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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
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -6.61%
0.46%
$1.836M
52,785 shares@ $34.78 avg price
TLTIshares Tr
Recent Activity
Decreased -9.85%
0.44%
$1.765M
19,049 shares@ $92.66 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.69%
0.44%
$1.756M
12,507 shares@ $140.41 avg price
USMVIshares Tr
Recent Activity
Decreased -8.27%
0.36%
$1.446M
15,790 shares@ $91.58 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.59%
0.34%
$1.351M
8,037 shares@ $168.1 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.07%
0.31%
$1.227M
20,448 shares@ $60.0 avg price
LCTUBlackrock Etf Trust
Recent Activity
Decreased -6.81%
0.27%
$1.064M
16,815 shares@ $63.3 avg price
GCORGoldman Sachs Etf Tr
Recent Activity
Decreased -15.61%
0.24%
$953,249
23,081 shares@ $41.31 avg price
DSIIshares Tr
Recent Activity
Decreased -1.05%
0.23%
$914,690
8,329 shares@ $109.82 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -4.28%
0.22%
$877,766
12,258 shares@ $71.61 avg price