test

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
AAPLApple Inc
Recent Activity
Increased 21.32%
1.51%
$6.093M
26,424 shares@ $230.57 avg price
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
ESGUIshares Tr
Recent Activity
Decreased -8.91%
1.39%
$5.605M
44,103 shares@ $127.09 avg price
BGLDFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.37%
$5.526M
244,945 shares@ $22.56 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 21.43%
1.26%
$5.091M
27,315 shares@ $186.38 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
1.24%
$4.98M
127,276 shares@ $39.14 avg price
METAMeta Platforms Inc
Recent Activity
Increased 13.4%
1.22%
$4.931M
8,684 shares@ $567.81 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 62.65%
1.21%
$4.86M
133,991 shares@ $36.28 avg price
IVEIshares Tr
Recent Activity
Increased 16.13%
1.2%
$4.841M
24,473 shares@ $197.79 avg price