Maridea Wealth Management LLC

données du 31/12/2025

Capitalisation

$ 665.823 M 3.54 %

Période de détention moyenne

3 ans

Performance

$ 47.503 M 14.10 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Maridea Wealth Management LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 SPDR SERIES TRUST 2.92% 19.441 M $ 212752 2024/12/31 -74.686 K $ -0.40 %
2025/12/31 ABSOLUTE SHS TR 2.57% 17.118 M $ 492192 2024/12/31 230.311 K $ 1.26 %
2025/12/31 ABSOLUTE SHS TR 2.48% 16.489 M $ 703125 2024/12/31 248.099 K $ 1.40 %
2025/12/31 ABSOLUTE SHS TR 2.20% 14.666 M $ 473692 2024/12/31 -65.286 K $ -0.42 %
2025/12/31 ABSOLUTE SHS TR 2.02% 13.459 M $ 420582 2024/12/31 499.934 K $ 3.78 %
2025/12/31 ISHARES TR 1.91% 12.693 M $ 126450 2024/12/31 -49.604 K $ -0.32 %
2025/12/31 NVIDIA CORPORATION 1.82% 12.095 M $ 64852 2024/12/31 -5.764 K $ -0.04 %
2025/12/31 VANGUARD INDEX FDS 1.77% 11.808 M $ 24203 2024/12/31 218.592 K $ 1.70 %
2025/12/31 ALPHABET INC 1.68% 11.217 M $ 35745 2024/12/31 2.217 M $ 27.33 %
2025/12/31 SCHWAB STRATEGIC TR 1.65% 11.004 M $ 337327 2024/12/31 225.887 K $ 2.20 %
2025/12/31 IREN LIMITED 1.58% 10.540 M $ 279049 2024/12/31 -2.456 M $ -15.47 %
2025/12/31 AMAZON COM INC 1.57% 10.485 M $ 45426 2024/12/31 433.136 K $ 5.20 %
2025/12/31 INVESCO QQQ TR 1.48% 9.824 M $ 15991 2024/12/31 327.071 K $ 2.28 %
2025/12/31 GRANITESHARES GOLD TR 1.37% 9.132 M $ 214922 2025/06/30 815.939 K $ 10.26 %
2025/12/31 VANECK ETF TRUST 1.26% 8.391 M $ 158892 2024/12/31 -48.704 K $ -0.55 %
2025/12/31 CIPHER MINING INC 1.20% 8.003 M $ 542178 2024/12/31 1.106 M $ 10.90 %
2025/12/31 APPLE INC 1.12% 7.435 M $ 27348 2024/12/31 465.227 K $ 6.57 %
2025/12/31 MICROSOFT CORP 1.05% 7.014 M $ 14504 2024/12/31 -488.138 K $ -6.64 %
2025/12/31 META PLATFORMS INC 0.98% 6.532 M $ 9896 2024/12/31 -600.728 K $ -10.15 %
2025/12/31 SPDR GOLD TR 0.93% 6.192 M $ 15625 2024/12/31 746.533 K $ 10.13 %
2025/12/31 SCHWAB STRATEGIC TR 0.92% 6.139 M $ 244761 2025/09/30 -9.623 K $ -0.20 %
2025/12/31 EA SERIES TRUST 0.92% 6.118 M $ 68147 2025/12/31 0.000 $ 0.00 %
2025/12/31 VICTORY PORTFOLIOS II 0.89% 5.927 M $ 150509 2024/12/31 179.100 K $ 5.00 %
2025/12/31 WISDOMTREE TR 0.87% 5.816 M $ 225417 2024/12/31 -74.306 K $ -2.22 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.83% 5.534 M $ 24038 2025/06/30 15.152 K $ 0.25 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.82% 5.492 M $ 160318 2024/12/31 112.198 K $ 2.50 %
2025/12/31 SELECT SECTOR SPDR TR 0.81% 5.388 M $ 120504 2024/12/31 -2.403 M $ -51.36 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.78% 5.222 M $ 82649 2025/09/30 16.741 K $ 0.43 %
2025/12/31 SPDR SERIES TRUST 0.78% 5.185 M $ 62853 2025/06/30 119.772 K $ 2.28 %
2025/12/31 SPDR SERIES TRUST 0.78% 5.184 M $ 64621 2025/09/30 121.246 K $ 2.38 %
2025/12/31 ISHARES TR 0.77% 5.155 M $ 110759 2025/09/30 -14.916 K $ -0.36 %
2025/12/31 SCHWAB STRATEGIC TR 0.75% 5.013 M $ 191125 2025/06/30 103.134 K $ 2.01 %
