Portfolio (Quarterly)
Guide ↗
Maridea Wealth Management LLC
· CIK 0002056245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | Consumer Cyclical | 8,571 | $2.6M | 0.39% | SOLD |
| 2 | COM | DIREXION SHS ETF TR | — | 76,837 | $2.3M | 0.34% | SOLD |
| 3 | CEG | CONSTELLATION ENERGY CORP | Utilities | 6,276 | $2.2M | 0.33% | SOLD |
| 4 | ICLR | ICON PLC | Healthcare | 9,208 | $1.7M | 0.25% | SOLD |
| 5 | FTXR | FIRST TR EXCHANGE TRADED FD | — | 42,301 | $1.6M | 0.25% | SOLD |
| 6 | STE | STERIS PLC | Healthcare | 6,395 | $1.6M | 0.24% | SOLD |
| 7 | TECH | BIO-TECHNE CORP | Healthcare | 23,558 | $1.4M | 0.21% | SOLD |
| 8 | CSGP | COSTAR GROUP INC | Real Estate | 19,393 | $1.3M | 0.20% | SOLD |
| 9 | XTWY | BONDBLOXX ETF TRUST | — | 30,058 | $1.1M | 0.17% | SOLD |
| 10 | — | PIMCO ETF TR | — | 17,969 | $893K | 0.13% | SOLD |
| 11 | TQQQ | PROSHARES TR | — | 16,757 | $883K | 0.13% | SOLD |
| 12 | EMB | ISHARES TR | — | 8,297 | $799K | 0.12% | SOLD |
| 13 | GVI | ISHARES TR | — | 6,568 | $705K | 0.11% | SOLD |
| 14 | WCME | FIRST TR EXCHANGE-TRADED FD | — | 36,246 | $624K | 0.09% | SOLD |
| 15 | AON | AON PLC | Financial Services | 1,716 | $605K | 0.09% | SOLD |
| 16 | PRIM | PRIMORIS SVCS CORP | Industrials | 4,839 | $601K | 0.09% | SOLD |
| 17 | MLI | MUELLER INDS INC | Industrials | 4,899 | $562K | 0.08% | SOLD |
| 18 | ACN | ACCENTURE PLC IRELAND | Technology | 2,021 | $542K | 0.08% | SOLD |
| 19 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 2,074 | $532K | 0.08% | SOLD |
| 20 | DIS | DISNEY WALT CO | Communication Services | 4,566 | $520K | 0.08% | SOLD |
Sector Allocation
Financial Services
30.8%
Technology
29.6%
Consumer Cyclical
10.3%
Industrials
8.5%
Communication Services
7.9%
Healthcare
5.6%
Energy
2.4%
Basic Materials
1.5%
Consumer Defensive
1.4%
Utilities
1.1%