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 454 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (BIL) 3.0 $21M +6% 227k 91.64
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Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) 2.3 $16M -5% 664k 23.54
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Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) 2.3 $16M -5% 463k 33.58
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Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) 2.0 $14M -5% 446k 31.24
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Absolute Shs Tr Wbi Pwr Factor (WBIY) 2.0 $14M -3% 406k 33.94
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Global X Fds 1-3 Month T-bill (CLIP) 1.9 $13M NEW 129k 100.36
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NVIDIA Corporation (NVDA) 1.7 $12M +5% 69k 174.40
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Alphabet Cap Stk Cl C (GOOG) 1.6 $11M +7% 38k 286.86
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Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $11M -14% 108k 100.66
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Vanguard Index Fds Growth Etf (VUG) 1.6 $11M +2% 25k 436.79
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Graniteshares Gold Tr Shs Ben Int (BAR) 1.6 $11M +7% 232k 46.13
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $10M +2% 347k 29.13
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Amazon (AMZN) 1.5 $10M +5% 48k 208.27
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Iren Ordinary Shares (IREN) 1.4 $9.9M +3% 288k 34.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $8.9M -3% 16k 577.17
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Vaneck Etf Trust Clo Etf (CLOI) 1.2 $8.6M +2% 162k 52.70
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Apple (AAPL) 1.1 $7.8M +12% 31k 253.79
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Ea Series Trust Alpha Architect (CAOS) 1.1 $7.4M +20% 82k 90.76
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Select Sector Spdr Tr State Street Ene (XLE) 1.1 $7.4M 121k 61.26
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.1 $7.3M +20% 295k 24.91
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Cipher Mining (CIFR) 1.1 $7.3M +4% 567k 12.87
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Spdr Gold Tr Gold Shs (GLD) 0.9 $6.3M -6% 15k 430.30
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.9 $6.2M +22% 102k 61.32
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American Centy Etf Tr Avantis Us Mid C (AVMV) 0.9 $6.0M +22% 81k 74.18
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Ishares Tr Core Univrsl Usd (IUSB) 0.9 $6.0M +17% 130k 46.19
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $5.8M +19% 52k 110.47
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $5.6M +4% 167k 33.77
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Victory Portfolios Ii Shares Free Cash (VFLO) 0.8 $5.4M -9% 136k 39.48
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First Tr Exchange-traded SHS (QTEC) 0.7 $4.9M -4% 23k 215.98
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Spdr Series Trust State Street Spd (SPYM) 0.7 $4.9M 64k 76.54
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Spdr Series Trust State Street Spd (SPTM) 0.7 $4.8M -2% 61k 79.06
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $4.5M -6% 179k 25.10
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Tcw Etf Trust Flexible Income (FLXR) 0.7 $4.5M +17% 114k 39.27
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Etfis Ser Tr I Virtus Newfleet (NFLT) 0.6 $4.5M +16% 196k 22.75
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Ssga Active Etf Tr State Street Bla (SRLN) 0.6 $4.5M +30% 111k 40.14
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Tesla Motors (TSLA) 0.6 $4.4M +10% 12k 371.73
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $4.4M +47% 87k 50.37
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.6 $4.4M +84% 252k 17.32
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Vanguard World Mega Grwth Ind (MGK) 0.6 $4.2M -4% 12k 367.44
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Meta Platforms Cl A (META) 0.6 $4.2M -26% 7.3k 572.13
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First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.6 $4.1M +7% 107k 38.58
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $3.9M 6.0k 650.30
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $3.8M -2% 35k 109.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.8M +5% 6.4k 597.52
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $3.7M -2% 121k 30.68
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Microsoft Corporation (MSFT) 0.5 $3.6M -33% 9.7k 370.17
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Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI) 0.5 $3.5M +7% 101k 34.82
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Mastercard Incorporated Cl A (MA) 0.5 $3.4M +15% 6.9k 499.69
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Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.5 $3.3M +86% 68k 49.51
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $3.3M -24% 14k 237.62
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Advanced Micro Devices (AMD) 0.5 $3.2M -7% 16k 203.44
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $3.2M -5% 29k 110.78
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.5 $3.2M +35% 81k 39.43
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $3.1M -14% 8.1k 383.41
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $3.0M +8% 8.4k 356.54
