Maridea Wealth Management LLC Portfolio Holdings by Sector
Maridea Wealth Management LLC
- $384 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
WBIL WBIG QQQ WBIF SGOV WBIY SCHG CLOI 120 stocks |
$250 Million
69.97% of portfolio
|
76
|
38
|
26
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO MU 4 stocks |
$11.3 Million
3.15% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IREN CIFR IBKR SCHW MARA 5 stocks |
$9.32 Million
2.61% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CLSK MSTR COIN UBER CRM NOW ANSS 7 stocks |
$9.22 Million
2.58% of portfolio
|
5
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL CRWD ZS 5 stocks |
$7.02 Million
1.97% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC AWF UTF UTG DSL EMD PDI AMP 12 stocks |
$5.15 Million
1.44% of portfolio
|
10
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$5.08 Million
1.42% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA EBAY MELI 4 stocks |
$4.79 Million
1.34% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.83 Million
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$3.62 Million
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK D DTE 4 stocks |
$3.54 Million
0.99% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.44 Million
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.39 Million
0.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
GLNG ENB KMI 3 stocks |
$2.39 Million
0.67% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES EA RBLX 3 stocks |
$1.85 Million
0.52% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ PMT AGNC 3 stocks |
$1.77 Million
0.5% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.71 Million
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
DLY 1 stocks |
$1.66 Million
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1.58 Million
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUMC 2 stocks |
$1.45 Million
0.41% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG OXY 2 stocks |
$1.34 Million
0.38% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$1.32 Million
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY WSM AZO 3 stocks |
$1.29 Million
0.36% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD ABBV PFE BMY 4 stocks |
$1.26 Million
0.35% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.25 Million
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EPR UNIT 2 stocks |
$1.04 Million
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$1.03 Million
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX TTEK 2 stocks |
$1.02 Million
0.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$968,256
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$929,629
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CHTR VZ 3 stocks |
$912,841
0.26% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$869,568
0.24% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$854,816
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$776,266
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$769,364
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$751,659
0.21% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$730,518
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
PAG CPRT 2 stocks |
$726,087
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$701,716
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO PWFL 2 stocks |
$645,722
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX HEI 2 stocks |
$559,676
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$524,812
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$517,155
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFSL 1 stocks |
$508,493
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$498,654
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$479,534
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$474,595
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST 1 stocks |
$471,679
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI 1 stocks |
$459,766
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$413,162
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$410,575
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$354,254
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$320,694
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$288,469
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LW 1 stocks |
$281,338
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$263,354
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$231,444
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$222,268
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$211,617
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$204,992
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HROW 1 stocks |
$202,022
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
RDFN 1 stocks |
$114,004
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|