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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
AMIDEa Series Trust
Recent Activity
New Position
0.23%
$924,723
26,278 shares@ $35.2 avg price
PTRBPgim Etf Tr
Recent Activity
New Position
0.23%
$924,461
22,111 shares@ $41.82 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.23%
$890,603
28,199 shares@ $31.59 avg price
TCHPT Rowe Price Etf Inc
Recent Activity
New Position
0.22%
$868,802
21,505 shares@ $40.4 avg price
PWVInvesco Exchange Traded Fd T
Recent Activity
New Position
0.22%
$860,417
14,623 shares@ $58.84 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.2%
$799,101
9,764 shares@ $81.85 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.19%
$740,389
41,133 shares@ $18.0 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.18%
$717,449
12,060 shares@ $59.49 avg price
AJULInnovator Etfs Trust
Recent Activity
New Position
0.18%
$710,703
26,499 shares@ $26.82 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
New Position
0.18%
$701,047
16,648 shares@ $42.11 avg price