Maridea Wealth Management LLC Incresed Positions in Q2 2025

Maridea Wealth Management LLC

  • $384 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

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

Consumer Cyclical
880
+ 36.18%
$285.55 - $321.23 $251K - $283K
3.31K $968M
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
IAU
Ishares Gold Trust

ETFs
1.26K
+ 12.93%
$56.1 - $64.74 $70.6K - $81.5K
11K $686M
IWF
Ishares Russell 1000 Gr ETF

ETFs
67
+ 5.15%
$320.42 - $424.58 $21.5K - $28.4K
1.37K $581M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.66K
+ 34.67%
$50.28 - $50.47 $83.6K - $83.9K
6.46K $325M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.12K
+ 21.53%
$68.11 - $69.33 $75.9K - $77.3K
6.29K $436M
EPR
Epr Properties

Real Estate
196
+ 1.7%
$43.53 - $59.11 $8.53K - $11.6K
11.7K $682M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
65
+ 8.69%
$299.15 - $396.54 $19.4K - $25.8K
813 $322M
AXP
American Express CO

Financial Services
97
+ 12.95%
$231.39 - $318.98 $22.4K - $30.9K
846 $270M
UTG
Reaves Utility Income Fund

Financial Services
282
+ 1.88%
$29.08 - $36.18 $8.2K - $10.2K
15.3K $554M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$113.67 - $150.4 $114 - $150
2.41K $362M
GILD
Gilead Sciences, Inc.

Healthcare
524
+ 12.19%
$96.91 - $113.0 $50.8K - $59.2K
4.82K $535M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
75
+ 1.61%
$50.08 - $63.14 $3.76K - $4.74K
4.72K $298M
SLV
I Shares Silver Trust

ETFs
571
+ 4.59%
$27.08 - $33.74 $15.5K - $19.3K
13K $427M
SHV
Ishares Tr

ETFs
367
+ 14.61%
$110.06 - $110.46 $40.4K - $40.5K
2.88K $318M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
344
+ 1.55%
$22.63 - $26.95 $7.78K - $9.27K
22.6K $609M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
722
+ 16.31%
$51.68 - $52.76 $37.3K - $38.1K
5.15K $272M
CLOI
Vaneck ETF Tr

ETFs
435
+ 0.33%
$51.16 - $53.02 $22.3K - $23.1K
134K $7.11B
FSCO
Fs Cr Opportunities Corp Com
3.07K
+ 4.29%
N/A
74.6K $542M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
61
+ 0.66%
$22.65 - $28.29 $1.38K - $1.73K
9.31K $263M
TFSL
Tfs Financial Corp

Financial Services
714
+ 1.85%
$11.62 - $13.54 $8.3K - $9.67K
39.3K $508M
EWJV
Ishares Tr Msci Japan Value Et
383
+ 3.95%
N/A
10.1K $350M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
416
+ 4.02%
N/A
10.8K $252M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
796
+ 1.44%
$9.73 - $11.03 $7.75K - $8.78K
55.9K $617M
ENB
Enbridge Inc

Energy
182
+ 1.16%
$41.09 - $47.16 $7.48K - $8.58K
15.9K $720M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
889
+ 1.79%
$8.72 - $10.05 $7.75K - $8.93K
50.6K $508M
BMY
Bristol Myers Squibb CO

Healthcare
1.37K
+ 41.06%
$44.12 - $59.6 $60.5K - $81.7K
4.71K $218M
D
Dominion Energy, Inc

Utilities
183
+ 2.09%
$49.66 - $58.0 $9.09K - $10.6K
8.94K $505M
VGSH
Vanguard

ETFs
171
+ 3.15%
$58.32 - $58.95 $9.97K - $10.1K
5.6K $329M
DLY
Double Line Yield Opportunities Fund

N/A
3.91K
+ 3.81%
$14.45 - $16.11 $56.5K - $63K
107K $1.66B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.27K
+ 4.43%
$13.96 - $16.51 $17.8K - $21K
30K $488M
ARCC
Ares Capital Corp

Financial Services
589
+ 1.91%
$18.91 - $22.43 $11.1K - $13.2K
31.5K $692M
NRZ
New Residential Investment Corp.

Real Estate
1.37K
+ 2.15%
N/A
65.4K $738M
SPTL
Spdr Portfolio Long Term Treas

ETFs
767
+ 3.23%
$25.48 - $27.78 $19.5K - $21.3K
24.5K $651M
PRI
Primerica, Inc.

Financial Services
79
+ 4.93%
$244.39 - $290.62 $19.3K - $23K
1.68K $460M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1.87K
+ 4.53%
$13.25 - $14.85 $24.8K - $27.8K
43.3K $617M
PDI
Pimco Dynamic Income Fund

Financial Services
1K
+ 4.43%
$17.02 - $19.87 $17K - $19.9K
23.6K $448M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
99
+ 0.27%
$18.83 - $19.22 $1.86K - $1.9K
37.1K $709M
AGNC
Agnc Investment Corp.

Real Estate
1.98K
+ 3.77%
$8.12 - $9.49 $16.1K - $18.8K
54.5K $501M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
51
+ 0.44%
$25.57 - $26.34 $1.3K - $1.34K
11.7K $304M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
829
+ 2.39%
$12.24 - $13.88 $10.1K - $11.5K
35.6K $480M
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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