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Select Sector Spdr Tr State Street Tec (XLK) 0.4 $3.0M -4% 23k 132.90
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Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.4 $3.0M NEW 48k 62.17
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Proshares Tr S&p 500 High Inc (ISPY) 0.4 $3.0M +29% 68k 43.35
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Netflix (NFLX) 0.4 $2.9M +13% 30k 96.15
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Vanguard World Mega Cap Val Etf (MGV) 0.4 $2.8M -2% 20k 144.95
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Amphenol Corp Cl A (APH) 0.4 $2.8M -29% 22k 126.35
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.4 $2.7M +8% 98k 27.57
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Linde SHS (LIN) 0.4 $2.7M +33% 5.4k 495.74
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Wisdomtree Tr Blmbg Us Bull (USDU) 0.4 $2.6M -55% 100k 26.33
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Select Sector Spdr Tr State Street Ind (XLI) 0.4 $2.6M 16k 161.73
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Cleanspark Com New (CLSK) 0.4 $2.6M +15% 301k 8.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M +15% 5.2k 479.24
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Qxo Com New (QXO) 0.4 $2.5M +11% 128k 19.42
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Healthequity (HQY) 0.4 $2.4M +40% 29k 83.57
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Select Sector Spdr Tr State Street Com (XLC) 0.3 $2.4M 22k 110.86
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McKesson Corporation (MCK) 0.3 $2.4M 2.7k 865.20
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Warby Parker Cl A Com (WRBY) 0.3 $2.4M +179% 113k 21.07
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Rentokil Initial Sponsored Adr (RTO) 0.3 $2.3M +20% 74k 31.48
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Cadence Design Systems (CDNS) 0.3 $2.3M +24% 8.3k 277.88
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First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.3 $2.3M +4% 77k 29.78
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $2.3M +32% 46k 49.81
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Tradeweb Mkts Cl A (TW) 0.3 $2.3M +98% 19k 117.66
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Listed Fds Tr Roundhill Magnif (MAGS) 0.3 $2.2M -11% 38k 57.94
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Global X Fds Adaptive Us Risk (ONOF) 0.3 $2.2M NEW 60k 36.24
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.1M +4% 7.4k 287.56
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.3 $2.1M NEW 46k 46.60
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $2.1M +17% 8.2k 257.36
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $2.1M +19% 75k 28.00
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.3 $2.1M 82k 25.55
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.1M +6% 32k 64.08
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Ishares Tr National Mun Etf (MUB) 0.3 $2.1M -3% 19k 106.15
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $2.1M +18% 58k 35.32
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Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $2.0M -7% 45k 45.65
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Costco Wholesale Corporation (COST) 0.3 $2.0M +24% 2.0k 996.28
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.0M +16% 51k 38.96
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Clean Harbors (CLH) 0.3 $2.0M +19% 6.9k 286.73
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Select Sector Spdr Tr State Street Fin (XLF) 0.3 $2.0M 40k 49.37
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Select Sector Spdr Tr State Street Uti (XLU) 0.3 $2.0M 43k 45.89
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Corning Incorporated (GLW) 0.3 $2.0M NEW 14k 135.97
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Sunbelt Rentals Holdings SHS (SUNB) 0.3 $1.9M NEW 30k 65.09
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Select Sector Spdr Tr State Street Mat (XLB) 0.3 $1.9M 38k 49.97
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Doubleline Yield (DLY) 0.3 $1.9M +9% 135k 13.92
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $1.9M -12% 31k 59.78
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Select Sector Spdr Tr State Street Hea (XLV) 0.3 $1.8M +7% 13k 146.61
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Brown & Brown (BRO) 0.3 $1.7M +13% 27k 65.21
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Airbnb Com Cl A (ABNB) 0.2 $1.7M +6% 14k 126.28
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Aaon Com Par $0.004 (AAON) 0.2 $1.7M -5% 21k 82.75
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Edwards Lifesciences (EW) 0.2 $1.7M +27% 21k 80.08
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $1.7M +33% 14k 118.60
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Sailpoint (SAIL) 0.2 $1.7M +40% 126k 13.24
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Ishares Core Msci Emkt (IEMG) 0.2 $1.7M +40% 24k 69.75
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Align Technology (ALGN) 0.2 $1.6M +52% 9.4k 171.43
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.6M -3% 2.4k 653.28
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Broadcom (AVGO) 0.2 $1.6M -8% 5.2k 309.49
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Select Sector Spdr Tr State Street Con (XLY) 0.2 $1.6M 15k 108.98
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MercadoLibre (MELI) 0.2 $1.6M +16% 914.00 1729.08
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Wal-Mart Stores (WMT) 0.2 $1.5M -6% 12k 124.28
