Maridea Wealth Management

Latest statistics and disclosures from Maridea Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Maridea Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Maridea Wealth Management

Maridea Wealth Management holds 417 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.9 $19M +392% 202k 91.64
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Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) 2.8 $18M -7% 523k 34.89
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Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) 2.8 $18M -8% 752k 23.59
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Iren Ordinary Shares (IREN) 2.5 $16M -20% 268k 59.22
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Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) 2.4 $16M -7% 502k 31.23
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Ishares Tr 0-3 Mnth Treasry (SGOV) 2.4 $16M +3% 155k 100.58
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $14M -23% 23k 611.55
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Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) 2.1 $13M -7% 431k 30.71
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NVIDIA Corporation (NVDA) 2.0 $13M +33% 72k 182.64
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Vanguard Index Fds Growth Etf (VUG) 2.0 $13M +80% 27k 484.71
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $10M +11% 318k 32.33
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Cipher Mining (CIFR) 1.6 $10M -21% 510k 19.91
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Vaneck Etf Trust Clo Etf (CLOI) 1.4 $8.9M +25% 168k 52.95
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Amazon (AMZN) 1.3 $8.3M +150% 39k 216.48
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Alphabet Cap Stk Cl C (GOOG) 1.3 $8.1M +202% 32k 257.02
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Graniteshares Gold Tr Shs Ben Int (BAR) 1.2 $8.0M -7% 184k 43.17
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Spdr Gold Tr Gold Shs (GLD) 1.1 $7.4M -8% 18k 403.15
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Microsoft Corporation (MSFT) 1.1 $7.3M +54% 14k 516.79
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Apple (AAPL) 1.1 $7.1M +44% 27k 262.24
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First Tr Exchange-traded SHS (QTEC) 0.9 $6.0M -5% 25k 236.92
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Meta Platforms Cl A (META) 0.9 $5.9M +154% 8.1k 732.16
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Cleanspark Com New (CLSK) 0.8 $5.3M 261k 20.40
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.8 $5.3M 65k 81.24
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $5.1M -2% 198k 25.91
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $5.1M +21% 81k 62.93
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.8 $5.1M NEW 65k 78.97
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Vanguard World Mega Grwth Ind (MGK) 0.8 $5.0M +720% 12k 407.47
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.8 $4.9M NEW 193k 25.30
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Select Sector Spdr Tr Energy (XLE) 0.7 $4.7M +699% 54k 86.89
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Tesla Motors (TSLA) 0.7 $4.5M +30% 10k 447.43
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $4.5M +9% 134k 33.59
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Ishares Tr Core Total Usd (IUSB) 0.6 $4.1M NEW 88k 47.07
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Advanced Micro Devices (AMD) 0.6 $4.1M +31% 17k 240.56
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Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI) 0.6 $4.1M -20% 69k 59.77
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $4.1M -9% 16k 251.76
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $3.9M NEW 62k 62.81
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.8M -4% 141k 26.99
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.7M +647% 5.6k 671.26
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Purecycle Technologies (PCT) 0.6 $3.7M 263k 14.14
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.7M +93% 5.9k 617.21
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.6M -21% 5.3k 674.56
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Victory Portfolios Ii Shares Free Cash (VFLO) 0.6 $3.6M +18% 95k 37.62
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $3.4M +62% 28k 121.60
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Select Sector Spdr Tr Technology (XLK) 0.5 $3.4M NEW 12k 288.19
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Wisdomtree Tr Blmbg Us Bull (USDU) 0.5 $3.4M +104% 126k 26.62
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American Centy Etf Tr Avantis Us Mid C (AVMV) 0.5 $3.3M NEW 49k 68.31
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Amphenol Corp Cl A (APH) 0.5 $3.2M NEW 25k 127.67
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $3.2M NEW 32k 98.55
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Etfis Ser Tr I Virtus Newfleet (NFLT) 0.5 $3.1M NEW 133k 23.09
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Tcw Etf Trust Flexible Income (FLXR) 0.5 $3.1M NEW 77k 39.87
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Netflix (NFLX) 0.5 $3.0M +178% 2.4k 1238.60
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $3.0M +13% 30k 97.57
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Micron Technology (MU) 0.4 $2.9M +702% 14k 206.77
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $2.8M NEW 56k 50.62
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McDonald's Corporation (MCD) 0.4 $2.8M +174% 9.1k 307.77
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $2.8M NEW 20k 138.51
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.8M +33% 7.5k 368.38