2025/12/31 VANGUARD WORLD FD 0.74% 4.960 M $ 12016 2024/12/31 126.352 K $ 2.54 %
2025/12/31 TESLA INC 0.72% 4.821 M $ 10720 2024/12/31 50.160 K $ 1.12 %
2025/12/31 AMERICAN CENTY ETF TR 0.71% 4.731 M $ 66449 2025/09/30 112.222 K $ 3.38 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.69% 4.599 M $ 18184 2024/12/31 93.692 K $ 2.31 %
2025/12/31 AMERICAN CENTY ETF TR 0.67% 4.439 M $ 43529 2025/09/30 79.353 K $ 2.49 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.65% 4.357 M $ 35789 2024/12/31 34.790 K $ 1.03 %
2025/12/31 AMPHENOL CORP NEW 0.65% 4.301 M $ 31828 2025/09/30 284.920 K $ 8.92 %
2025/12/31 PURECYCLE TECHNOLOGIES INC 0.62% 4.118 M $ 479406 2024/12/31 -1.201 M $ -32.25 %
2025/12/31 SPDR S&P 500 ETF TR 0.61% 4.058 M $ 5951 2024/12/31 87.205 K $ 2.34 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.58% 3.884 M $ 99334 2024/12/31 4.787 K $ 0.75 %
2025/12/31 ETFIS SER TR I 0.58% 3.870 M $ 167981 2025/09/30 -3.992 K $ -0.13 %
2025/12/31 TCW ETF TRUST 0.58% 3.856 M $ 97367 2025/09/30 -15.367 K $ -0.50 %
2025/12/31 VANGUARD INDEX FDS 0.57% 3.825 M $ 6100 2024/12/31 87.525 K $ 2.39 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.55% 3.684 M $ 17200 2024/12/31 895.422 K $ 21.77 %
2025/12/31 VALKYRIE ETF TRUST II 0.54% 3.574 M $ 93388 2024/12/31 -409.625 K $ -9.99 %
2025/12/31 SSGA ACTIVE ETF TR 0.53% 3.516 M $ 85184 2025/09/30 -17.512 K $ -0.75 %
2025/12/31 VANECK ETF TRUST 0.52% 3.442 M $ 9559 2024/12/31 249.695 K $ 9.73 %
2025/12/31 MASTERCARD INCORPORATED 0.51% 3.401 M $ 5957 2024/12/31 8.921 K $ 0.36 %
2025/12/31 SELECT SECTOR SPDR TR 0.51% 3.392 M $ 23559 2025/09/30 -1.604 M $ -47.85 %
2025/12/31 SCHWAB STRATEGIC TR 0.51% 3.388 M $ 123506 2024/12/31 18.310 K $ 0.48 %
2025/12/31 MICRON TECHNOLOGY INC 0.50% 3.337 M $ 11693 2025/06/30 1.629 M $ 57.12 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.45% 3.026 M $ 30776 2024/12/31 49.706 K $ 1.68 %
2025/12/31 JANUS DETROIT STR TR 0.45% 2.990 M $ 59107 2025/09/30 -11.108 K $ -0.40 %
2025/12/31 ISHARES TR 0.44% 2.907 M $ 7785 2024/12/31 59.728 K $ 2.16 %
2025/12/31 SERIES PORTFOLIOS TR 0.44% 2.900 M $ 109521 2025/09/30 -28.558 K $ -1.28 %
2025/12/31 VANGUARD WORLD FD 0.43% 2.844 M $ 20145 2025/09/30 68.338 K $ 2.47 %
2025/12/31 LISTED FDS TR 0.43% 2.834 M $ 42966 2024/12/31 35.425 K $ 1.68 %
2025/12/31 JPM JPMORGAN CHASE & CO. 0.40% 2.680 M $ 8317 2025/06/30 48.188 K $ 2.25 %
2025/12/31 CLEANSPARK INC 0.40% 2.641 M $ 261002 2024/12/31 -1.143 M $ -21.47 %
2025/12/31 MCDONALDS CORP 0.39% 2.620 M $ 8571 2024/12/31 15.818 K $ 0.57 %
2025/12/31 SELECT SECTOR SPDR TR 0.39% 2.581 M $ 21924 2025/09/30 -14.014 K $ -0.56 %
2025/12/31 HARRIS OAKMARK ETF TRUST 0.38% 2.558 M $ 90185 2025/06/30 44.134 K $ 5.92 %
2025/12/31 SELECT SECTOR SPDR TR 0.38% 2.507 M $ 16164 2025/09/30 14.264 K $ 0.58 %
2025/12/31 NETFLIX INC 0.38% 2.506 M $ 26730 2024/12/31 -2.700 M $ -89.23 %
