Maridea Wealth Management LLC New Holdings in Q3 2025

Maridea Wealth Management LLC

  • $643 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
679
New
$350.91 - $375.27 $238K - $255K
679 $234M
CAT
Caterpillar Inc

Industrials
439
New
$390.92 - $477.15 $172K - $209K
439 $233M
SPOT
Spotify Technology S.A.

Communication Services
345
New
$620.01 - $738.53 $214K - $255K
345 $233M
GE
General Electric CO

Industrials
767
New
$244.75 - $305.63 $188K - $234K
767 $232M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.22K
New
$196.15 - $217.83 $239K - $266K
1.22K $232M
PG
Procter & Gamble CO

Consumer Defensive
1.51K
New
$150.47 - $161.22 $227K - $243K
1.51K $229M
DHI
Horton D R Inc

Consumer Cyclical
1.49K
New
$129.82 - $184.04 $193K - $273K
1.49K $228M
Blackrock Inc
197
New
N/A
197 $228M
RL
Ralph Lauren Corp

Consumer Cyclical
681
New
$272.1 - $320.75 $185K - $218K
681 $227M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
4.24K
New
$49.46 - $54.03 $210K - $229K
4.24K $225M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.89K
New
$55.61 - $57.37 $216K - $223K
3.89K $222M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.31K
New
$21.69 - $23.34 $202K - $217K
9.31K $222M
Spdr Series Trust
7.59K
New
N/A
7.59K $222M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
12.3K
New
$15.26 - $18.63 $187K - $228K
12.3K $221M
AMGN
Amgen Inc

Healthcare
723
New
$271.18 - $309.22 $196K - $224K
723 $219M
ACN
Accenture PLC

Technology
890
New
$232.56 - $304.78 $207K - $271K
890 $215M
IBM
International Business Machines Corp

Technology
759
New
$234.77 - $292.47 $178K - $222K
759 $215M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.98K
New
$67.48 - $71.55 $201K - $213K
2.98K $215M
ATO
Atmos Energy Corp

Utilities
1.21K
New
$151.51 - $170.75 $183K - $206K
1.21K $215M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.12K
New
$159.46 - $180.52 $179K - $203K
1.12K $213M
Ea Series Trust
4.15K
New
N/A
4.15K $210M
IYW
Ishares Dj Us Tech ETF

ETFs
1.05K
New
$171.38 - $197.01 $179K - $206K
1.05K $209M
TT
Trane Technologies PLC

Industrials
494
New
$398.96 - $472.54 $197K - $233K
494 $207M
ADBE
Adobe Inc.

Technology
601
New
$333.65 - $392.1 $201K - $236K
601 $206M
SNX
Td Synnex Corp

Technology
1.33K
New
$135.82 - $166.01 $181K - $221K
1.33K $206M
ITW
Illinois Tool Works Inc

Industrials
816
New
$252.31 - $269.41 $206K - $220K
816 $206M
DGX
Quest Diagnostics Inc

Healthcare
1.08K
New
N/A
1.08K $205M
Reddit Inc
1.01K
New
N/A
1.01K $204M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.07K
New
$181.56 - $190.33 $195K - $204K
1.07K $204M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.7K
New
$52.55 - $54.37 $194K - $201K
3.7K $201M
ALTL
Pacer Lunt Large Cap Altenator

Technology
4.61K
New
$37.71 - $42.96 $174K - $198K
4.61K $201M
ADT
Adt Inc.

Industrials
19.9K
New
$8.27 - $8.85 $165K - $176K
19.9K $171M
IIM
Invesco Value Municipal Income Trust

Financial Services
12.2K
New
$11.23 - $12.55 $137K - $153K
12.2K $153M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
11.4K
New
$11.51 - $12.4 $131K - $141K
11.4K $141M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
11.8K
New
$7.72 - $8.46 $90.9K - $99.6K
11.8K $85.6M
Cohen & Steers Infrastructur
22.6K
New
N/A
22.6K $1.02M
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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