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Chandler te Velde

@Maia Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$404.76MTotal holdings274
Assets growth rate21.84%Assets growth rate (2-Q avg)27.98%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Maia Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Maia Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 404.76M in assets, with a quarterly growth rate of 21.84% and a 2-quarter average growth rate of 27.98%. The portfolio is managed by Chandler te Velde, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -3.82%
9.27%
$37.519M
550,703 shares@ $68.13 avg price
ESGUIshares Tr
Recent Activity
Decreased -8.91%
1.39%
$5.605M
44,103 shares@ $127.09 avg price
IYWIshares Tr
Recent Activity
Decreased -8.63%
1.17%
$4.71M
30,507 shares@ $154.39 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.36%
1.16%
$4.662M
28,650 shares@ $162.72 avg price
IEMGIshares Inc
Recent Activity
Decreased -20.24%
1.1%
$4.448M
78,879 shares@ $56.4 avg price
GSUSGoldman Sachs Etf Tr
Recent Activity
Decreased -4.53%
0.94%
$3.781M
47,501 shares@ $79.6 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.95%
0.83%
$3.353M
60,689 shares@ $55.26 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.11%
0.53%
$2.11M
3,740 shares@ $564.2 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -1.35%
0.51%
$2.037M
17,895 shares@ $113.83 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Decreased -18.32%
0.5%
$1.994M
63,397 shares@ $31.46 avg price