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Strategy Cl A New (MSTR) 0.4 $2.7M +32% 9.0k 296.61
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $2.6M +390% 7.4k 347.21
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Select Sector Spdr Tr Communication (XLC) 0.4 $2.5M NEW 22k 116.24
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Select Sector Spdr Tr Indl (XLI) 0.4 $2.5M NEW 16k 153.52
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Mastercard Incorporated Cl A (MA) 0.4 $2.5M NEW 4.3k 566.36
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $2.4M +113% 30k 79.66
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $2.3M NEW 57k 41.27
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Broadcom (AVGO) 0.4 $2.3M +157% 6.7k 349.24
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.3M -22% 24k 94.62
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Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.4 $2.3M +3% 77k 29.24
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $2.2M -39% 37k 60.07
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.3 $2.2M -3% 87k 25.75
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Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.3 $2.2M NEW 84k 26.59
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.2M +94% 4.4k 494.07
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JPMorgan Chase & Co. (JPM) 0.3 $2.1M +65% 7.1k 302.34
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Ishares Tr National Mun Etf (MUB) 0.3 $2.1M +8% 20k 107.51
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Vanguard Index Fds Value Etf (VTV) 0.3 $2.1M -9% 11k 187.02
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Listed Fds Tr Roundhill Magnif (MAGS) 0.3 $2.1M NEW 32k 65.29
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Constellation Energy (CEG) 0.3 $2.1M +15% 5.7k 370.00
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Select Sector Spdr Tr Financial (XLF) 0.3 $2.1M NEW 39k 52.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.0M +57% 33k 61.24
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $2.0M NEW 46k 43.73
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Ishares Ethereum Tr SHS (ETHA) 0.3 $2.0M +195% 66k 30.14
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.9M +146% 21k 91.55
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $1.9M +115% 6.5k 292.59
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $1.9M 7.4k 254.22
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $1.8M 21k 86.89
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Spdr Series Trust Aerospace Def (XAR) 0.3 $1.8M -12% 7.6k 241.35
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Golar Lng SHS (GLNG) 0.3 $1.8M +49% 48k 38.39
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.8M +40% 7.1k 256.55
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Doubleline Yield (DLY) 0.3 $1.8M +16% 124k 14.63
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Cadence Design Systems (CDNS) 0.3 $1.8M NEW 5.5k 329.64
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.8M +180% 19k 91.54
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.8M -31% 27k 65.26
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.7M NEW 7.3k 236.29
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Coinbase Global Com Cl A (COIN) 0.3 $1.7M +5% 5.0k 343.79
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.7M NEW 12k 144.79
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Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.3 $1.7M -30% 34k 50.03
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.7M 47k 35.74
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Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $1.7M NEW 19k 88.93
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Qxo Com New (QXO) 0.3 $1.7M NEW 88k 19.00
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Aaon Com Par $0.004 (AAON) 0.3 $1.6M NEW 16k 100.96
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $1.6M -4% 47k 35.12
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Linde SHS (LIN) 0.2 $1.6M NEW 3.5k 451.50
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Booking Holdings (BKNG) 0.2 $1.6M NEW 303.00 5149.02
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.5M NEW 33k 47.58
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Proshares Tr S&p 500 High Inc (ISPY) 0.2 $1.5M NEW 34k 45.35
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Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $1.5M +17% 14k 107.89
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Icon SHS (ICLR) 0.2 $1.5M NEW 7.8k 188.45
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Arthur J. Gallagher & Co. (AJG) 0.2 $1.5M NEW 5.2k 279.25
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Wal-Mart Stores (WMT) 0.2 $1.4M -34% 13k 107.05
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.4M +2% 4.6k 310.30
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $1.4M +8% 28k 50.14
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Healthequity (HQY) 0.2 $1.4M NEW 15k 93.03
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Ishares Tr Global Tech Etf (IXN) 0.2 $1.4M 13k 106.18
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Travelers Companies (TRV) 0.2 $1.4M NEW 5.2k 265.25
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $1.4M +105% 10k 135.28
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $1.3M +9% 48k 27.75
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Rentokil Initial Sponsored Adr (RTO) 0.2 $1.3M NEW 50k 26.79
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M +279% 7.6k 173.54
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Costco Wholesale Corporation (COST) 0.2 $1.3M +237% 1.4k 935.85
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $1.3M NEW 35k 36.87
