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