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Maridea Wealth Management

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

Top 5 stock holdings are BIL, WBIL, WBIG, WBIF, WBIY, and represent 12.19% of Maridea Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CAOS (+$6.1M), AFLG, XLE, USDU, SCHX, NFLX, VFLO, USTB, ILDR, MCK.
Started 56 new stock positions in OTIS, FPEI, HCA, AIT, IDMO, DX, EBAY, CAH, PRI, WCME.
Reduced shares in these 10 stocks: QQQ, SGOV, IVV, IBIT, , AJG, USMV, TRV, NVDA, TREX.
Sold out of its positions in ADT, T, ABT, Cambria Global EW ETF, MO, AIG, AME, BLOK, ADI, ANET.
Maridea Wealth Management was a net buyer of stock by $48M.
Maridea Wealth Management has $666M in assets under management (AUM), dropping by 3.54%.
Central Index Key (CIK): 0002056245

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Portfolio Holdings for Maridea Wealth Management

Maridea Wealth Management holds 402 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	2.9	$19M	+5%	213k	91.38	View chart
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)	2.6	$17M	-5%	492k	34.78	View chart
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)	2.5	$17M	-6%	703k	23.45	View chart
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)	2.2	$15M	-5%	474k	30.96	View chart
Absolute Shs Tr Wbi Pwr Factor (WBIY)	2.0	$14M	-2%	421k	32.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.9	$13M	-18%	127k	100.38	View chart
NVIDIA Corporation (NVDA)	1.8	$12M	-10%	65k	186.50	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$12M	-8%	24k	487.86	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$11M	+13%	36k	313.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$11M	+6%	337k	32.62	View chart
Iren Ordinary Shares (IREN)	1.6	$11M	+4%	279k	37.77	View chart
Amazon (AMZN)	1.6	$11M	+17%	45k	230.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$9.8M	-31%	16k	614.32	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.4	$9.1M	+16%	215k	42.49	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.3	$8.4M	-5%	159k	52.81	View chart
Cipher Mining (CIFR)	1.2	$8.0M	+6%	542k	14.76	View chart
Apple (AAPL)	1.1	$7.4M		27k	271.86	View chart
Microsoft Corporation (MSFT)	1.1	$7.0M	+2%	15k	483.62	View chart
Meta Platforms Cl A (META)	1.0	$6.5M	+22%	9.9k	660.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$6.2M	-14%	16k	396.32	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$6.1M	+27%	245k	25.08	View chart
Ea Series Trust Alpha Architect (CAOS)	0.9	$6.1M	NEW	68k	89.78	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.9	$5.9M	+57%	151k	39.38	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.9	$5.8M	+78%	225k	25.80	View chart
First Tr Exchange-traded SHS (QTEC)	0.8	$5.5M	-4%	24k	230.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$5.5M	+20%	160k	34.26	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$5.4M	+123%	121k	44.71	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$5.2M	+33%	83k	63.18	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$5.2M	-2%	63k	82.50	View chart
Spdr Series Trust State Street Spd (SPLG)	0.8	$5.2M		65k	80.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$5.2M	+26%	111k	46.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$5.0M	-3%	191k	26.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$5.0M		12k	412.77	View chart
Tesla Motors (TSLA)	0.7	$4.8M	+6%	11k	449.72	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.7	$4.7M	+36%	66k	71.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$4.6M	+12%	18k	252.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$4.4M	+34%	44k	101.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$4.4M	+28%	36k	121.75	View chart
Amphenol Corp Cl A (APH)	0.6	$4.3M	+27%	32k	135.14	View chart
Purecycle Technologies (PCT)	0.6	$4.1M	+81%	479k	8.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$4.1M	+7%	6.0k	681.87	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.6	$3.9M	+501%	99k	39.10	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.6	$3.9M	+26%	168k	23.04	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.6	$3.9M	+26%	97k	39.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$3.8M	+2%	6.1k	627.11	View chart
