Maridea Wealth Management LLC Portfolio
Invests via Maridea Wealth Management LLC | Managed by Bryan Hinmon, CFA
Invests via Maridea Wealth Management LLC
Managed by Bryan Hinmon, CFA
Automatically Tracked
Company Profile
Boutique wealth manager focused on providing advisory, financial planning and discretionary portfolio management to high-net-worth individuals and families. Maridea Wealth Management LLC combines multi-asset investment strategies, tax-aware planning and retirement income solutions while partnering with custodians and independent advisors. Relevant to investors seeking concentrated private-client platforms and outsourced CIO-style services in the wealth management sector.
Boutique wealth manager focused on providing advisory, financial planning and discretionary portfolio management to high-net-worth individuals and families. Maridea Wealth Management LLC combines multi-asset investment strategies, tax-aware planning and retirement income solutions while partnering with custodians and independent advisors. Relevant to investors seeking concentrated private-client platforms and outsourced CIO-style services in the wealth management sector.
Investment Philosophy & Strategy
Delivers customized, tax-aware multi-asset solutions for HNW families, blending discretionary PM and outsourced-CIO oversight. Emphasizes strategic asset allocation, downside risk controls, and concentrated private-client portfolios with tactical tilts to income and tax-efficient vehicles. Capital deployment favors diversified core holdings, alternative income, private investments and municipal/tax-managed strategies; allocation decisions driven by cash-flow needs, retirement horizon and tax optimization. Risk framework centers on drawdown management, behavioral governance with custodian partnerships and scalable advisor integration.
Delivers customized, tax-aware multi-asset solutions for HNW families, blending discretionary PM and outsourced-CIO oversight. Emphasizes strategic asset allocation, downside risk controls, and concentrated private-client portfolios with tactical tilts to income and tax-efficient vehicles. Capital deployment favors diversified core holdings, alternative income, private investments and municipal/tax-managed strategies; allocation decisions driven by cash-flow needs, retirement horizon and tax optimization. Risk framework centers on drawdown management, behavioral governance with custodian partnerships and scalable advisor integration.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
38.39%
Gain -0.34%
Monthly
1.64%
Yearly
21.54%
Drawdown
15.35%
$926.06M
Equity
Holdings
$926.06M
Investment
$816.69M
$134.47M
Profit -$1.18M
Realized
$25.1M
Unrealized
$109.37M
Dividends
$15.04M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$1.18M
Win %
66%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$1.18M
Win %
66%
This Month
Compared to last month
Gain
2.44%
Profit
$22.03M
Win %
66%
This Year
Compared to last year
Gain
0.8%
Profit
$7.54M
Win %
65%
CLSK CleanSpark, Inc.
+8.52%
+$238,104.05 
MSI Motorola Solutions, Inc.
+8.14%
+$27,913.94 MVFG
MVFG
+7.76%
+$24,907.4 
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$21,120.4 
VCTR Victory Capital Holdings, Inc. Class A
+5.42%
+$17,295.22 
WGMI Valkyrie Bitcoin Miners ETF
+5.02%
+$204,225.84 
PFIX Simplify Interest Rate Hedge ETF
+4.57%
+$38,078.28 
IXC iShares Global Energy ETF
+4.3%
+$12,058.9 
VDE Vanguard Energy ETF
+3.96%
+$19,865.57 
SFL SFL Corporation Ltd.
+3.96%
+$5,556.34 
XLE Energy Select Sector SPDR Fund
+3.91%
+$210,692.16 
MLPX Global X MLP & Energy Infrastructure ETF
+2.83%
+$6,948.99 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+2.62%
+$40,816.18 
IREN IREN Limited
+2.21%
+$239,375.84 
AMD Advanced Micro Devices, Inc.
+2.21%
+$114,123.81 
SMHX VanEck Vectors Semiconductor ETF
+2.12%
+$8,344.8 
WM Waste Management, Inc.
+2.1%
+$4,770.5 
MUSA Murphy USA Inc.
+2.04%
+$6,530.17 FAX
FAX
+2.01%
+$5,513.77 
SHOP Shopify Inc.
