Maridea Wealth Management LLC New Holdings in Q4 2024

Maridea Wealth Management LLC

  • $310 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
3.32K
New
$106.48 - $124.69 $354K - $414K
3.32K $376M
Tidal Tr Ii
15K
New
N/A
15K $371M
PDI
Pimco Dynamic Income Fund

Financial Services
20K
New
$18.33 - $20.85 $367K - $417K
20K $367M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.75K
New
$131.66 - $144.0 $362K - $396K
2.75K $363M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.94K
New
$35.45 - $40.33 $352K - $401K
9.94K $356M
SLV
I Shares Silver Trust

ETFs
13.5K
New
$26.33 - $31.74 $355K - $428K
13.5K $355M
IAU
Ishares Gold Trust

ETFs
6.99K
New
$48.37 - $52.65 $338K - $368K
6.99K $346M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.86K
New
$146.47 - $191.01 $272K - $355K
1.86K $346M
CI
Cigna Corp

Healthcare
1.24K
New
$265.59 - $358.58 $330K - $446K
1.24K $343M
V
Visa Inc.

Financial Services
1.07K
New
$273.87 - $320.91 $294K - $345K
1.07K $340M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.1K
New
$160.89 - $176.18 $338K - $370K
2.1K $339M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.41K
New
$129.96 - $144.97 $313K - $349K
2.41K $335M
TJX
Tjx Companies Inc

Consumer Cyclical
2.76K
New
$112.15 - $127.2 $309K - $351K
2.76K $333M
PLTR
Palantir Technologies Inc.

Technology
4.35K
New
$36.46 - $82.38 $159K - $358K
4.35K $329M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.14K
New
$95.27 - $107.82 $299K - $339K
3.14K $324M
EBAY
Ebay Inc

Consumer Cyclical
5.23K
New
$57.51 - $67.17 $301K - $351K
5.23K $324M
SMOT
Vaneck ETF Tr Morningstar Smid
9.37K
New
N/A
9.37K $323M
AFLG
First Tr Exchange Traded Fd Vi
9.29K
New
N/A
9.29K $321M
CVX
Chevron Corp

Energy
2.19K
New
$141.15 - $162.53 $310K - $357K
2.19K $318M
AVGO
Broadcom Inc.

Technology
1.37K
New
$159.67 - $250.0 $218K - $341K
1.37K $316M
CELH
Celsius Holdings, Inc.

Consumer Defensive
11.8K
New
$25.66 - $34.91 $303K - $412K
11.8K $311M
RDVY
First Trust Rising Dividend Ac

ETFs
5.21K
New
$58.65 - $64.37 $306K - $335K
5.21K $308M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.12K
New
$46.94 - $51.62 $287K - $316K
6.12K $306M
SCHW
Schwab Charles Corp

Financial Services
4.07K
New
$63.31 - $82.85 $258K - $338K
4.07K $302M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.67K
New
$45.07 - $47.1 $300K - $314K
6.67K $301M
GOOGL
Alphabet Inc.

Communication Services
1.58K
New
$161.86 - $196.66 $256K - $311K
1.58K $299M
VRSK
Verisk Analytics, Inc.

Industrials
1.08K
New
$262.86 - $294.75 $285K - $320K
1.08K $299M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.6K
New
$25.93 - $105.3 $275K - $1.12M
10.6K $296M
SJM
J M Smucker CO

Consumer Defensive
2.68K
New
$106.92 - $121.75 $286K - $326K
2.68K $295M
EWJV
Ishares Tr Msci Japan Value Et
9.22K
New
N/A
9.22K $288M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
5.5K
New
$51.82 - $54.2 $285K - $298K
5.5K $285M
FSK
Fs Kkr Capital Corp

Financial Services
13.1K
New
$19.71 - $22.22 $258K - $291K
13.1K $284M
SRE
Sempra Energy

Utilities
3.22K
New
$80.81 - $94.77 $260K - $305K
3.22K $282M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.2K
New
$33.77 - $44.09 $277K - $362K
8.2K $278M
VO
Vanguard Mid Cap ETF

ETFs
1.05K
New
$261.5 - $284.63 $273K - $297K
1.05K $276M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.48K
New
$69.42 - $93.29 $241K - $324K
3.48K $275M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.54K
New
$176.42 - $186.91 $271K - $287K
1.54K $274M
SPY
Spdr S&P 500 ETF Trust

ETFs
464
New
$567.81 - $607.81 $263K - $282K
464 $272M
CRM
Salesforce, Inc.

Technology
808
New
$270.87 - $367.87 $219K - $297K
808 $270M
ORI
Old Republic International Corp

Financial Services
7.43K
New
$34.4 - $38.98 $256K - $290K
7.43K $269M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.99K
New
$107.98 - $143.92 $215K - $286K
1.99K $267M
BR
Broadridge Financial Solutions, Inc.

Technology
1.18K
New
$209.64 - $236.44 $247K - $279K
1.18K $267M
NFLX
Netflix Inc

Communication Services
298
New
$687.65 - $936.56 $205K - $279K
298 $266M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$119.61 - $136.3 $253K - $288K
2.12K $261M
EME
Emcor Group, Inc.

Industrials
575
New
$427.96 - $526.95 $246K - $303K
575 $261M
SCHO
Schwab Short Term Us Treasury

ETFs
10.6K
New
$24.06 - $48.88 $254K - $517K
10.6K $254M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.45K
New
$45.39 - $62.98 $202K - $280K
4.45K $253M
LLY
Eli Lilly & CO

Healthcare
326
New
$727.2 - $932.06 $237K - $304K
326 $252M
VZ
Verizon Communications Inc

Communication Services
6.21K
New
$39.6 - $45.21 $246K - $281K
6.21K $248M
Activity Summary
Buys All Purchases 230 New Holdings 230 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 0
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