Maridea Wealth Management

Maridea Wealth Management as of March 31, 2025

Portfolio Holdings for Maridea Wealth Management

Maridea Wealth Management holds 229 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) 6.2 $19M 836k 22.70
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) 5.9 $18M 573k 31.74
Ishares Tr 0-3 Mnth Treasry (SGOV) 5.6 $17M 169k 100.67
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) 5.2 $16M 552k 28.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $15M 33k 468.92
Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) 4.6 $14M 476k 29.51
Spdr Gold Tr Gold Shs (GLD) 2.5 $7.6M 26k 288.14
Vaneck Etf Trust Clo Etf (CLOI) 2.3 $7.1M 134k 52.84
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $6.0M 65k 91.73
Ishares Tr Russell 3000 Etf (IWV) 1.7 $5.3M 17k 317.64
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $5.1M 19k 274.84
NVIDIA Corporation (NVDA) 1.6 $4.9M 45k 108.38
Vanguard Index Fds Growth Etf (VUG) 1.5 $4.6M 13k 370.82
Agf Invts Tr Us Market Netrl (BTAL) 1.5 $4.6M 222k 20.84
Wisdomtree Tr Blmbg Us Bull (USDU) 1.5 $4.5M 165k 27.26
Apple (AAPL) 1.1 $3.4M 15k 222.13
Ishares Tr Core S&p500 Etf (IVV) 1.0 $3.2M 5.7k 561.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $3.1M 34k 91.03
Amazon (AMZN) 1.0 $3.0M 16k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.9M 5.6k 513.91
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $2.8M 30k 93.66
Select Sector Spdr Tr Energy (XLE) 0.9 $2.7M 29k 93.45
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $2.6M 22k 118.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.6M 44k 58.35
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.8 $2.6M 87k 29.34
Vanguard Index Fds Value Etf (VTV) 0.8 $2.4M 14k 172.74
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $2.3M 27k 88.00
Victory Portfolios Ii Shares Free Cash (VFLO) 0.8 $2.3M 69k 34.28
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $2.2M 75k 29.69
Ishares Tr National Mun Etf (MUB) 0.7 $2.1M 20k 105.44
Microsoft Corporation (MSFT) 0.7 $2.1M 5.6k 375.38
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.7 $2.1M 53k 38.85
Cleanspark Com New (CLSK) 0.7 $2.0M 299k 6.72
Iren Ordinary Shares (IREN) 0.6 $1.9M 320k 6.09
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.6 $1.9M 56k 34.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.2k 532.58
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.7M 5.5k 306.74
Tesla Motors (TSLA) 0.5 $1.7M 6.4k 259.16
Doubleline Yield (DLY) 0.5 $1.7M 103k 16.10
Uber Technologies (UBER) 0.5 $1.6M 22k 72.86
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.4M 31k 46.81
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $1.4M 7.3k 193.02
Meta Platforms Cl A (META) 0.4 $1.3M 2.3k 576.32
Spdr Ser Tr Aerospace Def (XAR) 0.4 $1.3M 8.1k 160.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.3M 9.8k 132.24
Cipher Mining (CIFR) 0.4 $1.3M 552k 2.30
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $1.3M 19k 65.17
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $1.2M 15k 81.67
Marathon Digital Holdings In (MARA) 0.4 $1.2M 107k 11.50
Walt Disney Company (DIS) 0.4 $1.2M 12k 98.70
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $1.2M 20k 59.84
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 7.3k 156.22
Valkyrie Etf Trust Ii Coinshares Valky (WGMI) 0.3 $1.1M 83k 12.77
Purecycle Technologies (PCT) 0.3 $1.0M 148k 6.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.0M 36k 27.96
Vaneck Etf Trust Cef Muni Income (XMPT) 0.3 $1.0M 47k 21.63
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.3 $1.0M 40k 24.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $957k 19k 50.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $949k 35k 26.89
Broadcom (AVGO) 0.3 $947k 5.7k 167.43
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $947k 69k 13.63
Ishares Tr Agency Bond Etf (AGZ) 0.3 $924k 8.4k 109.44
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $923k 18k 50.66
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.3 $909k 19k 49.08
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $905k 13k 68.21
Vanguard Index Fds Large Cap Etf (VV) 0.3 $879k 3.4k 257.03
Ishares Tr Global Tech Etf (IXN) 0.3 $857k 11k 75.74
TJX Companies (TJX) 0.3 $856k 7.0k 121.80
Netflix (NFLX) 0.3 $793k 850.00 932.59
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.3 $782k 11k 71.63
Costco Wholesale Corporation (COST) 0.3 $780k 824.00 946.22
