Maripau Wealth Management LLC Portfolio Holdings

Maripau Wealth Management LLC

  • $129 Million
  • Q1 2024

Maripau Wealth Management LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $129 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Swan Sos Fd Of Fd with a value of $15.3M, Ishares Core S&P 500 ETF with a value of $8.94M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.22M, Ishares Core Total Usd Bond Ma with a value of $5.38M, and Ishares Msci Usa Quality Facto with a value of $4.56M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $114M to 129M.

Maripau Wealth Management LLC is based out at Fort Wayne, IN

Below you can find more details about Maripau Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $113 Million
Technology: $6.32 Million
Communication Services: $2.03 Million
Consumer Defensive: $1.85 Million
Consumer Cyclical: $1.84 Million
Financial Services: $1.47 Million
Industrials: $741,000
Healthcare: $738,000
Other: $740,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Million 11.88% of portfolio
567,915
Q1 2024 Added 1.76%
$0
$8.94 Million 6.92% of portfolio
17,002
Q1 2024 Reduced 11.07%
$0
$8.22 Million 6.36% of portfolio
133,523
Q1 2024 Reduced 15.86%
$0
$5.38 Million 4.17% of portfolio
117,987
Q1 2024 Added 32.17%
$0
$4.56 Million 3.53% of portfolio
27,754
Q1 2024 Reduced 8.62%
$0
$3.08 Million 2.38% of portfolio
61,347
Q1 2024 Added 2.84%
$0
$2.98 Million 2.31% of portfolio
31,541
Q1 2024 Reduced 2.9%
$0
$2.66 Million 2.06% of portfolio
48,968
Q1 2024 Reduced 22.2%
$0
$2.64 Million 2.04% of portfolio
7,661
Q1 2024 Reduced 10.2%
$0
$2.57 Million 1.99% of portfolio
57,887
Q1 2024 New
$0
$2.34 Million 1.81% of portfolio
22,523
Q1 2024 Reduced 2.39%
$0
$2.27 Million 1.76% of portfolio
24,538
Q1 2024 Reduced 2.46%
$0
$2.24 Million 1.74% of portfolio
13,774
Q1 2024 Reduced 4.61%
$1.4B
$2 Million 1.55% of portfolio
90,284
Q1 2024 Added 3.79%
$0
$1.87 Million 1.45% of portfolio
22,129
Q1 2024 Added 106.31%
$0
$1.72 Million 1.33% of portfolio
37,477
Q1 2024 Reduced 3.64%
$0
$1.61 Million 1.24% of portfolio
3,069
Q1 2024 Added 13.08%
$3.38T
$1.6 Million 1.24% of portfolio
9,336
Q1 2024 Added 61.19%
$308B
$1.53 Million 1.18% of portfolio
1,688
Q1 2024 Reduced 12.99%
$0
$1.51 Million 1.17% of portfolio
29,340
Q1 2024 Reduced 29.27%
$0
$1.51 Million 1.17% of portfolio
11,212
Q1 2024 Added 2.61%
$3.33T
$1.49 Million 1.15% of portfolio
3,544
Q1 2024 Added 18.53%
$0
$1.44 Million 1.12% of portfolio
29,351
Q1 2024 Reduced 2.5%
$0
$1.36 Million 1.05% of portfolio
31,197
Q1 2024 Added 46.68%
$0
$1.34 Million 1.03% of portfolio
17,437
Q1 2024 Reduced 2.18%
$0
$1.32 Million 1.02% of portfolio
2,740
Q1 2024 Added 10.22%
$0
$1.05 Million 0.81% of portfolio
2,355
Q1 2024 Reduced 15.53%
$0
$976,000 0.76% of portfolio
21,407
Q1 2024 Added 0.58%
$0
$968,000 0.75% of portfolio
23,184
Q1 2024 Added 0.48%
$0
$946,000 0.73% of portfolio
8,237
Q1 2024 Reduced 52.17%
$529B
$925,000 0.72% of portfolio
2,202
Q1 2024 Added 33.94%
$1.97T
$907,000 0.7% of portfolio
5,030
Q1 2024 Added 16.44%
$0
$872,000 0.68% of portfolio
3,815
Q1 2024 Added 5.1%
$0
$862,000 0.67% of portfolio
12,706
Q1 2024 Added 21.19%
$0
$843,000 0.65% of portfolio
14,657
Q1 2024 Added 121.61%
$0
$829,000 0.64% of portfolio
34,203
Q1 2024 New
$1.13T
$823,000 0.64% of portfolio
1,695
Q1 2024 Added 12.62%
$376B
$804,000 0.62% of portfolio
1,098
Q1 2024 New
$0
$770,000 0.6% of portfolio
9,970
Q1 2024 Reduced 0.72%
$0
$747,000 0.58% of portfolio
10,071
Q1 2024 Added 5.85%
$0
$743,000 0.58% of portfolio
32,655
Q1 2024 Added 30.04%
$0
$742,000 0.57% of portfolio
3,805
Q1 2024 Reduced 10.89%
$0
$689,000 0.53% of portfolio
7,035
Q1 2024 Added 30.33%
$0
$688,000 0.53% of portfolio
8,232
Q1 2024 Reduced 27.7%
$0
$668,000 0.52% of portfolio
8,869
Q1 2024 Reduced 2.87%
$0
$672,000 0.52% of portfolio
19,278
Q1 2024 New
$0
$646,000 0.5% of portfolio
8,944
Q1 2024 Added 3.96%
$0
$630,000 0.49% of portfolio
6,248
Q1 2024 Reduced 0.89%
$0
$591,000 0.46% of portfolio
16,405
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $129 Million
  • Prior Value $114 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 55 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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