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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
CORCencora Inc
Recent Activity
Increased 7.65%
0.44%
$1.742M
7,409 shares@ $235.16 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
Increased 17.5%
0.42%
$1.669M
8,125 shares@ $205.42 avg price
KMXCarmax Inc
Recent Activity
Increased 26.9%
0.41%
$1.63M
22,461 shares@ $72.58 avg price
CRMSalesforce Inc
Recent Activity
Increased 69.17%
0.39%
$1.562M
5,447 shares@ $286.76 avg price
AGGIshares Tr
Recent Activity
Increased 82.54%
0.38%
$1.532M
15,512 shares@ $98.8 avg price
ADBEAdobe Inc
Recent Activity
Increased 35.04%
0.38%
$1.521M
3,149 shares@ $482.88 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 613.37%
0.37%
$1.497M
29,933 shares@ $50.03 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 4%
0.37%
$1.492M
31,691 shares@ $47.08 avg price
DISDisney Walt Co
Recent Activity
Increased 13.15%
0.37%
$1.46M
15,306 shares@ $95.41 avg price
IEFAIshares Tr
Recent Activity
Increased 0.21%
0.36%
$1.418M
18,992 shares@ $74.66 avg price