Maridea Wealth Management LLC Incresed Positions in Q3 2025

Maridea Wealth Management LLC

  • $643 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.64K
+ 56.06%
$117.65 - $120.08 $428K - $437K
10.1K $1.22B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
8.3K
+ 131.76%
$50.08 - $50.37 $416K - $418K
14.6K $733M
IEMG
Ishares Inc

ETFs
5K
+ 49.99%
N/A
15K $1.02B
PLTR
Palantir Technologies Inc.

Technology
863
+ 15.26%
$130.68 - $186.97 $113K - $161K
6.52K $1.18B
AXP
American Express CO

Financial Services
1.02K
+ 120.8%
$294.27 - $342.31 $301K - $350K
1.87K $653M
BMY
Bristol Myers Squibb CO

Healthcare
8.46K
+ 179.66%
$43.31 - $48.98 $366K - $414K
13.2K $574M
IAU
Ishares Gold Trust

ETFs
1.58K
+ 14.35%
$61.62 - $72.77 $97.2K - $115K
12.6K $1.04B
Harris Oakmark ETF Trust
11.9K
+ 74.41%
N/A
27.9K $745M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.42K
+ 34.66%
$54.35 - $59.32 $240K - $262K
17.2K $1.02B
UNH
Unitedhealth Group Inc

Healthcare
775
+ 108.85%
$237.77 - $353.61 $184K - $274K
1.49K $542M
HEI
Heico Corp

Industrials
997
+ 156.51%
$304.5 - $337.56 $304K - $337K
1.63K $511M
CVX
Chevron Corp

Energy
1.75K
+ 78.57%
$145.57 - $161.83 $254K - $282K
3.97K $613M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.49K
+ 46.07%
$35.42 - $38.65 $230K - $251K
20.6K $773M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.11K
+ 27.21%
$182.33 - $194.5 $202K - $216K
5.19K $1.01B
V
Visa Inc.

Financial Services
779
+ 54.63%
$332.09 - $358.86 $259K - $280K
2.21K $759M
ABBV
Abb Vie Inc.

Healthcare
678
+ 46.41%
$184.85 - $231.54 $125K - $157K
2.14K $496M
VTI
Vanguard Total Stock Market Et

ETFs
473
+ 19.68%
$303.93 - $329.86 $144K - $156K
2.88K $952M
MUB
Ishares National Muni Bond ETF

ETFs
1.51K
+ 8.25%
$103.24 - $106.68 $156K - $161K
19.9K $2.13B
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
+ 96.91%
$157.77 - $183.27 $242K - $281K
3.12K $493M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.51K
+ 30.78%
$51.78 - $57.89 $130K - $145K
10.7K $621M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
2.65K
+ 3.55%
$27.47 - $28.76 $72.7K - $76.1K
77.3K $2.26B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.56K
+ 69.15%
$52.39 - $53.11 $187K - $189K
8.71K $463M
IXN
Ishares Global Information Tec

ETFs
60
+ 0.46%
$91.28 - $103.32 $5.48K - $6.2K
13.1K $1.39B
CRM
Salesforce, Inc.

Technology
815
+ 45.61%
$231.66 - $273.65 $189K - $223K
2.6K $662M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.19K
+ 9.5%
$26.52 - $27.64 $111K - $116K
48.3K $1.34B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.65K
+ 62.54%
$50.7 - $54.86 $134K - $145K
6.88K $380M
FYX
First Tr Small Cap Core Alphad

ETFs
701
+ 11.29%
$96.35 - $111.0 $67.5K - $77.8K
6.91K $766M
DLY
Double Line Yield Opportunities Fund

N/A
17.1K
+ 16.04%
$15.08 - $15.65 $258K - $268K
124K $1.81B
VV
Vanguard Large Cap ETF

ETFs
99
+ 2.2%
$285.05 - $309.14 $28.2K - $30.6K
4.59K $1.43B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.27K
+ 8.7%
$49.05 - $49.99 $112K - $114K
28.4K $1.42B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
124
+ 1.7%
$236.25 - $257.69 $29.3K - $32K
7.41K $1.88B
IEF
Ishares Barclays

ETFs
1.24K
+ 26.12%
$93.91 - $97.26 $117K - $121K
6.01K $586M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.52K
+ 43.32%
$82.38 - $83.0 $125K - $126K
5.02K $417M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.71K
+ 27.22%
$68.58 - $69.85 $117K - $120K
8.01K $562M
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.53K
+ 8.94%
N/A
18.6K $386M
BLOK
Amplify ETF Tr Trnsformational

ETFs
841
+ 22.09%
$56.05 - $67.13 $47.1K - $56.5K
4.65K $333M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3.26K
+ 30.33%
N/A
14K $362M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.39K
+ 29.44%
$56.98 - $61.66 $79K - $85.5K
6.1K $380M
IBKR
Interactive Brokers Group, Inc.

Financial Services
11
+ 0.12%
$56.32 - $68.81 $620 - $757
9.46K $633M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.35K
+ 22.27%
$70.85 - $76.96 $95.7K - $104K
7.42K $567M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.03K
+ 13.57%
$19.01 - $19.39 $95.6K - $97.5K
42.1K $813M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.27K
+ 21.08%
$42.56 - $49.08 $96.5K - $111K
13K $584M
RTX
Raytheon Technologies Corp

Industrials
375
+ 15.61%
$144.19 - $167.33 $54.1K - $62.7K
2.78K $446M
EWJV
Ishares Tr Msci Japan Value Et
992
+ 9.84%
N/A
11.1K $439M
MGC
Vanguard Mega Cap ETF

ETFs
65
+ 1.99%
$224.2 - $245.55 $14.6K - $16K
3.34K $823M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
850
+ 25.15%
$92.14 - $93.55 $78.3K - $79.5K
4.23K $395M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
508
+ 10.76%
$62.54 - $68.42 $31.8K - $34.8K
5.23K $373M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.82K
+ 7.44%
$25.67 - $27.21 $46.7K - $49.5K
26.3K $724M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.1%
$420.11 - $472.68 $6.3K - $7.09K
1.38K $654M
Activity Summary
Buys All Purchases 324 New Holdings 187 Increased Positions 137 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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