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
WTW
Willis Towers Watson PLC

Financial Services
838
New
$313.1 - $349.93 $262K - $293K
838 $275M
SOFI
So Fi Technologies, Inc.

Financial Services
10.2K
New
$25.24 - $32.21 $258K - $329K
10.2K $267M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.35K
New
$27.01 - $28.4 $253K - $266K
9.35K $267M
SLV
I Shares Silver Trust

ETFs
798
+ 6.21%
$42.4 - $49.17 $33.8K - $39.2K
13.6K $879M
MSI
Motorola Solutions, Inc.

Technology
658
New
$379.98 - $462.26 $250K - $304K
658 $252M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.48K
+ 106.3%
$102.72 - $103.6 $255K - $257K
4.81K $493M
TFLO
Ishares Treasury Floating Rate

ETFs
4.8K
+ 27.36%
$50.42 - $50.61 $242K - $243K
22.3K $1.13B
RJF
Raymond James Financial Inc

Financial Services
1.49K
New
$158.05 - $167.64 $235K - $250K
1.49K $239M
SJNK
Spdr Bloomberg Short Term High

ETFs
9.37K
New
$25.2 - $25.57 $236K - $239K
9.37K $237M
HEI
Heico Corp

Industrials
673
+ 41.19%
$306.83 - $330.64 $206K - $223K
2.31K $747M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.07K
New
$25.38 - $25.57 $230K - $232K
9.07K $231M
CRM
Salesforce, Inc.

Technology
766
+ 29.44%
$235.69 - $263.41 $181K - $202K
3.37K $892M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.49K
New
$24.24 - $24.37 $230K - $231K
9.49K $230M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.44K
New
N/A
9.44K $229M
CMC
Commercial Metals CO

Basic Materials
3.25K
New
$55.35 - $62.05 $180K - $201K
3.25K $225M
LNG
Cheniere Energy, Inc.

Energy
1.14K
New
$205.63 - $235.74 $234K - $269K
1.14K $221M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.51K
New
$29.23 - $29.39 $220K - $221K
7.51K $220M
VGSH
Vanguard

ETFs
3.72K
+ 64.78%
$58.64 - $58.96 $218K - $220K
9.47K $556M
IWF
Ishares Russell 1000 Gr ETF

ETFs
454
+ 32.8%
$459.47 - $491.71 $209K - $223K
1.84K $870M
CSCO
Cisco Systems, Inc.

Technology
2.39K
+ 52.75%
$67.46 - $78.0 $161K - $186K
6.92K $533M
QCOM
Qualcomm Inc

Technology
1.21K
+ 82.18%
$153.59 - $187.68 $186K - $227K
2.68K $458M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.13K
+ 25.38%
$126.92 - $139.12 $144K - $158K
5.6K $807M
AGZ
Ishares Agency Bond ETF

ETFs
1.95K
+ 28.63%
$110.02 - $110.96 $215K - $217K
8.77K $967M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76K
New
$117.68 - $124.18 $208K - $219K
1.76K $210M
UPWK
Upwork, Inc

Industrials
10.5K
New
$15.63 - $18.16 $164K - $190K
10.5K $207M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.73K
New
$52.81 - $55.35 $197K - $207K
3.73K $207M
DXJS
Wisdomtree Tr Japan Smallcap H
2.93K
+ 14.9%
N/A
22.6K $1.05B
ICLR
Icon PLC

Healthcare
1.4K
+ 17.85%
$157.68 - $193.89 $220K - $270K
9.21K $1.68B
AMGN
Amgen Inc

Healthcare
573
+ 79.25%
$290.13 - $341.71 $166K - $196K
1.3K $424M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.03K
+ 31.3%
$100.33 - $100.69 $204K - $205K
8.52K $855M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.83K
New
$67.62 - $70.2 $192K - $199K
2.83K $201M
CSGP
Costar Group, Inc.

Real Estate
4.67K
+ 31.73%
$67.23 - $84.8 $314K - $396K
19.4K $1.3B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.52K
+ 59.49%
$42.66 - $43.29 $193K - $196K
12.1K $520M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.61K
+ 41.43%
$52.76 - $53.18 $190K - $192K
12.3K $651M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.57K
+ 6.42%
$50.55 - $50.74 $180K - $181K
59.1K $2.99B
SFL
Sfl Corp Ltd.

Industrials
21.9K
New
$6.84 - $8.35 $150K - $183K
21.9K $171M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
660
+ 65.8%
$243.46 - $255.19 $161K - $168K
1.66K $415M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.33K
+ 13.53%
$57.9 - $61.26 $135K - $142K
19.5K $1.19B
Brookfield Asset Managmt LTD
3.72K
+ 24.86%
N/A
18.7K $978M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.43K
+ 29.04%
$43.84 - $45.35 $150K - $156K
15.3K $693M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.84K
+ 41.21%
$53.7 - $56.5 $152K - $160K
9.72K $540M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
158
+ 2.66%
$600.51 - $631.95 $94.9K - $99.8K
6.1K $3.83B
Linde PLC
555
+ 15.81%
N/A
4.07K $1.73B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12.1K
New
$11.57 - $12.09 $140K - $146K
12.1K $146M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.2K
+ 21.94%
$28.79 - $29.13 $150K - $151K
28.9K $833M
IWB
Ishares Tr Russell 1000 ETF

ETFs
272
+ 3.62%
$358.39 - $376.54 $97.5K - $102K
7.79K $2.91B
OUNZ
Van Eck Merk Gold Trust

ETFs
3.54K
+ 32.2%
$37.12 - $42.17 $131K - $149K
14.5K $603M
FYX
First Tr Small Cap Core Alphad

ETFs
1.04K
+ 15.01%
$105.19 - $112.13 $109K - $116K
7.95K $899M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.24K
+ 4.86%
$42.26 - $44.28 $94.7K - $99.2K
48.3K $2.15B
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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