Portfolio (Quarterly)
Guide ↗
Maridea Wealth Management LLC
· CIK 0002056245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NOW | SERVICENOW INC | Technology | 448 | $412K | 0.06% | SOLD |
| 22 | MO | ALTRIA GROUP INC | Consumer Defensive | 6,262 | $403K | 0.06% | SOLD |
| 23 | WEC | WEC ENERGY GROUP INC | Utilities | 3,379 | $397K | 0.06% | SOLD |
| 24 | CLIP | GLOBAL X FDS | — | 3,810 | $382K | 0.06% | SOLD |
| 25 | SMCI | SUPER MICRO COMPUTER INC | Technology | 6,669 | $367K | 0.06% | SOLD |
| 26 | IDCC | INTERDIGITAL INC | Technology | 983 | $365K | 0.06% | SOLD |
| 27 | NTES | NETEASE INC | Technology | 2,259 | $345K | 0.05% | SOLD |
| 28 | AZO | AUTOZONE INC | Consumer Cyclical | 87 | $345K | 0.05% | SOLD |
| 29 | ADI | ANALOG DEVICES INC | Technology | 1,390 | $342K | 0.05% | SOLD |
| 30 | BLOK | AMPLIFY ETF TR | — | 4,649 | $333K | 0.05% | SOLD |
| 31 | ANET | ARISTA NETWORKS INC | Technology | 2,262 | $331K | 0.05% | SOLD |
| 32 | OSCR | OSCAR HEALTH INC | Healthcare | 16,402 | $331K | 0.05% | SOLD |
| 33 | SCHW | SCHWAB CHARLES CORP | Financial Services | 3,171 | $301K | 0.05% | SOLD |
| 34 | SCHO | SCHWAB STRATEGIC TR | — | 11,725 | $287K | 0.04% | SOLD |
| 35 | JBL | JABIL INC | Technology | 1,379 | $281K | 0.04% | SOLD |
| 36 | SYK | STRYKER CORPORATION | Healthcare | 734 | $280K | 0.04% | SOLD |
| 37 | HODL | VANECK BITCOIN ETF | — | 8,686 | $272K | 0.04% | SOLD |
| 38 | COP | CONOCOPHILLIPS | Energy | 3,107 | $270K | 0.04% | SOLD |
| 39 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 287 | $268K | 0.04% | SOLD |
| 40 | ABT | ABBOTT LABS | Healthcare | 2,069 | $268K | 0.04% | SOLD |
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%