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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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.43%
0.6%
$2.423M
80,659 shares@ $30.04 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 86.73%
0.57%
$2.302M
99,367 shares@ $23.18 avg price
ELVElevance Health Inc
Recent Activity
Increased 25.06%
0.56%
$2.256M
5,385 shares@ $419.03 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.24%
0.55%
$2.223M
50,615 shares@ $43.92 avg price
LLYEli Lilly & Co
Recent Activity
Increased 10.48%
0.54%
$2.153M
2,415 shares@ $891.38 avg price
MUBIshares Tr
Recent Activity
Increased 9.22%
0.53%
$2.129M
19,919 shares@ $106.87 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.11%
0.53%
$2.11M
3,740 shares@ $564.2 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -1.35%
0.51%
$2.037M
17,895 shares@ $113.83 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.51%
$2.028M
75,066 shares@ $27.02 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.59%
0.5%
$1.998M
3,449 shares@ $579.23 avg price