Maripau-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AVGO",
  "LOW",
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  null,
  "MSFT",
  "MS",
  null,
  "GE",
  null,
  "EFG",
  "VHT",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LMT",
  "PG",
  "MSTR",
  "IEFA",
  null,
  "ROP",
  "GLD",
  null,
  "SPLG",
  "STLD",
  "SYK",
  "CI",
  "BIV",
  "VWO",
  null,
  null,
  null,
  "VCIT",
  null,
  "VYM",
  "AON",
  "F",
  null,
  null,
  null,
  "AMZN",
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BLV",
  null,
  "VGLT",
  "BNDX",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "SO",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "ESGU",
  null,
  "BRK-B",
  null,
  "BR",
  "CHE",
  "CVX",
  "CPRT",
  "COST",
  "FANG",
  "RSP",
  "USMV",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 134
Total Value: 174250691
Accession Number: 0001890698-25-000002
Form Type: 13F-HR
CIK: maripau-wealth-management
Manager Name: Maripau-Wealth-Management

Data Enrichment

59% identified

79 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $174.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 7

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$227.8K

% of Portfolio:0.1% ($227.8K/$174.3M)

HOME DEPOT, INC.

HD|437076102

Shares:606

Value:$222.2K

% of Portfolio:0.1% ($222.2K/$174.3M)

233051630

Shares:8.1K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$174.3M)

STRYKER CORP

SYK|863667101

Shares:584

Value:$217.8K

% of Portfolio:0.1% ($217.8K/$174.3M)

33739P103

Shares:3.4K

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$174.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:480

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$174.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:779

Value:$212.4K

% of Portfolio:0.1% ($212.4K/$174.3M)

33740Y101

Shares:7.3K

Value:$212.0K

% of Portfolio:0.1% ($212.0K/$174.3M)

464288620

Shares:4.1K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$174.3M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$174.3M)

33739G103

Shares:4.5K

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$174.3M)

78470P408

Shares:4.0K

Value:$203.6K

% of Portfolio:0.1% ($203.6K/$174.3M)

12811T852

Shares:8.3K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$174.3M)

92204A108

Shares:615

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$174.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ -38.40% (-909) YoY -54.15% (-1.7K)	All Managers (Combined)	$227.8K	0.1% ($227.8K/$174.3M)	QoQ -49.46% (-$223.0K) YoY -52.94% (-$256.4K)
HOME DEPOT, INC.(HDcusip437076102)	606	QoQ +14.12% (+75) YoY NEW(+606)	All Managers (Combined)	$222.2K	0.1% ($222.2K/$174.3M)	QoQ +7.51% (+$15.5K) YoY NEW(+$222.2K)
(cusip233051630)✕	8.1K	QoQ NEW(+8.1K) YoY -24.91% (-2.7K)	All Managers (Combined)	$220.6K	0.1% ($220.6K/$174.3M)	QoQ NEW(+$220.6K) YoY -17.39% (-$46.5K)
STRYKER CORP(SYKcusip863667101)	584	QoQ NEW(+584) YoY NEW(+584)	All Managers (Combined)	$217.8K	0.1% ($217.8K/$174.3M)	QoQ NEW(+$217.8K) YoY NEW(+$217.8K)
(cusip33739P103)✕	3.4K	QoQ -24.35% (-1.1K) YoY -37.97% (-2.1K)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$174.3M)	QoQ -26.34% (-$77.9K) YoY -35.54% (-$120.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	480	QoQ -27.60% (-183) YoY -3.42% (-17)	All Managers (Combined)	$214.6K	0.1% ($214.6K/$174.3M)	QoQ -33.43% (-$107.8K) YoY -5.13% (-$11.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	779	QoQ +1.16% (+9) YoY -7.48% (-63)	All Managers (Combined)	$212.4K	0.1% ($212.4K/$174.3M)	QoQ +4.65% (+$9.5K) YoY -10.73% (-$25.5K)
(cusip33740Y101)✕	7.3K	QoQ -3.43% (-261) YoY -24.14% (-2.3K)	All Managers (Combined)	$212.0K	0.1% ($212.0K/$174.3M)	QoQ -0.30% (-$640) YoY -23.80% (-$66.2K)
(cusip464288620)✕	4.1K	QoQ -4.54% (-195) YoY -32.94% (-2.0K)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$174.3M)	QoQ -3.02% (-$6.5K) YoY -32.53% (-$100.9K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ -71.72% (-3.1K) YoY NEW(+1.2K)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$174.3M)	QoQ -67.34% (-$425.7K) YoY NEW(+$206.5K)
(cusip33739G103)✕	4.5K	QoQ -3.57% (-166) YoY -26.59% (-1.6K)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$174.3M)	QoQ -6.53% (-$14.4K) YoY -33.06% (-$101.9K)
(cusip78470P408)✕	4.0K	QoQ -8.11% (-354) YoY -29.63% (-1.7K)	All Managers (Combined)	$203.6K	0.1% ($203.6K/$174.3M)	QoQ -12.70% (-$29.6K) YoY -28.34% (-$80.5K)
(cusip12811T852)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$174.3M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
(cusip92204A108)✕	615	QoQ 0.00% (-0) YoY NEW(+615)	All Managers (Combined)	$200.3K	0.1% ($200.3K/$174.3M)	QoQ -13.25% (-$30.6K) YoY NEW(+$200.3K)