Microstrategy Cl A New (MSTR) 0.3 $768k 2.7k 288.27
McDonald's Corporation (MCD) 0.2 $760k 2.4k 312.33
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $760k 14k 54.76
Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $740k 7.0k 106.02
Wal-Mart Stores (WMT) 0.2 $740k 8.4k 87.79
Rithm Capital Corp Com New (RITM) 0.2 $733k 64k 11.45
Golar Lng SHS (GLNG) 0.2 $720k 19k 37.99
Omega Healthcare Investors (OHI) 0.2 $717k 19k 38.08
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $714k 15k 49.16
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $709k 37k 19.19
Celsius Hldgs Com New (CELH) 0.2 $707k 20k 35.62
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $701k 14k 51.94
Hershey Company (HSY) 0.2 $699k 4.1k 171.03
Enbridge (ENB) 0.2 $696k 16k 44.31
United Parcel Service CL B (UPS) 0.2 $687k 6.2k 109.99
Ares Capital Corporation (ARCC) 0.2 $685k 31k 22.16
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $657k 18k 36.15
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $646k 24k 27.26
Raytheon Technologies Corp (RTX) 0.2 $637k 4.8k 132.46
Coca-Cola Company (KO) 0.2 $636k 8.9k 71.62
Blackrock Health Sciences Te Com Shs (BMEZ) 0.2 $617k 41k 14.90
Mastercard Incorporated Cl A (MA) 0.2 $616k 1.1k 548.06
Epr Pptys Com Sh Ben Int (EPR) 0.2 $606k 12k 52.61
AFLAC Incorporated (AFL) 0.2 $605k 5.4k 111.19
Verizon Communications (VZ) 0.2 $603k 13k 45.36
PennyMac Mortgage Investment Trust (PMT) 0.2 $593k 41k 14.65
AllianceBernstein Global Hgh Incm (AWF) 0.2 $592k 55k 10.73
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $589k 2.8k 211.47
Sarepta Therapeutics (SRPT) 0.2 $584k 9.1k 63.82
UGI Corporation (UGI) 0.2 $578k 18k 33.07
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $577k 17k 33.50
Ishares Gold Tr Ishares New (IAU) 0.2 $574k 9.7k 58.96
International Business Machines (IBM) 0.2 $574k 2.3k 248.67
Pfizer (PFE) 0.2 $570k 23k 25.34
At&t (T) 0.2 $568k 20k 28.28
Cohen & Steers infrastucture Fund (UTF) 0.2 $568k 22k 25.55
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $565k 24k 23.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $560k 7.1k 78.85
Doubleline Income Solutions (DSL) 0.2 $551k 44k 12.61
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $545k 12k 44.88
Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $543k 36k 15.22
Ford Motor Company (F) 0.2 $539k 54k 10.03
Vanguard World Mega Cap Index (MGC) 0.2 $535k 2.7k 201.38
Lam Research Corp Com New (LRCX) 0.2 $530k 7.3k 72.70
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.2 $525k 16k 33.69
Old Republic International Corporation (ORI) 0.2 $518k 13k 39.22
Exxon Mobil Corporation (XOM) 0.2 $517k 4.3k 118.92
Citigroup Com New (C) 0.2 $510k 7.2k 70.99
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $505k 72k 7.05
Agnc Invt Corp Com reit (AGNC) 0.2 $503k 53k 9.58
Valero Energy Corporation (VLO) 0.2 $494k 3.7k 132.08
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.2 $491k 50k 9.89
Dominion Resources (D) 0.2 $491k 8.8k 56.07
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $489k 15k 32.54
Calumet Call Call Option (Principal) 0.2 $488k 39k 12.68
Adt (ADT) 0.2 $485k 60k 8.14
Viper Energy Cl A 0.2 $485k 11k 45.15
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.2 $482k 35k 13.88
Gilead Sciences (GILD) 0.2 $482k 4.3k 112.06
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $481k 29k 16.76
TFS Financial Corporation (TFSL) 0.2 $478k 39k 12.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $470k 1.3k 361.15
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $470k 8.0k 58.54
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $465k 4.9k 95.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $462k 2.7k 170.89
Crowdstrike Hldgs Cl A (CRWD) 0.1 $457k 1.3k 352.58
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $456k 4.9k 92.79
Airbnb Com Cl A (ABNB) 0.1 $456k 3.8k 119.46
Primerica (PRI) 0.1 $456k 1.6k 284.53
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $452k 933.00 484.82
First American Financial (FAF) 0.1 $452k 6.9k 65.63
Hartford Financial Services (HIG) 0.1 $451k 3.6k 123.73
Vanguard World Extended Dur (EDV) 0.1 $449k 6.3k 71.11
Kimberly-Clark Corporation (KMB) 0.1 $447k 3.1k 142.22
Pimco Dynamic Income SHS (PDI) 0.1 $447k 23k 19.80
Kinder Morgan (KMI) 0.1 $447k 16k 28.53
Pulte (PHM) 0.1 $444k 4.3k 102.80
Kraft Heinz (KHC) 0.1 $438k 14k 30.43
Ishares Core Msci Emkt (IEMG) 0.1 $436k 8.1k 53.97
