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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 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HWM HOWMET AEROSPACE INC Industrials 2,265.0 $464K 0.07% $205.02 +26.8%
262 HIPS GRANITESHARES ETF TR 39,701.0 $464K 0.07% -7K -15.6% $11.68 +0.3%
263 APP APPLOVIN CORP Technology 684.0 $461K 0.07% -52.0 -7.1% $673.33 -27.8%
264 QCOM QUALCOMM INC Technology 2,678.0 $458K 0.07% +1K +82.2% $171.06 +18.4%
265 EWJV ISHARES TR 11,518.0 $458K 0.07% +444.0 +4.0% $39.72 +13.8%
266 GWX SPDR INDEX SHS FDS 11,126.0 $455K 0.07% $40.86 +12.3%
267 ES EVERSOURCE ENERGY Utilities 6,729.0 $453K 0.07% -3K -27.6% $67.33 +3.4%
268 SNEX STONEX GROUP INC Financial Services 4,730.0 $450K 0.07% +204.0 +4.5% $95.13 +18.7%
269 GDX VANECK ETF TRUST 5,179.0 $444K 0.07% -361.0 -6.5% $85.77 +0.3%
270 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,220.0 $440K 0.07% +698.0 +45.9% $198.01 +12.0%
271 SHY ISHARES TR 5,284.0 $438K 0.07% +262.0 +5.2% $82.83 -0.8%
272 FIXD FIRST TR EXCHNG TRADED FD VI 9,734.0 $431K 0.07% -12K -55.3% $44.32 -2.4%
273 MAIN MAIN STR CAP CORP Financial Services 7,132.0 $431K 0.07% NEW $60.39 -15.5%
274 PEP PEPSICO INC Consumer Defensive 2,997.0 $430K 0.07% -111.0 -3.6% $143.32 +3.9%
275 ADSK AUTODESK INC Technology 1,445.0 $428K 0.06% +310.0 +27.3% $296.01 -18.9%
276 EDV VANGUARD WORLD FD 6,546.0 $426K 0.06% +124.0 +1.9% $65.01 -4.5%
277 AMGN AMGEN INC Healthcare 1,296.0 $424K 0.06% +573.0 +79.2% $327.19 +3.1%
278 SCIO FIRST TR EXCHANGE-TRADED FD 20,335.0 $423K 0.06% NEW $20.80 -1.4%
279 RTX RTX CORPORATION Industrials 2,300.0 $422K 0.06% -477.0 -17.2% $183.36 -4.6%
280 PXF INVESCO EXCH TRADED FD TR II 6,371.0 $418K 0.06% +272.0 +4.5% $65.54 +17.2%
Page 14 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%