Portfolio (Quarterly)
Guide ↗
Maridea Wealth Management LLC
· CIK 0002056245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | XYLD | GLOBAL X FDS | — | 12,715 | $517K | 0.08% | SOLD |
| 22 | VRSK | VERISK ANALYTICS INC | Industrials | 2,241 | $501K | 0.07% | SOLD |
| 23 | PRF | INVESCO EXCHANGE TRADED FD T | — | 10,473 | $491K | 0.07% | SOLD |
| 24 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,180 | $489K | 0.07% | SOLD |
| 25 | ES | EVERSOURCE ENERGY | Utilities | 6,729 | $453K | 0.07% | SOLD |
| 26 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 9,734 | $431K | 0.07% | SOLD |
| 27 | MAIN | MAIN STR CAP CORP | Financial Services | 7,132 | $431K | 0.07% | SOLD |
| 28 | ADSK | AUTODESK INC | Technology | 1,445 | $428K | 0.06% | SOLD |
| 29 | HRB | BLOCK H & R INC | Consumer Cyclical | 9,413 | $410K | 0.06% | SOLD |
| 30 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 4,227 | $386K | 0.06% | SOLD |
| 31 | RMD | RESMED INC | Healthcare | 1,569 | $378K | 0.06% | SOLD |
| 32 | IWY | ISHARES TR | — | 1,256 | $348K | 0.05% | SOLD |
| 33 | CAH | CARDINAL HEALTH INC | Healthcare | 1,664 | $342K | 0.05% | SOLD |
| 34 | PH | PARKER-HANNIFIN CORP | Industrials | 379 | $333K | 0.05% | SOLD |
| 35 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,470 | $328K | 0.05% | SOLD |
| 36 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,957 | $316K | 0.05% | SOLD |
| 37 | TKO | TKO GROUP HOLDINGS INC | Communication Services | 1,500 | $314K | 0.05% | SOLD |
| 38 | HCA | HCA HEALTHCARE INC | Healthcare | 657 | $307K | 0.05% | SOLD |
| 39 | SPIP | SPDR SERIES TRUST | — | 11,514 | $299K | 0.04% | SOLD |
| 40 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 838 | $275K | 0.04% | 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%