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
Filing Details
13F-HR • 2025-03-31- 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% identified157 identified135 unidentified
Holdings
292 positions • $440.9M total value
Manager:
Search and click to pin securities to the top
Page 4 of 15
46641Q332
Shares:33.8K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$440.9M)
69344A800
Shares:40.9K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$440.9M)
45784N700
Shares:64.5K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$440.9M)
98149E307
Shares:24.4K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$440.9M)
33740U562
Shares:49.2K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$440.9M)
464288588
Shares:16.6K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$440.9M)
33733E823
Shares:52.0K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$440.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46641Q332)✕ | 33.8K | YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- |
Salesforce, Inc.(CRMcusip79466L302) | 7.2K | QoQ +7.25% (-487)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- |
| 17.2K | QoQ -2.27% (-402)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- | |
| 3.8K | QoQ +2.13% (-80)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- | |
| 51.9K | QoQ -1.29% (-678)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- | |
NVIDIA CORP(NVDAcusip67066G104) | 16.3K | YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- |
CARMAX INC(KMXcusip143130102) | 26.1K | QoQ +0.60% (-157)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$440.9M) | YoY- |
Walt Disney Co(DIScusip254687106) | 20.3K | YoY- | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$440.9M) | YoY- |
STARBUCKS CORP(SBUXcusip855244109) | 20.0K | QoQ -3.24% (-670)YoY- | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$440.9M) | YoY- |
(cusip69344A800)✕ | 40.9K | YoY- | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$440.9M) | YoY- |
(cusip45784N700)✕ | 64.5K | QoQ +0.08% (-56)YoY- | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$440.9M) | YoY- |
DIAGEO PLC(DEOcusip25243Q205) | 14.3K | YoY- | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$440.9M) | YoY- |
(cusip98149E307)✕ | 24.4K | QoQ NEW(+24.4K) YoY- | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$440.9M) | QoQ NEW(+$1.6M) YoY- |
FISERV INC(FIcusip337738108) | 7.3K | QoQ -1.05% (-78)YoY- | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$440.9M) | YoY- |
(cusip33740U562)✕ | 49.2K | YoY- | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$440.9M) | YoY- |
(cusip464288588)✕ | 16.6K | YoY- | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$440.9M) | YoY- |
Autodesk, Inc.(ADSKcusip052769106) | 5.8K | QoQ +4.35% (-244)YoY- | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$440.9M) | YoY- |
(cusip33733E823)✕ | 52.0K | YoY- | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$440.9M) | YoY- |
| 28.9K | YoY- | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$440.9M) | YoY- | |
QUALCOMM INC/DE(QCOMcusip747525103) | 10.0K | QoQ +4.77% (-455)YoY- | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$440.9M) | YoY- |