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Maridea Wealth Management LLC13F | |
| Maridea Wealth Management LLC | |
| Last update 2025-07-16 | 270 Stocks (88 new) |
| Value $384.00 Mil | Turnover 31 % |
Maridea Wealth Management LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIL | WBI BullBear Quality 3000 ETF | 563,594 | 18,336.4 | -1.62% | 4.780 | -0.10% | 54.720 | +11.93% | -6.35% | 34.0 | ||
WBIG | WBI BullBear Yield 3000 ETF | 820,430 | 17,975.7 | -1.88% | 4.680 | -0.12% | 53.620 | +9.42% | -5.51% | 34.3 | ||
QQQ | INVESCO QQQ Trust | 30,835 | 17,010.1 | -5.98% | 4.430 | -0.30% | 0.000 | +21.23% | +10.99% | 360,840.2 | ||
WBIF | WBI BullBear Value 3000 ETF | 542,510 | 15,612.0 | -1.78% | 4.070 | -0.09% | 54.800 | +13.59% | +4.11% | 29.2 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 149,453 | 15,048.5 | -11.64% | 3.920 | -0.65% | 0.030 | +1.07% | +2.39% | 51,428.4 | ||
WBIY |
WBI Power Factor High Dividend Shares
WBI Power Factor High Dividend Shares
| 464,677 | 13,594.0 | -2.35% | 3.540 | -0.11% | 24.460 | +13.67% | +7.30% | 59.1 | ||
NVDA | NVIDIA Corp | 53,799 | 8,499.7 | +18.68% | 2.210 | +0.35% | 0.000 | +63.03% | +29.22% | 4,231,238.7 | Semiconductors | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 284,264 | 8,303.4 | +2,848.49% | 2.160 | +2.09% | 0.020 | +20.97% | +8.24% | 45,979.4 | ||
CLOI | VanEck CLO ETF | 134,247 | 7,108.4 | +0.33% | 1.850 | +0.01% | 0.670 | +2.05% | +3.19% | 1,059.1 | ||
BAR | GraniteShares Gold Shares | 198,800 | 6,488.8 | New Holding | 1.690 | +1.69% | 0.580 | +0.90% | +28.45% | 1,134.0 |
Maridea Wealth Management LLC's Historical Top Holdings Breakdowns
Maridea Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +2.09% | 22.27 ($26.42) 29.21 | $30.11 | 13.95% | Add 2848.49% | 284,264 | 274,623 | |
BAR | GraniteShares Gold Shares | 2025-06-30 | New Buy New Buy | +1.69% | 29.34 ($32.38) 33.87 | $33.26 | 2.70% | New holding | 198,800 | 198,800 | |
IWV | iShares Russell 3000 ETF | 2025-06-30 | Reduce Reduce | -1.52% | 281.67 ($324.69) 351 | $361.09 | 11.21% | Reduce -88.41% | 1,931 | -14,725 | |
QTEC |
First Trust NASDAQ-100 Technology Sector Index Fd
First Trust NASDAQ-100 Technology Sector Index Fd
| 2025-06-30 | New Buy New Buy | +1.49% | 149.56 ($186.85) 212.83 | $216.62 | 15.93% | New holding | 26,791 | 26,791 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Reduce Reduce | -1.44% | 243.75 ($281.15) 303.93 | $312.74 | 11.23% | Reduce -87.03% | 2,404 | -16,125 | |
BTAL |
AGF U.S. Market Neutral Anti-Beta Fund
AGF U.S. Market Neutral Anti-Beta Fund
| 2025-06-30 | Reduce Reduce | -1.27% | 17.61 ($19.5) 21.46 | $16.65 | -14.62% | Reduce -84.26% | 34,887 | -186,768 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | New Buy New Buy | +1.26% | 19.1 ($22.02) 23.83 | $24.51 | 11.31% | New holding | 203,532 | 203,532 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-06-30 | New Buy New Buy | +1.25% | 60.34 ($69.38) 74.89 | $77.06 | 11.07% | New holding | 63,997 | 63,997 | |
USDU |
WisdomTree Bloomberg U.S. Dollar Bullish Fund
WisdomTree Bloomberg U.S. Dollar Bullish Fund
| 2025-06-30 | Reduce Reduce | -0.91% | 25.77 ($26.33) 27.26 | $26.00 | -1.25% | Reduce -62.54% | 61,716 | -103,033 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Add Add | +0.77% | 24.32 ($26.14) 27.96 | $27.30 | 4.44% | Add 306.07% | 147,985 | 111,542 |
Maridea Wealth Management LLC Total Holding History ($B)
Maridea Wealth Management LLC's Asset Allocation
Maridea Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Maridea Wealth Management LLC's Hypothetical Growth since 2025-06-30
Maridea Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Maridea Wealth Management LLC's Holdings Heat Map
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Maridea Wealth Management LLC's Holdings Bubble Chart
Maridea Wealth Management LLC News
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