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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.6 Million 10.57% of portfolio
566,347
Q4 2024 Reduced 15.65%
$0
$13.8 Million 8.8% of portfolio
200,437
Q4 2024 Added 33.67%
$0
$8.65 Million 5.51% of portfolio
180,908
Q4 2024 Added 66.79%
$0
$6 Million 3.82% of portfolio
149,000
Q4 2024 Added 89.04%
$0
$5.36 Million 3.42% of portfolio
9,112
Q4 2024 Reduced 30.19%
$0
$4.1 Million 2.61% of portfolio
90,621
Q4 2024 Reduced 29.51%
$0
$3.69 Million 2.35% of portfolio
89,508
Q4 2024 Added 114.1%
$0
$3.59 Million 2.29% of portfolio
81,592
Q4 2024 Added 69.31%
$316B
$3.29 Million 2.1% of portfolio
24,498
Q4 2024 Added 11.1%
$0
$3.26 Million 2.08% of portfolio
18,603
Q4 2024 New
$0
$3.22 Million 2.05% of portfolio
117,568
Q4 2024 Added 44.44%
$0
$3.14 Million 2.0% of portfolio
17,649
Q4 2024 Reduced 30.98%
$0
$3.02 Million 1.92% of portfolio
12,555
Q4 2024 New
$3.97T
$2.88 Million 1.83% of portfolio
11,497
Q4 2024 Reduced 14.62%
$0
$2.87 Million 1.83% of portfolio
31,328
Q4 2024 Added 7.36%
$0
$2.6 Million 1.66% of portfolio
4,437
Q4 2024 New
$0
$2.03 Million 1.3% of portfolio
20,031
Q4 2024 Reduced 44.33%
$2.17T
$2 Million 1.28% of portfolio
9,128
Q4 2024 New
$0
$1.93 Million 1.23% of portfolio
33,099
Q4 2024 Added 76.47%
$2.97T
$1.94 Million 1.23% of portfolio
4,595
Q4 2024 New
$0
$1.87 Million 1.19% of portfolio
35,611
Q4 2024 Reduced 36.47%
$0
$1.85 Million 1.18% of portfolio
39,574
Q4 2024 Added 101.86%
$0
$1.82 Million 1.16% of portfolio
35,545
Q4 2024 Reduced 43.42%
$0
$1.72 Million 1.1% of portfolio
10,174
Q4 2024 Reduced 13.7%
$0
$1.69 Million 1.08% of portfolio
17,435
Q4 2024 Reduced 33.39%
$0
$1.6 Million 1.02% of portfolio
43,377
Q4 2024 Added 121.05%
$0
$1.6 Million 1.02% of portfolio
2,966
Q4 2024 New
$0
$1.22 Million 0.78% of portfolio
53,830
Q4 2024 Added 49.35%
$650B
$1.16 Million 0.74% of portfolio
2,550
Q4 2024 New
$0
$1.12 Million 0.71% of portfolio
12,772
Q4 2024 Reduced 52.33%
$265B
$1.09 Million 0.69% of portfolio
12,027
Q4 2024 Added 2.44%
$0
$1.04 Million 0.66% of portfolio
5,424
Q4 2024 New
$0
$1.03 Million 0.66% of portfolio
21,038
Q4 2024 Reduced 13.33%
$755B
$1.02 Million 0.65% of portfolio
4,269
Q4 2024 New
$0
$966,000 0.62% of portfolio
12,505
Q4 2024 Reduced 14.4%
$956B
$902,000 0.57% of portfolio
2,236
Q4 2024 New
$0
$888,000 0.57% of portfolio
5,569
Q4 2024 New
$1.05T
$812,000 0.52% of portfolio
4,291
Q4 2024 New
$0
$805,000 0.51% of portfolio
18,749
Q4 2024 Added 1.67%
$0
$793,000 0.51% of portfolio
14,801
Q4 2024 Reduced 39.16%
$0
$777,000 0.49% of portfolio
31,842
Q4 2024 Added 0.42%
$0
$771,000 0.49% of portfolio
7,008
Q4 2024 New
$1.48T
$762,000 0.49% of portfolio
1,293
Q4 2024 New
$0
$749,000 0.48% of portfolio
9,608
Q4 2024 New
$0
$748,000 0.48% of portfolio
1,204
Q4 2024 New
$0
$753,000 0.48% of portfolio
1,473
Q4 2024 New
$0
$701,000 0.45% of portfolio
15,472
Q4 2024 Reduced 12.1%
$0
$694,000 0.44% of portfolio
12,522
Q4 2024 Reduced 40.48%
$0
$681,000 0.43% of portfolio
6,777
Q4 2024 New

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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