Advanced Micro Devices (AMD)	0.6	$3.7M		17k	214.16	View chart
Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI)	0.5	$3.6M	+36%	93k	38.27	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.5	$3.5M	+50%	85k	41.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$3.4M	+29%	9.6k	360.13	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.4M	+37%	6.0k	570.87	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$3.4M	+102%	24k	143.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$3.4M	-12%	124k	27.43	View chart
Micron Technology (MU)	0.5	$3.3M	-15%	12k	285.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$3.0M		31k	98.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$3.0M	+6%	59k	50.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.9M	+3%	7.8k	373.43	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.4	$2.9M	+30%	110k	26.48	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$2.8M		20k	141.16	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.4	$2.8M	+33%	43k	65.96	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.7M	+17%	8.3k	322.23	View chart
Cleanspark Com New (CLSK)	0.4	$2.6M		261k	10.12	View chart
McDonald's Corporation (MCD)	0.4	$2.6M	-5%	8.6k	305.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.4	$2.6M		22k	117.72	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.4	$2.6M	+222%	90k	28.36	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$2.5M		16k	155.12	View chart
Netflix (NFLX)	0.4	$2.5M	+994%	27k	93.76	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.4	$2.5M	+721%	49k	50.84	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.4	$2.4M	+448%	74k	32.99	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.4	$2.4M	+56%	53k	45.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.4M	NEW	89k	26.91	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$2.3M	+190%	60k	38.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.3M	+2%	4.5k	502.69	View chart
McKesson Corporation (MCK)	0.3	$2.3M	+597%	2.8k	820.29	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.3	$2.3M		77k	29.58	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.3	$2.2M	-3%	29k	77.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.2M		7.1k	312.99	View chart
Constellation Energy (CEG)	0.3	$2.2M	+10%	6.3k	353.29	View chart
Qxo Com New (QXO)	0.3	$2.2M	+30%	114k	19.29	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$2.2M		40k	54.77	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.2M		20k	107.11	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.2M	-4%	83k	26.24	View chart
Rockwell Automation (ROK)	0.3	$2.1M	+580%	5.5k	389.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.1M	+4%	48k	44.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$2.1M	-46%	43k	49.65	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$2.1M	-4%	36k	59.93	View chart
Cadence Design Systems (CDNS)	0.3	$2.1M	+22%	6.7k	312.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.0M	+873%	10k	191.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.0M	+7%	7.0k	279.12	View chart
Broadcom (AVGO)	0.3	$1.9M	-15%	5.6k	346.11	View chart
Healthequity (HQY)	0.3	$1.9M	+36%	21k	91.61	View chart
Booking Holdings (BKNG)	0.3	$1.9M	+17%	356.00	5358.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.9M	-8%	30k	62.47	View chart
Brown & Brown (BRO)	0.3	$1.9M	+86%	23k	79.70	View chart
Sailpoint (SAIL)	0.3	$1.8M	NEW	90k	20.23	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.8M		12k	154.80	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.8M	+47%	136k	13.25	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.3	$1.8M	+6%	36k	49.76	View chart
Rentokil Initial Sponsored Adr (RTO)	0.3	$1.8M	+22%	61k	29.46	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$1.8M	+116%	42k	42.69	View chart
Doubleline Yield (DLY)	0.3	$1.8M		123k	14.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$1.8M	+29%	63k	28.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$1.8M	+5%	49k	35.84	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$1.8M	+102%	15k	119.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.7M	-6%	6.9k	250.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M	-52%	2.5k	684.83	View chart
