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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 13 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FMAY FIRST TR EXCHNG TRADED FD VI 9,860.0 $527K 0.08% $53.45 +4.6%
242 PMT PENNYMAC MTG INVT TR Real Estate 41,456.0 $520K 0.08% -343.0 -0.8% $12.55 -16.3%
243 SHYG ISHARES TR 12,121.0 $520K 0.08% +5K +59.5% $42.87 -1.0%
244 DIS DISNEY WALT CO Communication Services 4,566.0 $520K 0.08% -643.0 -12.3% $113.78 -9.5%
245 TFSL TFS FINL CORP Financial Services 38,725.0 $518K 0.08% $13.38 +19.4%
246 XYLD GLOBAL X FDS 12,715.0 $517K 0.08% NEW $40.63 -0.5%
247 NRG NRG ENERGY INC Utilities 3,172.0 $505K 0.08% +742.0 +30.5% $159.27 -13.6%
248 VRSK VERISK ANALYTICS INC Industrials 2,241.0 $501K 0.07% NEW $223.69 -23.5%
249 COWG PACER FDS TR 14,209.0 $500K 0.07% +350.0 +2.5% $35.21 +8.7%
250 PAYX PAYCHEX INC Industrials 4,443.0 $498K 0.07% -374.0 -7.8% $112.18 -13.5%
251 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 43,870.0 $494K 0.07% +895.0 +2.1% $11.27 -3.5%
252 STIP ISHARES TR 4,811.0 $493K 0.07% +2K +106.3% $102.39 +0.9%
253 CVX CHEVRON CORP NEW Energy 3,226.0 $492K 0.07% -740.0 -18.7% $152.40 +25.6%
254 PRF INVESCO EXCHANGE TRADED FD T 10,473.0 $491K 0.07% +152.0 +1.5% $46.92 +13.4%
255 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 35,389.0 $490K 0.07% $13.84 -8.0%
256 TJX TJX COS INC NEW Consumer Cyclical 3,180.0 $489K 0.07% -820.0 -20.5% $153.62 +3.0%
257 CRWD CROWDSTRIKE HLDGS INC Technology 1,042.0 $488K 0.07% -284.0 -21.4% $468.54 +41.6%
258 KRBN KRANESHARES TRUST 13,400.0 $474K 0.07% +189.0 +1.4% $35.40 -8.8%
259 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 74,940.0 $472K 0.07% +2K +2.2% $6.30 -19.7%
260 COWZ PACER FDS TR 7,752.0 $466K 0.07% +79.0 +1.0% $60.17 +6.9%
Page 13 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%