| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 2 | Q2 2024 | 14.7% |
| ISHARES TR | 2 | Q2 2024 | 4.2% |
| FS KKR CAP CORP | 2 | Q2 2024 | 3.3% |
| ISHARES TR | 2 | Q2 2024 | 3.2% |
| ISHARES TR | 2 | Q2 2024 | 4.4% |
| ISHARES TR | 2 | Q2 2024 | 3.0% |
| ISHARES TR | 2 | Q2 2024 | 2.6% |
| MICROSOFT CORP | 2 | Q2 2024 | 2.0% |
| ISHARES TR | 2 | Q2 2024 | 2.9% |
| ISHARES INC | 2 | Q2 2024 | 1.9% |
View Maia Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-02-13 |
View Maia Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.