Linde SHS (LIN)	0.3	$1.7M	+15%	4.1k	426.43	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$1.7M	+21%	35k	49.99	View chart
Airbnb Com Cl A (ABNB)	0.3	$1.7M	NEW	13k	135.72	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$1.7M	-7%	7.1k	241.24	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$1.7M	+98%	38k	45.35	View chart
Icon SHS (ICLR)	0.3	$1.7M	+17%	9.2k	182.22	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.7M	+27%	44k	38.11	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.3	$1.7M		47k	35.67	View chart
Aaon Com Par $0.004 (AAON)	0.2	$1.7M	+33%	22k	76.25	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.2	$1.6M	NEW	42k	38.76	View chart
Steris Shs Usd (STE)	0.2	$1.6M	+30%	6.4k	253.53	View chart
MercadoLibre (MELI)	0.2	$1.6M	+72%	784.00	2013.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.6M	+3%	34k	46.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.5M	-14%	18k	87.16	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M		13k	111.41	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	+19%	1.6k	862.11	View chart
Edwards Lifesciences (EW)	0.2	$1.4M	+36%	16k	85.25	View chart
Bio-techne Corporation (TECH)	0.2	$1.4M	+35%	24k	58.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.4M	-6%	4.3k	314.78	View chart
Clean Harbors (CLH)	0.2	$1.3M	+38%	5.7k	234.48	View chart
CoStar (CSGP)	0.2	$1.3M	+31%	19k	67.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.3M		6.2k	211.79	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.3M	+11%	7.3k	177.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.3M	-4%	7.3k	177.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.3M	+4%	11k	119.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.2M	-12%	12k	105.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$1.2M	+13%	20k	60.81	View chart
Coinbase Global Com Cl A (COIN)	0.2	$1.2M	+3%	5.1k	226.16	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$1.2M	-21%	51k	22.43	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.2M		14k	80.63	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M	+12%	17k	67.22	View chart
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)	0.2	$1.1M	+6%	30k	37.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.1M	+30%	12k	93.97	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.1M	+27%	22k	50.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.1M		43k	26.49	View chart
Nextera Energy (NEE)	0.2	$1.1M	-5%	14k	80.28	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.1M	-5%	25k	44.34	View chart
Caterpillar (CAT)	0.2	$1.1M	+343%	1.9k	573.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.1M	+2%	5.3k	198.63	View chart
Wisdomtree Tr Japan Opportunit (OPPJ)	0.2	$1.0M	+14%	23k	46.40	View chart
Tradeweb Mkts Cl A (TW)	0.2	$1.0M	+44%	9.7k	107.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.0M		13k	81.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.0M	+2%	9.2k	109.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.0M	-53%	5.2k	190.99	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$978k	+24%	19k	52.39	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$970k		14k	69.47	View chart
Align Technology (ALGN)	0.1	$967k	+125%	6.2k	156.15	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$967k	+28%	8.8k	110.25	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$916k	-3%	11k	80.74	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$907k	-37%	13k	68.36	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$899k	+15%	7.9k	113.14	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$896k	-8%	19k	46.86	View chart
Cipher Mining Call Call Option (Principal)	0.1	$893k	NEW	61k	14.76	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$893k		18k	49.70	View chart
salesforce (CRM)	0.1	$892k	+29%	3.4k	264.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$891k	-35%	6.4k	138.46	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$883k	+19%	17k	52.72	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$879k	+6%	14k	64.42	View chart
Warby Parker Cl A Com (WRBY)	0.1	$878k	NEW	40k	21.79	View chart
