Maripau Wealth Management LLC Portfolio Holdings by Sector
Maripau Wealth Management LLC
- $173 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
PSFF SPLG VEA ACIO DRSK BKAG RSP SPY 85 stocks |
$131,528
75.89% of portfolio
|
48
|
36
|
16
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$4,053
2.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD ORCL 4 stocks |
$3,569
2.06% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,270
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR NOW UBER 3 stocks |
$3,018
1.74% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$2,737
1.58% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,214
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$1,839
1.06% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,719
0.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1,529
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,520
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GME 1 stocks |
$1,516
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ROP GE 3 stocks |
$1,487
0.86% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,198
0.69% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,065
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT GD 3 stocks |
$1,006
0.58% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR ACN 2 stocks |
$921
0.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH ELV 3 stocks |
$884
0.51% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$753
0.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$681
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG 1 stocks |
$653
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$643
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$639
0.37% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$594
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$577
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$514
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$484
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$461
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$399
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$320
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$264
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$263
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$261
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$249
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$219
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$210
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
CIFR 1 stocks |
$47
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
GEVO 1 stocks |
$16
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|