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 9 of 12

Sort by:

46428Q109

Shares:12.4K

Value:$385.5K

% of Portfolio:0.1% ($385.5K/$306.7M)

InterDigital, Inc.

IDCC|45867G101

Shares:1.9K

Value:$383.3K

% of Portfolio:0.1% ($383.3K/$306.7M)

316092303

Shares:7.4K

Value:$377.1K

% of Portfolio:0.1% ($377.1K/$306.7M)

78464A763

SDY|78464A763

Shares:2.7K

Value:$372.8K

% of Portfolio:0.1% ($372.8K/$306.7M)

33734H106

Shares:8.3K

Value:$371.3K

% of Portfolio:0.1% ($371.3K/$306.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.3K

Value:$366.3K

% of Portfolio:0.1% ($366.3K/$306.7M)

CHEVRON CORP

CVX|166764100

Shares:2.2K

Value:$363.8K

% of Portfolio:0.1% ($363.8K/$306.7M)

92206C565

Shares:5.2K

Value:$356.4K

% of Portfolio:0.1% ($356.4K/$306.7M)

VISA INC.

V|92826C839

Shares:980

Value:$343.6K

% of Portfolio:0.1% ($343.6K/$306.7M)

46432F396

MTUM|46432F396

Shares:1.7K

Value:$340.6K

% of Portfolio:0.1% ($340.6K/$306.7M)

92189F106

GDX|92189F106

Shares:7.4K

Value:$339.6K

% of Portfolio:0.1% ($339.6K/$306.7M)

88636J873

Shares:15.1K

Value:$339.4K

% of Portfolio:0.1% ($339.4K/$306.7M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:755

Value:$327.7K

% of Portfolio:0.1% ($327.7K/$306.7M)

RESMED INC

RMD|761152107

Shares:1.5K

Value:$326.4K

% of Portfolio:0.1% ($326.4K/$306.7M)

46435U374

Shares:9.7K

Value:$322.7K

% of Portfolio:0.1% ($322.7K/$306.7M)

922908512

VOE|922908512

Shares:2.0K

Value:$320.9K

% of Portfolio:0.1% ($320.9K/$306.7M)

92206C102

VGSH|92206C102

Shares:5.4K

Value:$318.6K

% of Portfolio:0.1% ($318.6K/$306.7M)

921910816

MGK|921910816

Shares:1.0K

Value:$316.3K

% of Portfolio:0.1% ($316.3K/$306.7M)

78464A656

Shares:11.6K

Value:$306.6K

% of Portfolio:0.1% ($306.6K/$306.7M)

464287671

IUSG|464287671

Shares:2.4K

Value:$305.9K

% of Portfolio:0.1% ($305.9K/$306.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46428Q109)✕	12.4K	QoQ -7.67% (-1.0K) YoY-	All Managers (Combined)	$385.5K	0.1% ($385.5K/$306.7M)	QoQ +8.66% (-$30.7K) YoY-
InterDigital, Inc.(IDCCcusip45867G101)	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$383.3K	0.1% ($383.3K/$306.7M)	QoQ NEW(+$383.3K) YoY-
(cusip316092303)✕	7.4K	QoQ NEW(+7.4K) YoY-	All Managers (Combined)	$377.1K	0.1% ($377.1K/$306.7M)	QoQ NEW(+$377.1K) YoY-
(SDYcusip78464A763)	2.7K	QoQ -0.10% (-3) YoY-	All Managers (Combined)	$372.8K	0.1% ($372.8K/$306.7M)	QoQ +2.59% (-$9.4K) YoY-
(cusip33734H106)✕	8.3K	QoQ -19.06% (-2.0K) YoY-	All Managers (Combined)	$371.3K	0.1% ($371.3K/$306.7M)	QoQ -17.30% (-$77.7K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	4.3K	QoQ -0.20% (-9) YoY-	All Managers (Combined)	$366.3K	0.1% ($366.3K/$306.7M)	QoQ +11.37% (-$37.4K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.2K	QoQ -0.86% (-19) YoY-	All Managers (Combined)	$363.8K	0.1% ($363.8K/$306.7M)	QoQ +14.47% (-$46.0K) YoY-
(cusip92206C565)✕	5.2K	QoQ +55.10% (+1.8K) YoY-	All Managers (Combined)	$356.4K	0.1% ($356.4K/$306.7M)	QoQ +56.53% (+$128.7K) YoY-
VISA INC.(Vcusip92826C839)	980	QoQ -8.75% (-94) YoY-	All Managers (Combined)	$343.6K	0.1% ($343.6K/$306.7M)	QoQ +1.18% (-$4.0K) YoY-
(MTUMcusip46432F396)	1.7K	QoQ +65.84% (+669) YoY-	All Managers (Combined)	$340.6K	0.1% ($340.6K/$306.7M)	QoQ +62.00% (+$130.3K) YoY-
(GDXcusip92189F106)	7.4K	QoQ -9.93% (-815) YoY-	All Managers (Combined)	$339.6K	0.1% ($339.6K/$306.7M)	QoQ +22.09% (-$61.5K) YoY-
(cusip88636J873)✕	15.1K	QoQ +0.97% (-146) YoY-	All Managers (Combined)	$339.4K	0.1% ($339.4K/$306.7M)	QoQ -8.44% (-$31.3K) YoY-
CASEYS GENERAL STORES INC(CASYcusip147528103)	755	QoQ NEW(+755) YoY-	All Managers (Combined)	$327.7K	0.1% ($327.7K/$306.7M)	QoQ NEW(+$327.7K) YoY-
RESMED INC(RMDcusip761152107)	1.5K	QoQ -30.73% (-647) YoY-	All Managers (Combined)	$326.4K	0.1% ($326.4K/$306.7M)	QoQ -32.20% (-$155.0K) YoY-
(cusip46435U374)✕	9.7K	QoQ +5.25% (+484) YoY-	All Managers (Combined)	$322.7K	0.1% ($322.7K/$306.7M)	QoQ +11.94% (+$34.4K) YoY-
(VOEcusip922908512)	2.0K	QoQ -4.71% (-99) YoY-	All Managers (Combined)	$320.9K	0.1% ($320.9K/$306.7M)	QoQ -5.44% (-$18.5K) YoY-
(VGSHcusip92206C102)	5.4K	QoQ NEW(+5.4K) YoY-	All Managers (Combined)	$318.6K	0.1% ($318.6K/$306.7M)	QoQ NEW(+$318.6K) YoY-
(MGKcusip921910816)	1.0K	QoQ -17.15% (-212) YoY-	All Managers (Combined)	$316.3K	0.1% ($316.3K/$306.7M)	QoQ -25.48% (-$108.2K) YoY-
(cusip78464A656)✕	11.6K	QoQ NEW(+11.6K) YoY-	All Managers (Combined)	$306.6K	0.1% ($306.6K/$306.7M)	QoQ NEW(+$306.6K) YoY-
(IUSGcusip464287671)	2.4K	QoQ +0.08% (-2) YoY-	All Managers (Combined)	$305.9K	0.1% ($305.9K/$306.7M)	QoQ -8.73% (-$29.3K) YoY-