Palo Alto Networks (PANW)	0.1	$875k	+29%	4.7k	184.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$870k	+32%	1.8k	473.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$867k	-10%	2.6k	335.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$855k	+31%	8.5k	100.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$854k		15k	56.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$836k	-63%	8.9k	94.16	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$833k	+21%	29k	28.84	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$827k	+76%	5.4k	153.02	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$822k	-7%	34k	24.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$821k	-7%	19k	44.42	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$820k	-11%	7.9k	103.56	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.1	$817k	+47%	8.5k	96.34	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$807k	+25%	5.6k	144.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$799k		8.3k	96.28	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$793k		42k	19.08	View chart
Visa Com Cl A (V)	0.1	$775k		2.2k	350.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$769k	+245%	13k	57.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$767k		7.0k	110.20	View chart
Enbridge (ENB)	0.1	$755k		16k	47.83	View chart
HEICO Corporation (HEI)	0.1	$747k	+41%	2.3k	323.62	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$740k	-11%	2.9k	251.17	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$735k	NEW	16k	46.08	View chart
Lam Research Corp Com New (LRCX)	0.1	$729k	-36%	4.3k	171.19	View chart
Eli Lilly & Co. (LLY)	0.1	$724k	+115%	674.00	1074.04	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$705k	-11%	6.6k	107.35	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$702k		27k	26.47	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$698k		12k	57.91	View chart
Omega Healthcare Investors (OHI)	0.1	$696k	-15%	16k	44.34	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$693k	+29%	15k	45.45	View chart
American Express Company (AXP)	0.1	$692k		1.9k	369.95	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$689k		6.8k	101.82	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$680k		7.6k	89.20	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$674k	+137%	13k	50.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$659k	+3%	2.2k	302.13	View chart
Blackrock Health Sciences Te Com Shs (BMEZ)	0.1	$656k		44k	15.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$652k	+41%	12k	52.88	View chart
Stevanato Group S P A Ord Shs (STVN)	0.1	$650k	+25%	32k	20.12	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$643k		14k	47.02	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$640k		4.4k	146.58	View chart
Entegris (ENTG)	0.1	$636k	+33%	7.6k	84.25	View chart
Ares Capital Corporation (ARCC)	0.1	$636k	-4%	31k	20.23	View chart
Iren Call Call Option (Principal)	0.1	$631k	NEW	17k	37.77	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$629k		11k	59.28	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$625k	-3%	16k	40.35	View chart
First Tr Exchange-traded Wcm Developing W (WCME)	0.1	$624k	NEW	36k	17.22	View chart
Ball Corporation (BALL)	0.1	$622k	+9%	12k	52.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$615k	-65%	9.3k	66.00	View chart
Markel Corporation (MKL)	0.1	$613k	+12%	285.00	2149.65	View chart
Uber Technologies (UBER)	0.1	$611k	+13%	7.5k	81.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$608k	-2%	7.7k	78.81	View chart
Strategy Cl A New (MSTR)	0.1	$607k	-55%	4.0k	151.95	View chart
Aon Shs Cl A (AON)	0.1	$605k	+152%	1.7k	352.78	View chart
Equinix (EQIX)	0.1	$605k	+8%	790.00	766.16	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$603k	+32%	15k	41.48	View chart
Primoris Services (PRIM)	0.1	$601k	+110%	4.8k	124.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$594k	+2%	6.2k	96.16	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$589k		55k	10.69	View chart
Yum China Holdings (YUMC)	0.1	$582k	-6%	12k	47.74	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$576k	+2%	12k	49.90	View chart
Relx Sponsored Adr (RELX)	0.1	$576k	+26%	14k	40.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$576k	-18%	13k	43.92	View chart