2025/12/31 VICTORY PORTFOLIOS II 0.37% 2.472 M $ 48629 2025/09/30 -887.000 $ -0.29 %
2025/12/31 FIRST TR EXCHNG TRADED FD VI 0.36% 2.430 M $ 73645 2025/09/30 8.056 K $ 1.79 %
2025/12/31 PROSHARES TR 0.36% 2.406 M $ 52734 2025/09/30 17.530 K $ 1.15 %
2025/12/31 SCHWAB STRATEGIC TR 0.36% 2.396 M $ 89053 2025/12/31 0.000 $ 0.00 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.34% 2.296 M $ 59918 2024/12/31 6.177 K $ 0.80 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.34% 2.282 M $ 4539 2024/12/31 -220.000 $ -0.01 %
2025/12/31 MCKESSON CORP 0.34% 2.278 M $ 2777 2024/12/31 19.004 K $ 6.06 %
2025/12/31 DIREXION SHS ETF TR 0.34% 2.273 M $ 76837 2024/12/31 65.678 K $ 2.91 %
2025/12/31 SELECT SECTOR SPDR TR 0.34% 2.231 M $ 28717 2024/12/31 -20.561 K $ -0.87 %
2025/12/31 ALPHABET INC 0.33% 2.230 M $ 7124 2024/12/31 494.751 K $ 27.24 %
2025/12/31 CONSTELLATION ENERGY CORP 0.33% 2.217 M $ 6276 2025/06/30 137.157 K $ 6.55 %
2025/12/31 QXO INC 0.33% 2.207 M $ 114427 2025/09/30 20.123 K $ 1.21 %
2025/12/31 SELECT SECTOR SPDR TR 0.33% 2.172 M $ 39654 2025/09/30 35.429 K $ 1.70 %
2025/12/31 ISHARES TR 0.33% 2.167 M $ 20232 2024/12/31 12.311 K $ 0.58 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.33% 2.166 M $ 82531 2025/06/30 33.870 K $ 1.51 %
2025/12/31 ROCKWELL AUTOMATION INC 0.32% 2.148 M $ 5522 2025/09/30 32.090 K $ 11.20 %
2025/12/31 SPDR INDEX SHS FDS 0.32% 2.145 M $ 48309 2025/09/30 74.630 K $ 3.70 %
2025/12/31 ISHARES BITCOIN TRUST ETF 0.32% 2.135 M $ 43009 2024/12/31 -1.245 M $ -24.39 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.32% 2.133 M $ 35591 2024/12/31 746.000 $ 0.03 %
2025/12/31 CADENCE DESIGN SYSTEM INC 0.31% 2.094 M $ 6699 2025/09/30 -211.943 K $ -11.74 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 0.30% 1.998 M $ 10432 2025/09/30 2.004 K $ 0.98 %
2025/12/31 VANGUARD INDEX FDS 0.29% 1.952 M $ 6994 2025/06/30 -95.340 K $ -5.01 %
2025/12/31 BROADCOM INC 0.29% 1.945 M $ 5621 2024/12/31 107.746 K $ 4.64 %
2025/12/31 HEALTHEQUITY INC 0.29% 1.914 M $ 20893 2025/09/30 -48.227 K $ -3.40 %
2025/12/31 BOOKING HOLDINGS INC 0.29% 1.908 M $ 356 2025/09/30 -12.347 K $ -0.79 %
2025/12/31 VANGUARD TAX-MANAGED FDS 0.28% 1.897 M $ 30368 2024/12/31 84.978 K $ 4.16 %
2025/12/31 BROWN & BROWN INC 0.28% 1.868 M $ 23442 2025/09/30 -176.646 K $ -16.10 %
2025/12/31 SAILPOINT INC 0.27% 1.816 M $ 89765 2025/12/31 0.000 $ 0.00 %
2025/12/31 SELECT SECTOR SPDR TR 0.27% 1.813 M $ 11711 2025/09/30 183.980 K $ 10.80 %
2025/12/31 INVESCO ACTVELY MNGD ETC FD 0.27% 1.807 M $ 136374 2025/03/31 -16.681 K $ -1.35 %
2025/12/31 BONDBLOXX ETF TRUST 0.27% 1.798 M $ 36136 2025/06/30 -2.713 K $ -0.16 %
2025/12/31 RENTOKIL INITIAL PLC 0.27% 1.797 M $ 60993 2025/09/30 132.990 K $ 9.97 %
2025/12/31 SELECT SECTOR SPDR TR 0.27% 1.792 M $ 41967 2024/12/31 -863.376 K $ -48.64 %
2025/12/31 DOUBLELINE YIELD OPPORTUNITI 0.27% 1.789 M $ 123013 2024/12/31 -66.789 K $ -3.69 %