Maridea Wealth Management LLC Top Holdings and 13F Report (2025) About Maridea Wealth Management LLCInvestment ActivityMaridea Wealth Management LLC has $310.49 million in total holdings as of December 31, 2024.Maridea Wealth Management LLC owns shares of 232 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Largest Holdings WBI BullBear Yield 3000 ETF $19,997,348WBI BullBear Quality 3000 ETF $19,856,900Invesco QQQ $19,523,430iShares 0-3 Month Treasury Bond ETF $17,266,507WBI Power Factor High Dividend ETF $16,306,640 Sector AllocationMap of 500 Largest Holdings ofMaridea Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorWBIGWBI BullBear Yield 3000 ETF$19,997,348834,3916.4%ETFWBILWBI BullBear Quality 3000 ETF$19,856,900567,9946.4%ETFQQQInvesco QQQ$19,523,43038,1896.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$17,266,507172,1145.6%ETFWBIYWBI Power Factor High Dividend ETF$16,306,640547,9755.3%ETFWBIFWBI BullBear Value 3000 ETF$15,585,013548,6855.0%ETFCLOIVanEck CLO ETF$9,116,820172,7652.9%ETFVUGVanguard Growth ETF$8,025,74419,5542.6%ETFIWViShares Russell 3000 ETF$5,815,95017,4001.9%ETFGLDSPDR Gold Shares$5,665,16723,3971.8%FinanceIVViShares Core S&P 500 ETF$5,537,8989,4071.8%ETFVTIVanguard Total Stock Market ETF$5,245,73018,1011.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,913,68055,3401.6%ETFNVDANVIDIA$4,841,03336,0491.6%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,677,93051,1641.5%ETFVTVVanguard Value ETF$4,339,83625,6341.4%ETFIJHiShares Core S&P Mid-Cap ETF$4,300,13869,0121.4%ETFAAPLApple$3,623,61014,4701.2%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,917,78131,4670.9%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$2,825,995102,1690.9%FinanceVOOVanguard S&P 500 ETF$2,624,6774,8710.8%ETFMSFTMicrosoft$2,536,5986,0180.8%Computer and TechnologyCOMDirexion Auspice Broad Commodity Strategy ETF$2,473,38487,3370.8%ETFPTMCPacer Trendpilot US Mid Cap ETF$2,472,22067,0160.8%ETFBUFRFT Vest Laddered Buffer ETF$2,413,01979,1930.8%ETFMUBiShares National Muni Bond ETF$2,250,74621,1240.7%ETFVFLOVictoryShares Free Cash Flow ETF$2,243,50065,8110.7%ETFTLTiShares 20+ Year Treasury Bond ETF$1,920,98521,9970.6%ETFIRENIris Energy$1,897,803193,2590.6%Oils/EnergyAMZNAmazon.com$1,870,3358,5250.6%Retail/WholesaleFTSMFirst Trust Enhanced Short Maturity ETF$1,740,54329,1210.6%ManufacturingDLYDoubleLine Yield Opportunities Fund$1,570,85399,2330.5%--BRK.BBerkshire Hathaway$1,536,6193,3900.5%FinanceGOOGAlphabet$1,516,4647,9630.5%Computer and TechnologyIXNiShares Global Tech ETF$1,474,22917,3950.5%ETFCLSKCleanSpark$1,471,298159,7500.5%FinanceGRAYSCALE BITCOIN TRUST ETF$1,448,10119,5640.5%SHS REP COM UTCOWZPacer US Cash Cows 100 ETF$1,380,46124,4420.4%ETFXLEEnergy Select Sector SPDR Fund$1,305,58315,2410.4%ETFISHARES BITCOIN TRUST ETF$1,264,23523,8310.4%SHS BEN INTTFLOiShares Treasury Floating Rate Bond ETF$1,245,90224,6860.4%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$1,227,57166,4270.4%ETFTSLATesla$1,205,4622,9850.4%Auto/Tires/TrucksPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$1,198,43924,3410.4%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$1,182,64029,8900.4%ETFQQQMInvesco