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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FPEI FIRST TR EXCH TRADED FD III 19,576.0 $380K 0.06% NEW $19.39 -1.2%
22 RMD RESMED INC Healthcare 1,569.0 $378K 0.06% NEW $240.87 -13.6%
23 FTCB FIRST TR EXCHANGE-TRADED FD 17,565.0 $373K 0.06% NEW $21.23 -2.4%
24 JPLD J P MORGAN EXCHANGE TRADED F 6,689.0 $350K 0.05% NEW $52.34 -0.6%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 601.0 $348K 0.05% NEW $579.45 -22.6%
26 IWY ISHARES TR 1,256.0 $348K 0.05% NEW $276.83 +6.0%
27 CAH CARDINAL HEALTH INC Healthcare 1,664.0 $342K 0.05% NEW $205.50 -2.3%
28 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,970.0 $327K 0.05% NEW $165.98 +7.0%
29 AFL AFLAC INC Financial Services 2,954.0 $326K 0.05% NEW $110.27 +6.9%
30 ARES ARES MANAGEMENT CORPORATION Financial Services 1,957.0 $316K 0.05% NEW $161.63 -23.0%
31 EBAY EBAY INC. Consumer Cyclical 3,601.0 $314K 0.05% NEW $87.10 +32.9%
32 TKO TKO GROUP HOLDINGS INC Communication Services 1,500.0 $314K 0.05% NEW $209.00 -8.4%
33 HCA HCA HEALTHCARE INC Healthcare 657.0 $307K 0.05% NEW $466.70 -15.6%
34 MRK MERCK & CO INC Healthcare 2,912.0 $307K 0.05% NEW $105.27 +16.3%
35 TE T1 ENERGY INC Industrials 41,341.0 $276K 0.04% NEW $6.68 +21.0%
36 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 838.0 $275K 0.04% NEW $328.40 -21.6%
37 SOFI SOFI TECHNOLOGIES INC Financial Services 10,207.0 $267K 0.04% NEW $26.18 -40.3%
38 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 9,351.0 $267K 0.04% NEW $28.52 +7.4%
39 MSI MOTOROLA SOLUTIONS INC Technology 658.0 $252K 0.04% NEW $383.32 +5.4%
40 RJF RAYMOND JAMES FINL INC Financial Services 1,490.0 $239K 0.04% NEW $160.59 -5.7%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%