Maridea Wealth Management LLC Sells in Q4 2025

Maridea Wealth Management LLC

  • $666 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-755
- 5.11%
$78.18 - $86.03 $59K - $65K
14K $1.12B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.21K
- 3.64%
$25.2 - $26.46 $182K - $191K
191K $5.01B
FNDX
Schwab Fundamental U S Large C

ETFs
-5.07K
- 25.89%
$25.68 - $26.95 $130K - $137K
14.5K $395M
CVX
Chevron Corp

Energy
-740
- 18.66%
$148.9 - $157.72 $110K - $117K
3.23K $492M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.99K
- 18.57%
$42.64 - $43.66 $127K - $130K
13.1K $576M
PAYX
Paychex Inc

Industrials
-374
- 7.76%
$111.08 - $128.59 $41.5K - $48.1K
4.44K $498M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.74K
- 4.65%
$59.91 - $60.13 $104K - $104K
35.6K $2.13B
First Tr Exchng Traded Fd Vi
-4.41K
- 24.84%
N/A
13.4K $354M
KMI
Kinder Morgan, Inc.

Energy
-3.89K
- 30.44%
$25.84 - $28.46 $101K - $111K
8.89K $244M
GVI
Ishares Tr

ETFs
-854
- 11.51%
$107.08 - $108.01 $91.4K - $92.2K
6.57K $705M
VTI
Vanguard Total Stock Market Et

ETFs
-292
- 10.15%
$321.8 - $337.95 $94K - $98.7K
2.59K $867M
TJX
Tjx Companies Inc

Consumer Cyclical
-820
- 20.5%
$138.56 - $147.63 $114K - $121K
3.18K $489M
MGC
Vanguard Mega Cap ETF

ETFs
-391
- 11.71%
$239.57 - $253.74 $93.7K - $99.2K
2.95K $740M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
-7.34K
- 15.59%
$11.44 - $11.83 $83.9K - $86.8K
39.7K $464M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.84K
- 8.79%
$44.53 - $47.25 $82K - $87K
19.1K $896M
XOM
Exxon Mobil Corp

Energy
-926
- 22.5%
$110.64 - $119.78 $102K - $111K
3.19K $384M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.89K
- 2.92%
$78.97 - $83.03 $149K - $157K
62.9K $5.19B
VV
Vanguard Large Cap ETF

ETFs
-300
- 6.53%
$301.9 - $317.98 $90.6K - $95.4K
4.29K $1.35B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-4.32K
- 4.97%
N/A
82.5K $2.17B
EWJ
Ishares Msci Japan ETF

ETFs
-433
- 3.68%
$78.36 - $84.34 $33.9K - $36.5K
11.3K $916M
SHV
Ishares Tr

ETFs
-604
- 24.04%
$110.15 - $110.49 $66.5K - $66.7K
1.91K $210M
OHI
Omega Healthcare Investors Inc

Real Estate
-2.82K
- 15.22%
$39.41 - $44.12 $111K - $124K
15.7K $696M
DIS
Walt Disney CO

Communication Services
-643
- 12.34%
$105.69 - $116.65 $68K - $75K
4.57K $520M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-566
- 3.52%
$40.65 - $42.74 $23K - $24.2K
15.5K $625M
IWV
Ishares Russell 3000 ETF

ETFs
-159
- 10.34%
$371.33 - $389.89 $59K - $62K
1.38K $533M
PEP
Pepsico Inc

Consumer Defensive
-111
- 3.57%
$138.84 - $153.71 $15.4K - $17.1K
3K $430M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.41K
- 7.1%
$43.28 - $43.85 $61.1K - $61.9K
18.5K $821M
VZ
Verizon Communications Inc

Communication Services
-1.11K
- 14.9%
$38.4 - $43.83 $42.8K - $48.8K
6.36K $259M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-24
- 0.87%
$76.92 - $92.53 $1.85K - $2.22K
2.75K $211M
AMP
Ameriprise Financial Inc

Financial Services
-90
- 15.1%
$440.8 - $497.79 $39.7K - $44.8K
506 $248M
PFE
Pfizer Inc

Healthcare
-1.36K
- 13.9%
$24.23 - $27.37 $33K - $37.3K
8.45K $210M
MLI
Mueller Industries Inc

Industrials
-1.02K
- 17.25%
$96.96 - $109.12 $99K - $111K
4.9K $562M
FAST
Fastenal CO

Industrials
-130
- 1.45%
$40.45 - $48.17 $5.26K - $6.26K
8.86K $356M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-196
- 6.59%
$136.06 - $140.64 $26.7K - $27.6K
2.78K $386M
FDL
First Tr Morningstar Dividend

ETFs
-1.45K
- 5.45%
$42.27 - $43.9 $61.5K - $63.8K
25.2K $1.12B
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-4.18K
- 12.04%
$7.22 - $7.49 $30.2K - $31.3K
30.5K $226M
VOE
Vanguard Mid Cap Value Index F

ETFs
-320
- 4.21%
$169.53 - $176.53 $54.2K - $56.5K
7.27K $1.29B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-46
- 0.11%
$26.75 - $27.15 $1.23K - $1.25K
42.5K $1.13B
RTX
Raytheon Technologies Corp

Industrials
-477
- 17.18%
$157.0 - $179.44 $74.9K - $85.6K
2.3K $422M
PG
Procter & Gamble CO

Consumer Defensive
-58
- 3.85%
$145.5 - $153.18 $8.44K - $8.88K
1.45K $208M
DLY
Double Line Yield Opportunities Fund

N/A
-671
- 0.54%
$14.63 - $15.2 $9.82K - $10.2K
123K $1.79B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-228
- 2.87%
$78.65 - $79.19 $17.9K - $18.1K
7.71K $608M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-526
- 1.25%
$19.16 - $19.36 $10.1K - $10.2K
41.6K $793M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-28
- 0.4%
$110.25 - $112.92 $3.09K - $3.16K
6.96K $767M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-56
- 6.61%
$426.99 - $455.46 $23.9K - $25.5K
791 $352M
IAU
Ishares Gold Trust

ETFs
-5
- 0.04%
$72.65 - $82.5 $363 - $413
12.6K $1.02B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-192
- 1.57%
$394.96 - $425.89 $75.8K - $81.8K
12K $4.96B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-138
- 3.45%
$77.73 - $78.84 $10.7K - $10.9K
3.86K $300M
IBM
International Business Machines Corp

Technology
-78
- 10.28%
$275.97 - $314.98 $21.5K - $24.6K
681 $202M
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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