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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81369Y803

XLK|81369Y803

Shares:4.2K

Value:$832.1K

% of Portfolio:0.2% ($832.1K/$440.9M)

30151E541

Shares:30.4K

Value:$831.5K

% of Portfolio:0.2% ($831.5K/$440.9M)

46138G649

Shares:4.4K

Value:$830.5K

% of Portfolio:0.2% ($830.5K/$440.9M)

46436E767

Shares:17.9K

Value:$810.9K

% of Portfolio:0.2% ($810.9K/$440.9M)

ECOLAB INC.

ECL|278865100

Shares:3.3K

Value:$789.9K

% of Portfolio:0.2% ($789.9K/$440.9M)

33738D804

Shares:41.8K

Value:$787.7K

% of Portfolio:0.2% ($787.7K/$440.9M)

78468R101

Shares:26.9K

Value:$786.4K

% of Portfolio:0.2% ($786.4K/$440.9M)

464288570

Shares:7.9K

Value:$785.3K

% of Portfolio:0.2% ($785.3K/$440.9M)

922908769

VTI|922908769

Shares:3.0K

Value:$785.0K

% of Portfolio:0.2% ($785.0K/$440.9M)

46137V357

RSP|46137V357

Shares:4.7K

Value:$779.3K

% of Portfolio:0.2% ($779.3K/$440.9M)

38149W101

Shares:19.1K

Value:$777.8K

% of Portfolio:0.2% ($777.8K/$440.9M)

Walmart Inc.

WMT|931142103

Shares:8.0K

Value:$759.8K

% of Portfolio:0.2% ($759.8K/$440.9M)

921937819

BIV|921937819

Shares:10.0K

Value:$757.4K

% of Portfolio:0.2% ($757.4K/$440.9M)

Tesla, Inc.

TSLA|88160R101

Shares:3.0K

Value:$753.0K

% of Portfolio:0.2% ($753.0K/$440.9M)

02368W408

Shares:26.2K

Value:$745.8K

% of Portfolio:0.2% ($745.8K/$440.9M)

33739E108

Shares:43.3K

Value:$742.9K

% of Portfolio:0.2% ($742.9K/$440.9M)

921937827

BSV|921937827

Shares:9.4K

Value:$736.7K

% of Portfolio:0.2% ($736.7K/$440.9M)

Philip Morris International Inc.

PM|718172109

Shares:4.7K

Value:$733.1K

% of Portfolio:0.2% ($733.1K/$440.9M)

33738R506

Shares:13.2K

Value:$731.7K

% of Portfolio:0.2% ($731.7K/$440.9M)

33738D846

Shares:37.0K

Value:$730.8K

% of Portfolio:0.2% ($730.8K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLKcusip81369Y803)	4.2K	QoQ +6.67% (-260) YoY-	All Managers (Combined)	$832.1K	0.2% ($832.1K/$440.9M)	QoQ -6.17% (-$54.8K) YoY-
(cusip30151E541)✕	30.4K	QoQ NEW(+30.4K) YoY-	All Managers (Combined)	$831.5K	0.2% ($831.5K/$440.9M)	QoQ NEW(+$831.5K) YoY-
(cusip46138G649)✕	4.4K	QoQ +102.06% (+2.2K) YoY-	All Managers (Combined)	$830.5K	0.2% ($830.5K/$440.9M)	QoQ +79.82% (+$368.6K) YoY-
(cusip46436E767)✕	17.9K	QoQ -1.39% (-253) YoY-	All Managers (Combined)	$810.9K	0.2% ($810.9K/$440.9M)	QoQ -10.91% (-$99.3K) YoY-
ECOLAB INC.(ECLcusip278865100)	3.3K	QoQ -1.19% (-40) YoY-	All Managers (Combined)	$789.9K	0.2% ($789.9K/$440.9M)	QoQ -4.23% (-$34.9K) YoY-
(cusip33738D804)✕	41.8K	QoQ -3.54% (-1.5K) YoY-	All Managers (Combined)	$787.7K	0.2% ($787.7K/$440.9M)	QoQ -3.64% (-$29.8K) YoY-
(cusip78468R101)✕	26.9K	QoQ +25.03% (+5.4K) YoY-	All Managers (Combined)	$786.4K	0.2% ($786.4K/$440.9M)	QoQ +25.58% (+$160.2K) YoY-
(cusip464288570)✕	7.9K	QoQ -7.02% (-596) YoY-	All Managers (Combined)	$785.3K	0.2% ($785.3K/$440.9M)	QoQ -17.36% (-$165.0K) YoY-
(VTIcusip922908769)	3.0K	QoQ -3.63% (-112) YoY-	All Managers (Combined)	$785.0K	0.2% ($785.0K/$440.9M)	QoQ -14.31% (-$131.1K) YoY-
(RSPcusip46137V357)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$779.3K	0.2% ($779.3K/$440.9M)	QoQ NEW(+$779.3K) YoY-
(cusip38149W101)✕	19.1K	QoQ -6.31% (-1.3K) YoY-	All Managers (Combined)	$777.8K	0.2% ($777.8K/$440.9M)	QoQ -6.27% (-$52.1K) YoY-
Walmart Inc.(WMTcusip931142103)	8.0K	QoQ +8.08% (+600) YoY-	All Managers (Combined)	$759.8K	0.2% ($759.8K/$440.9M)	QoQ +5.12% (+$37.0K) YoY-
(BIVcusip921937819)	10.0K	QoQ +20.52% (+1.7K) YoY-	All Managers (Combined)	$757.4K	0.2% ($757.4K/$440.9M)	QoQ +21.05% (+$131.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.0K	QoQ -15.46% (-546) YoY-	All Managers (Combined)	$753.0K	0.2% ($753.0K/$440.9M)	QoQ -46.28% (-$648.9K) YoY-
(cusip02368W408)✕	26.2K	QoQ NEW(+26.2K) YoY-	All Managers (Combined)	$745.8K	0.2% ($745.8K/$440.9M)	QoQ NEW(+$745.8K) YoY-
(cusip33739E108)✕	43.3K	QoQ +5.57% (+2.3K) YoY-	All Managers (Combined)	$742.9K	0.2% ($742.9K/$440.9M)	QoQ +2.05% (+$15.0K) YoY-
(BSVcusip921937827)	9.4K	QoQ -4.22% (-417) YoY-	All Managers (Combined)	$736.7K	0.2% ($736.7K/$440.9M)	QoQ -3.71% (-$28.4K) YoY-
Philip Morris International Inc.(PMcusip718172109)	4.7K	QoQ -3.48% (-168) YoY-	All Managers (Combined)	$733.1K	0.2% ($733.1K/$440.9M)	QoQ +16.61% (-$104.4K) YoY-
(cusip33738R506)✕	13.2K	QoQ -13.13% (-2.0K) YoY-	All Managers (Combined)	$731.7K	0.2% ($731.7K/$440.9M)	QoQ -23.09% (-$219.7K) YoY-
(cusip33738D846)✕	37.0K	QoQ +7.60% (+2.6K) YoY-	All Managers (Combined)	$730.8K	0.2% ($730.8K/$440.9M)	QoQ +5.35% (+$37.1K) YoY-