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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
FVDFirst Tr Value Line Divid In
Recent Activity
Exited
0%
$229,642
5,487 shares@ $41.86 avg price
BXBlackstone Inc
Recent Activity
Exited
0%
$227,530
1,719 shares@ $132.37 avg price
QYLDGlobal X Fds
Recent Activity
Exited
0%
$223,473
12,429 shares@ $17.98 avg price
PAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$222,457
6,327 shares@ $35.16 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$220,518
2,052 shares@ $107.47 avg price
POCTInnovator Etfs Trust
Recent Activity
Exited
0%
$219,588
5,711 shares@ $38.46 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$215,388
2,202 shares@ $97.82 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$212,678
4,244 shares@ $50.12 avg price
KMIKinder Morgan Inc Del
Recent Activity
Exited
0%
$208,310
10,328 shares@ $20.17 avg price
BILSpdr Ser Tr
Recent Activity
Exited
0%
$203,153
2,218 shares@ $91.6 avg price