Maridea Wealth Management LLC Purchases in Q4 2024

Maridea Wealth Management LLC

  • $310 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
1.02K
New
$491.3 - $536.15 $502K - $547K
1.02K $538M
KNTK
Kinetik Holdings Inc.

Energy
9.46K
New
$45.65 - $61.95 $432K - $586K
9.46K $537M
IEF
Ishares Barclays

ETFs
5.78K
New
$92.08 - $98.18 $532K - $567K
5.78K $534M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
21.9K
New
$23.17 - $26.26 $507K - $575K
21.9K $526M
DSL
Double Line Income Solutions Fund

Financial Services
41.3K
New
$12.32 - $13.0 $509K - $537K
41.3K $519M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
40.6K
New
$12.44 - $14.36 $505K - $583K
40.6K $511M
EPR
Epr Properties

Real Estate
11.5K
New
$43.17 - $49.39 $497K - $568K
11.5K $510M
SNPS
Synopsys Inc

Technology
1.04K
New
$485.36 - $588.0 $504K - $611K
1.04K $504M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.96K
New
$55.45 - $61.08 $497K - $547K
8.96K $497M
GILD
Gilead Sciences, Inc.

Healthcare
5.37K
New
$83.95 - $97.9 $451K - $526K
5.37K $496M
TFSL
Tfs Financial Corp

Financial Services
38.5K
New
$12.52 - $14.53 $482K - $559K
38.5K $483M
AGNC
Agnc Investment Corp.

Real Estate
52.5K
New
$9.21 - $10.59 $483K - $556K
52.5K $483M
KHC
Kraft Heinz CO

Consumer Defensive
15.7K
New
$30.1 - $36.02 $474K - $567K
15.7K $483M
RMD
Resmed Inc

Healthcare
2.11K
New
$228.69 - $256.07 $481K - $539K
2.11K $481M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
49.9K
New
$9.57 - $10.31 $477K - $514K
49.9K $480M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
28.5K
New
$15.9 - $17.05 $454K - $486K
28.5K $474M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
34.9K
New
$13.12 - $14.37 $457K - $501K
34.9K $474M
BYD
Boyd Gaming Corp

Consumer Cyclical
6.5K
New
$62.5 - $75.64 $406K - $492K
6.5K $471M
XOM
Exxon Mobil Corp

Energy
4.38K
New
$105.51 - $125.37 $462K - $549K
4.38K $471M
DGX
Quest Diagnostics Inc

Healthcare
3.1K
New
N/A
3.1K $468M
D
Dominion Energy, Inc

Utilities
8.68K
New
$52.63 - $60.92 $457K - $529K
8.68K $467M
UNIT
Uniti Group Inc.

Real Estate
83.7K
New
$5.07 - $6.12 $424K - $512K
83.7K $460M
UTG
Reaves Utility Income Fund

Financial Services
14.5K
New
$30.81 - $34.99 $447K - $508K
14.5K $460M
VLO
Valero Energy Corp

Energy
3.73K
New
$118.59 - $144.02 $442K - $537K
3.73K $457M
ATO
Atmos Energy Corp

Utilities
3.26K
New
$136.41 - $151.43 $445K - $494K
3.26K $454M
COST
Costco Wholesale Corp

Consumer Defensive
493
New
$873.59 - $994.69 $431K - $490K
493 $452M
THG
Hanover Insurance Group, Inc.

Financial Services
2.92K
New
$144.81 - $165.01 $423K - $482K
2.92K $452M
HRL
Hormel Foods Corp

Consumer Defensive
14.4K
New
$29.21 - $33.55 $420K - $483K
14.4K $451M
FVD
First Tr Value Line Divid Inde

ETFs
10.3K
New
$43.4 - $46.7 $447K - $481K
10.3K $449M
EDV
Vanguard Extended Duration Tre

ETFs
6.51K
New
$67.27 - $79.67 $438K - $518K
6.51K $441M
MCD
Mcdonalds Corp

Consumer Cyclical
1.52K
New
$288.47 - $316.54 $438K - $481K
1.52K $441M
RH
Rh

Consumer Cyclical
1.12K
New
$311.9 - $446.04 $348K - $497K
1.12K $439M
MAR
Marriott International Inc

Consumer Cyclical
1.55K
New
$246.06 - $292.59 $382K - $454K
1.55K $433M
MCK
Mckesson Corp

Healthcare
760
New
$482.27 - $628.5 $367K - $478K
760 $433M
WRB
Berkley W R Corp

Financial Services
7.34K
New
$56.48 - $64.94 $414K - $476K
7.34K $429M
MSTR
Microstrategy Inc

Technology
1.48K
New
$162.69 - $473.83 $241K - $702K
1.48K $429M
PM
Philip Morris International Inc.

Consumer Defensive
3.56K
New
$118.38 - $133.06 $421K - $474K
3.56K $428M
PAYX
Paychex Inc

Industrials
3.03K
New
$135.86 - $148.73 $412K - $451K
3.03K $425M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.24K
New
$316.94 - $357.88 $392K - $442K
1.24K $424M
UBER
Uber Technologies, Inc

Technology
6.97K
New
$59.93 - $86.34 $417K - $601K
6.97K $420M
KMB
Kimberly Clark Corp

Consumer Defensive
3.2K
New
$130.37 - $146.09 $417K - $467K
3.2K $419M
Abrdn Asia Pacific Income Fu
28.3K
New
N/A
28.3K $416M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.81K
New
$77.25 - $91.3 $371K - $439K
4.81K $410M
Lam Research Corp
5.51K
New
N/A
5.51K $398M
SHV
Ishares Tr

ETFs
3.59K
New
$109.92 - $110.57 $394K - $397K
3.59K $395M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
8.15K
New
$43.37 - $51.46 $353K - $419K
8.15K $392M
WFC
Wells Fargo & Company

Financial Services
5.43K
New
$54.98 - $77.35 $298K - $420K
5.43K $381M
SPOT
Spotify Technology S.A.

Communication Services
852
New
$362.95 - $502.38 $309K - $428K
852 $381M
GIS
General Mills Inc

Consumer Defensive
5.91K
New
$62.78 - $74.62 $371K - $441K
5.91K $377M
Activity Summary
Buys All Purchases 230 New Holdings 230 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 0
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