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

229 positions • $306.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46438F101

Shares:30.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.7M)

46138G649

Shares:7.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$306.7M)

Meta Platforms, Inc.

Shares:2.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.7M)

78464A631

Shares:8.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.7M)

Alibaba Group Holding Ltd

Shares:9.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.7M)

Cipher Mining Inc.

Shares:551.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.7M)

389637109

Shares:19.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$306.7M)

81369Y308

Shares:15.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.7M)

MARA Holdings, Inc.

Shares:107.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.7M)

Walt Disney Co

Shares:12.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.7M)

33739Q408

Shares:19.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$306.7M)

Alphabet Inc.

Shares:7.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$306.7M)

91917A207

Shares:82.7K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$306.7M)

PureCycle Technologies, Inc.

Shares:148.0K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.7M)

808524797

Shares:36.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.7M)

92189F460

Shares:46.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.7M)

33740U703

Shares:40.2K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$306.7M)

921943858

Shares:18.8K

Value:$957.0K

% of Portfolio:0.3% ($957.0K/$306.7M)

808524870

Shares:35.3K

Value:$948.6K

% of Portfolio:0.3% ($948.6K/$306.7M)

Broadcom Inc.

Shares:5.7K

Value:$946.6K

% of Portfolio:0.3% ($946.6K/$306.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438F101)✕	30.8K	QoQ +29.05% (+6.9K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.7M)	QoQ +13.87% (+$175.5K) YoY-
(cusip46138G649)✕	7.3K	QoQ +29.49% (+1.7K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$306.7M)	QoQ +18.77% (+$222.0K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.3K	QoQ +120.69% (+1.2K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.7M)	QoQ +117.33% (+$710.0K) YoY-
(cusip78464A631)✕	8.1K	QoQ +95.28% (+3.9K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.7M)	QoQ +89.24% (+$612.1K) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	9.8K	QoQ +43.63% (+3.0K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.7M)	QoQ +123.99% (+$717.6K) YoY-
Cipher Mining Inc.(CIFRcusip17253J106)	551.5K	QoQ +169.54% (+346.9K) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.7M)	QoQ +33.61% (+$319.1K) YoY-
(cusip389637109)✕	19.3K	QoQ -1.23% (-242) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$306.7M)	QoQ -13.04% (-$188.9K) YoY-
(cusip81369Y308)✕	15.3K	QoQ +40.54% (+4.4K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.7M)	QoQ +46.01% (+$392.5K) YoY-
MARA Holdings, Inc.(MARAcusip565788106)	107.2K	QoQ +94.32% (+52.1K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.7M)	QoQ +33.26% (+$307.8K) YoY-
Walt Disney Co(DIScusip254687106)	12.2K	QoQ +18.79% (+1.9K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.7M)	QoQ +5.29% (+$60.5K) YoY-
(cusip33739Q408)✕	19.7K	QoQ -32.24% (-9.4K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$306.7M)	QoQ -32.16% (-$559.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	7.3K	QoQ -8.69% (-692) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$306.7M)	QoQ -25.09% (-$380.6K) YoY-
(cusip91917A207)✕	82.7K	QoQ +124.60% (+45.9K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$306.7M)	QoQ +29.25% (+$239.1K) YoY-
PureCycle Technologies, Inc.(PCTcusip74623V103)	148.0K	QoQ +40.45% (-42.6K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.7M)	QoQ -5.17% (-$55.9K) YoY-
(SCHDcusip808524797)	36.4K	QoQ -3.72% (-1.4K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.7M)	QoQ -1.47% (-$15.2K) YoY-
(cusip92189F460)✕	46.6K	QoQ +12.20% (+5.1K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.7M)	QoQ +12.85% (+$114.7K) YoY-
(cusip33740U703)✕	40.2K	QoQ +22.79% (+7.5K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$306.7M)	QoQ +20.05% (+$167.6K) YoY-
(VEAcusip921943858)	18.8K	QoQ +49.42% (+6.2K) YoY-	All Managers (Combined)	$957.0K	0.3% ($957.0K/$306.7M)	QoQ +58.82% (+$354.5K) YoY-
(cusip808524870)✕	35.3K	QoQ -16.79% (-7.1K) YoY-	All Managers (Combined)	$948.6K	0.3% ($948.6K/$306.7M)	QoQ -13.38% (-$146.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	5.7K	QoQ +314.21% (+4.3K) YoY-	All Managers (Combined)	$946.6K	0.3% ($946.6K/$306.7M)	QoQ +199.13% (+$630.2K) YoY-