Portfolio (Quarterly)
Guide ↗
Maridea Wealth Management LLC
· CIK 0002056245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TT | TRANE TECHNOLOGIES PLC | Industrials | 494 | $207K | 0.03% | SOLD |
| 62 | SNX | TD SYNNEX CORPORATION | Technology | 1,331 | $206K | 0.03% | SOLD |
| 63 | ITW | ILLINOIS TOOL WKS INC | Industrials | 816 | $206K | 0.03% | SOLD |
| 64 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,076 | $205K | 0.03% | SOLD |
| 65 | RDDT | REDDIT INC | Communication Services | 1,007 | $204K | 0.03% | SOLD |
| 66 | USFR | WISDOMTREE TR | — | 3,989 | $201K | 0.03% | SOLD |
| 67 | URNM | SPROTT FDS TR | — | 3,391 | $201K | 0.03% | SOLD |
| 68 | ALTL | PACER FDS TR | — | 4,613 | $201K | 0.03% | SOLD |
| 69 | ADT | ADT INC DEL | Industrials | 19,941 | $171K | 0.03% | SOLD |
| 70 | BRW | SABA CAPITAL INCOME & OPRNT | Financial Services | 11,773 | $86K | 0.01% | SOLD |
| 71 | — | COHEN & STEERS INFRASTRUCTUR | — | 22,556 | $1K | — | 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%