Sponsored

The Analysis of MAIMON WEALTH MANAGEMENT LTD.'s Holdings & P&L

Currently, MAIMON WEALTH MANAGEMENT LTD. holds 77 types of securities in its portfolio with a total value $114.0M. In the most recent quarter, they have increased their positions in GVI (+9.7K shares, valued at $1.0M), AVIV (+10.4K shares, valued at $756.5K), BSV (+7.8K shares, valued at $608.4K); decreased their positions in SGOV (-4.4K shares, valued at $442.9K), ICSH (-8.4K shares, valued at $425.6K), N/A (-3.7K shares, valued at $317.2K); initiated new positions in AVIV (+10.4K shares, valued at $756.5K), PYLD (+22.3K shares, valued at $581.4K), AVES (+7.4K shares, valued at $430.9K).

1M P&L

+894.5K+0.76%

3M P&L

+544.4K+0.46%

HY P&L

+778.4K+0.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.2M

80.2%

2Medical Devices4.0M

3.7%

3Consumer Electronics2.5M

2.3%

Top Industries by Stock Count

1N/A45 stocks

61.6%

2Semiconductors3 stocks

4.1%

3Tobacco2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEAR ISHARES U S ETF TR163.2K shares6.86%2026-03-312026-05-07

MINT PIMCO ETF TR66.8K shares1.15%2026-03-312026-05-07

BSV VANGUARD BD INDEX FDS77.9K shares11.08%2026-03-312026-05-07

GVI ISHARES TR47.5K shares25.58%2026-03-312026-05-07

ICSH ISHARES TR89.2K shares-8.62%2026-03-312026-05-07

BOND PIMCO ETF TR48.9K shares13.38%2026-03-312026-05-07

LDUR PIMCO ETF TR46.4K shares8.70%2026-03-312026-05-07

VTI VANGUARD INDEX FDS14.2K shares10.74%2026-03-312026-05-07

Sponsored

ISTB ISHARES TR85.8K shares7.70%2026-03-312026-05-07

SYK STRYKER CORPORATION12.3K shares0.17%2026-03-312026-05-07

AVSF AMERICAN CENTY ETF TR79.4K shares7.01%2026-03-312026-05-07

IEFA ISHARES TR36.5K shares5.71%2026-03-312026-05-07

AVUS AMERICAN CENTY ETF TR26.7K shares-0.19%2026-03-312026-05-07

AVEM AMERICAN CENTY ETF TR36.9K shares12.74%2026-03-312026-05-07

QUAL ISHARES TR15.3K shares11.97%2026-03-312026-05-07

AAPL APPLE INC10.2K shares9.95%2026-03-312026-05-07

Sponsored

AVDE AMERICAN CENTY ETF TR28.1K shares-0.25%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR24.7K shares-13.12%2026-03-312026-05-07

IQLT ISHARES TR46.0K shares8.55%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR18.4K shares10.92%2026-03-312026-05-07

VOE VANGUARD INDEX FDS10.6K shares-0.05%2026-03-312026-05-07

LRGF ISHARES TR27.9K shares30.15%2026-03-312026-05-07

AVDV AMERICAN CENTY ETF TR17.4K shares5.34%2026-03-312026-05-07

IVLU ISHARES TR43.0K shares6.77%2026-03-312026-05-07

Sponsored

COST COSTCO WHOLESALE CORPORATION1.6K shares0.00%2026-03-312026-05-07

NVDA NVIDIA CORPORATION9.6K shares5.74%2026-03-312026-05-07

MSFT MICROSOFT CORP3.9K shares2.09%2026-03-312026-05-07

INTF ISHARES TR31.9K shares20.91%2026-03-312026-05-07

LLY ELI LILLY & CO1.3K shares0.00%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC7.1K shares0.00%2026-03-312026-05-07

VBR VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-05-07

AVLV AMERICAN CENTY ETF TR12.7K shares26.22%2026-03-312026-05-07

Sponsored

SPEM SPDR INDEX SHS FDS20.8K shares0.00%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO3.0K shares0.00%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.5K shares0.00%2026-03-312026-05-07

AVIV AMERICAN CENTY ETF TR10.4K sharesnew addition2026-03-312026-05-07

DE DEERE & CO1.3K shares0.00%2026-03-312026-05-07

EMR EMERSON ELEC CO5.5K shares0.00%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F5.0K shares0.00%2026-03-312026-05-07

SGOV ISHARES TR5.9K shares-42.72%2026-03-312026-05-07

Sponsored

PYLD PIMCO ETF TR22.3K sharesnew addition2026-03-312026-05-07

PG PROCTER & GAMBLE CO4.0K shares-3.50%2026-03-312026-05-07

ALPHABET INC ALPHABET INC2.1K shares3.17%2026-03-312026-05-07

MO ALTRIA GROUP INC8.2K shares0.00%2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC2.6K shares12.35%2026-03-312026-05-07

AVES AMERICAN CENTY ETF TR7.4K sharesnew addition2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR3.3K sharesnew addition2026-03-312026-05-07

Sponsored

VGT VANGUARD WORLD FD600 shares0.00%2026-03-312026-05-07

MDLZ MONDELEZ INTL INC6.6K shares0.00%2026-03-312026-05-07

HD HOME DEPOT INC1.2K shares-1.25%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL803 sharesnew addition2026-03-312026-05-07

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-05-07

WMT WALMART INC2.8K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC500 shares0.00%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares4.10%2026-03-312026-05-07

