Maridea Wealth Management LLC Incresed Positions in Q4 2025

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
22.6K
+ 116.4%
$87.89 - $92.9 $1.98M - $2.1M
42K $1.79B
V
Visa Inc.

Financial Services
6
+ 0.27%
$325.75 - $352.42 $1.95K - $2.11K
2.21K $775M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
127
+ 2.43%
$67.07 - $73.01 $8.52K - $9.27K
5.35K $389M
SHOP
Shopify Inc.

Technology
130
+ 7.62%
$146.04 - $179.01 $19K - $23.3K
1.84K $295M
Victory Portfolios Ii
172
+ 1.69%
N/A
10.4K $305M
AAON
Aaon, Inc.

Industrials
5.46K
+ 33.5%
$89.93 - $106.24 $491K - $580K
21.8K $1.66B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
83
+ 0.61%
$44.68 - $47.47 $3.71K - $3.94K
13.7K $643M
EFG
Msci Eafe Growth ETF

ETFs
169
+ 7.92%
$112.91 - $117.61 $19.1K - $19.9K
2.3K $262M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
97
+ 0.27%
$13.56 - $14.22 $1.32K - $1.38K
35.4K $490M
HYG
Ishares Tr

ETFs
183
+ 1.3%
$79.95 - $81.28 $14.6K - $14.9K
14.3K $1.15B
IEF
Ishares Barclays

ETFs
176
+ 2.93%
$96.12 - $97.72 $16.9K - $17.2K
6.18K $594M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
193
+ 5.21%
$53.68 - $54.54 $10.4K - $10.5K
3.89K $210M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$161.21 - $171.97 $161 - $172
2.41K $405M
TIP
Ishares Tr Tips Bd ETF

ETFs
203
+ 2.25%
$110.58 - $112.2 $22.4K - $22.8K
9.22K $1.01B
ADP
Automatic Data Processing Inc

Industrials
111
+ 12.39%
$250.9 - $292.94 $27.8K - $32.5K
1.01K $259M
EMB
Ishares Tr

ETFs
40
+ 0.48%
$94.63 - $97.03 $3.79K - $3.88K
8.3K $799M
EQIX
Equinix Inc

Real Estate
62
+ 8.52%
$772.6 - $846.01 $47.9K - $52.5K
790 $605M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
45
+ 0.41%
$39.17 - $40.87 $1.76K - $1.84K
11.1K $455M
XTWY
Bondbloxx ETF Tr Bloomberg 20
1.85K
+ 6.56%
N/A
30.1K $1.14B
D
Dominion Energy, Inc

Utilities
498
+ 5.52%
$58.49 - $61.69 $29.1K - $30.7K
9.52K $558M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17
+ 0.18%
$23.02 - $24.23 $391 - $412
9.33K $224M
Pacer Fds Tr
350
+ 2.53%
N/A
14.2K $500M
JNK
Spdr Bloomberg High Yield Bond

ETFs
17
+ 0.41%
$96.34 - $98.02 $1.64K - $1.67K
4.2K $408M
Spdr Series Trust
134
+ 1.77%
N/A
7.72K $221M
Cohen & Steers ETF Trust
178
+ 1.72%
N/A
10.6K $269M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
144
+ 1.8%
$69.45 - $70.32 $10K - $10.1K
8.15K $560M
UBER
Uber Technologies, Inc

Technology
913
+ 13.91%
$91.62 - $100.1 $83.6K - $91.4K
7.48K $611M
DSL
Double Line Income Solutions Fund

Financial Services
895
+ 2.08%
$11.49 - $12.36 $10.3K - $11.1K
43.9K $494M
PDI
Pimco Dynamic Income Fund

Financial Services
92
+ 0.39%
$18.04 - $19.91 $1.66K - $1.83K
23.6K $418M
SNEX
Stone X Group Inc.

Financial Services
204
+ 4.51%
$85.03 - $103.54 $17.3K - $21.1K
4.73K $450M
IWP
Ishares Russell Mid Cap Growth

ETFs
11
+ 0.63%
$136.84 - $145.3 $1.51K - $1.6K
1.75K $240M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
525
+ 8.68%
$29.81 - $42.36 $15.7K - $22.2K
6.57K $243M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
178
+ 0.32%
$10.71 - $11.22 $1.91K - $2K
55.1K $589M
FSCO
Fs Cr Opportunities Corp Com
1.58K
+ 2.16%
N/A
74.9K $472M
STVN
Stevanato Group S.P.A.

Healthcare
6.64K
+ 25.91%
$22.08 - $27.61 $147K - $183K
32.3K $650M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
195
+ 1.85%
$26.52 - $27.81 $5.17K - $5.42K
10.8K $269M
UTG
Reaves Utility Income Fund

Financial Services
425
+ 2.87%
$36.92 - $41.42 $15.7K - $17.6K
15.2K $557M
SPTL
Spdr Portfolio Long Term Treas

ETFs
227
+ 0.86%
$26.76 - $27.67 $6.07K - $6.28K
26.5K $702M
CWB
Spdr Bloomberg Convertible Sec

ETFs
11
+ 0.14%
$88.49 - $93.64 $973 - $1.03K
7.62K $680M
EDV
Vanguard Extended Duration Tre

ETFs
124
+ 1.93%
$67.2 - $71.16 $8.33K - $8.82K
6.55K $426M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
101
+ 1.36%
$74.62 - $78.21 $7.54K - $7.9K
7.52K $537M
KWEB
Kraneshares Tr Csi China Inter

ETFs
172
+ 2.87%
$38.24 - $42.94 $6.58K - $7.39K
6.16K $210M
DELL
Dell Technologies Inc.

Technology
27
+ 1.2%
$133.76 - $164.88 $3.61K - $4.45K
2.27K $286M
EPR
Epr Properties

Real Estate
264
+ 2.34%
$48.97 - $58.32 $12.9K - $15.4K
11.5K $576M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
57
+ 1.32%
$153.8 - $189.34 $8.77K - $10.8K
4.36K $640M
MSFT
Microsoft Corp

Technology
285
+ 2.0%
$496.82 - $542.07 $142K - $154K
14.5K $7.01B
AMD
Advanced Micro Devices Inc

Technology
102
+ 0.6%
$164.01 - $264.33 $16.7K - $27K
17.2K $3.68B
NFLX
Netflix Inc

Communication Services
24.3K
+ 994.15%
$110.29 - $1241.35 $2.68M - $30.1M
26.7K $2.51B
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
24.8K
+ 36.11%
$40.54 - $66.17 $1M - $1.64M
93.4K $3.57B
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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