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CIK: 0002056245
Total reported value
$924.1M
$924.1M
229 檔
9.2%
According to the latest 13F quarterly dataset, Maridea Wealth Management LLC managed an equity portfolio of $924.1M at the end of Q1 2025, spanning 229 distinct U.S. exchange-listed positions.
During Q1 2025, Maridea Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WBIG | Wbi Bullbear Yield 3000 ETF | ETF-Other | 6.19% | -0.51% | +0.21% | |
| 2 | WBIL | Wbi Bullbear Quality 3000 Et | ETF-Other | 5.93% | -0.35% | +0.86% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.55% | +0.37% | -1.73% | |
| 4 | WBIF | Wbi Bullbear Value 3000 ETF | ETF-Other | 5.18% | -0.39% | +0.67% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.01% | -0.18% | -14.12% | |
| 6 | WBIY | Wbi Power Factor High Div | ETF-Other | 4.58% | -0.51% | -13.16% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.47% | -0.33% | +12.24% | |
| 8 | CLOI | Vaneck Clo ETF | ETF-Other | 2.31% | -0.34% | -22.55% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.94% | +0.13% | +26.93% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.72% | -0.04% | -4.28% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.11% | +2.36% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.01% | +25.75% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.51% | -0.11% | -36.06% | |
| 14 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 1.51% | +0.13% | NEW | |
| 15 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 1.46% | +0.11% | +61.25% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.30% | +4.22% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | -39.28% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.00% | -0.16% | +52.68% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | — | +84.52% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.03% | +15.66% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.92% | -0.06% | -45.74% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.54% | +92.74% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.85% | +0.01% | +317.76% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | -0.02% | -36.17% | |
| 25 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.83% | — | -0.19% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | -0.01% | -46.74% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.77% | -0.03% | -15.20% | |
| 28 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.77% | -0.10% | +4.07% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.73% | -0.03% | -4.82% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.08% | -5.85% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.07% | -7.54% | |
| 32 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.05% | +78.45% | |
| 33 | CLSK | Cleanspark Inc | Stock-Financials | 0.65% | -0.04% | +86.91% | |
| 34 | IREN | IREN Limited | Stock-Other | 0.64% | -0.06% | +65.67% | |
| 35 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.64% | -0.03% | -15.91% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.07% | -4.81% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | +0.12% | +52.87% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.11% | +114.44% | |
| 39 | DLY | Doubleline Yield Opport | Stock-Other | 0.54% | -0.01% | +3.47% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | +0.02% | +208.96% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.47% | -0.01% | +29.06% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.46% | -0.08% | +29.49% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.09% | +120.70% | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.42% | -0.09% | +95.29% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.42% | +0.16% | +43.63% | |
| 46 | CIFR | Cipher Digital Inc | Stock-Tech | 0.41% | +0.22% | +169.55% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.41% | -0.04% | -1.24% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.41% | -0.04% | +40.54% | |
| 49 | MARA | Mara Holdings Inc | Stock-Financials | 0.40% | — | +94.33% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | — | +18.80% |
According to official SEC Form 13F filings, Maridea Wealth Management LLC reported a total U.S. public equity portfolio value of $924.1M across 229 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including WBIG, WBIL, SGOV) accounted for 9.2% of total reported equity market value during Q1 2025.
During Q1 2025, Maridea Wealth Management LLC's top holdings by market value included WBIG (6.2%)、WBIL (5.9%)、SGOV (5.5%). The largest single position, WBIG, represented 6.2% of total portfolio value.
In Q1 2025, Maridea Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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