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.3M +441% 6.1k 208.40
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Nextera Energy (NEE) 0.2 $1.3M NEW 15k 84.77
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.2M +197% 93k 13.32
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Trex Company (TREX) 0.2 $1.2M NEW 24k 50.25
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $1.2M +56% 10k 120.25
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Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $1.2M 36k 32.74
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Palantir Technologies Cl A (PLTR) 0.2 $1.2M +15% 6.5k 181.59
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Steris Shs Usd (STE) 0.2 $1.2M NEW 4.9k 242.22
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.2M +3% 43k 27.05
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First Tr Exchange-traded SHS (FDL) 0.2 $1.1M +113% 27k 43.05
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.1M NEW 14k 80.88
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Bondbloxx Etf Trust Bloomberg Twenty (XTWY) 0.2 $1.1M NEW 28k 40.19
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Northern Oil And Gas Inc Mn (NOG) 0.2 $1.1M NEW 53k 21.30
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CoStar (CSGP) 0.2 $1.1M NEW 15k 74.96
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Brown & Brown (BRO) 0.2 $1.1M NEW 13k 87.52
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Bio-techne Corporation (TECH) 0.2 $1.1M NEW 17k 62.54
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.0M +14% 13k 82.50
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.0M +34% 17k 59.48
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Ishares Core Msci Emkt (IEMG) 0.2 $1.0M +49% 15k 67.80
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.0M +27% 5.2k 195.61
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Ishares Tr Tips Bd Etf (TIP) 0.2 $1.0M NEW 9.0k 111.78
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Clean Harbors (CLH) 0.2 $1.0M NEW 4.1k 243.38
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Ishares Msci Jpn Etf New (EWJ) 0.2 $984k -4% 12k 83.54
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $980k 22k 44.95
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Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $976k NEW 21k 46.58
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Lam Research Corp Com New (LRCX) 0.1 $959k -78% 6.7k 144.04
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MercadoLibre (MELI) 0.1 $957k +187% 455.00 2103.36
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $952k +19% 2.9k 330.91
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $944k -6% 14k 67.00
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $911k -12% 9.0k 101.55
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Edwards Lifesciences (EW) 0.1 $909k NEW 12k 75.29
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Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.1 $900k +4% 18k 50.00
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $886k -33% 18k 50.53
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $868k 20k 43.62
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Wisdomtree Tr Japan Opportunit (OPPJ) 0.1 $843k NEW 20k 42.83
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $839k 15k 55.37
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $828k NEW 9.2k 89.64
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Home Depot (HD) 0.1 $827k NEW 2.1k 388.81
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Vanguard World Mega Cap Index (MGC) 0.1 $823k 3.3k 246.54
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $816k NEW 15k 54.60
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Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.1 $813k +13% 42k 19.31
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $801k +6% 7.4k 107.94
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $794k NEW 8.3k 96.16
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $787k NEW 7.0k 112.54
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Sharplink Gaming Com New (SBET) 0.1 $782k NEW 53k 14.79
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Palo Alto Networks (PANW) 0.1 $778k NEW 3.7k 211.82
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $773k +46% 21k 37.53
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First Tr Exchange-traded A Com Shs (FYX) 0.1 $766k +11% 6.9k 110.83
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Omega Healthcare Investors (OHI) 0.1 $760k -3% 19k 41.05
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Visa Com Cl A (V) 0.1 $759k +54% 2.2k 344.42
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $755k +7% 6.8k 110.78
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Enbridge (ENB) 0.1 $749k 16k 47.21
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $747k -12% 4.3k 173.46
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.1 $745k +74% 28k 26.68
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $733k +131% 15k 50.20
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Tradeweb Mkts Cl A (TW) 0.1 $732k NEW 6.7k 108.88
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.1 $724k +7% 26k 27.53
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $718k +3% 12k 60.29
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Vertiv Holdings Com Cl A (VRT) 0.1 $714k 4.1k 175.73
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Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $707k NEW 7.6k 92.80
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Rithm Capital Corp Com New (RITM) 0.1 $704k 65k 10.91
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $697k -66% 16k 43.28
