Maridea Wealth Management LLC Reduced Holdings in Q1 2025

Maridea Wealth Management LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-716
- 17.57%
$71.24 - $83.64 $51K - $59.9K
3.36K $263M
TH
Target Hospitality Corp.

Industrials
-575
- 5.41%
$5.05 - $10.86 $2.9K - $6.24K
10.1K $66.1M
NRZ
New Residential Investment Corp.

Real Estate
-6.26K
- 8.9%
N/A
64K $733M
VO
Vanguard Mid Cap ETF

ETFs
-83
- 7.94%
$251.87 - $277.95 $20.9K - $23.1K
962 $249M
MCK
Mckesson Corp

Healthcare
-155
- 20.39%
$566.21 - $672.99 $87.8K - $104K
605 $407M
FNDX
Schwab Fundamental U S Large C

ETFs
-796
- 3.22%
$23.03 - $25.01 $18.3K - $19.9K
23.9K $565M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-12
- 0.6%
$119.87 - $145.05 $1.44K - $1.74K
1.98K $247M
VOE
Vanguard Mid Cap Value Index F

ETFs
-99
- 4.72%
$156.61 - $168.02 $15.5K - $16.6K
2K $321M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.41K
- 3.73%
$27.01 - $28.54 $38.1K - $40.3K
36.4K $1.02B
GILD
Gilead Sciences, Inc.

Healthcare
-1.08K
- 20.03%
$89.14 - $117.41 $95.9K - $126K
4.3K $482M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-109
- 0.2%
$10.53 - $11.08 $1.15K - $1.21K
55.1K $592M
ARCC
Ares Capital Corp

Financial Services
-432
- 1.38%
$21.28 - $23.81 $9.19K - $10.3K
30.9K $685M
OHI
Omega Healthcare Investors Inc

Real Estate
-12
- 0.06%
$35.7 - $38.33 $428 - $460
18.8K $717M
V
Visa Inc.

Financial Services
-94
- 8.75%
$306.92 - $362.71 $28.9K - $34.1K
980 $344M
EDV
Vanguard Extended Duration Tre

ETFs
-201
- 3.09%
$65.05 - $73.43 $13.1K - $14.8K
6.31K $449M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-122
- 0.35%
$13.33 - $14.08 $1.63K - $1.72K
34.7K $482M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3
- 0.11%
$128.74 - $138.67 $386 - $416
2.75K $373M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-12
- 0.22%
$51.6 - $53.93 $619 - $647
5.49K $296M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-174
- 0.35%
$9.62 - $10.03 $1.67K - $1.75K
49.7K $491M
ENB
Enbridge Inc

Energy
-271
- 1.7%
$41.54 - $45.45 $11.3K - $12.3K
15.7K $696M
KMB
Kimberly Clark Corp

Consumer Defensive
-51
- 1.6%
$124.46 - $147.4 $6.35K - $7.52K
3.15K $447M
SLV
I Shares Silver Trust

ETFs
-1.03K
- 7.67%
$26.93 - $31.32 $27.8K - $32.4K
12.4K $385M
PLTR
Palantir Technologies Inc.

Technology
-9
- 0.21%
$64.98 - $124.62 $585 - $1.12K
4.34K $366M
CVX
Chevron Corp

Energy
-19
- 0.87%
$146.71 - $167.97 $2.79K - $3.19K
2.18K $364M
XOM
Exxon Mobil Corp

Energy
-30
- 0.69%
$105.44 - $118.93 $3.16K - $3.57K
4.35K $517M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-815
- 9.94%
$34.58 - $45.97 $28.2K - $37.5K
7.39K $340M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-91
- 0.22%
$12.0 - $14.77 $1.09K - $1.34K
40.5K $593M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-162
- 0.19%
$28.37 - $29.61 $4.6K - $4.8K
87.2K $2.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-163
- 4.81%
$442.66 - $534.52 $72.2K - $87.1K
3.23K $1.72B
Activity Summary
Buys All Purchases 145 New Holdings 53 Increased Positions 92 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 1 Puts 0
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