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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
SPLGSpdr Ser Tr
Recent Activity
Decreased -3.82%
9.27%
$37.519M
550,703 shares@ $68.13 avg price
EFVIshares Tr
Recent Activity
Increased 49.07%
3.04%
$12.276M
221,427 shares@ $55.44 avg price
FSKFs Kkr Cap Corp
Recent Activity
Increased 10.4%
2.95%
$11.904M
572,864 shares@ $20.78 avg price
QUALIshares Tr
Recent Activity
Increased 9.14%
2.82%
$11.408M
63,478 shares@ $179.72 avg price
IVWIshares Tr
Recent Activity
Increased 15.68%
2.77%
$11.186M
115,237 shares@ $97.07 avg price
EFGIshares Tr
Recent Activity
Increased 7.64%
2.57%
$10.388M
101,184 shares@ $102.67 avg price
IVVIshares Tr
Recent Activity
Increased 7.39%
2.35%
$9.48M
16,288 shares@ $582.02 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 13.45%
2.14%
$8.648M
171,046 shares@ $50.57 avg price
IUSBIshares Tr
Recent Activity
Increased 49%
1.69%
$6.808M
147,942 shares@ $46.03 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 12.18%
1.67%
$6.753M
15,900 shares@ $424.73 avg price