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Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $689k +200% 24k 29.09
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $682k NEW 6.8k 100.88
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $682k NEW 16k 42.48
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Eversource Energy (ES) 0.1 $677k NEW 9.3k 72.85
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Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $676k NEW 12k 57.19
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $668k 1.3k 503.61
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Stevanato Group S P A Ord Shs (STVN) 0.1 $663k NEW 26k 25.86
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salesforce (CRM) 0.1 $662k +45% 2.6k 254.28
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $654k 1.4k 472.64
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Blackrock Health Sciences Te Com Shs (BMEZ) 0.1 $653k 44k 14.98
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American Express Company (AXP) 0.1 $653k +120% 1.9k 349.57
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $653k NEW 6.5k 100.52
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Ares Capital Corporation (ARCC) 0.1 $648k +4% 33k 19.60
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Norfolk Southern (NSC) 0.1 $642k NEW 2.2k 291.15
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First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.1 $642k +81% 17k 38.87
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $640k NEW 2.1k 304.51
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $634k 9.5k 66.94
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $630k 14k 46.35
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $628k NEW 7.9k 79.14
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Epr Pptys Com Sh Ben Int (EPR) 0.1 $624k -3% 11k 55.35
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $621k +30% 11k 58.19
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Uber Technologies (UBER) 0.1 $615k -21% 6.6k 93.70
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Ishares Silver Tr Ishares (SLV) 0.1 $613k 13k 47.72
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Chevron Corporation (CVX) 0.1 $613k +78% 4.0k 154.48
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Paychex (PAYX) 0.1 $610k NEW 4.8k 126.59
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Royalty Pharma Shs Class A (RPRX) 0.1 $604k NEW 17k 36.63
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Equinix (EQIX) 0.1 $601k NEW 728.00 825.14
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AllianceBernstein Global Hgh Incm (AWF) 0.1 $600k 55k 10.92
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $595k NEW 4.5k 133.29
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Mueller Industries (MLI) 0.1 $594k 5.9k 100.27
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $587k -20% 1.5k 381.82
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $586k +26% 6.0k 97.52
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Yum China Holdings (YUMC) 0.1 $584k +21% 13k 44.86
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Walt Disney Company (DIS) 0.1 $583k +20% 5.2k 111.95
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Reaves Util Income Com Sh Ben Int (UTG) 0.1 $578k -3% 15k 39.05
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Union Pacific Corporation (UNP) 0.1 $575k NEW 2.5k 227.28
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Bristol Myers Squibb (BMY) 0.1 $574k +179% 13k 43.59
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TJX Companies (TJX) 0.1 $573k -42% 4.0k 143.33
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $568k +22% 7.4k 76.50
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $562k +27% 8.0k 70.22
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Dominion Resources (D) 0.1 $555k 9.0k 61.45
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Oracle Corporation (ORCL) 0.1 $547k -42% 2.0k 277.18
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Cohen & Steers infrastucture Fund (UTF) 0.1 $546k 23k 24.10
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $545k 47k 11.59
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Agnc Invt Corp Com reit (AGNC) 0.1 $543k 54k 10.10
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UnitedHealth (UNH) 0.1 $542k +108% 1.5k 364.59
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Coca-Cola Company (KO) 0.1 $540k NEW 7.9k 68.44
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Southern Company (SO) 0.1 $540k -66% 5.5k 97.69
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Wisdomtree Tr Jp Smallcp Div (DFJ) 0.1 $538k NEW 5.7k 93.69
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Axon Enterprise (AXON) 0.1 $533k NEW 780.00 683.13
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $532k NEW 12k 45.03
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W.R. Berkley Corporation (WRB) 0.1 $528k +2% 7.2k 73.48
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Chemed Corp Com Stk (CHE) 0.1 $527k NEW 1.2k 444.76
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Entegris (ENTG) 0.1 $525k NEW 5.7k 92.60
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Broadridge Financial Solutions (BR) 0.1 $524k NEW 2.3k 230.68
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O'reilly Automotive (ORLY) 0.1 $521k -11% 5.2k 100.97
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Ball Corporation (BALL) 0.1 $521k NEW 11k 48.71
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Relx Sponsored Adr (RELX) 0.1 $520k NEW 11k 46.11
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $519k -3% 20k 26.49
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $517k 9.9k 52.38
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Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.1 $516k -2% 50k 10.43
