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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GDGeneral Dynamics Corp
| 0.06% | $230,903 766 shares@ $301.44 avg price | New Position |
MGKVanguard World Fd
| 0.06% | $228,148 697 shares@ $327.33 avg price | New Position |
LSATTwo Rds Shared Tr
| 0.06% | $225,426 5,453 shares@ $41.34 avg price | New Position |
ENBEnbridge Inc
| 0.06% | $225,369 5,479 shares@ $41.14 avg price | New Position |
ULUnilever Plc
| 0.06% | $223,605 3,589 shares@ $62.31 avg price | New Position |
EBAYEbay Inc.
| 0.06% | $220,857 3,473 shares@ $63.6 avg price | New Position |
ISPYProshares Tr
| 0.06% | $219,165 4,880 shares@ $44.92 avg price | New Position |
RFEMFirst Tr Exch Traded Fd Iii
| 0.06% | $218,400 3,316 shares@ $65.87 avg price | New Position |
HPQHp Inc
| 0.06% | $215,220 6,000 shares@ $35.87 avg price | New Position |
MDTMedtronic Plc
| 0.06% | $211,774 2,327 shares@ $91.01 avg price | New Position |