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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922907738

Shares:6.1K

Value:$596.2K

% of Portfolio:0.1% ($596.2K/$440.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.5K

Value:$594.1K

% of Portfolio:0.1% ($594.1K/$440.9M)

78464A664

Shares:21.1K

Value:$555.2K

% of Portfolio:0.1% ($555.2K/$440.9M)

33740U448

Shares:29.2K

Value:$552.0K

% of Portfolio:0.1% ($552.0K/$440.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.0K

Value:$545.6K

% of Portfolio:0.1% ($545.6K/$440.9M)

33739P855

Shares:29.8K

Value:$539.9K

% of Portfolio:0.1% ($539.9K/$440.9M)

092528603

Shares:10.5K

Value:$539.6K

% of Portfolio:0.1% ($539.6K/$440.9M)

CHEVRON CORP

CVX|166764100

Shares:3.9K

Value:$533.5K

% of Portfolio:0.1% ($533.5K/$440.9M)

67092P201

Shares:6.7K

Value:$515.2K

% of Portfolio:0.1% ($515.2K/$440.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:519

Value:$508.7K

% of Portfolio:0.1% ($508.7K/$440.9M)

33740F888

Shares:20.6K

Value:$507.3K

% of Portfolio:0.1% ($507.3K/$440.9M)

464287804

IJR|464287804

Shares:5.1K

Value:$495.4K

% of Portfolio:0.1% ($495.4K/$440.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.2K

Value:$495.0K

% of Portfolio:0.1% ($495.0K/$440.9M)

DEERE & CO

DE|244199105

Shares:1.0K

Value:$488.4K

% of Portfolio:0.1% ($488.4K/$440.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.7K

Value:$483.6K

% of Portfolio:0.1% ($483.6K/$440.9M)

46432F396

MTUM|46432F396

Shares:2.3K

Value:$462.2K

% of Portfolio:0.1% ($462.2K/$440.9M)

98888G204

Shares:15.7K

Value:$455.6K

% of Portfolio:0.1% ($455.6K/$440.9M)

46436E718

Shares:4.5K

Value:$453.1K

% of Portfolio:0.1% ($453.1K/$440.9M)

025072810

Shares:6.6K

Value:$452.7K

% of Portfolio:0.1% ($452.7K/$440.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.1K

Value:$436.9K

% of Portfolio:0.1% ($436.9K/$440.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922907738)✕	6.1K	QoQ +3.51% (+208) YoY-	All Managers (Combined)	$596.2K	0.1% ($596.2K/$440.9M)	QoQ +1.07% (+$6.4K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.5K	QoQ -1.54% (-55) YoY-	All Managers (Combined)	$594.1K	0.1% ($594.1K/$440.9M)	QoQ -11.59% (-$77.9K) YoY-
(cusip78464A664)✕	21.1K	QoQ +12.22% (+2.3K) YoY-	All Managers (Combined)	$555.2K	0.1% ($555.2K/$440.9M)	QoQ +11.62% (+$57.8K) YoY-
(cusip33740U448)✕	29.2K	QoQ NEW(+29.2K) YoY-	All Managers (Combined)	$552.0K	0.1% ($552.0K/$440.9M)	QoQ NEW(+$552.0K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	3.0K	QoQ +5.65% (+163) YoY-	All Managers (Combined)	$545.6K	0.1% ($545.6K/$440.9M)	QoQ +6.96% (+$35.5K) YoY-
(cusip33739P855)✕	29.8K	QoQ -4.02% (-1.2K) YoY-	All Managers (Combined)	$539.9K	0.1% ($539.9K/$440.9M)	QoQ -6.89% (-$40.0K) YoY-
(cusip092528603)✕	10.5K	QoQ +8.07% (+785) YoY-	All Managers (Combined)	$539.6K	0.1% ($539.6K/$440.9M)	QoQ +5.76% (+$29.4K) YoY-
CHEVRON CORP(CVXcusip166764100)	3.9K	QoQ +33.44% (+988) YoY-	All Managers (Combined)	$533.5K	0.1% ($533.5K/$440.9M)	QoQ +14.86% (+$69.0K) YoY-
(cusip67092P201)✕	6.7K	QoQ -3.22% (-222) YoY-	All Managers (Combined)	$515.2K	0.1% ($515.2K/$440.9M)	QoQ -13.56% (-$80.9K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	519	QoQ +7.45% (+36) YoY-	All Managers (Combined)	$508.7K	0.1% ($508.7K/$440.9M)	QoQ +9.02% (+$42.1K) YoY-
(cusip33740F888)✕	20.6K	QoQ -2.47% (-525) YoY-	All Managers (Combined)	$507.3K	0.1% ($507.3K/$440.9M)	QoQ -2.79% (-$14.6K) YoY-
(IJRcusip464287804)	5.1K	QoQ -4.64% (-250) YoY-	All Managers (Combined)	$495.4K	0.1% ($495.4K/$440.9M)	QoQ -22.55% (-$144.3K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	2.2K	QoQ -0.27% (-6) YoY-	All Managers (Combined)	$495.0K	0.1% ($495.0K/$440.9M)	QoQ -16.73% (-$99.5K) YoY-
DEERE & CO(DEcusip244199105)	1.0K	QoQ -2.79% (-30) YoY-	All Managers (Combined)	$488.4K	0.1% ($488.4K/$440.9M)	QoQ -6.10% (-$31.8K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.7K	QoQ +6.69% (-481) YoY-	All Managers (Combined)	$483.6K	0.1% ($483.6K/$440.9M)	QoQ -13.62% (-$76.3K) YoY-
(MTUMcusip46432F396)	2.3K	QoQ -23.09% (-702) YoY-	All Managers (Combined)	$462.2K	0.1% ($462.2K/$440.9M)	QoQ -28.90% (-$187.9K) YoY-
(cusip98888G204)✕	15.7K	QoQ +81.68% (+7.0K) YoY-	All Managers (Combined)	$455.6K	0.1% ($455.6K/$440.9M)	QoQ +55.21% (+$162.1K) YoY-
(cusip46436E718)✕	4.5K	QoQ NEW(+4.5K) YoY-	All Managers (Combined)	$453.1K	0.1% ($453.1K/$440.9M)	QoQ NEW(+$453.1K) YoY-
(cusip025072810)✕	6.6K	QoQ NEW(+6.6K) YoY-	All Managers (Combined)	$452.7K	0.1% ($452.7K/$440.9M)	QoQ NEW(+$452.7K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	5.1K	QoQ +4.68% (-226) YoY-	All Managers (Combined)	$436.9K	0.1% ($436.9K/$440.9M)	QoQ -11.87% (-$58.9K) YoY-