Mueller Industries (MLI)	0.1	$562k	-17%	4.9k	114.80	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$560k		8.2k	68.74	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$558k		12k	47.56	View chart
Dominion Resources (D)	0.1	$558k	+5%	9.5k	58.59	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$557k	+2%	15k	36.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$556k	+64%	9.5k	58.73	View chart
Primerica (PRI)	0.1	$549k	NEW	2.1k	258.36	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$543k		23k	24.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$542k	+127%	2.0k	268.28	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$540k	+41%	9.7k	55.58	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$537k		7.5k	71.45	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$534k	-10%	1.4k	386.86	View chart
Cisco Systems (CSCO)	0.1	$533k	+52%	6.9k	77.03	View chart
Applied Industrial Technologies (AIT)	0.1	$533k	NEW	2.1k	256.75	View chart
Fortinet (FTNT)	0.1	$530k	+35%	6.7k	79.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$527k		9.9k	53.45	View chart
PennyMac Mortgage Investment Trust (PMT)	0.1	$520k		42k	12.55	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$520k	+59%	12k	42.87	View chart
Walt Disney Company (DIS)	0.1	$520k	-12%	4.6k	113.78	View chart
TFS Financial Corporation (TFSL)	0.1	$518k		39k	13.38	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$517k	NEW	13k	40.63	View chart
Nrg Energy Com New (NRG)	0.1	$505k	+30%	3.2k	159.27	View chart
Verisk Analytics (VRSK)	0.1	$501k	NEW	2.2k	223.69	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$500k	+2%	14k	35.21	View chart
Paychex (PAYX)	0.1	$498k	-7%	4.4k	112.18	View chart
Doubleline Income Solutions (DSL)	0.1	$494k	+2%	44k	11.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$493k	+106%	4.8k	102.39	View chart
Chevron Corporation (CVX)	0.1	$492k	-18%	3.2k	152.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$491k		11k	46.92	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$490k		35k	13.84	View chart
TJX Companies (TJX)	0.1	$489k	-20%	3.2k	153.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$488k	-21%	1.0k	468.54	View chart
Kraneshares Trust Global Carb Stra (KRBN)	0.1	$474k		13k	35.40	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$472k	+2%	75k	6.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$466k		7.8k	60.17	View chart
Howmet Aerospace (HWM)	0.1	$464k		2.3k	205.02	View chart
Graniteshares Etf Tr Hips Us High Inc (HIPS)	0.1	$464k	-15%	40k	11.68	View chart
Applovin Corp Com Cl A (APP)	0.1	$461k	-7%	684.00	673.33	View chart
Qualcomm (QCOM)	0.1	$458k	+82%	2.7k	171.06	View chart
Ishares Tr Msci Jp Value (EWJV)	0.1	$458k	+4%	12k	39.72	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$455k		11k	40.86	View chart
Eversource Energy (ES)	0.1	$453k	-27%	6.7k	67.33	View chart
Stonex Group (SNEX)	0.1	$450k	+4%	4.7k	95.13	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$444k	-6%	5.2k	85.77	View chart
Dick's Sporting Goods (DKS)	0.1	$440k	+45%	2.2k	198.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$438k	+5%	5.3k	82.83	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$431k	-55%	9.7k	44.32	View chart
Main Street Capital Corporation (MAIN)	0.1	$431k	NEW	7.1k	60.39	View chart
Pepsi (PEP)	0.1	$430k	-3%	3.0k	143.32	View chart
Autodesk (ADSK)	0.1	$428k	+27%	1.4k	296.01	View chart
Vanguard World Extended Dur (EDV)	0.1	$426k		6.5k	65.01	View chart
Amgen (AMGN)	0.1	$424k	+79%	1.3k	327.19	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$423k	NEW	20k	20.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$422k	-17%	2.3k	183.36	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$418k	+4%	6.4k	65.54	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$418k		24k	17.71	View chart
Valero Energy Corporation (VLO)	0.1	$417k	+2%	2.6k	162.79	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.1	$415k	+65%	1.7k	249.50	View chart
Expedia Group Com New (EXPE)	0.1	$411k	NEW	1.5k	283.41	View chart
H&R Block (HRB)	0.1	$410k	NEW	9.4k	43.58	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$408k		4.2k	97.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$405k		2.4k	167.92	View chart