NASDAQ 100 ETF$1,182,2035,6180.4%ETFIWBiShares Russell 1000 ETF$1,149,1453,5670.4%ETFDISWalt Disney$1,141,55610,2520.4%Consumer DiscretionaryAGZiShares Agency Bond ETF$1,103,99910,2260.4%FinanceSCHPSchwab U.S. TIPS ETF$1,095,16642,3990.4%ETFPURECYCLE TECHNOLOGIES INC$1,079,858105,3520.3%COMSCHDSchwab US Dividend Equity ETF$1,034,17437,8540.3%ETFVVVanguard Large-Cap ETF$1,010,9983,7490.3%ETFPFIXSimplify Interest Rate Hedge ETF$1,002,67719,1570.3%ETFUTWOUS Treasury 2 Year Note ETF$980,82620,4070.3%ETFCIFRCipher Mining$949,395204,6110.3%Business ServicesBIGTRoundhill Magnificent Seven ETF$935,97017,1990.3%ETFMARAMARA$925,48655,1870.3%Business ServicesAIRRFirst Trust RBA American Industrial Renaissance ETF$904,68511,7430.3%ManufacturingXMPTVanEck CEF Municipal Income ETF$892,73241,5090.3%ETFXLPConsumer Staples Select Sector SPDR Fund$852,99710,8510.3%ETFETHEGrayscale Ethereum Trust (ETH)$843,87830,1170.3%MiscellaneousBUFDFT Vest Laddered Deep Buffer ETF$835,59532,7430.3%ETFWGMIValkyrie Bitcoin Miners ETF$817,43036,8380.3%ETFSOFISoFi Technologies$802,27852,0960.3%FinanceSMHVanEck Semiconductor ETF$794,8023,2820.3%ManufacturingLMBSFirst Trust Low Duration Opportunities ETF$774,01115,9030.2%ManufacturingRITMRithm Capital$760,78370,2480.2%FinanceBXBlackstone$747,0964,3330.2%FinanceIBKRInteractive Brokers Group$746,6074,2260.2%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$735,32117,2570.2%ETFPFEPfizer$723,75627,2810.2%MedicalOHIOmega Healthcare Investors$712,67018,8290.2%FinanceUNHUnitedHealth Group$704,1571,3920.2%MedicalAMDAdvanced Micro Devices$695,7585,7600.2%Computer and TechnologyPTLCPacer Trendpilot US Large Cap ETF$693,43712,9760.2%ETFARCCAres Capital$686,13331,3450.2%FinanceXARSPDR S&P Aerospace & Defense ETF$685,8324,1360.2%ETFMGCVanguard Mega Cap ETF$683,4893,2140.2%ETFENBEnbridge$678,05115,9800.2%Oils/EnergyIWFiShares Russell 1000 Growth ETF$668,5561,6650.2%ETFCMSCMS Energy$664,2349,9660.2%UtilitiesGLNGGolar LNG$653,71715,4470.2%TransportationBBYBest Buy$651,2227,5900.2%Retail/WholesaleZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$634,8639,2520.2%ETFAMLPAlerian MLP ETF$628,55713,0510.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$618,98223,6340.2%ETFBITWISE BITCOIN ETF TR$611,98012,0350.2%SHS BEN INTIEIiShares 3-7 Year Treasury Bond ETF$610,1965,2810.2%ETFMETAMeta Platforms$605,1321,0340.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$602,54212,6000.2%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$596,47918,9780.2%ETFAWFAllianceBernstein Global High Income Fund$592,72355,2400.2%FinanceFNDXSchwab Fundamental U.S. Large Company Index ETF$585,93824,7440.2%ETFBABAAlibaba Group$578,7126,8250.2%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$553,2535,3080.2%ETFSRPTSarepta Therapeutics$551,1674,5330.2%MedicalMLIMueller Industries$549,2516,9210.2%Industrial ProductsCRWDCrowdStrike$543,6921,5890.2%Computer and TechnologyAXPAmerican Express$543,4221,8310.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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