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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 4 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLSK CLEANSPARK INC Technology 261,002.0 $2.6M 0.40% $10.12 +57.8%
62 MCD MCDONALDS CORP Consumer Cyclical 8,571.0 $2.6M 0.39% -520.0 -5.7% $305.63 -7.6%
63 XLC SELECT SECTOR SPDR TR 21,924.0 $2.6M 0.39% +364.0 +1.7% $117.72 -1.9%
64 OAKM HARRIS OAKMARK ETF TRUST 90,185.0 $2.6M 0.38% +62K +222.9% $28.36 -0.8%
65 XLI SELECT SECTOR SPDR TR 16,164.0 $2.5M 0.38% +137.0 +0.8% $155.12 +10.7%
66 NFLX NETFLIX INC Communication Services 26,730.0 $2.5M 0.38% +24K +994.1% $93.76 -5.5%
67 USTB VICTORY PORTFOLIOS II 48,629.0 $2.5M 0.37% +43K +721.6% $50.84 -0.6%
68 ILDR FIRST TR EXCHNG TRADED FD VI 73,645.0 $2.4M 0.36% +60K +448.5% $32.99 +14.3%
69 ISPY PROSHARES TR 52,734.0 $2.4M 0.36% +19K +56.4% $45.63 +5.6%
70 SCHX SCHWAB STRATEGIC TR 89,053.0 $2.4M 0.36% NEW $26.91 +9.0%
71 SDVY FIRST TR EXCHANGE-TRADED FD 59,918.0 $2.3M 0.34% +39K +191.0% $38.32 +8.4%
72 BERKSHIRE HATHAWAY INC DEL 4,539.0 $2.3M 0.34% +132.0 +3.0% $502.69
73 MCK MCKESSON CORP Healthcare 2,777.0 $2.3M 0.34% +2K +597.7% $820.29 -6.6%
74 COM DIREXION SHS ETF TR 76,837.0 $2.3M 0.34% -432.0 -0.6% $29.58 +16.4%
75 XLP SELECT SECTOR SPDR TR 28,717.0 $2.2M 0.34% -1K -3.6% $77.68 +9.2%
76 GOOGL ALPHABET INC Communication Services 7,124.0 $2.2M 0.34% +45.0 +0.6% $312.99 +22.4%
77 CEG CONSTELLATION ENERGY CORP Utilities 6,276.0 $2.2M 0.33% +613.0 +10.8% $353.29 -16.8%
78 QXO QXO INC Industrials 114,427.0 $2.2M 0.33% +27K +30.8% $19.29 -13.6%
79 XLF SELECT SECTOR SPDR TR 39,654.0 $2.2M 0.33% +288.0 +0.7% $54.77 -5.2%
80 MUB ISHARES TR 20,232.0 $2.2M 0.33% +375.0 +1.9% $107.11 -0.9%
Page 4 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%