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TFS Financial Corporation (TFSL) 0.1 $515k 39k 13.24
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HEICO Corporation (HEI) 0.1 $512k +156% 1.6k 313.02
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Vaneck Etf Trust Cef Muni Income (XMPT) 0.1 $509k -35% 23k 22.02
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Nice Sponsored Adr (NICE) 0.1 $507k NEW 3.8k 132.21
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Ametek (AME) 0.1 $507k NEW 2.7k 187.36
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Doubleline Income Solutions (DSL) 0.1 $500k -2% 43k 11.63
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $499k NEW 14k 36.02
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Abbvie (ABBV) 0.1 $497k +46% 2.1k 232.10
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PennyMac Mortgage Investment Trust (PMT) 0.1 $495k 42k 11.83
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Philip Morris International (PM) 0.1 $493k +96% 3.1k 158.04
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $484k 73k 6.60
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Markel Corporation (MKL) 0.1 $483k NEW 253.00 1907.55
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $479k 35k 13.56
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Pepsi (PEP) 0.1 $477k NEW 3.1k 153.43
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $476k NEW 3.1k 155.44
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $470k +2% 10k 45.50
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Exxon Mobil Corporation (XOM) 0.1 $464k 4.1k 112.69
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Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $464k NEW 11k 42.17
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $463k +69% 8.7k 53.12
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First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $462k -8% 18k 26.02
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Kla Corp Com New (KLAC) 0.1 $458k -4% 397.00 1152.89
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Stonex Group (SNEX) 0.1 $456k NEW 4.5k 100.81
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Vanguard World Extended Dur (EDV) 0.1 $453k 6.4k 70.52
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $450k NEW 11k 40.62
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First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.1 $449k NEW 13k 33.44
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Kraneshares Trust Global Carb Stra (KRBN) 0.1 $449k NEW 13k 33.97
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Raytheon Technologies Corp (RTX) 0.1 $446k +15% 2.8k 160.74
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $445k -2% 5.5k 80.35
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $440k -2% 7.7k 57.38
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Ishares Tr Msci Jp Value (EWJV) 0.1 $439k +9% 11k 39.66
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Howmet Aerospace (HWM) 0.1 $436k NEW 2.3k 192.52
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Pimco Dynamic Income SHS (PDI) 0.1 $424k 24k 18.04
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $417k +43% 5.0k 83.10
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Fortinet (FTNT) 0.1 $417k NEW 4.9k 84.86
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Spdr Series Trust S&p Divid Etf (SDY) 0.1 $417k +8% 3.0k 140.12
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Applovin Corp Com Cl A (APP) 0.1 $417k NEW 736.00 565.94
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $415k 30k 14.05
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Servicenow (NOW) 0.1 $412k +6% 448.00 918.57
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American Tower Reit (AMT) 0.1 $410k NEW 2.1k 193.08
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Spdr Series Trust Bloomberg High Y (JNK) 0.1 $407k NEW 4.2k 97.45
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Nrg Energy Com New (NRG) 0.1 $406k NEW 2.4k 167.01
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Altria (MO) 0.1 $403k NEW 6.3k 64.40
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Valero Energy Corporation (VLO) 0.1 $399k -18% 2.5k 160.15
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $399k 2.4k 165.50
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Wec Energy Group (WEC) 0.1 $397k NEW 3.4k 117.50
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Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $395k +25% 4.2k 93.31
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Fastenal Company (FAST) 0.1 $387k NEW 9.0k 42.99
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Marathon Digital Holdings In (MARA) 0.1 $386k +8% 19k 20.73
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Global X Fds 1-3 Month T-bill (CLIP) 0.1 $382k -8% 3.8k 100.31
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $380k +29% 6.1k 62.36
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $380k +62% 6.9k 55.20
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Ishares Msci Emrg Chn (EMXC) 0.1 $373k +10% 5.2k 71.40
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $371k +4% 847.00 438.07
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Align Technology (ALGN) 0.1 $371k NEW 2.7k 134.93
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Super Micro Computer Com New (SMCI) 0.1 $367k NEW 6.7k 55.04
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InterDigital (IDCC) 0.1 $365k NEW 983.00 371.00
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $362k +30% 14k 25.79
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Applied Materials (AMAT) 0.1 $358k -42% 1.6k 228.13
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Kinder Morgan (KMI) 0.1 $352k +4% 13k 27.52
