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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 10 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JEPI J P MORGAN EXCHANGE TRADED F 13,431.0 $769K 0.12% +10K +245.5% $57.24 -1.6%
182 LQD ISHARES TR 6,963.0 $767K 0.12% $110.20 -1.7%
183 ENB ENBRIDGE INC Energy 15,790.0 $755K 0.11% $47.83 +21.3%
184 HEI HEICO CORP NEW Industrials 2,307.0 $747K 0.11% +673.0 +41.2% $323.62 -7.0%
185 MGC VANGUARD WORLD FD 2,947.0 $740K 0.11% -391.0 -11.7% $251.17 +9.2%
186 FVD FIRST TR EXCHANGE-TRADED FD 15,955.0 $735K 0.11% NEW $46.08 +3.9%
187 LRCX LAM RESEARCH CORP Technology 4,259.0 $729K 0.11% -2K -36.0% $171.19 +78.4%
188 LLY ELI LILLY & CO Healthcare 674.0 $724K 0.11% +361.0 +115.3% $1074.04 -0.8%
189 GVI ISHARES TR 6,568.0 $705K 0.11% -854.0 -11.5% $107.35 -1.4%
190 SPTL SPDR SERIES TRUST 26,525.0 $702K 0.10% +227.0 +0.9% $26.47 -2.9%
191 SPMD SPDR SERIES TRUST 12,045.0 $698K 0.10% +229.0 +1.9% $57.91 +11.3%
192 OHI OMEGA HEALTHCARE INVS INC Real Estate 15,692.0 $696K 0.10% -3K -15.2% $44.34 +8.0%
193 ISHARES TR 15,250.0 $693K 0.10% +3K +29.0% $45.45
194 AXP AMERICAN EXPRESS CO Financial Services 1,871.0 $692K 0.10% $369.95 -15.7%
195 DHS WISDOMTREE TR 6,764.0 $689K 0.10% $101.82 +11.6%
196 CWB SPDR SERIES TRUST 7,624.0 $680K 0.10% $89.20 +18.4%
197 MTBA SIMPLIFY EXCHANGE TRADED FUN 13,373.0 $674K 0.10% +8K +137.9% $50.41 -2.6%
198 VBK VANGUARD INDEX FDS 2,180.0 $659K 0.10% +80.0 +3.8% $302.13 +14.9%
199 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 43,553.0 $655K 0.10% $15.05 -5.8%
200 IGSB ISHARES TR 12,320.0 $651K 0.10% +4K +41.4% $52.88 -1.1%
Page 10 of 21  ·  402 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%