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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 11 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STVN STEVANATO GROUP S P A Healthcare 32,290.0 $650K 0.10% +7K +25.9% $20.12 -10.5%
202 AMLP ALPS ETF TR 13,667.0 $643K 0.10% +83.0 +0.6% $47.02 +16.0%
203 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,364.0 $640K 0.10% +57.0 +1.3% $146.58 -11.3%
204 ENTG ENTEGRIS INC Technology 7,550.0 $636K 0.10% +2K +33.1% $84.25 +60.6%
205 ARCC ARES CAPITAL CORP Financial Services 31,428.0 $636K 0.10% -2K -4.9% $20.23 -8.1%
206 CALL IREN LIMITED 16,700.0 $631K 0.10% NEW $37.77
207 XLG INVESCO EXCHANGE TRADED FD T 10,606.0 $629K 0.09% -71.0 -0.7% $59.28 +7.2%
208 XLRE SELECT SECTOR SPDR TR 15,492.0 $625K 0.09% -566.0 -3.5% $40.35 +10.4%
209 WCME FIRST TR EXCHANGE-TRADED FD 36,246.0 $624K 0.09% NEW $17.22 +11.1%
210 BALL BALL CORP Consumer Cyclical 11,741.0 $622K 0.09% +1K +9.9% $52.97 +6.7%
211 IJH ISHARES TR 9,311.0 $615K 0.09% -18K -65.3% $66.00 +11.4%
212 MKL MARKEL GROUP INC Financial Services 285.0 $613K 0.09% +32.0 +12.7% $2149.65 -13.6%
213 UBER UBER TECHNOLOGIES INC Technology 7,478.0 $611K 0.09% +913.0 +13.9% $81.71 -12.1%
214 BSV VANGUARD BD INDEX FDS 7,712.0 $608K 0.09% -228.0 -2.9% $78.81 -1.2%
215 MSTR STRATEGY INC Technology 3,995.0 $607K 0.09% -5K -55.4% $151.95 +5.2%
216 AON AON PLC Financial Services 1,716.0 $605K 0.09% +1K +152.7% $352.78 -7.9%
217 EQIX EQUINIX INC Real Estate 790.0 $605K 0.09% +62.0 +8.5% $766.16 +40.9%
218 OUNZ VANECK MERK GOLD ETF Financial Services 14,537.0 $603K 0.09% +4K +32.2% $41.48 +4.5%
219 PRIM PRIMORIS SVCS CORP Industrials 4,839.0 $601K 0.09% +3K +110.1% $124.14 -5.3%
220 IEF ISHARES TR 6,182.0 $594K 0.09% +176.0 +2.9% $96.16 -2.4%
Page 11 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%