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Autodesk (ADSK) 0.1 $350k NEW 1.1k 307.95
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Netease Sponsored Ads (NTES) 0.1 $345k -74% 2.3k 152.85
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AutoZone (AZO) 0.1 $345k 87.00 3968.57
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Dick's Sporting Goods (DKS) 0.1 $344k NEW 1.5k 225.79
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Analog Devices (ADI) 0.1 $342k NEW 1.4k 246.17
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $339k +2% 5.7k 58.93
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $333k +22% 4.6k 71.54
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Dell Technologies CL C (DELL) 0.1 $332k NEW 2.2k 147.89
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Arista Networks Com Shs (ANET) 0.1 $331k NEW 2.3k 146.48
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Oscar Health Cl A (OSCR) 0.1 $331k NEW 16k 20.18
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $329k +17% 1.1k 292.23
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $327k NEW 7.6k 43.08
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Primoris Services (PRIM) 0.0 $321k NEW 2.3k 139.15
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $320k NEW 3.5k 92.10
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Cisco Systems (CSCO) 0.0 $320k -44% 4.5k 70.65
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $318k 4.0k 80.09
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $315k NEW 4.0k 78.75
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McKesson Corporation (MCK) 0.0 $314k +10% 398.00 787.64
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Parker-Hannifin Corporation (PH) 0.0 $308k NEW 416.00 740.37
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Verizon Communications (VZ) 0.0 $305k +20% 7.5k 40.80
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Spdr Series Trust Portfli Tips Etf (SPIP) 0.0 $305k 12k 26.45
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $302k NEW 5.9k 50.98
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Charles Schwab Corporation (SCHW) 0.0 $301k -38% 3.2k 94.95
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Bank of America Corporation (BAC) 0.0 $296k NEW 5.7k 52.04
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Diamondback Energy (FANG) 0.0 $294k -62% 2.1k 141.20
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $292k NEW 2.8k 105.15
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Victory Portfolios Ii Victoryshares Sm (SFLO) 0.0 $292k NEW 10k 28.63
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Morgan Stanley India Investment Fund (IIF) 0.0 $290k +13% 11k 27.42
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $287k 12k 24.45
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Rockwell Automation (ROK) 0.0 $287k NEW 812.00 352.79
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $286k +26% 5.6k 50.79
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Intercontinental Exchange (ICE) 0.0 $286k NEW 1.8k 155.32
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Ameriprise Financial (AMP) 0.0 $282k -28% 596.00 472.68
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Jabil Circuit (JBL) 0.0 $281k NEW 1.4k 204.02
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $281k NEW 1.7k 164.75
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Stryker Corporation (SYK) 0.0 $280k NEW 734.00 381.22
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Ishares Tr Short Treas Bd (SHV) 0.0 $277k -12% 2.5k 110.37
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $273k NEW 916.00 297.70
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Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $272k NEW 8.7k 31.35
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Cohen & Steers Etf Trust Real Estate Acti (CSRE) 0.0 $271k +19% 10k 26.12
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ConocoPhillips (COP) 0.0 $271k NEW 3.1k 87.06
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Vanguard World Inf Tech Etf (VGT) 0.0 $268k NEW 352.00 762.18
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Texas Pacific Land Corp (TPL) 0.0 $268k NEW 287.00 934.53
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Abbott Laboratories (ABT) 0.0 $268k NEW 2.1k 129.50
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Uniti Group Com Shs (UNIT) 0.0 $267k NEW 48k 5.60
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $266k NEW 1.1k 248.13
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Red Rock Resorts Cl A (RRR) 0.0 $255k NEW 4.3k 59.43
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Morgan Stanley Emerging Markets Debt (MSD) 0.0 $254k +19% 35k 7.33
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Tidal Trust I Fundstrat Granny (GRNY) 0.0 $254k NEW 10k 25.43
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Automatic Data Processing (ADP) 0.0 $254k NEW 896.00 283.03
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Eli Lilly & Co. (LLY) 0.0 $253k NEW 313.00 809.13
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American Intl Group Com New (AIG) 0.0 $252k NEW 3.2k 77.70
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Chipotle Mexican Grill (CMG) 0.0 $252k NEW 6.0k 41.63
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Johnson & Johnson (JNJ) 0.0 $251k NEW 1.3k 193.72
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $251k NEW 2.1k 117.47
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Ishares Tr Core High Dv Etf (HDV) 0.0 $250k NEW 2.0k 122.59
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $250k -3% 2.8k 90.01
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Vaneck Etf Trust Retail Etf (RTH) 0.0 $250k NEW 1.0k 248.80
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $248k 6.2k 40.26