Schlumberger Com Stk (SLB) 0.1 $435k 10k 41.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $434k 18k 24.34
Blackrock (BLK) 0.1 $429k 453.00 947.41
Becton, Dickinson and (BDX) 0.1 $429k 1.9k 229.06
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $414k 14k 29.86
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $413k 8.5k 48.76
NewMarket Corporation (NEU) 0.1 $411k 725.00 566.45
Uniti Group Inc Com reit 0.1 $411k 82k 5.04
Fmc Corp Com New (FMC) 0.1 $407k 9.7k 42.19
McKesson Corporation (MCK) 0.1 $407k 605.00 672.48
Ishares Silver Tr Ishares (SLV) 0.1 $386k 12k 30.99
InterDigital (IDCC) 0.1 $383k 1.9k 206.75
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $377k 7.4k 51.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $373k 2.7k 135.68
First Tr Value Line Divid In SHS (FVD) 0.1 $371k 8.3k 44.59
Palantir Technologies Cl A (PLTR) 0.1 $366k 4.3k 84.41
Chevron Corporation (CVX) 0.1 $364k 2.2k 167.25
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $356k 5.2k 68.81
Visa Com Cl A (V) 0.1 $344k 980.00 350.57
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $341k 1.7k 202.12
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $340k 7.4k 45.97
Tidal Tr Ii Blueprint Chesap (TFPN) 0.1 $339k 15k 22.48
Casey's General Stores (CASY) 0.1 $328k 755.00 434.04
ResMed (RMD) 0.1 $326k 1.5k 223.85
Ishares Tr Msci Jp Value (EWJV) 0.1 $323k 9.7k 33.27
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $321k 2.0k 160.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $319k 5.4k 58.69
Vanguard World Mega Grwth Ind (MGK) 0.1 $316k 1.0k 308.88
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $307k 12k 26.38
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $306k 2.4k 127.11
Pimco Etf Tr Broad Us Tips (TIPZ) 0.1 $296k 5.5k 53.93
Mondelez Intl Cl A (MDLZ) 0.1 $278k 4.1k 67.85
Ishares Tr Short Treas Bd (SHV) 0.1 $278k 2.5k 110.46
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $277k 4.1k 68.32
Willis Towers Watson SHS (WTW) 0.1 $273k 807.00 337.95
CBOE Holdings (CBOE) 0.1 $272k 1.2k 226.29
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $265k 5.1k 51.45
Charles Schwab Corporation (SCHW) 0.1 $263k 3.4k 78.28
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $258k 11k 24.64
Ishares Msci Emrg Chn (EMXC) 0.1 $256k 4.6k 55.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $255k 1.6k 154.63
Eli Lilly & Co. (LLY) 0.1 $250k 303.00 825.91
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $250k 748.00 334.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $249k 962.00 258.62
Pepsi (PEP) 0.1 $249k 1.7k 149.59
Cullen/Frost Bankers (CFR) 0.1 $247k 2.0k 125.20
Vaneck Etf Trust Morningstar Smid (SMOT) 0.1 $243k 7.4k 32.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $241k 9.6k 25.04
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $241k 4.8k 50.33
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $239k 5.2k 46.02
Ishares Msci Jpn Etf New (EWJ) 0.1 $235k 3.4k 68.55
Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $235k 19k 12.72
Emerson Electric (EMR) 0.1 $233k 2.1k 109.64
CVS Caremark Corporation (CVS) 0.1 $232k 3.4k 67.75
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $232k 4.4k 52.37
Ameriprise Financial (AMP) 0.1 $229k 473.00 484.11
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $227k 4.9k 45.86
Morgan Stanley India Investment Fund (IIF) 0.1 $226k 9.3k 24.39
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $225k 10k 21.74
eBay (EBAY) 0.1 $225k 3.3k 67.73
Paypal Holdings (PYPL) 0.1 $221k 3.4k 65.25
Fs Kkr Capital Corp (FSK) 0.1 $216k 10k 20.95
Procter & Gamble Company (PG) 0.1 $213k 1.3k 170.42
Anthem (ELV) 0.1 $213k 490.00 434.96
Hca Holdings (HCA) 0.1 $209k 605.00 345.55
Kla Corp Com New (KLAC) 0.1 $209k 307.00 680.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $209k 1.1k 186.29
salesforce (CRM) 0.1 $206k 767.00 268.36
Bristol Myers Squibb (BMY) 0.1 $204k 3.3k 60.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $203k 1.7k 117.49
Tko Group Holdings Cl A (TKO) 0.1 $203k 1.3k 152.81
American Express Company (AXP) 0.1 $202k 749.00 269.05
QuinStreet (QNST) 0.1 $187k 11k 17.84
Viatris (VTRS) 0.0 $139k 16k 8.71
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $138k 12k 11.52
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $119k 11k 11.20
Powerfleet (AIOT) 0.0 $96k 17k 5.49
Target Hospitality Corp (TH) 0.0 $66k 10k 6.58
Stem 0.0 $3.9k 11k 0.35