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Maridea Wealth Management LLC

Portfolio Manager
Maridea Wealth Management LLC
Performance
-4.02% (2026 Q1)
AUM (13F)
$687.56M
# of Holdings
449
Performance Rank
Allocation (Top 20)
32.88%

Maridea Wealth Management LLC Holdings Map

Top 50 Maridea Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
3.03%226.5K$20.8M
+6.45%(+13.72K)
2025-Q1: 64.9K shares2025-Q2: 41.0K shares2025-Q3: 201.9K shares2025-Q4: 212.8K shares2026-Q1: 226.5K shares
$91.69(-0.27%)
2026-03-31
WBIG
ABSOLUTE SHS TR
2.28%664.2K$15.6M
-5.54%(-38.94K)
2025-Q1: 836.1K shares2025-Q2: 820.4K shares2025-Q3: 751.8K shares2025-Q4: 703.1K shares2026-Q1: 664.2K shares
$24.32(+6.52%)
2026-03-31
WBIL
ABSOLUTE SHS TR
2.27%463.2K$15.6M
-5.90%(-29.04K)
2025-Q1: 572.9K shares2025-Q2: 563.6K shares2025-Q3: 523.4K shares2025-Q4: 492.2K shares2026-Q1: 463.2K shares
$34.54(+14.46%)
2026-03-31
WBIF
ABSOLUTE SHS TR
2.03%445.5K$13.9M
-5.94%(-28.14K)
2025-Q1: 552.4K shares2025-Q2: 542.5K shares2025-Q3: 502.2K shares2025-Q4: 473.7K shares2026-Q1: 445.5K shares
$28.79(+23.87%)
2026-03-31
WBIY
ABSOLUTE SHS TR
2.01%405.8K$13.8M
-3.51%(-14.77K)
2025-Q1: 475.9K shares2025-Q2: 464.7K shares2025-Q3: 431.0K shares2025-Q4: 420.6K shares2026-Q1: 405.8K shares
$30.55(+16.32%)
2026-03-31
CLIP
GLOBAL X FDS
1.89%129.3K$13.0Mnew2025-Q1: 0 shares2025-Q2: 4.2K shares2025-Q3: 3.8K shares2025-Q4: 0 shares2026-Q1: 129.3K shares
$100.24(-0.14%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.74%68.5K$11.9M
+5.62%(+3.65K)
2025-Q1: 45.3K shares2025-Q2: 53.8K shares2025-Q3: 72.1K shares2025-Q4: 64.9K shares2026-Q1: 68.5K shares
$141.19(+37.99%)
2026-03-31
GOOG
ALPHABET INC
1.6%38.4K$11.0M
+7.32%(+2.62K)
2025-Q1: 7.3K shares2025-Q2: 10.4K shares2025-Q3: 31.6K shares2025-Q4: 35.7K shares2026-Q1: 38.4K shares
$210.07(+69.56%)
2026-03-31
SGOV
ISHARES TR
1.58%107.9K$10.9M
-14.70%(-18.59K)
2025-Q1: 169.1K shares2025-Q2: 149.5K shares2025-Q3: 155.0K shares2025-Q4: 126.5K shares2026-Q1: 107.9K shares
$100.53(-0.09%)
2026-03-31
VUG
VANGUARD INDEX FDS
1.58%24.8K$10.8M
+2.34%(+567)
2025-Q1: 12.5K shares2025-Q2: 14.7K shares2025-Q3: 26.5K shares2025-Q4: 24.2K shares2026-Q1: 24.8K shares
$71.03(+20.38%)
2026-03-31

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