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First Tr Exchange-traded A Com Shs (FYX) 0.2 $1.5M +60% 13k 119.35
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Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $1.5M -3% 32k 46.91
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Teledyne Technologies Incorporated (TDY) 0.2 $1.5M NEW 2.5k 605.01
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UFP Technologies (UFPT) 0.2 $1.5M NEW 7.6k 193.60
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Ge Vernova (GEV) 0.2 $1.4M NEW 1.6k 873.17
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Uscf Etf Tr Summerhaven K1 (SDCI) 0.2 $1.4M NEW 52k 27.24
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.4M -8% 16k 86.69
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.4M +17% 14k 99.86
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First Tr Exchange-traded SHS (FDL) 0.2 $1.4M +7% 27k 50.80
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.3M -19% 5.6k 239.99
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Cellebrite Di Ordinary Shares (CLBT) 0.2 $1.3M NEW 94k 13.78
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M -4% 6.9k 184.28
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Spdr Series Trust State Street Spd (XAR) 0.2 $1.3M -29% 5.0k 253.99
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Rh (RH) 0.2 $1.3M NEW 9.1k 139.82
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $1.3M +12% 25k 50.63
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Select Sector Spdr Tr State Street Con (XLP) 0.2 $1.3M -46% 15k 81.98
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Bondbloxx Etf Trust Bloomberg Twenty (XTWY) 0.2 $1.2M +10% 33k 37.59
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.2M +9% 21k 58.18
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.2M +39% 7.8k 158.58
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Booking Holdings (BKNG) 0.2 $1.2M -18% 291.00 4205.80
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Nextera Energy (NEE) 0.2 $1.2M -6% 13k 92.88
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Wisdomtree Tr Japan Opportunit (OPPJ) 0.2 $1.2M 22k 54.36
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.2 $1.2M NEW 64k 18.98
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Keysight Technologies (KEYS) 0.2 $1.2M NEW 4.3k 282.37
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.2M -10% 5.5k 217.26
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.2M +17% 6.2k 191.80
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MasTec (MTZ) 0.2 $1.2M NEW 3.7k 321.74
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2M -7% 4.0k 298.86
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First Tr Exchange-traded Wcm Developing W (WCME) 0.2 $1.2M +95% 71k 16.79
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Cohen & Steers Etf Trust Preferred And In (CSPF) 0.2 $1.2M NEW 46k 25.64
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Ishares Tr Global Tech Etf (IXN) 0.2 $1.2M +2% 12k 99.97
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.2M -31% 32k 36.57
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First Tr Exchange-traded Vest Laddered (ACYN) 0.2 $1.2M NEW 57k 20.38
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Kinsale Cap Group (KNSL) 0.2 $1.2M NEW 3.4k 341.66
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.2M +4% 13k 88.16
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.2M +165% 14k 82.57
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Wisdomtree Tr Jp Smallcp Div (DFJ) 0.2 $1.2M +33% 11k 102.06
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.2M 15k 79.56
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Entegris (ENTG) 0.2 $1.1M +25% 9.5k 117.24
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Ishares Tr Tips Bd Etf (TIP) 0.2 $1.1M +8% 10k 110.36
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.1M +33% 12k 92.74
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $1.1M +30% 24k 44.45
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Relx Sponsored Adr (RELX) 0.2 $1.1M +129% 33k 33.15
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Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.2 $1.1M -61% 42k 25.65
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Ball Corporation (BALL) 0.2 $1.1M +54% 18k 59.11
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Spdr Series Trust State Street Spd (SPTI) 0.2 $1.1M +28% 37k 28.66
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Ishares Msci Japan Etf (EWJ) 0.2 $1.1M +11% 13k 84.44
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Exxon Mobil Corporation (XOM) 0.2 $1.1M +94% 6.2k 169.66
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Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $1.0M NEW 20k 51.84
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.0M -2% 5.1k 196.20
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Palantir Technologies Cl A (PLTR) 0.1 $997k -6% 6.8k 146.29
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $993k +64% 13k 78.41
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Vertiv Holdings Com Cl A (VRT) 0.1 $988k NEW 3.9k 250.58
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Micron Technology (MU) 0.1 $972k -75% 2.9k 337.81
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Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.1 $963k +45% 20k 49.46
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T1 Energy Com New (TE) 0.1 $956k +426% 218k 4.39
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $930k -2% 14k 68.28
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Freeport Mcmoran CL B (FCX) 0.1 $921k NEW 16k 58.78
