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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922020805

Shares:4.8K

Value:$240.7K

% of Portfolio:0.1% ($240.7K/$440.9M)

92206C680

VONG|92206C680

Shares:2.6K

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$440.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.2K

Value:$238.0K

% of Portfolio:0.1% ($238.0K/$440.9M)

921937835

BND|921937835

Shares:3.2K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$440.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:3.2K

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$440.9M)

ENBRIDGE INC

ENB|29250N105

Shares:5.3K

Value:$234.1K

% of Portfolio:0.1% ($234.1K/$440.9M)

381430529

Shares:2.3K

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$440.9M)

78464A649

Shares:9.1K

Value:$228.2K

% of Portfolio:0.1% ($228.2K/$440.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:813

Value:$226.6K

% of Portfolio:0.1% ($226.6K/$440.9M)

Chubb Ltd

CB|H1467J104

Shares:779

Value:$224.6K

% of Portfolio:0.1% ($224.6K/$440.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.8K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$440.9M)

78468R853

Shares:5.8K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$440.9M)

AT&T INC.

T|00206R102

Shares:8.0K

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$440.9M)

464287762

Shares:3.7K

Value:$215.8K

% of Portfolio:0.0% ($215.8K/$440.9M)

45783Y699

Shares:6.0K

Value:$214.3K

% of Portfolio:0.0% ($214.3K/$440.9M)

381430362

Shares:4.4K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$440.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.6K

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$440.9M)

46654Q724

Shares:3.6K

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$440.9M)

38149W739

Shares:4.2K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$440.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:263

Value:$210.4K

% of Portfolio:0.0% ($210.4K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	4.8K	QoQ -14.37% (-814) YoY-	All Managers (Combined)	$240.7K	0.1% ($240.7K/$440.9M)	QoQ -12.81% (-$35.4K) YoY-
(VONGcusip92206C680)	2.6K	QoQ +2.40% (-62) YoY-	All Managers (Combined)	$239.1K	0.1% ($239.1K/$440.9M)	QoQ -10.56% (-$28.3K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.2K	QoQ +4.11% (-47) YoY-	All Managers (Combined)	$238.0K	0.1% ($238.0K/$440.9M)	QoQ -7.68% (-$19.8K) YoY-
(BNDcusip921937835)	3.2K	QoQ NEW(+3.2K) YoY-	All Managers (Combined)	$234.8K	0.1% ($234.8K/$440.9M)	QoQ NEW(+$234.8K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	3.2K	QoQ -23.56% (-990) YoY-	All Managers (Combined)	$234.7K	0.1% ($234.7K/$440.9M)	QoQ -18.75% (-$54.2K) YoY-
ENBRIDGE INC(ENBcusip29250N105)	5.3K	QoQ -3.20% (-176) YoY-	All Managers (Combined)	$234.1K	0.1% ($234.1K/$440.9M)	QoQ -4.68% (-$11.5K) YoY-
(cusip381430529)✕	2.3K	QoQ -6.95% (-174) YoY-	All Managers (Combined)	$232.8K	0.1% ($232.8K/$440.9M)	QoQ -7.08% (-$17.8K) YoY-
(cusip78464A649)✕	9.1K	QoQ -9.88% (-994) YoY-	All Managers (Combined)	$228.2K	0.1% ($228.2K/$440.9M)	QoQ -9.89% (-$25.1K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	813	QoQ NEW(+813) YoY-	All Managers (Combined)	$226.6K	0.1% ($226.6K/$440.9M)	QoQ NEW(+$226.6K) YoY-
Chubb Ltd(CBcusipH1467J104)	779	QoQ +1.03% (+8) YoY-	All Managers (Combined)	$224.6K	0.1% ($224.6K/$440.9M)	QoQ +5.38% (+$11.5K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	3.8K	QoQ -68.08% (-8.2K) YoY-	All Managers (Combined)	$218.9K	0.0% ($218.9K/$440.9M)	QoQ -65.88% (-$422.7K) YoY-
(cusip78468R853)✕	5.8K	QoQ +18.19% (-895) YoY-	All Managers (Combined)	$218.8K	0.0% ($218.8K/$440.9M)	QoQ -4.11% (-$9.4K) YoY-
AT&T INC.(Tcusip00206R102)	8.0K	QoQ -60.72% (-12.4K) YoY-	All Managers (Combined)	$217.5K	0.0% ($217.5K/$440.9M)	QoQ -55.74% (-$274.0K) YoY-
(cusip464287762)✕	3.7K	QoQ -5.69% (-226) YoY-	All Managers (Combined)	$215.8K	0.0% ($215.8K/$440.9M)	QoQ -12.77% (-$31.6K) YoY-
(cusip45783Y699)✕	6.0K	QoQ -21.87% (-1.7K) YoY-	All Managers (Combined)	$214.3K	0.0% ($214.3K/$440.9M)	QoQ -32.21% (-$101.8K) YoY-
(cusip381430362)✕	4.4K	QoQ -3.79% (-172) YoY-	All Managers (Combined)	$213.6K	0.0% ($213.6K/$440.9M)	QoQ -3.53% (-$7.8K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	2.6K	QoQ +1.85% (-47) YoY-	All Managers (Combined)	$213.2K	0.0% ($213.2K/$440.9M)	QoQ -21.48% (-$58.3K) YoY-
(cusip46654Q724)✕	3.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$213.1K	0.0% ($213.1K/$440.9M)	QoQ -7.23% (-$16.6K) YoY-
(cusip38149W739)✕	4.2K	QoQ -3.70% (-161) YoY-	All Managers (Combined)	$210.8K	0.0% ($210.8K/$440.9M)	QoQ -5.38% (-$12.0K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	263	QoQ +3.54% (-9) YoY-	All Managers (Combined)	$210.4K	0.0% ($210.4K/$440.9M)	QoQ -27.39% (-$79.4K) YoY-