Maia Wealth LLC

Q4 2024 13F Holdings

  • Location
    denver, CO
  • Num holdings

    325

  • Value ($000)

    $464,590

  • Date Filed
    02/05/2025
  • Form type
    13F-HR
  • CIK
    0002010858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$38.93M
8 %

552,033

FSK
FSK

FS KKR CAP CORP

COM
302635206
$14.54M
3 %

638,109

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$13.30M
3 %

242,141

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$12.35M
3 %

67,641

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$12.27M
3 %

119,764

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$11.09M
2 %

108,969

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.59M
2 %

17,580

YMAR
YMAR

FIRST TR EXCHNG TRADED FD VI

FT VEST INTER EQ
33740F573
$9.84M
2 %

431,824

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$9.55M
2 %

182,374

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.69M
2 %

17,702

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