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Spdr Series Trust State Street Spd (SPSM) 0.1 $892k -3% 19k 48.32
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Palo Alto Networks (PANW) 0.1 $870k +14% 5.4k 160.32
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First Tr Exchange-traded SHS (FVD) 0.1 $864k +15% 18k 47.03
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Enbridge (ENB) 0.1 $863k 16k 54.14
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $853k +2% 2.7k 320.78
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $852k -3% 5.2k 163.58
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $843k +54% 6.7k 125.45
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Sandisk Corp (SNDK) 0.1 $839k NEW 1.3k 635.34
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $834k -2% 8.3k 100.57
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Pacer Fds Tr Us Chs Cws Gwt (BUL) 0.1 $834k +264% 15k 54.06
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $824k +16% 18k 46.23
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Fortinet (FTNT) 0.1 $821k +50% 10k 81.72
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $812k -13% 5.6k 145.02
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Ciena Corp Com New (CIEN) 0.1 $810k NEW 2.1k 388.23
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Iren Call Call Option (Principal) 0.1 $802k +40% 23k 34.28
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $782k +92% 2.0k 390.41
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $772k +107% 41k 19.00
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First Tr Exchange-traded Structured Cr In (SCIO) 0.1 $766k +82% 37k 20.64
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $765k -9% 14k 55.85
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HEICO Corporation (HEI) 0.1 $763k +20% 2.8k 274.21
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $757k 6.9k 108.99
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JPMorgan Chase & Co. (JPM) 0.1 $750k -69% 2.6k 294.16
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Stonex Group (SNEX) 0.1 $742k +94% 9.2k 80.65
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $741k +2% 14k 52.64
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $739k 6.8k 109.22
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Stevanato Group S P A Ord Shs (STVN) 0.1 $737k +66% 54k 13.75
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First Tr Exchange-traded Vest High Yield (HYTI) 0.1 $736k NEW 38k 19.26
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Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $733k +11% 16k 45.05
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $725k -7% 1.7k 426.40
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Spdr Series Trust State Street Spd (SPTS) 0.1 $720k +228% 25k 29.18
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Uber Technologies (UBER) 0.1 $710k +32% 9.9k 71.93
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $709k +9% 14k 52.56
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Lockheed Martin Corporation (LMT) 0.1 $707k NEW 1.2k 604.13
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Lam Research Corp Com New (LRCX) 0.1 $702k -22% 3.3k 213.68
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Spdr Series Trust State Street Spd (SPMD) 0.1 $686k -3% 12k 59.22
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Chevron Corporation (CVX) 0.1 $686k +2% 3.3k 206.90
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Spdr Series Trust State Street Spd (CWB) 0.1 $684k 7.5k 91.52
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $683k -2% 13k 52.76
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $677k +14% 7.1k 95.44
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $674k +21% 9.9k 68.35
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $657k +66% 24k 26.91
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Marsh & McLennan Companies (MRSH) 0.1 $652k +100% 3.8k 173.45
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $645k -2% 2.1k 302.30
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $640k -15% 11k 56.68
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Omega Healthcare Investors (OHI) 0.1 $636k -7% 15k 43.82
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Archrock (AROC) 0.1 $632k NEW 18k 34.80
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Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $629k 15k 40.83
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $627k 9.3k 67.53
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Cisco Systems (CSCO) 0.1 $627k +16% 8.1k 77.59
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $627k -34% 5.7k 109.71
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Hartford Financial Services (HIG) 0.1 $623k +153% 4.6k 135.23
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Reaves Util Income Com Sh Ben Int (UTG) 0.1 $621k +3% 16k 39.28
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Blackrock Health Sciences Te Com Shs (BMEZ) 0.1 $619k 43k 14.36
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Primerica (PRI) 0.1 $612k +15% 2.4k 250.43
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salesforce (CRM) 0.1 $609k -3% 3.3k 186.67
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $602k -21% 6.2k 96.70
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Cohen & Steers infrastucture Fund (UTF) 0.1 $600k +2% 23k 25.88
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $586k +54% 8.7k 67.07
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $577k +2% 13k 43.11
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McDonald's Corporation (MCD) 0.1 $577k -78% 1.9k 310.76
