Maridea-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  null,
  null,
  "ABNB",
  "BABA",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "UNIT",
  "T",
  "BLK",
  "AWF",
  "AVGO",
  "ARCC",
  null,
  "UTF",
  null,
  "D",
  "NAD",
  "MARA",
  null,
  null,
  "EBAY",
  "UTG",
  "PDI",
  "QNST",
  null,
  null,
  null,
  null,
  "BMEZ",
  "IREN",
  "GILD",
  null,
  "BITB",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  "EMXC",
  null,
  "EMR",
  null,
  "MUB",
  "META",
  null,
  "IJH",
  null,
  "STEM",
  null,
  "IIF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LRCX",
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "CIFR",
  "EPR",
  "GLNG",
  "HIG",
  "FMC",
  "EMD",
  "HSY",
  "AMP",
  "KLAC",
  "KHC",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  "PHM",
  "AAPL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  null,
  "MSTR",
  "PDO",
  "FNDX",
  "TFSL",
  null,
  null,
  "SLB",
  "RTX",
  "GLD",
  null,
  "RITM",
  null,
  null,
  "IBM",
  "TKO",
  "TJX",
  "UBER",
  "UPS",
  "VO",
  "AGNC",
  "VV",
  "VOE",
  "SCHW",
  "PCT",
  null,
  "IWV",
  null,
  null,
  null,
  "PMT",
  null,
  "DLY",
  "DSL",
  null,
  "TH",
  "IEF",
  "OHI",
  "RMD",
  "AIOT",
  "FSK",
  "VRTX",
  "MGC",
  "SRPT",
  "PRI",
  "UGI",
  "VNOM",
  "AFL",
  "SDY",
  "F",
  "IWP",
  null,
  "IDCC",
  "AMZN",
  "NEA",
  "HCA",
  null,
  null,
  null,
  "FAF",
  "NEU",
  "VUG",
  "VLO",
  "VEA",
  null,
  "MGK",
  "VOOG",
  null,
  "VBR",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WTW",
  null,
  "IUSG",
  "ADT",
  "SCHD",
  "SCHG",
  null,
  "CRM",
  "ORI",
  null,
  null,
  "MTUM",
  null,
  "MCK",
  null,
  null,
  null,
  null,
  "KMB",
  "BRK-B",
  "BDX",
  null,
  "BMY",
  "CBOE",
  "CASY",
  "CELH",
  "CVX",
  "C",
  "CLSK",
  "KO",
  "COST",
  "CRWD",
  "CVS",
  "CFR",
  "EWJ",
  "USMV",
  "IWB",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 229
Total Value: 306732107
Accession Number: 0001951757-25-000523
Form Type: 13F-HR
CIK: maridea-wealth-management
Manager Name: Maridea-Wealth-Management

Data Enrichment

68% identified

155 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

229 positions • $306.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 12

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46429B697

USMV|46429B697

Shares:30.0K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$306.7M)

81369Y506

Shares:29.4K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$306.7M)

464288661

Shares:22.1K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$306.7M)

464287507

IJH|464287507

Shares:44.1K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$306.7M)

25460E307

Shares:87.2K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$306.7M)

922908744

VTV|922908744

Shares:13.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$306.7M)

92189F643

Shares:26.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$306.7M)

92647X830

Shares:68.5K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$306.7M)

33740F755

Shares:75.4K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$306.7M)

464288414

MUB|464288414

Shares:19.9K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.7M)

MICROSOFT CORP

MSFT|594918104

Shares:5.6K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.7M)

45782C797

Shares:53.3K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$306.7M)

CLEANSPARK, INC.

CLSK|18452B209

Shares:298.6K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$306.7M)

IREN Ltd

IREN|Q4982L109

Shares:320.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.7M)

69374H204

Shares:56.4K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$306.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$306.7M)

464287622

IWB|464287622

Shares:5.5K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.7M)

Tesla, Inc.