Dynex Cap (DX)	0.1	$402k	NEW	29k	14.01	View chart
Datadog Cl A Com (DDOG)	0.1	$395k	NEW	2.9k	135.99	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$395k	-25%	15k	27.21	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$393k		4.2k	93.35	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$389k	+2%	5.4k	72.68	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$386k	-6%	2.8k	139.16	View chart
O'reilly Automotive (ORLY)	0.1	$386k	-18%	4.2k	91.22	View chart
Exxon Mobil Corporation (XOM)	0.1	$384k	-22%	3.2k	120.33	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.1	$382k	-24%	18k	21.88	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$380k	+53%	15k	24.76	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$380k	NEW	20k	19.39	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$380k	+4%	15k	25.81	View chart
ResMed (RMD)	0.1	$378k	NEW	1.6k	240.87	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$376k	+27%	3.5k	106.70	View chart
Axon Enterprise (AXON)	0.1	$374k	-15%	659.00	567.93	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$373k	NEW	18k	21.23	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$363k	-40%	5.7k	64.31	View chart
Applied Materials (AMAT)	0.1	$356k	-11%	1.4k	256.99	View chart
Fastenal Company (FAST)	0.1	$356k		8.9k	40.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$354k	-24%	13k	26.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$354k	+15%	4.0k	88.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$352k	-6%	791.00	444.59	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$350k	NEW	6.7k	52.34	View chart
Abbvie (ABBV)	0.1	$349k	-28%	1.5k	228.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$348k	NEW	601.00	579.45	View chart
Marsh & McLennan Companies (MMC)	0.1	$348k	+53%	1.9k	185.47	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$348k	NEW	1.3k	276.83	View chart
Oracle Corporation (ORCL)	0.1	$344k	-10%	1.8k	194.91	View chart
Cardinal Health (CAH)	0.1	$342k	NEW	1.7k	205.50	View chart
Intel Corporation (INTC)	0.1	$341k	+42%	9.3k	36.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$334k	+19%	1.1k	303.80	View chart
Parker-Hannifin Corporation (PH)	0.0	$333k	-8%	379.00	877.89	View chart
Broadridge Financial Solutions (BR)	0.0	$328k	-35%	1.5k	223.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$327k		1.1k	290.22	View chart
Texas Roadhouse (TXRH)	0.0	$327k	NEW	2.0k	165.98	View chart
AFLAC Incorporated (AFL)	0.0	$326k	NEW	3.0k	110.27	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$316k	NEW	2.0k	161.63	View chart
Bank of America Corporation (BAC)	0.0	$314k		5.7k	55.00	View chart
eBay (EBAY)	0.0	$314k	NEW	3.6k	87.10	View chart
Tko Group Holdings Cl A (TKO)	0.0	$314k	NEW	1.5k	209.00	View chart
Southern Company (SO)	0.0	$309k	-35%	3.5k	87.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$308k	-2%	3.9k	79.73	View chart
Hca Holdings (HCA)	0.0	$307k	NEW	657.00	466.70	View chart
Merck & Co (MRK)	0.0	$307k	NEW	2.9k	105.27	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.0	$305k		10k	29.49	View chart
Diamondback Energy (FANG)	0.0	$305k	-2%	2.0k	150.35	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$301k	-3%	3.9k	77.88	View chart
Spdr Series Trust State Street Spd (SPIP)	0.0	$299k		12k	25.95	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$295k	+7%	1.8k	160.99	View chart
Intercontinental Exchange (ICE)	0.0	$289k	-2%	1.8k	161.92	View chart
Dell Technologies CL C (DELL)	0.0	$286k		2.3k	125.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$277k	+4%	1.1k	246.24	View chart
T1 Energy Com New (TE)	0.0	$276k	NEW	41k	6.68	View chart
Willis Towers Watson SHS (WTW)	0.0	$275k	NEW	838.00	328.40	View chart
Ge Aerospace Com New (GE)	0.0	$272k	+14%	882.00	308.20	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.0	$269k		11k	25.51	View chart
Morgan Stanley India Investment Fund (IIF)	0.0	$269k		11k	24.98	View chart
Sofi Technologies (SOFI)	0.0	$267k	NEW	10k	26.18	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$267k	NEW	9.4k	28.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$265k		352.00	753.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$262k	+7%	2.3k	113.90	View chart