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AllianceBernstein Global Hgh Incm (AWF) 0.1 $575k +2% 57k 10.17
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $575k -30% 13k 44.90
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Dominion Resources (D) 0.1 $573k -2% 9.3k 61.82
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TJX Companies (TJX) 0.1 $570k +12% 3.6k 159.71
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Southern Company (SO) 0.1 $566k +65% 5.9k 96.51
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $552k +8% 1.5k 370.69
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Sofi Technologies (SOFI) 0.1 $551k +240% 35k 15.88
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Howmet Aerospace (HWM) 0.1 $547k +4% 2.4k 230.46
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Pepsi (PEP) 0.1 $545k +17% 3.5k 155.09
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TFS Financial Corporation (TFSL) 0.1 $544k 39k 14.05
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Markel Corporation (MKL) 0.1 $540k 282.00 1914.07
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Doubleline Income Solutions (DSL) 0.1 $533k +12% 49k 10.83
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Ishares Silver Tr Ishares (SLV) 0.1 $528k -43% 7.7k 68.14
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Vanguard World Mega Cap Index (MGC) 0.1 $525k -24% 2.2k 236.35
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $523k +13% 45k 11.55
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Oracle Corporation (ORCL) 0.1 $520k +100% 3.5k 147.11
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $520k -10% 9.5k 54.55
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Equinix (EQIX) 0.1 $514k -33% 524.00 980.24
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PennyMac Mortgage Investment Trust (PMT) 0.1 $506k +4% 43k 11.66
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Ishares Tr Msci Jp Value (EWJV) 0.1 $502k +2% 12k 42.67
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $502k 11k 47.53
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Bristol Myers Squibb (BMY) 0.1 $500k +70% 8.2k 60.65
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Ishares Ethereum Tr SHS (ETHA) 0.1 $499k -38% 32k 15.83
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Raytheon Technologies Corp (RTX) 0.1 $496k +11% 2.6k 192.93
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Wisdomtree Tr Equity Premium (WTPI) 0.1 $495k NEW 16k 31.91
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $490k 7.8k 62.56
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Caterpillar (CAT) 0.1 $490k -64% 691.00 708.65
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $484k +5% 37k 12.93
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $475k +27% 3.1k 155.09
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $474k -4% 4.6k 103.43
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Etfis Ser Tr I Infrac Act Mlp (AMZA) 0.1 $473k NEW 10k 46.09
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Spdr Series Trust State Street Spd (SPTL) 0.1 $469k -32% 18k 26.30
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $465k -9% 11k 42.31
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Grayscale Ethereum Staking E SHS (ETHE) 0.1 $462k -19% 27k 17.07
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Epr Pptys Com Sh Ben Int (EPR) 0.1 $459k -20% 9.2k 49.96
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $456k NEW 22k 20.36
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $448k 6.4k 69.90
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Spdr Index Shs Fds State Street Spd (GWX) 0.1 $443k -5% 11k 42.23
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $442k -7% 4.8k 91.78
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Thermo Fisher Scientific (TMO) 0.1 $435k +47% 885.00 491.53
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Pimco Dynamic Income SHS (PDI) 0.1 $435k +7% 25k 17.11
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Solstice Advanced Matls Com Shs (SOLS) 0.1 $434k NEW 5.7k 76.17
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Fastenal Company (FAST) 0.1 $433k +5% 9.3k 46.40
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Vanguard World Extended Dur (EDV) 0.1 $429k 6.6k 64.95
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Sfl Corporation SHS (SFL) 0.1 $423k +78% 39k 10.79
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Ishares Msci Emrg Chn (EMXC) 0.1 $423k 5.4k 78.66
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Intuit (INTU) 0.1 $422k NEW 977.00 432.38
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $421k -12% 13k 33.74
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Tidal Trust I Fundstrat Granny (GRNY) 0.1 $417k +13% 18k 23.87
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $410k +10% 1.2k 338.04
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Rockwell Automation (ROK) 0.1 $407k -79% 1.1k 358.88
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Tapestry (TPR) 0.1 $406k NEW 2.9k 141.11
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Spdr Series Trust State Street Spd (SDY) 0.1 $405k 2.8k 145.94
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Ishares Jp Morgan Em Etf (LEMB) 0.1 $403k NEW 9.9k 40.80
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $403k -75% 11k 38.42
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $402k +24% 1.4k 287.18
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Strive Call Call Option (Principal) 0.1 $401k NEW 40k 10.02
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.1 $393k NEW 26k 15.34
