Maridea Wealth Management LLC Purchases in Q2 2025

Maridea Wealth Management LLC

  • $384 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
5K
New
N/A
5K $306M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.5K
New
$82.21 - $83.12 $288K - $291K
3.5K $290M
PM
Philip Morris International Inc.

Consumer Defensive
1.58K
New
$149.23 - $184.95 $236K - $293K
1.58K $288M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.37K
+ 50.8%
$152.42 - $182.82 $209K - $251K
4.08K $745M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.3K
+ 50.79%
$43.53 - $54.46 $187K - $234K
12.8K $695M
CRM
Salesforce, Inc.

Technology
1.02K
+ 132.99%
$236.26 - $291.15 $241K - $297K
1.79K $487M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.43K
New
$50.56 - $59.57 $274K - $323K
5.43K $281M
CHTR
Charter Communications, Inc.

Communication Services
679
New
$321.68 - $427.25 $218K - $290K
679 $278M
ABBV
Abb Vie Inc.

Healthcare
1.46K
New
$170.16 - $206.27 $249K - $301K
1.46K $271M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.71K
New
$46.22 - $57.51 $218K - $271K
4.71K $271M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.51K
New
$59.24 - $71.39 $208K - $251K
3.51K $250M
VEA
Vanguard Ftse Developed Market

ETFs
2.35K
+ 12.47%
$45.65 - $57.01 $107K - $134K
21.2K $1.21B
IWB
Ishares Tr Russell 1000 ETF

ETFs
190
+ 3.48%
$272.36 - $339.57 $51.7K - $64.5K
5.64K $1.92B
First Tr Exchng Traded Fd Vi
6.2K
New
N/A
6.2K $241M
RBLX
Roblox Corp

Communication Services
2.24K
New
$51.22 - $105.59 $115K - $236K
2.24K $236M
VRSK
Verisk Analytics, Inc.

Industrials
743
New
$277.03 - $321.33 $206K - $239K
743 $231M
MGK
Vanguard Mega Cap Growth ETF

ETFs
464
+ 45.31%
$273.67 - $366.17 $127K - $170K
1.49K $545M
EBAY
Ebay Inc

Consumer Cyclical
2.75K
+ 82.98%
$59.52 - $79.36 $164K - $219K
6.07K $452M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.87K
New
$28.21 - $28.85 $222K - $227K
7.87K $226M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
29.1K
New
$7.06 - $8.1 $205K - $236K
29.1K $225M
Cohen & Steers ETF Trust
8.7K
New
N/A
8.7K $225M
ZS
Zscaler, Inc.

Technology
715
New
$174.67 - $315.32 $125K - $225K
715 $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
38
+ 2.93%
$321.63 - $509.31 $12.2K - $19.4K
1.34K $680M
UNH
Unitedhealth Group Inc

Healthcare
712
New
$274.35 - $599.47 $195K - $427K
712 $222M
Simplify Exchange Traded Fun
4.43K
New
N/A
4.43K $222M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.13K
New
$102.02 - $103.5 $217K - $220K
2.13K $219M
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.81K
New
$32.56 - $57.11 $124K - $217K
3.81K $217M
Grayscale Ethereum Trust ETF
782
+ 2.19%
N/A
36.4K $760M
AMP
Ameriprise Financial Inc

Financial Services
360
+ 76.11%
$422.19 - $533.73 $152K - $192K
833 $445M
CPRT
Copart Inc

Consumer Cyclical
4.34K
New
$47.72 - $63.84 $207K - $277K
4.34K $213M
MU
Micron Technology Inc

Technology
1.72K
New
$64.72 - $127.91 $111K - $220K
1.72K $212M
SHW
Sherwin Williams CO

Basic Materials
616
New
$313.51 - $363.51 $193K - $224K
616 $212M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.39K
New
$28.15 - $47.93 $124K - $211K
4.39K $211M
SCHW
Schwab Charles Corp

Financial Services
1.82K
+ 54.14%
$69.06 - $91.24 $126K - $166K
5.18K $472M
HEI
Heico Corp

Industrials
637
New
$236.44 - $328.0 $151K - $209K
637 $209M
MCD
Mcdonalds Corp

Consumer Cyclical
880
+ 36.18%
$285.55 - $321.23 $251K - $283K
3.31K $968M
ANSS
Ansys Inc

Technology
590
New
$284.19 - $351.22 $168K - $207K
590 $207M
Atlassian Corporation
1K
New
N/A
1K $203M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.88K
New
$40.51 - $71.03 $117K - $204K
2.88K $202M
HROW
Harrow Health, Inc.

Healthcare
6.62K
New
$22.2 - $31.61 $147K - $209K
6.62K $202M
MGC
Vanguard Mega Cap ETF

ETFs
618
+ 23.28%
$179.23 - $224.92 $111K - $139K
3.27K $736M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 57.51%
$40.94 - $52.1 $122K - $155K
8.16K $425M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.91K
+ 9.73%
$23.45 - $26.56 $91.7K - $104K
44.1K $1.17B
IEMG
Ishares Inc

ETFs
1.92K
+ 23.78%
N/A
10K $601M
KLAC
Kla Corp

Technology
108
+ 35.18%
$576.53 - $902.94 $62.3K - $97.5K
415 $372M
V
Visa Inc.

Financial Services
446
+ 45.51%
$308.27 - $373.31 $137K - $166K
1.43K $506M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.83K
+ 16.52%
$26.18 - $26.93 $153K - $157K
41.1K $1.1B
WTW
Willis Towers Watson PLC

Financial Services
541
+ 67.04%
$295.96 - $337.43 $160K - $183K
1.35K $413M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 4.29%
$85.42 - $94.39 $110K - $122K
31.3K $2.94B
Activity Summary
Buys All Purchases 197 New Holdings 91 Increased Positions 106 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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