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $248k 1.7k 142.59
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Intel Corporation (INTC) 0.0 $248k NEW 6.5k 38.10
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Qualcomm (QCOM) 0.0 $246k NEW 1.5k 167.01
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Pfizer (PFE) 0.0 $242k +2% 9.8k 24.69
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Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $242k NEW 6.0k 40.36
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At&t (T) 0.0 $241k -26% 9.2k 26.10
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $241k +9% 2.3k 103.46
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Tidal Trust I Gotham 1000 Valu (GVLU) 0.0 $240k NEW 9.4k 25.47
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Williams-Sonoma (WSM) 0.0 $238k -54% 1.3k 189.86
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Monolithic Power Systems (MPWR) 0.0 $236k NEW 229.00 1030.38
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Hartford Financial Services (HIG) 0.0 $235k +13% 1.9k 123.85
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $235k NEW 3.0k 78.77
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Mongodb Cl A (MDB) 0.0 $234k NEW 716.00 327.41
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Gilead Sciences (GILD) 0.0 $234k -60% 1.9k 123.14
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Aon Shs Cl A (AON) 0.0 $234k NEW 679.00 344.11
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Caterpillar (CAT) 0.0 $233k NEW 439.00 530.99
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Spotify Technology S A SHS (SPOT) 0.0 $233k NEW 345.00 675.53
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Ge Aerospace Com New (GE) 0.0 $232k NEW 767.00 302.68
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Marsh & McLennan Companies (MMC) 0.0 $232k NEW 1.2k 189.91
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Procter & Gamble Company (PG) 0.0 $229k NEW 1.5k 152.00
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Lamb Weston Hldgs (LW) 0.0 $229k -35% 3.5k 65.67
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D.R. Horton (DHI) 0.0 $228k NEW 1.5k 153.76
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Blackrock (BLK) 0.0 $228k NEW 197.00 1158.27
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Ralph Lauren Corp Cl A (RL) 0.0 $227k NEW 681.00 333.00
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Pacer Fds Tr Us Chs Cws Gwt (BUL) 0.0 $225k NEW 4.2k 53.05
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $223k NEW 4.3k 52.29
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $222k NEW 3.9k 57.18
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $222k NEW 9.3k 23.86
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Spdr Series Trust Bloomberg Enhncd (CERY) 0.0 $222k NEW 7.6k 29.19
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Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $221k NEW 12k 18.02
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Sherwin-Williams Company (SHW) 0.0 $220k +7% 664.00 331.08
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Amgen (AMGN) 0.0 $219k NEW 723.00 303.23
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $215k NEW 890.00 242.08
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International Business Machines (IBM) 0.0 $215k NEW 759.00 283.53
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $215k NEW 3.0k 72.20
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Atmos Energy Corporation (ATO) 0.0 $215k NEW 1.2k 177.74
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $213k NEW 1.1k 189.40
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $211k 8.4k 25.00
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Ea Series Trust Cambria Global 0.0 $210k NEW 4.1k 50.56
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $209k NEW 1.0k 199.67
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Trane Technologies SHS (TT) 0.0 $207k NEW 494.00 418.37
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Adobe Systems Incorporated (ADBE) 0.0 $207k NEW 601.00 343.54
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SYNNEX Corporation (SNX) 0.0 $206k NEW 1.3k 155.00
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Illinois Tool Works (ITW) 0.0 $206k NEW 816.00 252.38
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Quest Diagnostics Incorporated (DGX) 0.0 $205k NEW 1.1k 190.41
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Reddit Cl A (RDDT) 0.0 $204k NEW 1.0k 202.48
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $204k NEW 1.1k 189.87
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $201k NEW 3.7k 54.41
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $201k -38% 4.0k 50.38
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Sprott Fds Tr Uranium Miners E (URNM) 0.0 $201k -22% 3.4k 59.22
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.0 $201k NEW 4.6k 43.53
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Adt (ADT) 0.0 $171k NEW 20k 8.57
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Invesco Insured Municipal Income Trust (IIM) 0.0 $153k NEW 12k 12.58
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Nuveen Insd Dividend Advantage (NVG) 0.0 $141k NEW 11k 12.42
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Saba Capital Income & Oprnt Shs New (BRW) 0.0 $86k NEW 12k 7.27
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Powerfleet (AIOT) 0.0 $84k -8% 16k 5.28
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Cohen & Steers Infrastructur Right 10/16/2025 0.0 $1.0k NEW 23k 0.04
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Past Filings by Maridea Wealth Management

SEC 13F filings are viewable for Maridea Wealth Management going back to 2025