Fund HoldingsMaridea Wealth Management LLC

Total Portfolio Value
$384.07M
Total Bought
$136.23M
Total Sold
$64.48M
Net Transaction
+$71.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHWAB STRATEGIC TR0284,264+284,26408,3032.16%+8,303
GRANITESHARES GOLD TR(BAR)0198,800+198,80006,4891.69%+6,489
FIRST TR EXCHANGE-TRADED FD026,791+26,79105,7021.48%+5,702
SCHWAB STRATEGIC TR0203,532+203,53204,8501.26%+4,850
SPDR SERIES TRUST
ST STR PR SP1500
063,997+63,99704,7931.25%+4,793
NVIDIA CORPORATION(NVDA)053,799+53,79908,5002.21%+8,500
IREN LIMITED
ORDINARY SHARES
0338,901+338,90104,9381.29%+4,938
SCHWAB STRATEGIC TR0147,985+147,98503,9221.02%+3,922
ISHARES BITCOIN TRUST ETF(IBIT)30,75666,846+36,0901,4404,0921.07%+2,652
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,27517,798+10,5231,4044,0421.05%+2,638
PURECYCLE TECHNOLOGIES INC(PCT)0264,150+264,15003,6190.94%+3,619
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
061,834+61,83403,7020.96%+3,702
MICROSOFT CORP(MSFT)09,233+9,23304,5921.20%+4,592
BONDBLOXX ETF TRUST
BLOOMBERG THREE
049,156+49,15602,4470.64%+2,447
LAM RESEARCH CORP(LRCX)030,394+30,39402,9590.77%+2,959
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
089,941+89,94102,2220.58%+2,222
MICROSTRATEGY INC(MSTR)2,6646,783+4,1197682,7420.71%+1,974
ADVANCED MICRO DEVICES INC(AMD)013,024+13,02401,8480.48%+1,848
CIPHER MINING INC(CIFR)551,522651,565+100,0431,2693,1140.81%+1,846
VANGUARD INDEX FDS014,696+14,69606,4431.68%+6,443
COINBASE GLOBAL INC(COIN)04,703+4,70301,6480.43%+1,648
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0121,689+121,68903,8701.01%+3,870
INVESCO QQQ TR030,835+30,835017,0104.43%+17,010
CONSTELLATION ENERGY CORP(CEG)04,898+4,89801,5810.41%+1,581
SOUTHERN CO(SO)016,440+16,44001,5100.39%+1,510
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
017,166+17,16601,8750.49%+1,875
ISHARES TR
MSCI USA MMENTM
07,288+7,28801,7510.46%+1,751
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
025,381+25,38101,2780.33%+1,278
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
026,767+26,76702,1790.57%+2,179
WALMART INC(WMT)8,42420,346+11,9227401,9890.52%+1,250
JPMORGAN CHASE & CO.(JPM)04,300+4,30001,2470.32%+1,247
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
048,995+48,99501,6270.42%+1,627
NETEASE INC(NTES)08,728+8,72801,1750.31%+1,175
DUKE ENERGY CORP NEW(DUK)08,863+8,86301,0460.27%+1,046
FIRST TR EXCHANGE-TRADED FD066,036+66,03601,0400.27%+1,040
META PLATFORMS INC(META)2,2823,176+8941,3152,3440.61%+1,029
LAS VEGAS SANDS CORP(LVS)023,565+23,56501,0250.27%+1,025
ISHARES TR06,794+6,79404,2181.10%+4,218
PROSHARES TR
ULTRAPRO QQQ
011,943+11,94309910.26%+991
MARRIOTT INTL INC NEW(MAR)03,544+3,54409680.25%+968
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
021,793+21,79309560.25%+956
CSX CORP(CSX)028,490+28,49009300.24%+930
CLEANSPARK INC(CLSK)298,593264,911-33,6822,0072,9220.76%+915
VALKYRIE ETF TRUST II
COINSHARES BITCN
82,73986,361+3,6221,0571,9640.51%+907
VANGUARD INDEX FDS03,020+3,02008590.22%+859
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,888+19,88808390.22%+839
