.1% ($255.6K/$440.9M)	QoQ -10.22% (-$29.1K) YoY-
(cusip46137V746)✕	2.7K	QoQ +94.22% (+1.3K) YoY-	All Managers (Combined)	$253.7K	0.1% ($253.7K/$440.9M)	QoQ +80.02% (+$112.8K) YoY-
Fortinet, Inc.(FTNTcusip34959E109)	2.6K	QoQ NEW(+2.6K) YoY-	All Managers (Combined)	$253.3K	0.1% ($253.3K/$440.9M)	QoQ NEW(+$253.3K) YoY-
(MCHIcusip46429B671)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$251.8K	0.1% ($251.8K/$440.9M)	QoQ NEW(+$251.8K) YoY-
(MGCcusip921910873)	1.3K	QoQ +0.31% (-4) YoY-	All Managers (Combined)	$248.6K	0.1% ($248.6K/$440.9M)	QoQ -10.05% (-$27.8K) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.1K	QoQ +3.61% (-38) YoY-	All Managers (Combined)	$241.3K	0.1% ($241.3K/$440.9M)	QoQ -11.67% (-$31.9K) YoY-