Tidal Trust I Gotham 1000 Valu (GVLU)	0.0	$260k	+12%	11k	24.65	View chart
Bristol Myers Squibb (BMY)	0.0	$260k	-63%	4.8k	53.94	View chart
Verizon Communications (VZ)	0.0	$259k	-14%	6.4k	40.73	View chart
Automatic Data Processing (ADP)	0.0	$259k	+12%	1.0k	257.23	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$259k	-55%	24k	10.72	View chart
Adobe Systems Incorporated (ADBE)	0.0	$257k	+22%	735.00	350.04	View chart
American Tower Reit (AMT)	0.0	$257k	-30%	1.5k	175.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$252k		6.2k	40.94	View chart
Motorola Solutions Com New (MSI)	0.0	$252k	NEW	658.00	383.32	View chart
Hartford Financial Services (HIG)	0.0	$250k	-4%	1.8k	137.80	View chart
Ameriprise Financial (AMP)	0.0	$248k	-15%	506.00	490.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$246k		2.0k	121.59	View chart
Kinder Morgan (KMI)	0.0	$245k	-30%	8.9k	27.49	View chart
Chipotle Mexican Grill (CMG)	0.0	$243k	+8%	6.6k	37.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$240k		1.8k	136.94	View chart
Raymond James Financial (RJF)	0.0	$239k	NEW	1.5k	160.59	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$237k	NEW	9.4k	25.32	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$234k		12k	19.13	View chart
Pacer Fds Tr Us Chs Cws Gwt (BUL)	0.0	$233k		4.2k	55.09	View chart
Otis Worldwide Corp (OTIS)	0.0	$231k	NEW	2.6k	87.35	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$231k	NEW	9.1k	25.45	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$230k	NEW	9.5k	24.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$229k	NEW	9.4k	24.23	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$229k		1.1k	206.52	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$226k	-12%	31k	7.39	View chart
Commercial Metals Company (CMC)	0.0	$225k	NEW	3.2k	69.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$224k		9.3k	24.04	View chart
Purecycle Technologies Call Call Option (Principal)	0.0	$223k	NEW	26k	8.59	View chart
Cheniere Energy Com New (LNG)	0.0	$221k	NEW	1.1k	194.39	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.0	$221k		7.7k	28.55	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$220k	NEW	7.5k	29.28	View chart
Home Depot (HD)	0.0	$213k	-70%	618.00	343.85	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$212k		2.7k	76.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$211k	NEW	1.8k	119.32	View chart
Pfizer (PFE)	0.0	$210k	-13%	8.5k	24.90	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$210k	-24%	1.9k	110.15	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$210k	+5%	3.9k	53.88	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$210k	+2%	6.2k	34.05	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$208k		8.4k	24.90	View chart
Procter & Gamble Company (PG)	0.0	$208k	-3%	1.4k	143.35	View chart
Upwork (UPWK)	0.0	$208k	NEW	11k	19.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$207k	NEW	3.7k	55.57	View chart
International Business Machines (IBM)	0.0	$202k	-10%	681.00	296.24	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$201k	NEW	2.8k	70.98	View chart
Rithm Capital Corp Com New (RITM)	0.0	$192k	-72%	18k	10.90	View chart
Sfl Corporation SHS (SFL)	0.0	$171k	NEW	22k	7.81	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$150k		12k	12.32	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.0	$149k	-71%	14k	10.63	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$146k	NEW	12k	12.02	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$144k		11k	12.66	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$117k	NEW	10k	11.63	View chart
Marathon Digital Holdings In (MARA)	0.0	$102k	-39%	11k	8.98	View chart
Powerfleet (AIOT)	0.0	$85k		16k	5.32	View chart
Uniti Group Com Shs (UNIT)	0.0	$81k	-75%	12k	7.01	View chart

Past Filings by Maridea Wealth Management

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

Maridea Wealth Management 2025 Q4 filed Jan. 8, 2026
Maridea Wealth Management 2025 Q3 filed Nov. 7, 2025
Maridea Wealth Management 2025 Q2 filed July 16, 2025
Maridea Wealth Management 2025 Q1 filed May 7, 2025

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