Chandler te Velde

@Maia Wealth Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$404.76M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BBAXJ P Morgan Exchange Traded F Recent Activity New Position	0.08%	$308,143 5,951 shares@ $51.79 avg price	New Position
VVVanguard Index Fds Recent Activity New Position	0.08%	$286,820 1,078 shares@ $266.07 avg price	New Position
VGLTVanguard Scottsdale Fds Recent Activity New Position	0.08%	$286,360 4,911 shares@ $58.31 avg price	New Position
APRJInnovator Etfs Trust Recent Activity New Position	0.08%	$286,180 11,575 shares@ $24.73 avg price	New Position
AVDVAmerican Centy Etf Tr Recent Activity New Position	0.07%	$274,892 4,065 shares@ $67.63 avg price	New Position
NVSNovartis Ag Recent Activity New Position	0.07%	$267,846 2,368 shares@ $113.12 avg price	New Position
USHYIshares Tr Recent Activity New Position	0.07%	$252,334 6,785 shares@ $37.19 avg price	New Position
SNYSanofi Recent Activity New Position	0.07%	$245,468 4,716 shares@ $52.06 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.07%	$243,928 255 shares@ $956.59 avg price	New Position
IQQQProshares Tr Recent Activity New Position	0.06%	$234,207 5,583 shares@ $41.96 avg price	New Position