Maripau Wealth Management LLC Portfolio Holdings

Maripau Wealth Management LLC

  • $106 Million
  • Q3 2024

Maripau Wealth Management LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $106 Million distributed in 50 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 $19.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.1M, Ishares Core S&P 500 ETF with a value of $7.53M, Ishares Core Total Usd Bond Ma with a value of $6.06M, and Vanguard Ftse Developed Market with a value of $5.73M.

Examining the 13F form we can see an decrease of $33.8M in the current position value, from $140M to 106M.

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 $106 Million
ETFs: $99.2 Million
Technology: $5.81 Million
Consumer Defensive: $948,000
Consumer Cyclical: $475,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $106 Million
  • Prior Value $140 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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