Maripau Wealth Management LLC Portfolio Holdings

Maripau Wealth Management LLC

  • $157 Million
  • Q4 2024

Maripau Wealth Management LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $16.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $13.8M, Vanguard Ftse Developed Market with a value of $8.65M, ETF Ser Solutions Aptus Collar with a value of $6M, and Ishares Core S&P 500 ETF with a value of $5.36M.

Examining the 13F form we can see an increase of $50.5M in the current position value, from $106M to 157M.

Maripau Wealth Management LLC is based out at Fort Wayne, IN

Below you can find more details about Maripau Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $130 Million
Technology: $9.44 Million
Consumer Cyclical: $4.21 Million
Financial Services: $3.98 Million
Communication Services: $2.45 Million
Consumer Defensive: $1.81 Million
Industrials: $1.58 Million
Energy: $1.37 Million
Other: $1.78 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$3.29 Million 2.1% of portfolio
24,498
Q4 2024 Added 11.1%
$3.97T
$2.88 Million 1.83% of portfolio
11,497
Q4 2024 Reduced 14.62%
$2.17T
$2 Million 1.28% of portfolio
9,128
Q4 2024 New
$2.97T
$1.94 Million 1.23% of portfolio
4,595
Q4 2024 New
$650B
$1.16 Million 0.74% of portfolio
2,550
Q4 2024 New
$265B
$1.09 Million 0.69% of portfolio
12,027
Q4 2024 Added 2.44%
$755B
$1.02 Million 0.65% of portfolio
4,269
Q4 2024 New
$956B
$902,000 0.57% of portfolio
2,236
Q4 2024 New
$1.05T
$812,000 0.52% of portfolio
4,291
Q4 2024 New
$1.48T
$762,000 0.49% of portfolio
1,293
Q4 2024 New
$306B
$632,000 0.4% of portfolio
4,365
Q4 2024 New
$576B
$620,000 0.39% of portfolio
1,964
Q4 2024 New
$82B
$577,000 0.37% of portfolio
2,491
Q4 2024 New
$1.08T
$450,000 0.29% of portfolio
2,367
Q4 2024 New
$37.2B
$435,000 0.28% of portfolio
43,952
Q4 2024 Reduced 2.46%
$440B
$435,000 0.28% of portfolio
861
Q4 2024 New
$36.6B
$418,000 0.27% of portfolio
1,852
Q4 2024 New
$163B
$386,000 0.25% of portfolio
1,612
Q4 2024 New
$13.5B
$390,000 0.25% of portfolio
6,796
Q4 2024 New
$37.8B
$375,000 0.24% of portfolio
1,189
Q4 2024 New
$27B
$379,000 0.24% of portfolio
2,314
Q4 2024 New
$8.21B
$358,000 0.23% of portfolio
676
Q4 2024 New
$62.3B
$357,000 0.23% of portfolio
687
Q4 2024 New
$457B
$358,000 0.23% of portfolio
3,332
Q4 2024 New
$2.34B
$336,000 0.21% of portfolio
1,161
Q4 2024 New
$118B
$322,000 0.21% of portfolio
663
Q4 2024 New
$84.4B
$323,000 0.21% of portfolio
509
Q4 2024 New
$288B
$311,000 0.2% of portfolio
4,435
Q4 2024 New
$82.2B
$275,000 0.18% of portfolio
766
Q4 2024 New
$150B
$271,000 0.17% of portfolio
1,099
Q4 2024 New
$434B
$267,000 0.17% of portfolio
1,849
Q4 2024 New
$17.2B
$260,000 0.17% of portfolio
2,654
Q4 2024 New
$409B
$245,000 0.16% of portfolio
1,465
Q4 2024 New
$309B
$233,000 0.15% of portfolio
3,757
Q4 2024 New
$95.8B
$238,000 0.15% of portfolio
865
Q4 2024 New
$216B
$242,000 0.15% of portfolio
1,598
Q4 2024 New
$97.8B
$220,000 0.14% of portfolio
2,684
Q4 2024 New
$403B
$206,000 0.13% of portfolio
531
Q4 2024 New
$538B
$209,000 0.13% of portfolio
397
Q4 2024 New
$68.6B
$202,000 0.13% of portfolio
770
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 26.31%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $157 Million
  • Prior Value $106 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 92 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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