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $390k -3% 14k 27.85
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $387k +8% 4.4k 88.69
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Intel Corporation (INTC) 0.1 $384k -5% 8.7k 44.13
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.1 $384k +9% 7.4k 52.19
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Vaneck Etf Trust Cef Muni Income (XMPT) 0.1 $384k +2% 18k 21.50
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Teradyne (TER) 0.1 $383k NEW 1.3k 296.46
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Diamondback Energy (FANG) 0.1 $380k -5% 1.9k 197.76
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Dell Technologies CL C (DELL) 0.1 $378k 2.3k 164.11
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First Tr Exchange-traded Vest Investment (LQTI) 0.1 $375k NEW 19k 19.58
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Series Portfolios Tr Infrastrctur Cap (ICAP) 0.1 $373k NEW 14k 26.31
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Ishares Tr Core High Dv Etf (HDV) 0.1 $373k +35% 2.7k 135.71
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Wec Energy Group (WEC) 0.1 $371k NEW 3.2k 115.77
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First Tr Exchange-traded Vest 20 Plus Yea (LTTI) 0.1 $369k NEW 20k 18.77
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Dynex Cap (DX) 0.1 $368k 29k 12.76
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $365k -34% 6.2k 58.54
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $363k -47% 8.7k 41.68
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $361k +29% 1.5k 247.93
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Abbvie (ABBV) 0.1 $361k +8% 1.7k 217.47
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Spdr Series Trust State Stret Spdr (CERY) 0.1 $361k +32% 10k 35.24
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Spdr Series Trust State Street Spd (SPYG) 0.1 $360k +4% 3.7k 97.91
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Eversource Energy (ES) 0.1 $359k -22% 5.2k 69.28
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Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $352k -9% 3.8k 92.34
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First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $351k 13k 26.27
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Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $350k NEW 3.3k 105.55
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Ea Series Trust Cambria Endowm (ENDW) 0.1 $349k NEW 11k 31.84
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Axon Enterprise (AXON) 0.1 $349k +24% 822.00 424.69
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Yum China Holdings (YUMC) 0.1 $344k -42% 7.1k 48.78
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Verisk Analytics (VRSK) 0.0 $343k -19% 1.8k 189.75
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Cohen & Steers Etf Trust Real Estate Acti (CSRE) 0.0 $341k +22% 13k 26.28
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Philip Morris International (PM) 0.0 $341k NEW 2.1k 165.32
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.0 $340k -34% 6.4k 52.80
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Ares Capital Corporation (ARCC) 0.0 $339k -40% 19k 18.02
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $336k NEW 7.5k 44.87
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eBay (EBAY) 0.0 $335k +2% 3.7k 91.02
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $334k NEW 5.9k 56.79
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.0 $330k -35% 6.3k 52.46
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Roper Industries (ROP) 0.0 $329k NEW 931.00 353.76
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Hershey Company (HSY) 0.0 $328k NEW 1.6k 207.83
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Eli Lilly & Co. (LLY) 0.0 $326k -47% 354.00 919.42
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Coinbase Global Com Cl A (COIN) 0.0 $325k -63% 1.9k 174.65
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Paychex (PAYX) 0.0 $325k -20% 3.5k 92.12
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Datadog Cl A Com (DDOG) 0.0 $324k -5% 2.7k 118.05
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $323k -31% 5.2k 62.68
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Newmont Mining Corporation (NEM) 0.0 $322k NEW 3.0k 108.23
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Chubb (CB) 0.0 $322k NEW 987.00 325.79
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $321k -15% 63k 5.10
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Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $321k NEW 2.4k 133.19
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Strategy Cl A New (MSTR) 0.0 $319k -36% 2.6k 124.80
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Broadridge Financial Solutions (BR) 0.0 $314k +31% 1.9k 162.48
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $313k NEW 3.5k 90.53
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $312k -27% 8.5k 36.81
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Illinois Tool Works (ITW) 0.0 $309k NEW 1.2k 260.29
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $308k +20% 2.8k 111.38
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.0 $306k +49% 5.6k 54.84
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $306k 3.9k 79.27
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Applied Industrial Technologies (AIT) 0.0 $305k -44% 1.1k 265.28
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Applovin Corp Com Cl A (APP) 0.0 $302k +10% 758.00 398.13
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Expedia Group Com New (EXPE) 0.0 $302k -9% 1.3k 230.89
