Maridea Wealth Management LLC Reduced Holdings in Q3 2025

Maridea Wealth Management LLC

  • $643 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.39K
- 23.96%
$546.99 - $602.2 $4.04M - $4.45M
23.4K $14.3B
Lam Research Corp
-23.7K
- 78.1%
N/A
6.66K $959M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-24.5K
- 39.64%
$59.81 - $60.11 $1.47M - $1.47M
37.3K $2.24B
POCT
Innovator U.S. Equity Power Bu

ETFs
-31.3K
- 66.04%
$41.27 - $43.1 $1.29M - $1.35M
16.1K $697M
SO
Southern CO

Utilities
-10.9K
- 66.37%
$90.83 - $96.0 $991K - $1.05M
5.53K $540M
NTES
Net Ease, Inc.

Communication Services
-6.47K
- 74.12%
$127.31 - $159.34 $824K - $1.03M
2.26K $345M
Bondbloxx ETF Trust
-15.2K
- 31.0%
N/A
33.9K $1.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.4K
- 31.66%
$62.09 - $66.51 $772K - $827K
26.8K $1.75B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.06K
- 22.53%
$92.18 - $95.14 $650K - $671K
24.3K $2.3B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.47K
- 21.65%
$620.67 - $670.08 $913K - $986K
5.32K $3.59B
FANG
Diamondback Energy, Inc.

Energy
-3.5K
- 62.69%
$134.53 - $152.5 $470K - $533K
2.08K $294M
TFLO
Ishares Treasury Floating Rate

ETFs
-8.84K
- 33.5%
$50.45 - $50.65 $446K - $448K
17.5K $886M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-33.7K
- 7.25%
$29.63 - $32.02 $999K - $1.08M
431K $13.2B
GILD
Gilead Sciences, Inc.

Healthcare
-2.92K
- 60.59%
$108.22 - $120.47 $316K - $352K
1.9K $234M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.92K
- 42.21%
$121.35 - $144.54 $355K - $422K
4K $573M
CSCO
Cisco Systems, Inc.

Technology
-3.7K
- 44.97%
$66.2 - $71.79 $245K - $266K
4.53K $320M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-68.6K
- 8.36%
$21.76 - $23.27 $1.49M - $1.6M
752K $17.7B
XMPT
Vaneck Cef Muni Income ETF

ETFs
-12.7K
- 35.37%
$20.57 - $21.92 $260K - $277K
23.1K $509M
ORCL
Oracle Corp

Technology
-1.48K
- 42.82%
$218.96 - $328.33 $323K - $485K
1.97K $547M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.47K
- 54.02%
$163.62 - $210.2 $241K - $309K
1.25K $238M
SCHW
Schwab Charles Corp

Financial Services
-2.01K
- 38.74%
$91.03 - $98.69 $183K - $198K
3.17K $301M
UBER
Uber Technologies, Inc

Technology
-1.81K
- 21.6%
$86.91 - $99.57 $157K - $180K
6.57K $615M
AMP
Ameriprise Financial Inc

Financial Services
-237
- 28.45%
$486.13 - $544.55 $115K - $129K
596 $282M
AMAT
Applied Materials Inc

Technology
-1.15K
- 42.27%
$156.25 - $204.95 $180K - $235K
1.57K $358M
T
At&T Inc.

Communication Services
-3.39K
- 26.84%
$26.94 - $29.62 $91.4K - $100K
9.25K $241M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.47K
- 38.21%
$50.23 - $50.48 $124K - $125K
3.99K $201M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.14K
- 4.82%
$26.38 - $27.95 $188K - $199K
141K $3.8B
VTV
Vanguard Value ETF

ETFs
-1.18K
- 9.41%
$175.51 - $186.57 $207K - $220K
11.4K $2.13B
IWV
Ishares Russell 3000 ETF

ETFs
-393
- 20.35%
$351.04 - $379.81 $138K - $149K
1.54K $587M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-403
- 1.34%
$14.94 - $16.82 $6.02K - $6.78K
29.6K $415M
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-40.2K
- 7.13%
$31.93 - $34.54 $1.28M - $1.39M
523K $18.3B
EPR
Epr Properties

Real Estate
-439
- 3.75%
$52.58 - $61.21 $23.1K - $26.9K
11.3K $624M
FSCO
Fs Cr Opportunities Corp Com
-1.26K
- 1.69%
N/A
73.4K $484M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.33K
- 12.9%
N/A
8.97K $911M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.94K
- 35.72%
$48.04 - $60.86 $93.1K - $118K
3.49K $229M
DSL
Double Line Income Solutions Fund

Financial Services
-1.29K
- 2.91%
$11.99 - $12.67 $15.5K - $16.3K
43K $500M
SHV
Ishares Tr

ETFs
-366
- 12.71%
$110.06 - $110.49 $40.3K - $40.4K
2.51K $277M
Global X Fds
-355
- 8.52%
N/A
3.81K $382M
NRZ
New Residential Investment Corp.

Real Estate
-877
- 1.34%
N/A
64.5K $704M
PDI
Pimco Dynamic Income Fund

Financial Services
-113
- 0.48%
$18.85 - $20.07 $2.13K - $2.27K
23.5K $424M
First Tr Exchng Traded Fd Vi
-1.63K
- 8.42%
N/A
17.8K $462M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-1.01K
- 1.81%
$10.85 - $11.41 $11K - $11.5K
54.9K $600M
CRWD
Crowd Strike Holdings, Inc.

Technology
-9
- 0.67%
$412.46 - $514.1 $3.71K - $4.63K
1.33K $668M
VLO
Valero Energy Corp

Energy
-560
- 18.34%
$131.77 - $175.63 $73.8K - $98.4K
2.49K $399M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-1K
- 22.79%
$44.14 - $61.05 $44.2K - $61.1K
3.39K $201M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-667
- 11.45%
$89.32 - $107.82 $59.6K - $71.9K
5.16K $521M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.02K
- 6.72%
$62.38 - $67.29 $63.4K - $68.4K
14.1K $944M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-282
- 0.79%
$13.32 - $14.12 $3.76K - $3.98K
35.3K $479M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-70
- 0.82%
$24.65 - $24.98 $1.73K - $1.75K
8.44K $211M
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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