Maridea Wealth Management LLC New Holdings in Q1 2025

Maridea Wealth Management LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
69.4K
New
$13.05 - $13.97 $906K - $970K
69.4K $947M
Pimco ETF Tr
18.5K
New
N/A
18.5K $909M
WMT
Walmart Inc.

Consumer Defensive
8.42K
New
$84.5 - $105.05 $712K - $885K
8.42K $740M
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
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
41.4K
New
$14.48 - $16.6 $600K - $687K
41.4K $617M
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
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
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
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
CASY
Caseys General Stores Inc

Consumer Cyclical
755
New
$378.71 - $442.54 $286K - $334K
755 $328M
VGSH
Vanguard

ETFs
5.43K
New
$58.07 - $58.69 $315K - $319K
5.43K $319M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
11.6K
New
$25.21 - $26.38 $293K - $307K
11.6K $307M
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
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.5K
New
$24.29 - $24.65 $255K - $258K
10.5K $258M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.79K
New
$50.29 - $50.5 $241K - $242K
4.79K $241M
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
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.3K
New
N/A
10.3K $225M
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
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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