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
VTIVanguard Index Fds
Recent Activity
Decreased -7.81%
0.22%
$855,956
2,995 shares@ $285.8 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.64%
0.2%
$790,994
41,653 shares@ $19.0 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Decreased -7.55%
0.18%
$713,425
31,498 shares@ $22.65 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -8.46%
0.18%
$697,287
19,321 shares@ $36.09 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -28.63%
0.17%
$649,298
34,446 shares@ $18.85 avg price
VGTVanguard World Fd
Recent Activity
Decreased -4.59%
0.16%
$622,112
1,038 shares@ $599.34 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -9.35%
0.16%
$607,390
1,666 shares@ $364.58 avg price
IJRIshares Tr
Recent Activity
Decreased -45.46%
0.15%
$593,282
5,160 shares@ $114.98 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -8.82%
0.15%
$588,127
7,558 shares@ $77.82 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.79%
0.15%
$579,046
6,973 shares@ $83.05 avg price