Maridea Wealth Management LLC Reduced Holdings in Q4 2025

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.46K
- 31.8%
$589.5 - $635.77 $4.39M - $4.74M
16K $9.82B
Ishares Bitcoin Trust ETF
-38.1K
- 46.97%
N/A
43K $2.14B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-28.6K
- 18.43%
$100.37 - $100.72 $2.87M - $2.88M
126K $12.7B
MSTR
Microstrategy Inc

Technology
-4.96K
- 55.41%
$199.75 - $359.69 $992K - $1.79M
4K $607M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.79K
- 52.41%
$656.2 - $690.71 $1.83M - $1.93M
2.53K $1.73B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15.4K
- 63.41%
$92.34 - $95.43 $1.42M - $1.47M
8.88K $836M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-48.7K
- 6.48%
$23.21 - $24.14 $1.13M - $1.18M
703K $16.5B
GLD
Spdr Gold Trust

ETFs
-2.65K
- 14.5%
$354.79 - $403.15 $940K - $1.07M
15.6K $6.19B
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-31.2K
- 5.97%
$33.98 - $35.48 $1.06M - $1.11M
492K $17.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.5K
- 65.29%
$63.25 - $66.24 $1.11M - $1.16M
9.31K $615M
NVDA
Nvidia Corp

Technology
-7.21K
- 10.01%
$179.83 - $207.04 $1.3M - $1.49M
64.9K $12.1B
VUG
Vanguard Growth ETF

ETFs
-2.29K
- 8.65%
$470.44 - $504.26 $1.08M - $1.16M
24.2K $11.8B
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-28.5K
- 5.68%
$30.53 - $31.71 $870K - $904K
474K $14.7B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-8K
- 37.61%
$73.78 - $98.43 $590K - $787K
13.3K $907M
Ishares Ethereum Tr
-14.2K
- 21.67%
N/A
51.4K $1.15B
HD
Home Depot, Inc.

Consumer Cyclical
-1.51K
- 70.93%
$358.03 - $397.02 $540K - $599K
618 $212M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-12.1K
- 55.33%
$44.38 - $44.96 $535K - $542K
9.73K $431M
NRZ
New Residential Investment Corp.

Real Estate
-46.9K
- 72.74%
N/A
17.6K $192M
CLOI
Vaneck ETF Tr

ETFs
-9.06K
- 5.39%
$52.83 - $53.07 $478K - $481K
159K $8.39B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-3.6K
- 35.83%
$132.67 - $138.39 $477K - $498K
6.44K $891M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.22K
- 4.82%
$224.76 - $243.76 $273K - $296K
24K $5.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.3K
- 12.31%
$26.44 - $27.53 $459K - $477K
124K $3.39B
AVGO
Broadcom Inc.

Technology
-1.03K
- 15.49%
$324.63 - $385.98 $334K - $398K
5.62K $1.95B
Grayscale Ethereum Trust ETF
-2.7K
- 7.41%
N/A
33.7K $822M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-35.4K
- 71.6%
$10.19 - $10.65 $361K - $377K
14.1K $149M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.06K
- 14.7%
$88.67 - $92.06 $272K - $282K
17.8K $1.55B
BMY
Bristol Myers Squibb CO

Healthcare
-8.35K
- 63.41%
$42.6 - $49.08 $356K - $410K
4.82K $260M
AGNC
Agnc Investment Corp.

Real Estate
-29.7K
- 55.14%
$9.88 - $10.34 $293K - $307K
24.1K $259M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-7.27K
- 39.09%
N/A
11.3K $102M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.81K
- 40.29%
$64.77 - $73.08 $247K - $279K
5.65K $363M
SO
Southern CO

Utilities
-1.98K
- 35.85%
$90.58 - $99.72 $180K - $198K
3.55K $309M
Lam Research Corp
-2.4K
- 36.02%
N/A
4.26K $729M
ES
Eversource Energy

Utilities
-2.56K
- 27.57%
$70.59 - $74.88 $181K - $192K
6.73K $453M
ORCL
Oracle Corp

Technology
-207
- 10.5%
$217.57 - $313.0 $45K - $64.8K
1.77K $344M
BR
Broadridge Financial Solutions, Inc.

Technology
-802
- 35.3%
$217.49 - $236.9 $174K - $190K
1.47K $328M
Uniti Group LLC
-36.2K
- 75.76%
N/A
11.6K $81.1M
IXN
Ishares Global Information Tec

ETFs
-1.58K
- 12.03%
$102.05 - $112.09 $161K - $177K
11.5K $1.21B
CRWD
Crowd Strike Holdings, Inc.

Technology
-284
- 21.42%
$482.23 - $557.53 $137K - $158K
1.04K $488M
MCD
Mcdonalds Corp

Consumer Cyclical
-520
- 5.72%
$293.81 - $310.11 $153K - $161K
8.57K $2.62B
Bitwise Bitcoin ETF Tr
-174
- 1.46%
N/A
11.7K $558M
AXON
Axon Enterprise, Inc.

Industrials
-121
- 15.51%
$554.37 - $759.44 $67.1K - $91.9K
659 $374M
AMT
American Tower Corp

Real Estate
-657
- 30.96%
$176.64 - $193.32 $116K - $127K
1.47K $257M
ABBV
Abb Vie Inc.

Healthcare
-614
- 28.71%
$211.96 - $244.38 $130K - $150K
1.53K $349M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-467
- 6.3%
$245.79 - $258.02 $115K - $120K
6.95K $1.74B
VEA
Vanguard Ftse Developed Market

ETFs
-2.96K
- 8.87%
$59.18 - $62.09 $175K - $184K
30.4K $1.9B
XLP
Consumer Staples Sector Spdr

ETFs
-1.08K
- 3.63%
N/A
28.7K $2.23B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-931
- 18.05%
$91.7 - $105.68 $85.4K - $98.4K
4.23K $386M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-537
- 7.05%
$227.13 - $251.24 $122K - $135K
7.08K $1.71B
XMPT
Vaneck Cef Muni Income ETF

ETFs
-5.66K
- 24.49%
$21.67 - $22.12 $123K - $125K
17.5K $382M
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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