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
015,145+15,14507940.21%+794
TESLA INC(TSLA)6,4017,688+1,2871,6592,4420.64%+783
DIAMONDBACK ENERGY INC(FANG)05,578+5,57807660.20%+766
ORACLE CORP(ORCL)03,449+3,44907540.20%+754
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
013,622+13,62207200.19%+720
ALPHABET INC(GOOG)010,439+10,43901,8520.48%+1,852
ISHARES INC
MSCI JAPAN ETF
3,42912,321+8,8922359240.24%+689
ALPHABET INC(GOOG)05,043+5,04308890.23%+889
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
04,872+4,87206270.16%+627
FIRST TR EXCHANGE-TRADED ALP
COM SHS
06,209+6,20906040.16%+604
GOLAR LNG LTD
SHS
031,851+31,85101,3120.34%+1,312
OCCIDENTAL PETE CORP(OXY)013,717+13,71705760.15%+576
GRAYSCALE BITCOIN TRUST ETF(GBTC)021,626+21,62601,8350.48%+1,835
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
026,127+26,12701,2870.34%+1,287
COMFORT SYS USA INC(FIX)01,067+1,06705720.15%+572
CISCO SYS INC(CSCO)08,226+8,22605710.15%+571
FEDEX CORP(FDX)02,378+2,37805400.14%+540
SPDR SERIES TRUST
ST STR SP AERO
8,0778,661+5841,2981,8270.48%+529
OREILLY AUTOMOTIVE INC(ORLY)05,825+5,82505250.14%+525
VERTIV HOLDINGS CO(VRT)04,087+4,08705250.14%+525
FIRST TR EXCHANGE-TRADED FD012,510+12,51005240.14%+524
INTERACTIVE BROKERS GROUP IN(IBKR)09,452+9,45205240.14%+524
BERKLEY W R CORP07,039+7,03905170.13%+517
PENSKE AUTOMOTIVE GRP INC(PAG)02,986+2,98605130.13%+513
APPLIED MATLS INC02,718+2,71804980.13%+498
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
080,433+80,43302,8430.74%+2,843
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
09,860+9,86004930.13%+493
APPLE INC(AAPL)018,691+18,69103,8351.00%+3,835
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
019,396+19,39604840.13%+484
YUM CHINA HLDGS INC(YUMC)010,756+10,75604810.13%+481
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
015,108+15,10809480.25%+948
DTE ENERGY CO(DTB)03,600+3,60004770.12%+477
MUELLER INDS INC(MLI)05,972+5,97204750.12%+475
MONSTER BEVERAGE CORP NEW(MNST)07,530+7,53004720.12%+472
SPDR S&P 500 ETF TR(SPY)0744+74404600.12%+460
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
06,067+6,06704590.12%+459
TETRA TECH INC NEW(TTEK)012,556+12,55604520.12%+452
WILLIAMS SONOMA INC(WSM)02,723+2,72304450.12%+445
ELECTRONIC ARTS INC(EA)02,784+2,78404450.12%+445
SERVICENOW INC(NOW)0420+42004320.11%+432
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
010,074+10,07404260.11%+426
ISHARES ETHEREUM TR(ETHA)022,188+22,18804230.11%+423
GLOBAL X FDS
1 3 MO T BI ET
04,165+4,16504180.11%+418
MERCADOLIBRE INC(MELI)0158+15804130.11%+413
ISHARES TR
TRS FLT RT BD
026,374+26,37401,3360.35%+1,336
HARRIS OAKMARK ETF TRUST
OAKMARK U S LRG
016,016+16,01604110.11%+411
PALANTIR TECHNOLOGIES INC(PLTR)05,657+5,65707710.20%+771
VANGUARD INDEX FDS04,495+4,49501,2820.33%+1,282
NETFLIX INC(NFLX)850877+277931,1740.31%+382
AMAZON COM INC(AMZN)15,73015,343-3872,9933,3660.88%+373
HP INC(HPQ)014,483+14,48303540.09%+354
ISHARES TR013,067+13,06701,2070.31%+1,207
GRANITESHARES ETF TR
HIPS US HIGH INC
18,46946,307+27,8382355610.15%+326
AUTOZONE INC(AZO)087+8703230.08%+323
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