TSLA|88160R101

Shares:6.4K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.7M)

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:102.7K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$306.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:21.5K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$306.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	30.0K	QoQ -45.73% (-25.3K) YoY-	All Managers (Combined)	$2.8M	0.9% ($2.8M/$306.7M)	QoQ -42.76% (-$2.1M) YoY-
(cusip81369Y506)✕	29.4K	QoQ +92.73% (+14.1K) YoY-	All Managers (Combined)	$2.7M	0.9% ($2.7M/$306.7M)	QoQ +110.25% (+$1.4M) YoY-
(cusip464288661)✕	22.1K	QoQ +317.76% (+16.8K) YoY-	All Managers (Combined)	$2.6M	0.8% ($2.6M/$306.7M)	QoQ +327.11% (+$2.0M) YoY-
(IJHcusip464287507)	44.1K	QoQ -36.16% (-25.0K) YoY-	All Managers (Combined)	$2.6M	0.8% ($2.6M/$306.7M)	QoQ -40.22% (-$1.7M) YoY-
(cusip25460E307)✕	87.2K	QoQ -0.18% (-162) YoY-	All Managers (Combined)	$2.6M	0.8% ($2.6M/$306.7M)	QoQ +3.40% (-$84.3K) YoY-
(VTVcusip922908744)	13.7K	QoQ -46.73% (-12.0K) YoY-	All Managers (Combined)	$2.4M	0.8% ($2.4M/$306.7M)	QoQ -45.65% (-$2.0M) YoY-
(cusip92189F643)✕	26.7K	QoQ -15.20% (-4.8K) YoY-	All Managers (Combined)	$2.3M	0.8% ($2.3M/$306.7M)	QoQ -19.51% (-$569.5K) YoY-
(cusip92647X830)✕	68.5K	QoQ +4.07% (+2.7K) YoY-	All Managers (Combined)	$2.3M	0.8% ($2.3M/$306.7M)	QoQ +4.65% (+$104.4K) YoY-
(cusip33740F755)✕	75.4K	QoQ -4.82% (-3.8K) YoY-	All Managers (Combined)	$2.2M	0.7% ($2.2M/$306.7M)	QoQ -7.25% (-$175.1K) YoY-
(MUBcusip464288414)	19.9K	QoQ -5.85% (-1.2K) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.7M)	QoQ -6.83% (-$153.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	5.6K	QoQ -7.54% (-454) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.7M)	QoQ -17.66% (-$448.0K) YoY-
(cusip45782C797)✕	53.3K	QoQ +78.45% (+23.4K) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$306.7M)	QoQ +75.21% (+$889.6K) YoY-
CLEANSPARK, INC.(CLSKcusip18452B209)	298.6K	QoQ +86.91% (+138.8K) YoY-	All Managers (Combined)	$2.0M	0.7% ($2.0M/$306.7M)	QoQ +36.37% (+$535.2K) YoY-
IREN Ltd(IRENcusipQ4982L109)	320.2K	QoQ +65.66% (+126.9K) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.7M)	QoQ +2.74% (+$52.0K) YoY-
(cusip69374H204)✕	56.4K	QoQ -15.91% (-10.7K) YoY-	All Managers (Combined)	$1.9M	0.6% ($1.9M/$306.7M)	QoQ -21.13% (-$522.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ -4.80% (-163) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$306.7M)	QoQ +11.84% (-$182.0K) YoY-
(IWBcusip464287622)	5.5K	QoQ +52.87% (+1.9K) YoY-	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.7M)	QoQ +45.55% (+$523.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	6.4K	QoQ +114.43% (+3.4K) YoY-	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.7M)	QoQ +37.61% (+$453.4K) YoY-
DoubleLine Yield Opportunities Fund(DLYcusip25862D105)	102.7K	QoQ +3.46% (+3.4K) YoY-	All Managers (Combined)	$1.7M	0.5% ($1.7M/$306.7M)	QoQ +5.23% (+$82.2K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	21.5K	QoQ +208.95% (+14.6K) YoY-	All Managers (Combined)	$1.6M	0.5% ($1.6M/$306.7M)	QoQ +273.18% (+$1.1M) YoY-