Maridea Wealth Management LLC Incresed Positions in Q1 2025

Maridea Wealth Management LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
669
+ 65.85%
$196.12 - $229.48 $131K - $154K
1.69K $341M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.84K
+ 55.11%
$67.41 - $69.37 $124K - $128K
5.18K $356M
XMPT
Vaneck Cef Muni Income ETF

ETFs
5.07K
+ 12.21%
$21.43 - $22.4 $109K - $114K
46.6K $1.01B
Victory Portfolios Ii
2.68K
+ 4.07%
N/A
68.5K $2.35B
EPR
Epr Properties

Real Estate
5
+ 0.04%
$43.98 - $53.81 $220 - $269
11.5K $606M
DLY
Double Line Yield Opportunities Fund

N/A
3.44K
+ 3.47%
$15.8 - $16.38 $54.4K - $56.4K
103K $1.65B
PDI
Pimco Dynamic Income Fund

Financial Services
2.58K
+ 12.91%
$18.51 - $20.05 $47.8K - $51.8K
22.6K $447M
MA
Mastercard Inc

Financial Services
103
+ 10.09%
$504.67 - $576.31 $52K - $59.4K
1.12K $616M
NVDA
Nvidia Corp

Technology
9.28K
+ 25.75%
$106.98 - $149.43 $993K - $1.39M
45.3K $4.91B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
436
+ 3.34%
$48.65 - $53.06 $21.2K - $23.1K
13.5K $701M
DIS
Walt Disney CO

Communication Services
1.93K
+ 18.8%
$96.87 - $114.0 $187K - $220K
12.2K $1.2B
IREN
Iris Energy LTD

Financial Services
127K
+ 65.67%
$6.07 - $13.18 $770K - $1.67M
320K $1.95B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
359
+ 1.64%
$23.43 - $25.55 $8.41K - $9.17K
22.2K $568M
VLO
Valero Energy Corp

Energy
8
+ 0.21%
$121.76 - $142.99 $974 - $1.14K
3.74K $494M
EWJV
Ishares Tr Msci Japan Value Et
484
+ 5.25%
N/A
9.7K $323M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
4.61K
+ 101.79%
$63.82 - $127.89 $294K - $590K
9.15K $584M
DSL
Double Line Income Solutions Fund

Financial Services
2.34K
+ 5.67%
$12.53 - $12.88 $29.3K - $30.2K
43.7K $551M
UTG
Reaves Utility Income Fund

Financial Services
506
+ 3.48%
$31.08 - $34.42 $15.7K - $17.4K
15K $489M
SPTL
Spdr Portfolio Long Term Treas

ETFs
77
+ 0.33%
$25.54 - $27.64 $1.97K - $2.13K
23.7K $646M
D
Dominion Energy, Inc

Utilities
80
+ 0.92%
$52.85 - $57.43 $4.23K - $4.59K
8.76K $491M
FSCO
Fs Cr Opportunities Corp Com
634
+ 0.89%
N/A
71.6K $504M
AGNC
Agnc Investment Corp.

Real Estate
34
+ 0.06%
$9.12 - $10.54 $310 - $358
52.5K $503M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
111
+ 17.43%
$333.37 - $384.99 $37K - $42.7K
748 $250M
PEP
Pepsico Inc

Consumer Defensive
122
+ 7.93%
$142.64 - $156.42 $17.4K - $19.1K
1.66K $248M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
170
+ 0.6%
$16.18 - $17.82 $2.75K - $3.03K
28.7K $481M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.52K
+ 12.92%
$67.24 - $84.27 $102K - $128K
13.3K $904M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
46
+ 0.43%
$11.13 - $11.61 $512 - $534
10.6K $119M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
304
+ 3.4%
$22.8 - $25.6 $6.93K - $7.78K
9.25K $226M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
61
+ 0.51%
$11.4 - $11.96 $695 - $730
11.9K $138M
TFSL
Tfs Financial Corp

Financial Services
73
+ 0.19%
$12.02 - $13.88 $877 - $1.01K
38.6K $478M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.54%
$183.02 - $207.75 $1.1K - $1.25K
1.12K $208M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.08%
$126.86 - $146.45 $254 - $293
2.41K $306M
Tidal Tr Ii
146
+ 0.98%
N/A
15.1K $339M
GOOGL
Alphabet Inc.

Communication Services
68
+ 4.3%
$154.33 - $206.19 $10.5K - $14K
1.65K $255M
PCT
Pure Cycle Technologies, Inc.

Industrials
42.6K
+ 40.45%
$6.92 - $10.9 $295K - $465K
148K $1.02B
Bitwise Bitcoin ETF Tr
101
+ 0.84%
N/A
12.1K $545M
VTI
Vanguard Total Stock Market Et

ETFs
428
+ 2.36%
$271.18 - $303.12 $116K - $130K
18.5K $5.09B
AAPL
Apple Inc.

Technology
611
+ 4.22%
$209.68 - $247.1 $128K - $151K
15.1K $3.35B
Grayscale Ethereum Trust ETF
5.54K
+ 18.39%
N/A
35.7K $543M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
1.73K
+ 0.21%
$22.55 - $24.61 $39.1K - $42.6K
836K $19B
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
4.9K
+ 0.86%
$31.6 - $36.33 $155K - $178K
573K $18.2B
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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