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
IDCC
Inter Digital, Inc.

Communication Services
1.85K
New
$171.68 - $225.72 $318K - $418K
1.85K $383M
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.38K
New
$48.3 - $52.85 $356K - $390K
7.38K $377M
VEA
Vanguard Ftse Developed Market

ETFs
6.23K
+ 49.43%
$47.4 - $52.99 $295K - $330K
18.8K $957M
VZ
Verizon Communications Inc

Communication Services
7.07K
+ 113.81%
$37.81 - $46.49 $267K - $329K
13.3K $603M
IBM
International Business Machines Corp

Technology
1.3K
+ 130.01%
$217.4 - $264.74 $283K - $345K
2.31K $574M
MSTR
Microstrategy Inc

Technology
1.18K
+ 79.88%
$239.27 - $396.5 $283K - $469K
2.66K $768M
CASY
Caseys General Stores Inc

Consumer Cyclical
755
New
$378.71 - $442.54 $286K - $334K
755 $328M
COST
Costco Wholesale Corp

Consumer Defensive
331
+ 67.14%
$890.62 - $1076.86 $295K - $356K
824 $780M
CIFR
Cipher Mining Inc.

Financial Services
347K
+ 169.55%
$2.3 - $6.08 $798K - $2.11M
552K $1.27B
MCD
Mcdonalds Corp

Consumer Cyclical
912
+ 60.0%
$279.74 - $321.29 $255K - $293K
2.43K $760M
MARA
Marathon Digital Holdings, Inc.

Financial Services
52.1K
+ 94.33%
N/A
107K $1.23B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
11.6K
New
$25.21 - $26.38 $293K - $307K
11.6K $307M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
3.67K
+ 0.67%
$28.32 - $30.4 $104K - $112K
552K $15.9B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.1K
New
$56.12 - $68.15 $230K - $279K
4.1K $278M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.05K
New
$65.44 - $70.64 $265K - $286K
4.05K $277M
WTW
Willis Towers Watson PLC

Financial Services
807
New
$306.61 - $340.78 $247K - $275K
807 $273M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.2K
New
$190.84 - $226.29 $229K - $272K
1.2K $272M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
763
+ 15.66%
$507.05 - $563.67 $387K - $430K
5.63K $2.9B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.5K
New
$24.29 - $24.65 $255K - $258K
10.5K $258M
ORI
Old Republic International Corp

Financial Services
5.78K
+ 77.76%
$33.46 - $39.22 $193K - $227K
13.2K $518M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.79K
New
$50.29 - $50.5 $241K - $242K
4.79K $241M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
45.9K
+ 124.6%
$12.77 - $26.22 $586K - $1.2M
82.7K $1.06B
EWJ
Ishares Msci Japan ETF

ETFs
3.43K
New
$65.24 - $71.7 $224K - $246K
3.43K $235M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
18.5K
New
$12.61 - $13.36 $233K - $247K
18.5K $235M
EMR
Emerson Electric CO

Industrials
2.12K
New
$108.64 - $131.17 $231K - $279K
2.12K $233M
CVS
Cvs Health Corp

Healthcare
3.43K
New
$44.22 - $68.64 $152K - $236K
3.43K $232M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.43K
New
$51.52 - $52.37 $228K - $232K
4.43K $232M
AMP
Ameriprise Financial Inc

Financial Services
473
New
$472.29 - $575.13 $223K - $272K
473 $229M
IAU
Ishares Gold Trust

ETFs
2.75K
+ 39.34%
$49.74 - $58.96 $137K - $162K
9.73K $574M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.3K
New
N/A
10.3K $225M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 29.49%
$192.82 - $222.1 $320K - $368K
7.28K $1.4B
XLU
Utilities Sector Spdr

ETFs
2.62K
+ 58.41%
$74.7 - $80.27 $196K - $210K
7.1K $560M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.27K
+ 73.19%
$32.49 - $37.99 $236K - $276K
17.2K $577M
IEMG
Ishares Inc

ETFs
3.88K
+ 92.47%
N/A
8.08K $436M
PG
Procter & Gamble CO

Consumer Defensive
1.25K
New
$158.56 - $176.26 $199K - $221K
1.25K $213M
ELV
Elevance Health, Inc.

Healthcare
490
New
$365.9 - $436.25 $179K - $214K
490 $213M
HCA
Hca Healthcare, Inc.

Healthcare
605
New
$296.7 - $345.55 $180K - $209K
605 $209M
KLAC
Kla Corp

Technology
307
New
$636.62 - $777.63 $195K - $239K
307 $209M
AFLG
First Tr Exchange Traded Fd Vi
6.3K
+ 67.84%
N/A
15.6K $525M
BMY
Bristol Myers Squibb CO

Healthcare
3.34K
New
$53.9 - $63.11 $180K - $211K
3.34K $204M
Tko Group Holdings Inc
1.33K
New
N/A
1.33K $203M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 75.98%
$168.16 - $186.21 $196K - $217K
2.7K $462M
GVI
Ishares Tr

ETFs
1.68K
+ 31.57%
$103.49 - $106.02 $173K - $178K
6.98K $740M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.98K
+ 88.67%
$48.06 - $53.73 $191K - $214K
8.46K $413M
SCHO
Schwab Short Term Us Treasury

ETFs
7.25K
+ 68.62%
$24.1 - $24.34 $175K - $177K
17.8K $434M
Ishares Bitcoin Trust ETF
6.93K
+ 29.06%
N/A
30.8K $1.44B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
7.47K
+ 22.8%
$24.66 - $26.1 $184K - $195K
40.2K $1B
RDVY
First Trust Rising Dividend Ac

ETFs
2.82K
+ 54.03%
$57.22 - $63.39 $161K - $178K
8.03K $470M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.66K
+ 17.92%
$65.49 - $74.67 $109K - $124K
10.9K $781M
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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