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Tyson Foods Cl A (TSN) 0.0 $301k NEW 4.7k 64.07
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $300k NEW 9.9k 30.32
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $298k 3.9k 77.18
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Victory Portfolios Ii Victoryshares Sm (SFLO) 0.0 $297k -4% 9.9k 30.03
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Valero Energy Corporation (VLO) 0.0 $297k -53% 1.2k 247.08
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Mueller Industries (MLI) 0.0 $296k -45% 2.7k 110.80
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $296k -5% 1.2k 248.85
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Nushares Etf Tr Nuveen Internati (NXUS) 0.0 $293k NEW 12k 24.79
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Tidal Trust I Gotham 1000 Valu (GVLU) 0.0 $292k +9% 12k 25.32
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Analog Devices (ADI) 0.0 $291k NEW 913.00 318.19
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Verizon Communications (VZ) 0.0 $290k -9% 5.8k 50.20
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Intercontinental Exchange (ICE) 0.0 $287k +2% 1.8k 157.24
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Jabil Circuit (JBL) 0.0 $286k NEW 1.1k 265.51
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Bank of America Corporation (BAC) 0.0 $286k +2% 5.9k 48.75
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Kinder Morgan (KMI) 0.0 $285k -4% 8.5k 33.53
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Equifax (EFX) 0.0 $281k NEW 1.6k 180.07
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Purecycle Technologies (PCT) 0.0 $281k -88% 54k 5.19
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Spdr Series Trust State Street Spd (JNK) 0.0 $280k -30% 2.9k 95.72
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.0 $279k NEW 18k 15.49
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Spdr Series Trust State Stret Spdr (TIPX) 0.0 $278k -65% 15k 19.19
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Kraneshares Trust Global Carb Stra (KRBN) 0.0 $278k -30% 9.4k 29.69
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Monolithic Power Systems (MPWR) 0.0 $271k NEW 248.00 1092.38
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $268k NEW 3.5k 77.10
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $267k -89% 5.3k 50.58
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At&t (T) 0.0 $266k NEW 9.2k 28.99
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Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.0 $266k NEW 5.1k 51.81
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $265k -17% 651.00 407.70
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Spdr Index Shs Fds State Street Spd (GNR) 0.0 $265k NEW 3.6k 74.66
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Williams-Sonoma (WSM) 0.0 $264k NEW 1.4k 182.36
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BP Sponsored Adr (BP) 0.0 $263k NEW 5.6k 47.00
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Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG) 0.0 $261k NEW 8.1k 32.20
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Tko Group Holdings Cl A (TKO) 0.0 $261k -13% 1.3k 201.65
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Cme (CME) 0.0 $261k NEW 883.00 295.43
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Vaneck Etf Trust Fabless Semicond (SMHX) 0.0 $259k NEW 7.0k 37.22
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FedEx Corporation (FDX) 0.0 $258k NEW 724.00 356.34
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Vaneck Etf Trust Retail Etf (RTH) 0.0 $258k -38% 1.0k 250.89
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Chipotle Mexican Grill (CMG) 0.0 $254k +20% 7.9k 32.01
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Amplify Etf Tr Blockchain Techn (BLOK) 0.0 $251k NEW 5.0k 49.81
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Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $251k NEW 11k 23.26
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Strategy Call Call Option (Principal) 0.0 $250k NEW 2.0k 124.80
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Altria (MO) 0.0 $249k NEW 3.8k 66.00
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $244k -42% 5.6k 43.59
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American Tower Reit (AMT) 0.0 $243k -3% 1.4k 172.58
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Ishares Tr Core Msci Euro (IEUR) 0.0 $243k +21% 3.5k 70.27
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Fidelity Greenwood Street Tr Managed Futures (FFUT) 0.0 $242k NEW 4.2k 57.40
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DNP Select Income Fund (DNP) 0.0 $239k NEW 23k 10.30
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Ge Aerospace Com New (GE) 0.0 $238k -4% 838.00 283.71
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Ssga Active Tr Sst Bridgewater (ALLW) 0.0 $235k NEW 8.1k 28.85
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $234k +7% 2.0k 118.62
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General Dynamics Corporation (GD) 0.0 $234k NEW 681.00 343.37
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Vanguard World Inf Tech Etf (VGT) 0.0 $234k -4% 335.00 697.72
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Home Depot (HD) 0.0 $234k +15% 711.00 328.74
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Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC) 0.0 $233k NEW 6.8k 34.49
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Agnc Invt Corp Com reit (AGNC) 0.0 $233k -3% 23k 10.03