Sponsored

CSCO CISCO SYS INC4.1K shares0.00%2026-03-312026-05-07

XOM EXXON MOBIL CORP1.7K shares0.00%2026-03-312026-05-07

VXUS VANGUARD STAR FDS3.8K shares0.00%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO3.3K shares0.00%2026-03-312026-05-07

APD AIR PRODUCTS AND CHEMICALS I950 shares0.00%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC1.4K shares24.03%2026-03-312026-05-07

ACWI ISHARES TR2.0K shares25.16%2026-03-312026-05-07

VO VANGUARD INDEX FDS933 shares-6.98%2026-03-312026-05-07

Sponsored

VGK VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-05-07

KO COCA COLA CO3.1K shares-2.68%2026-03-312026-05-07

AVGV AMERICAN CENTY ETF TR3.0K sharesnew addition2026-03-312026-05-07

MMM 3M CO1.6K shares0.00%2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC734 shares0.00%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS3.4K shares0.00%2026-03-312026-05-07

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-05-07

BIL SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-07

Sponsored

SUSA ISHARES TR1.6K shares0.00%2026-03-312026-05-07

NBB NUVEEN TAXABLE MUNICPAL INM10.0K shares0.00%2026-03-312026-05-07

GBAB GUGGENHEIM TAXABLE MUNICP BO10.0K shares0.00%2026-03-312026-05-07

BLW BLACKROCK LTD DURATION INCOM10.0K shares0.00%2026-03-312026-05-07

PCN PIMCO CORPORATE & INCM STRG10.0K shares0.00%2026-03-312026-05-07

NEAR

ISHARES U S ETF TR

6.86%

Shares163.2K

Event2026-03-31

Filed2026-05-07

MINT

PIMCO ETF TR

1.15%

Shares66.8K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD BD INDEX FDS

11.08%

Shares77.9K

Event2026-03-31

Filed2026-05-07

GVI

ISHARES TR

25.58%

Shares47.5K

Event2026-03-31

Filed2026-05-07

ICSH

ISHARES TR

-8.62%

Shares89.2K

Event2026-03-31

Filed2026-05-07

BOND

PIMCO ETF TR

13.38%

Shares48.9K

Event2026-03-31

Filed2026-05-07

LDUR

PIMCO ETF TR

8.70%

Shares46.4K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

10.74%

Shares14.2K

Event2026-03-31

Filed2026-05-07

ISTB

ISHARES TR

7.70%

Shares85.8K

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORPORATION

0.17%

Shares12.3K

Event2026-03-31

Filed2026-05-07

AVSF

AMERICAN CENTY ETF TR

7.01%

Shares79.4K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

5.71%

Shares36.5K

Event2026-03-31

Filed2026-05-07

AVUS

AMERICAN CENTY ETF TR

-0.19%

Shares26.7K

Event2026-03-31

Filed2026-05-07

AVEM

AMERICAN CENTY ETF TR

12.74%

Shares36.9K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES TR

11.97%

Shares15.3K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

9.95%

Shares10.2K

Event2026-03-31

Filed2026-05-07

AVDE

AMERICAN CENTY ETF TR

-0.25%

Shares28.1K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

-13.12%

Shares24.7K

Event2026-03-31

Filed2026-05-07

IQLT

ISHARES TR

8.55%

Shares46.0K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

10.92%

Shares18.4K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD INDEX FDS

-0.05%

Shares10.6K

Event2026-03-31

Filed2026-05-07

LRGF

ISHARES TR

30.15%

Shares27.9K

Event2026-03-31

Filed2026-05-07

AVDV

AMERICAN CENTY ETF TR

5.34%

Shares17.4K

Event2026-03-31

Filed2026-05-07

IVLU

ISHARES TR

6.77%

Shares43.0K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

5.74%

Shares9.6K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

2.09%

Shares3.9K

Event2026-03-31

Filed2026-05-07

INTF

ISHARES TR

20.91%

Shares31.9K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

PHILIP MORRIS INTL INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-07

AVLV

AMERICAN CENTY ETF TR

26.22%

Shares12.7K

Event2026-03-31

Filed2026-05-07

SPEM

SPDR INDEX SHS FDS

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-07

AVIV

AMERICAN CENTY ETF TR

New

Shares10.4K

Event2026-03-31

Filed2026-05-07

DEERE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

SGOV

ISHARES TR

-42.72%

Shares5.9K

Event2026-03-31

Filed2026-05-07

PYLD

PIMCO ETF TR

New

Shares22.3K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

-3.50%

Shares4.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

3.17%

Shares2.1K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

12.35%

Shares2.6K

Event2026-03-31

Filed2026-05-07

AVES

AMERICAN CENTY ETF TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

0.00%

Shares600

Event2026-03-31

Filed2026-05-07

MDLZ

MONDELEZ INTL INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-1.25%

Shares1.2K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

New

Shares803

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.10%

Shares1.0K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-07

COLGATE PALMOLIVE CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares950

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

24.03%

Shares1.4K

Event2026-03-31

Filed2026-05-07

ACWI

ISHARES TR

25.16%

Shares2.0K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-6.98%

Shares933

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-2.68%

Shares3.1K

Event2026-03-31

Filed2026-05-07

AVGV

AMERICAN CENTY ETF TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-07

MMM

3M CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

TRV

TRAVELERS COMPANIES INC

0.00%

Shares734

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

BIL

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-07

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

NBB

NUVEEN TAXABLE MUNICPAL INM

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

GBAB

GUGGENHEIM TAXABLE MUNICP BO

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available