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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
QMAGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.42%
$5.728M
282,293 shares@ $20.3 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.41%
$5.687M
278,080 shares@ $20.45 avg price
BGLDFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.37%
$5.526M
244,945 shares@ $22.56 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.24%
$4.98M
127,276 shares@ $39.14 avg price
YMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.78%
$3.122M
128,708 shares@ $24.26 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.51%
$2.028M
75,066 shares@ $27.02 avg price
XAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.45%
$1.799M
53,318 shares@ $33.74 avg price
HDHome Depot Inc
Recent Activity
New Position
0.3%
$1.21M
2,988 shares@ $404.81 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.29%
$1.151M
17,429 shares@ $66.07 avg price
TOUST Rowe Price Etf Inc
Recent Activity
New Position
0.24%
$970,772
34,529 shares@ $28.12 avg price