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Portfolio (Quarterly) Guide ↗

Maridea Wealth Management LLC

· CIK 0002056245
13F Portfolio $666M AUM 402 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 56 New 191 Added 118 Reduced 71 Exited
Page 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 GLNG GOLAR LNG LTD Energy 47,507 $1.8M 0.28% SOLD
2 AJG GALLAGHER ARTHUR J & CO Financial Services 5,230 $1.5M 0.23% SOLD
3 TRV TRAVELERS COMPANIES INC Financial Services 5,199 $1.4M 0.21% SOLD
4 TREX TREX CO INC Industrials 24,375 $1.2M 0.19% SOLD
5 NOG NORTHERN OIL & GAS INC Energy 52,719 $1.1M 0.17% SOLD
6 SBET SHARPLINK GAMING INC Financial Services 52,894 $782K 0.12% SOLD
7 GSY INVESCO ACTIVELY MANAGED EXC 14,594 $733K 0.11% SOLD
8 VRT VERTIV HOLDINGS CO Industrials 4,061 $714K 0.11% SOLD
9 NSC NORFOLK SOUTHN CORP Industrials 2,206 $642K 0.10% SOLD
10 RPRX ROYALTY PHARMA PLC Healthcare 16,492 $604K 0.09% SOLD
11 UNP UNION PAC CORP Industrials 2,528 $575K 0.09% SOLD
12 UNH UNITEDHEALTH GROUP INC Healthcare 1,487 $542K 0.08% SOLD
13 KO COCA COLA CO Consumer Defensive 7,893 $540K 0.08% SOLD
14 WRB BERKLEY W R CORP Financial Services 7,180 $528K 0.08% SOLD
15 CHE CHEMED CORP NEW Healthcare 1,184 $527K 0.08% SOLD
16 NICE NICE LTD Technology 3,832 $507K 0.08% SOLD
17 AME AMETEK INC Industrials 2,704 $507K 0.08% SOLD
18 PM PHILIP MORRIS INTL INC Consumer Defensive 3,119 $493K 0.08% SOLD
19 KLAC KLA CORP Technology 397 $458K 0.07% SOLD
20 BIZD VANECK ETF TRUST 29,564 $415K 0.07% SOLD
Page 1 of 4  ·  71 positions
Sector Allocation
Financial Services 33.0%
Technology 23.4%
Consumer Cyclical 11.3%
Communication Services 9.7%
Industrials 8.5%
Healthcare 6.6%
Utilities 2.1%
Real Estate 2.0%
Consumer Defensive 1.4%
Energy 1.1%