Portfolio (Quarterly)
Guide ↗
Maridea Wealth Management LLC
· CIK 0002056245| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,207 | $267K | 0.04% | SOLD |
| 42 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | Financial Services | 9,351 | $267K | 0.04% | SOLD |
| 43 | ADBE | ADOBE INC | Technology | 735 | $257K | 0.04% | SOLD |
| 44 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 6,161 | $252K | 0.04% | SOLD |
| 45 | AMP | AMERIPRISE FINL INC | Financial Services | 506 | $248K | 0.04% | SOLD |
| 46 | RJF | RAYMOND JAMES FINL INC | Financial Services | 1,490 | $239K | 0.04% | SOLD |
| 47 | SJNK | SPDR SERIES TRUST | — | 9,366 | $237K | 0.04% | SOLD |
| 48 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,646 | $231K | 0.04% | SOLD |
| 49 | IBDT | ISHARES TR | — | 9,072 | $231K | 0.04% | SOLD |
| 50 | IBDS | ISHARES TR | — | 9,490 | $230K | 0.04% | SOLD |
| 51 | IBDR | ISHARES TR | — | 9,437 | $229K | 0.03% | SOLD |
| 52 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 1,107 | $229K | 0.03% | SOLD |
| 53 | MSD | MORGAN STANLEY EMKT DBT FD I | Financial Services | 30,530 | $226K | 0.03% | SOLD |
| 54 | CMC | COMMERCIAL METALS CO | Basic Materials | 3,245 | $225K | 0.03% | SOLD |
| 55 | LNG | CHENIERE ENERGY INC | Energy | 1,139 | $221K | 0.03% | SOLD |
| 56 | KWEB | KRANESHARES TRUST | — | 6,161 | $210K | 0.03% | SOLD |
| 57 | SCHJ | SCHWAB STRATEGIC TR | — | 8,368 | $208K | 0.03% | SOLD |
| 58 | IDMO | INVESCO EXCH TRADED FD TR II | — | 3,731 | $207K | 0.03% | SOLD |
| 59 | RITM | RITHM CAPITAL CORP | Real Estate | 17,582 | $192K | 0.03% | SOLD |
| 60 | EMD | WESTERN ASSET EMERGING MKTS | Financial Services | 14,052 | $149K | 0.02% | 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%