test

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
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Decreased -18.32%
0.5%
$1.994M
63,397 shares@ $31.46 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 1.03%
0.49%
$1.967M
33,123 shares@ $59.4 avg price
IFRAIshares Tr
Recent Activity
Increased 7.46%
0.49%
$1.947M
41,135 shares@ $47.34 avg price
MBBIshares Tr
Recent Activity
Increased 14.7%
0.48%
$1.909M
20,460 shares@ $93.31 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -6.61%
0.46%
$1.836M
52,785 shares@ $34.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 12.08%
0.46%
$1.822M
3,248 shares@ $560.88 avg price
SBUXStarbucks Corp
Recent Activity
Increased 69.15%
0.45%
$1.805M
18,582 shares@ $97.16 avg price
XAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.45%
$1.799M
53,318 shares@ $33.74 avg price
TLTIshares Tr
Recent Activity
Decreased -9.85%
0.44%
$1.765M
19,049 shares@ $92.66 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.69%
0.44%
$1.756M
12,507 shares@ $140.41 avg price