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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
MTUMIshares Tr
Recent Activity
Decreased -59.14%
0.15%
$572,317
2,765 shares@ $206.99 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.66%
0.15%
$568,497
3,473 shares@ $163.7 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -10.59%
0.14%
$553,490
22,345 shares@ $24.78 avg price
TJULInnovator Etfs Trust
Recent Activity
Decreased -46.82%
0.14%
$545,319
19,837 shares@ $27.49 avg price
NULGNushares Etf Tr
Recent Activity
Decreased -3.31%
0.13%
$506,434
6,015 shares@ $84.2 avg price
NFLXNetflix Inc
Recent Activity
Decreased -0.9%
0.13%
$498,003
660 shares@ $754.55 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -1.32%
0.13%
$497,049
6,107 shares@ $81.4 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Decreased -8.59%
0.12%
$446,575
12,986 shares@ $34.39 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -2.5%
0.11%
$440,215
10,843 shares@ $40.6 avg price
GSSCGoldman Sachs Etf Tr
Recent Activity
Decreased -9.15%
0.11%
$423,264
6,194 shares@ $68.34 avg price