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SLB Com Stk (SLB) 0.0 $233k NEW 4.5k 51.39
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Morgan Stanley India Investment Fund (IIF) 0.0 $231k +4% 11k 20.58
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Coca-Cola Company (KO) 0.0 $229k NEW 3.0k 76.04
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Visa Com Cl A (V) 0.0 $229k -65% 757.00 302.36
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Metropcs Communications (TMUS) 0.0 $226k NEW 1.1k 209.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $226k NEW 4.2k 54.05
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $226k NEW 2.4k 92.69
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FirstEnergy (FE) 0.0 $226k NEW 4.5k 50.66
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $225k NEW 574.00 391.42
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $224k +13% 2.0k 112.11
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Spdr Series Trust State Street Spd (XBI) 0.0 $224k NEW 1.8k 127.73
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Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $223k -2% 9.2k 24.24
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Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $223k -3% 9.2k 24.24
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $223k -2% 8.8k 25.33
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Amgen (AMGN) 0.0 $222k -51% 632.00 351.64
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $222k -3% 9.0k 24.75
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Thor Industries (THO) 0.0 $220k NEW 2.8k 79.89
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Procter & Gamble Company (PG) 0.0 $218k +4% 1.5k 144.45
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Abrdn Asia Pacific Income Fu Com New (FAX) 0.0 $217k NEW 15k 14.42
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American Express Company (AXP) 0.0 $213k -62% 702.00 302.70
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Parker-Hannifin Corporation (PH) 0.0 $212k -37% 237.00 895.24
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Vanguard World Energy Etf (VDE) 0.0 $212k NEW 1.2k 173.04
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Eaton Corp SHS (ETN) 0.0 $212k NEW 592.00 357.67
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Texas Pacific Land Corp (TPL) 0.0 $210k NEW 442.00 474.73
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Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 0.0 $209k NEW 5.2k 40.08
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $209k 3.9k 53.22
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Allstate Corporation (ALL) 0.0 $208k NEW 1.0k 207.32
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Ishares Msci Eurzone Etf (EZU) 0.0 $206k NEW 3.3k 62.64
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Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $206k 12k 16.80
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RBB Us Treasy 2 Yr (UTWO) 0.0 $206k NEW 4.3k 48.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $205k -8% 1.6k 128.12
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Darden Restaurants (DRI) 0.0 $205k NEW 1.0k 196.04
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Fabrinet SHS (FN) 0.0 $204k NEW 391.00 521.52
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Atmos Energy Corporation (ATO) 0.0 $202k NEW 1.1k 184.72
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $201k -82% 7.5k 26.61
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Northern Lts Fd Tr Iv Monarch Procap I (MPRO) 0.0 $201k NEW 6.4k 31.24
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $201k NEW 2.9k 68.78
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Cipher Digital Call Call Option (Principal) 0.0 $197k -74% 15k 12.87
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $197k NEW 12k 16.72
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First Tr Exchange-traded Ft Vest Bitcoin (DFII) 0.0 $194k NEW 15k 13.30
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Hp (HPQ) 0.0 $194k NEW 10k 19.21
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Doubleline Opportunistic Cr (DBL) 0.0 $178k NEW 12k 14.60
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Volatility Shs Tr Solana Etf (SOLZ) 0.0 $170k NEW 20k 8.36
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Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $168k +20% 15k 11.50
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Quicklogic Corp Com New (QUIK) 0.0 $161k NEW 17k 9.38
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Rocket Cos Com Cl A (RKT) 0.0 $156k NEW 11k 14.25
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Putnam Etf Trust Franklin New Jer (FTNJ) 0.0 $149k NEW 17k 8.70
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Invesco Insured Municipal Income Trust (IIM) 0.0 $148k 12k 12.16
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Nuveen Insd Dividend Advantage (NVG) 0.0 $140k 11k 12.33
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $129k +14% 11k 11.23
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Upwork (UPWK) 0.0 $127k +11% 12k 10.96
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Cleanspark Call Call Option (Principal) 0.0 $100k NEW 12k 8.51
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Morgan Stanley Emerging Markets Debt (MSD) 0.0 $83k -61% 12k 7.02
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Powerfleet (AIOT) 0.0 $49k 16k 3.08
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Past Filings by Maridea Wealth Management

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