Maridea Wealth Management LLC Reduced Holdings in Q2 2025

Maridea Wealth Management LLC

  • $384 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-14.7K
- 88.41%
$281.67 - $351.0 $4.15M - $5.17M
1.93K $678M
VTI
Vanguard Total Stock Market Et

ETFs
-16.1K
- 87.03%
$243.75 - $303.93 $3.93M - $4.9M
2.4K $731M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-187K
- 84.26%
$17.61 - $21.46 $3.29M - $4.01M
34.9K $618M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-103K
- 62.54%
$25.77 - $27.23 $2.66M - $2.81M
61.7K $1.59B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-25.1K
- 74.81%
$83.97 - $92.85 $2.11M - $2.33M
8.46K $747M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-24K
- 36.9%
$91.43 - $91.74 $2.19M - $2.2M
41K $3.76B
XLE
Energy Sector Spdr

ETFs
-22.6K
- 77.08%
$76.44 - $94.13 $1.73M - $2.13M
6.73K $571M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-19.7K
- 11.64%
$100.35 - $100.71 $1.98M - $1.98M
149K $15B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-15.6K
- 70.55%
$116.93 - $119.39 $1.82M - $1.86M
6.5K $774M
GLD
Spdr Gold Trust

ETFs
-6.32K
- 24.05%
$273.71 - $316.29 $1.73M - $2M
19.9K $6.08B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.57K
- 45.56%
$456.74 - $568.03 $1.17M - $1.46M
3.07K $1.74B
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-15.7K
- 1.88%
$20.23 - $22.95 $317K - $360K
820K $18B
MARA
Marathon Digital Holdings, Inc.

Financial Services
-90.2K
- 84.08%
N/A
17.1K $268M
UBER
Uber Technologies, Inc

Technology
-13.1K
- 61.09%
$64.62 - $93.3 $849K - $1.23M
8.37K $781M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.89K
- 49.84%
$99.37 - $134.05 $486K - $655K
4.92K $558M
DIS
Walt Disney CO

Communication Services
-7.87K
- 64.63%
$81.72 - $124.01 $643K - $976K
4.31K $534M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-957
- 29.66%
$483.48 - $539.8 $463K - $517K
2.27K $1.1B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-38.3K
- 55.2%
$12.21 - $13.9 $468K - $533K
31.1K $406M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-12.6K
- 14.4%
$27.55 - $29.44 $346K - $370K
74.6K $2.06B
UPS
United Parcel Service Inc

Industrials
-4.16K
- 66.52%
$91.92 - $110.2 $382K - $458K
2.09K $211M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
-11.2K
- 2.35%
$25.72 - $30.26 $288K - $339K
465K $13.6B
COST
Costco Wholesale Corp

Consumer Defensive
-416
- 50.49%
$908.13 - $1056.85 $378K - $440K
408 $404M
PFE
Pfizer Inc

Healthcare
-12.9K
- 57.28%
$21.59 - $24.84 $278K - $320K
9.61K $233M
VZ
Verizon Communications Inc

Communication Services
-7.06K
- 53.12%
$41.67 - $45.62 $294K - $322K
6.23K $269M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.03K
- 43.45%
$47.46 - $55.3 $286K - $333K
7.84K $432M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-8.89K
- 15.77%
$34.58 - $34.88 $307K - $310K
47.5K $1.66B
RTX
Raytheon Technologies Corp

Industrials
-2.41K
- 50.07%
$113.75 - $148.48 $274K - $358K
2.4K $351M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-9.85K
- 1.78%
$25.41 - $29.04 $250K - $286K
543K $15.6B
XMPT
Vaneck Cef Muni Income ETF

ETFs
-10.8K
- 23.2%
$20.18 - $21.62 $218K - $234K
35.8K $751M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.97K
- 53.99%
$109.83 - $131.67 $216K - $259K
1.68K $213M
AVGO
Broadcom Inc.

Technology
-3.08K
- 54.39%
$146.29 - $275.65 $450K - $848K
2.58K $711M
AGZ
Ishares Agency Bond ETF

ETFs
-2.09K
- 24.79%
$108.32 - $109.92 $227K - $230K
6.35K $697M
T
At&T Inc.

Communication Services
-7.46K
- 37.11%
$26.33 - $28.94 $196K - $216K
12.6K $366M
AFLG
First Tr Exchange Traded Fd Vi
-6.5K
- 41.71%
N/A
9.09K $330M
MUB
Ishares National Muni Bond ETF

ETFs
-1.54K
- 7.76%
$102.31 - $105.8 $158K - $163K
18.3K $1.92B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.28K
- 45.87%
$179.95 - $278.88 $230K - $356K
1.51K $421M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.09K
- 34.16%
$24.19 - $24.45 $147K - $149K
11.7K $286M
MCK
Mckesson Corp

Healthcare
-246
- 40.66%
$652.83 - $732.78 $161K - $180K
359 $263M
VTV
Vanguard Value ETF

ETFs
-1.11K
- 8.11%
$153.67 - $176.74 $170K - $196K
12.5K $2.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.8K
- 10.89%
$51.16 - $62.02 $245K - $297K
39.3K $2.43B
Tidal Tr Ii
-5.94K
- 39.34%
N/A
9.16K $210M
XLP
Consumer Staples Sector Spdr

ETFs
-1.32K
- 8.65%
N/A
13.9K $1.13B
POCT
Innovator U.S. Equity Power Bu

ETFs
-5.95K
- 11.16%
$36.35 - $41.3 $216K - $246K
47.4K $1.96B
KMI
Kinder Morgan, Inc.

Energy
-3.42K
- 21.83%
$25.21 - $29.4 $86.2K - $100K
12.2K $360M
VLO
Valero Energy Corp

Energy
-684
- 18.3%
$104.69 - $141.77 $71.6K - $97K
3.05K $411M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.11K
- 18.09%
$29.52 - $35.31 $91.9K - $110K
14.1K $497M
FNDX
Schwab Fundamental U S Large C

ETFs
-3.68K
- 15.37%
$20.84 - $24.54 $76.7K - $90.3K
20.3K $497M
CBOE
Cboe Global Markets, Inc.

Financial Services
-323
- 26.87%
$205.81 - $234.23 $66.5K - $75.7K
879 $205M
XOM
Exxon Mobil Corp

Energy
-162
- 3.73%
$99.93 - $119.04 $16.2K - $19.3K
4.19K $451M
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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