Maridea Wealth Management LLC Purchases in Q4 2025

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 17.19%
$294.11 - $320.41 $359K - $391K
8.32K $2.68B
AIT
Applied Industrial Technologies Inc

Industrials
2.07K
New
$244.84 - $260.29 $508K - $540K
2.07K $533M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.7K
New
$38.94 - $40.08 $495K - $510K
12.7K $517M
VRSK
Verisk Analytics, Inc.

Industrials
2.24K
New
$208.0 - $249.55 $466K - $559K
2.24K $501M
HQY
Healthequity, Inc.

Healthcare
5.63K
+ 36.9%
$87.78 - $101.77 $494K - $573K
20.9K $1.91B
EW
Edwards Lifesciences Corp

Healthcare
4.35K
+ 36.06%
$72.65 - $86.3 $316K - $376K
16.4K $1.4B
LLY
Eli Lilly & CO

Healthcare
361
+ 115.34%
$799.57 - $1025.28 $289K - $370K
674 $724M
RTO
Rentokil Initial PLC

Industrials
11.2K
+ 22.45%
$25.45 - $29.68 $285K - $332K
61K $1.8B
STE
Steris PLC

Healthcare
1.51K
+ 30.91%
$235.48 - $267.99 $356K - $405K
6.4K $1.62B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.4K
+ 29.85%
$27.41 - $27.93 $395K - $403K
62.7K $1.77B
First Tr Exchange Traded Fd
20.3K
New
N/A
20.3K $423M
GOOGL
Alphabet Inc.

Communication Services
45
+ 0.64%
$236.57 - $291.31 $10.6K - $13.1K
7.12K $2.23B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.45K
New
$210.33 - $273.65 $305K - $397K
1.45K $411M
HRB
H&R Block Inc

Consumer Cyclical
9.41K
New
$44.27 - $52.59 $417K - $495K
9.41K $410M
DFAI
Dimensional ETF Tr

ETFs
9.52K
+ 27.64%
$35.82 - $37.52 $341K - $357K
44K $1.68B
DX
Dynex Capital Inc

Real Estate
28.7K
New
$12.48 - $13.73 $358K - $394K
28.7K $402M
DDOG
Datadog, Inc.

Technology
2.91K
New
$151.17 - $199.72 $439K - $581K
2.91K $395M
PCT
Pure Cycle Technologies, Inc.

Industrials
216K
+ 82.0%
$8.88 - $15.13 $1.92M - $3.27M
479K $4.12B
Simplify Exchange Traded Fun
7.75K
+ 137.91%
N/A
13.4K $674M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
19.6K
New
$19.25 - $19.51 $377K - $382K
19.6K $380M
RMD
Resmed Inc

Healthcare
1.57K
New
$244.46 - $283.36 $384K - $445K
1.57K $378M
First Tr Exchange Traded Fd
17.6K
New
N/A
17.6K $373M
AON
Aon PLC

Financial Services
1.04K
+ 152.72%
$326.07 - $366.93 $338K - $381K
1.72K $605M
AAPL
Apple Inc.

Technology
347
+ 1.29%
$245.27 - $275.25 $85.1K - $95.5K
27.3K $7.43B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.35K
+ 76.61%
$149.52 - $158.91 $351K - $373K
5.41K $827M
J P Morgan Exchange Traded F
6.69K
New
N/A
6.69K $350M
TMO
Thermo Fisher Scientific Inc.

Healthcare
601
New
$524.58 - $588.02 $315K - $353K
601 $348M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.26K
New
$268.43 - $288.26 $337K - $362K
1.26K $348M
BKNG
Booking Holdings Inc.

Consumer Cyclical
53
+ 17.49%
$4804.01 - $5424.55 $255K - $288K
356 $1.91B
CAH
Cardinal Health Inc

Healthcare
1.66K
New
$153.27 - $206.06 $255K - $343K
1.66K $342M
CLH
Clean Harbors Inc

Industrials
1.61K
+ 38.86%
$204.29 - $246.19 $328K - $396K
5.75K $1.35B
TSLA
Tesla, Inc.

Consumer Cyclical
688
+ 6.86%
$401.99 - $468.37 $277K - $322K
10.7K $4.82B
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.97K
New
$160.73 - $179.07 $317K - $353K
1.97K $327M
SPY
Spdr S&P 500 ETF Trust

ETFs
393
+ 7.07%
$653.02 - $687.39 $257K - $270K
5.95K $4.06B
ACN
Accenture PLC

Technology
1.13K
+ 127.08%
$234.02 - $253.35 $265K - $287K
2.02K $542M
AFL
Aflac Inc

Financial Services
2.95K
New
$105.7 - $115.01 $312K - $340K
2.95K $326M
ARES
Ares Management Corp

Financial Services
1.96K
New
$140.88 - $155.5 $276K - $304K
1.96K $316M
EBAY
Ebay Inc

Consumer Cyclical
3.6K
New
$80.85 - $99.58 $291K - $359K
3.6K $314M
TW
Tradeweb Markets Inc.

Financial Services
3K
+ 44.6%
$103.59 - $110.95 $311K - $333K
9.72K $1.05B
Tko Group Holdings Inc
1.5K
New
N/A
1.5K $314M
HCA
Hca Healthcare, Inc.

Healthcare
657
New
$410.68 - $476.61 $270K - $313K
657 $307M
MRK
Merck & Co., Inc.

Healthcare
2.91K
New
$82.49 - $92.93 $240K - $271K
2.91K $307M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.14K
+ 21.63%
$49.78 - $50.16 $306K - $308K
34.5K $1.73B
AVDV
American Centy ETF Tr Avantis

ETFs
2.79K
+ 30.2%
$87.37 - $90.92 $244K - $254K
12K $1.13B
TECH
Bio Techne Corp

Healthcare
6.12K
+ 35.07%
$57.41 - $66.06 $351K - $404K
23.6K $1.39B
CDNS
Cadence Design Systems Inc

Technology
1.22K
+ 22.29%
$314.93 - $353.36 $385K - $431K
6.7K $2.09B
PRIM
Primoris Services Corp

Industrials
2.54K
+ 110.12%
$116.43 - $144.26 $295K - $366K
4.84K $601M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
2.75K
+ 47.86%
$90.04 - $94.61 $247K - $260K
8.48K $817M
T1 Energy Inc
41.3K
New
N/A
41.3K $276M
Activity Summary
Buys All Purchases 258 New Holdings 53 Increased Positions 205 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 3 Puts 0
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