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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
AAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$3.471M
135,961 shares@ $25.53 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$1.389M
39,036 shares@ $35.58 avg price
PSTGPure Storage Inc
Recent Activity
Exited
0%
$604,465
9,185 shares@ $65.82 avg price
SCHMSchwab Strategic Tr
Recent Activity
Exited
0%
$475,883
5,916 shares@ $80.44 avg price
EQNREquinor Asa
Recent Activity
Exited
0%
$316,547
11,685 shares@ $27.1 avg price
UMARInnovator Etfs Trust
Recent Activity
Exited
0%
$284,967
8,345 shares@ $34.15 avg price
MOAltria Group Inc
Recent Activity
Exited
0%
$277,236
5,810 shares@ $47.72 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$248,698
5,176 shares@ $48.05 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$241,442
7,006 shares@ $34.47 avg price
SLYVSpdr Ser Tr
Recent Activity
Exited
0%
$238,235
2,872 shares@ $82.96 avg price