MAI Capital Management
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationindependence, OH
- CIK0001040197
- Alternate namesMAI Wealth Advisors
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
3,439 | $13.27 B | IVV, SPY, AAPL, MSFT | 13F-HR | May 15, 2025 | 000104019725000002 | ||
3,494 | $13.50 B | IVV, AAPL, SPY, MSFT | 13F-HR | Feb 14, 2025 | 000104019725000001 | ||
1,142 | $10.50 B | IVV, SPY, AAPL, MSFT | 13F-HR | Nov 7, 2024 | 000104019724000007 | ||
1,297 | $10.21 B | IVV, MSFT, SPY, AAPL | 13F-HR | Aug 12, 2024 | 000104019724000006 | ||
1,267 | $9.65 B | IVV, SPY, MSFT, AAPL | 13F-HR | May 8, 2024 | 000104019724000004 | ||
1,151 | $7.61 B | IVV, MSFT, SPY, AAPL | 13F-HR | Feb 9, 2024 | 000104019724000003 | ||
1,102 | $6.72 B | IVV, AAPL, SPY, MSFT | 13F-HR | Nov 14, 2023 | 000104019723000004 | ||
1,106 | $6.80 B | IVV, AAPL, MSFT, SPY | 13F-HR | Aug 2, 2023 | 000104019723000003 | ||
1,097 | $6.35 B | IVV, AAPL, MSFT, SPY | 13F-HR | May 10, 2023 | 000104019723000002 | ||
1,062 | $5.95 B | IVV, SPY, AAPL, MSFT | 13F-HR | Feb 9, 2023 | 000104019723000001 | ||
977 | $5.32 B | IVV, AAPL, MSFT, SPY | 13F-HR | Nov 15, 2022 | 000104019722000010 | ||
935 | $5.24 B | IVV, MSFT, SPY, AAPL | 13F-HR | Jul 19, 2022 | 000104019722000008 | ||
956 | $5.93 B | IVV, AAPL, MSFT, SPY | 13F-HR | May 10, 2022 | 000104019722000004 | ||
962 | $6.21 B | IVV, AAPL, MSFT, SPY | 13F-HR | Feb 11, 2022 | 000104019722000001 | ||
844 | $5.19 B | IVV, MSFT, SPY, AAPL | 13F-HR | Nov 12, 2021 | 000104019721000006 | ||
825 | $5.04 B | IVV, MSFT, SPY, AAPL | 13F-HR | Jul 19, 2021 | 000104019721000005 | ||
761 | $4.47 B | IVV, SPY, MSFT, AAPL | 13F-HR | May 10, 2021 | 000104019721000004 | ||
695 | $4.00 B | IVV, MSFT, SPY, AAPL | 13F-HR | Feb 16, 2021 | 000104019721000002 | ||
617 | $3.45 B | IVV, MSFT, SPY, AMZN | 13F-HR | Oct 26, 2020 | 000104019720000007 | ||
570 | $3.19 B | IVV, MSFT, SPY, AMZN | 13F-HR | Jul 27, 2020 | 000104019720000005 | ||
563 | $2.45 B | IVV, MSFT, SPY, AAPL | 13F-HR | Apr 16, 2020 | 000104019720000004 | ||
612 | $3.09 B | IVV, MSFT, SPY, AAPL | 13F-HR | Feb 3, 2020 | 000104019720000003 | ||
544 | $2.24 B | IVV, SPY, MDY, IJH | 13F-HR | Oct 29, 2019 | 000104019719000006 | ||
557 | $2.21 B | IVV, SPY, MDY, IJH | 13F-HR | Aug 15, 2019 | 000104019719000005 | ||
481 | $1.95 B | SPY, IVV, MDY, IJH | 13F-HR | Apr 29, 2019 | 000104019719000004 | ||
452 | $1.72 B | SPY, IVV, MDY, IJH | 13F-HR | Jan 30, 2019 | 000104019719000001 | ||
488 | $1.96 B | SPY, MDY, IVV, IJH | 13F-HR | Oct 12, 2018 | 000104019718000005 | ||
488 | $1.85 B | SPY, MDY, IVV, IJH | 13F-HR | Aug 16, 2018 | 000104019718000004 | ||
469 | $1.76 B | SPY, MDY, IVV, IJH | 13F-HR | Apr 17, 2018 | 000104019718000003 | ||
479 | $1.76 B | SPY, MDY, IVV, IJH | 13F-HR | Jan 30, 2018 | 000104019718000001 | ||
449 | $1.65 B | SPY, MDY, IVV, IJH | 13F-HR | Oct 12, 2017 | 000104019717000005 | ||
459 | $1.55 B | SPY, MDY, IVV, IJH | 13F-HR | Aug 7, 2017 | 000104019717000004 | ||
459 | $1.49 B | SPY, MDY, IVV, IJH | 13F-HR | May 11, 2017 | 000104019717000003 | ||
445 | $1.38 B | SPY, MDY, IVV, IJH | 13F-HR | Jan 31, 2017 | 000104019717000002 | ||
449 | $1.33 B | SPY, MDY, IVV, EFA | 13F-HR | Oct 18, 2016 | 000104019716000011 | ||
426 | $1.30 B | SPY, MDY, IVV, EFA | 13F-HR | Jul 14, 2016 | 000104019716000010 | ||
432 | $1.31 B | SPY, MDY, EFA, IVV | 13F-HR | Apr 8, 2016 | 000104019716000009 | ||
413 | $1.31 B | SPY, MDY, EFA, MLPI | 13F-HR | Jan 27, 2016 | 000104019716000007 | ||
433 | $1.32 B | SPY, MDY, EFA, JNJ | 13F-HR | Oct 28, 2015 | 000104019715000006 | ||
485 | $1.52 B | SPY, MDY, EFA, WMB | 13F-HR | Jul 9, 2015 | 000104019715000005 | ||
492 | $1.49 B | SPY, MDY, AMJ, EFA | 13F-HR | Apr 30, 2015 | 000104019715000004 | ||
469 | $1.43 B | SPY, MDY, AMJ, EFA | 13F-HR | Jan 20, 2015 | 000104019715000001 | ||
399 | $1.04 B | AMJ, WMB, EPD, ET | RESTATEMENT | Oct 16, 2014 | 000104019714000008 | ||
399 | $1.04 B | AMJ, AAPL, 1023767D, WMB | 13F-HR | Jul 28, 2014 | 000104019714000006 | ||
403 | $993.32 M | AMJ, 1023767D, 2258717D, JPM | 13F-HR | Apr 28, 2014 | 000104019714000005 | ||
391 | $943.23 M | AMJ, QCOM, 1023767D, GE | 13F-HR | Feb 6, 2014 | 000104019714000001 |