Maridea Wealth Management LLC Purchases in Q1 2025

Maridea Wealth Management LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
155K
+ 233.68%
$17.67 - $20.85 $2.74M - $3.24M
222K $4.62B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.8K
+ 317.76%
$114.57 - $118.14 $1.92M - $1.98M
22.1K $2.61B
GLD
Spdr Gold Trust

ETFs
2.86K
+ 12.24%
$243.19 - $288.14 $696K - $825K
26.3K $7.57B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
62.6K
+ 61.25%
$26.9 - $27.93 $1.68M - $1.75M
165K $4.49B
XLE
Energy Sector Spdr

ETFs
14.1K
+ 92.74%
$85.7 - $93.96 $1.21M - $1.33M
29.4K $2.75B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.8K
+ 26.93%
$91.45 - $91.75 $1.26M - $1.26M
64.9K $5.96B
UBER
Uber Technologies, Inc

Technology
14.6K
+ 208.96%
$63.17 - $81.49 $919K - $1.19M
21.5K $1.57B
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.6K
+ 52.68%
$85.29 - $92.57 $988K - $1.07M
33.6K $3.06B
AMZN
Amazon Com Inc

Consumer Cyclical
7.21K
+ 84.52%
$190.26 - $242.06 $1.37M - $1.74M
15.7K $2.99B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
69.4K
New
$13.05 - $13.97 $906K - $970K
69.4K $947M
POCT
Innovator U.S. Equity Power Bu

ETFs
23.4K
+ 78.45%
$38.53 - $40.49 $903K - $949K
53.3K $2.07B
WMT
Walmart Inc.

Consumer Defensive
8.42K
New
$84.5 - $105.05 $712K - $885K
8.42K $740M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.98K
+ 43.63%
$80.53 - $147.57 $240K - $439K
9.8K $1.3B
META
Meta Platforms, Inc.

Communication Services
1.25K
+ 120.7%
$576.36 - $736.67 $719K - $919K
2.28K $1.32B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
37K
New
$18.46 - $19.19 $682K - $709K
37K $709M
HSY
Hershey CO

Consumer Defensive
4.08K
New
$144.74 - $186.36 $591K - $761K
4.08K $698M
UPS
United Parcel Service Inc

Industrials
6.25K
New
$109.66 - $136.26 $685K - $851K
6.25K $687M
HYLB
Xtrackers Usd High Yield Corp

ETFs
18.2K
New
$35.96 - $36.72 $653K - $667K
18.2K $657M
RTX
Raytheon Technologies Corp

Industrials
4.81K
New
$114.1 - $135.66 $549K - $653K
4.81K $637M
KO
Coca Cola CO

Consumer Defensive
8.88K
New
$60.81 - $72.32 $540K - $642K
8.88K $636M
AVGO
Broadcom Inc.

Technology
4.29K
+ 314.21%
$167.43 - $244.7 $718K - $1.05M
5.65K $947M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
41.4K
New
$14.48 - $16.6 $600K - $687K
41.4K $617M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.94K
+ 95.29%
$157.71 - $180.77 $622K - $712K
8.08K $1.3B
AFL
Aflac Inc

Financial Services
5.44K
New
$100.99 - $111.19 $550K - $605K
5.44K $605M
UGI
Ugi Corp

Utilities
17.5K
New
$28.0 - $34.16 $489K - $597K
17.5K $578M
T
At&T Inc.

Communication Services
20.1K
New
$21.56 - $28.28 $433K - $568K
20.1K $568M
CLSK
Cleanspark, Inc.

Technology
139K
+ 86.91%
$6.72 - $12.03 $933K - $1.67M
299K $2.01B
NFLX
Netflix Inc

Communication Services
552
+ 185.23%
$828.4 - $1058.6 $457K - $584K
850 $793M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.89K
+ 52.87%
$302.31 - $337.54 $570K - $637K
5.45K $1.67B
TJX
Tjx Companies Inc

Consumer Cyclical
4.27K
+ 154.84%
$112.81 - $126.16 $482K - $539K
7.03K $856M
C
Citigroup Inc

Financial Services
7.19K
New
$67.23 - $84.63 $483K - $608K
7.19K $510M
ADT
Adt Inc.

Industrials
59.6K
New
$6.87 - $8.23 $409K - $491K
59.6K $485M
Viper Energy Inc
10.7K
New
N/A
10.7K $485M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.81K
New
$119.38 - $161.42 $455K - $616K
3.81K $456M
PRI
Primerica, Inc.

Financial Services
1.6K
New
$271.41 - $296.43 $435K - $475K
1.6K $456M
TSLA
Tesla, Inc.

Consumer Cyclical
3.42K
+ 114.44%
$222.15 - $428.22 $759K - $1.46M
6.4K $1.66B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
933
New
$402.49 - $513.76 $376K - $479K
933 $452M
FAF
First American Financial Corp

Financial Services
6.89K
New
$57.7 - $66.47 $398K - $458K
6.89K $452M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.64K
New
$106.31 - $123.73 $387K - $451K
3.64K $451M
KMI
Kinder Morgan, Inc.

Energy
15.7K
New
$26.1 - $31.22 $409K - $489K
15.7K $447M
PHM
Pultegroup Inc

Consumer Cyclical
4.32K
New
$101.09 - $118.51 $436K - $512K
4.32K $444M
SLB
Schlumberger Limited

Energy
10.4K
New
$38.4 - $43.74 $399K - $455K
10.4K $435M
Blackrock Inc
453
New
N/A
453 $429M
BDX
Becton Dickinson & CO

Healthcare
1.87K
New
$222.79 - $249.08 $417K - $467K
1.87K $429M
NEU
Newmarket Corp

Basic Materials
725
New
$482.93 - $570.11 $350K - $413K
725 $411M
FMC
Fmc Corp

Basic Materials
9.66K
New
$34.54 - $56.38 $334K - $544K
9.66K $407M
F
Ford Motor CO

Consumer Cyclical
39.6K
+ 280.22%
$9.12 - $10.43 $361K - $413K
53.7K $538M
CELH
Celsius Holdings, Inc.

Consumer Defensive
8.04K
+ 68.08%
$21.28 - $35.62 $171K - $286K
19.9K $707M
XLP
Consumer Staples Sector Spdr

ETFs
4.4K
+ 40.54%
N/A
15.3K $1.25B
Activity Summary
Buys All Purchases 145 New Holdings 53 Increased Positions 92 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 1 Puts 0
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