+1.98%
+$5,343.73 
QTUM Defiance Quantum ETF
+1.97%
+$25,024.77 
AMZA InfraCap MLP ETF
+1.91%
+$10,686.74 
FANG Diamondback Energy Inc
+1.86%
+$5,522.16 
STX Seagate Technology Holdings plc
+1.82%
+$8,868.22 
QCOM QUALCOMM Incorporated
+1.82%
+$7,621.9 
PRI Primerica Inc.
+1.81%
+$6,116.82 
AMLP Alerian MLP ETF
+1.77%
+$12,072 
ETN Eaton Corporation plc
+1.76%
+$6,966.87 
TFSL TFS Financial Corp.
+1.58%
+$12,013.25 
CBOE Cboe Global Markets Inc.
+1.55%
+$4,648.13 
AVGO Broadcom Inc.
+1.54%
+$28,232.96 
COP ConocoPhillips
+1.5%
+$5,577.96 
KNSL Kinsale Capital Group Inc.
+1.46%
+$25,941.6 
FOXY Simplify Currency Strategy ETF
+1.35%
+$7,903.62 
SUNB Sunbelt Rentals Holdings, Inc.
+1.28%
+$31,946.4 
KLAC KLA Corporation
+1.26%
+$3,395 
FAST Fastenal Co.
+1.25%
+$6,639.37 
YUMC Yum China Holdings Inc.
+1.23%
+$9,063.41 
EWJV iShares MSCI Japan Value ETF
+1.19%
+$7,490.55 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$80,592.54 
CVX Chevron Corporation
+1.12%
+$21,031.67 
NXUS Nuveen International Aggregate Bond ETF
+1.11%
+$4,293.06 
NEM Newmont Corporation
+1.09%
+$3,279.78 
XMMO Invesco S&P MidCap Momentum ETF
+1.01%
+$7,156.41 
HWM Howmet Aerospace Inc.
+1%
+$7,714.66 
STVN Stevanato Group S.p.A.
+0.94%
+$12,874.4 
META Meta Platforms Inc Class A
+0.9%
+$44,302.53 
BMY Bristol-Myers Squibb Company
+0.82%
+$3,800.68 
PDI Pimco Dynamic Income Fund
+0.81%
+$5,961.02 
STIP iShares 0-5 Year TIPS Bond ETF
+0.78%
+$2,440.62 
ARKK ARK Innovation ETF Fund
+0.76%
+$2,641.9 
DHS WisdomTree U.S. High Dividend Fund
+0.64%
+$5,073 
COST Costco Wholesale Corporation
+0.62%
+$9,932.68 
FSCO FS Credit Opportunities Corp.
+0.61%
+$2,169.63 
SHLD Global X Defense Tech ETF
+0.61%
+$14,943.68 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.59%
+$11,162.58 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.59%
+$1,593.68 
TIP iShares TIPS Bond ETF
+0.59%
+$8,721.09 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.58%
+$4,423.91 
CLH Clean Harbors Inc.
+0.56%
+$12,293.24 
DNP DNP Select Income Fund Inc.
+0.56%
+$1,599.3 
KMI Kinder Morgan, Inc.
+0.53%
+$1,410.42 
DXJ WisdomTree Japan Hedged Equity Fund
+0.53%
+$7,194.56 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.52%
+$19,612.1 
TAIL Cambria Tail Risk ETF
+0.48%
+$894.5 
DE Deere & Company
+0.46%
+$1,138.84 
AAPL Apple Inc.
+0.45%
+$64,985.03 
ADI Analog Devices, Inc.
+0.45%
+$1,448.37 
VZ Verizon Communications Inc.
+0.45%
+$1,745.94 
AVMV Avantis U.S. Mid Cap Value ETF
+0.45%
+$30,956.42 
CLOZ Panagram BBB-B CLO ETF
+0.44%
+$4,632.77 
GD General Dynamics Corporation
+0.44%
+$1,905.15 
GOOG Alphabet Inc
+0.43%
+$65,024.05 
FFUT Fidelity Managed Futures ETF
+0.42%
+$2,513.21 
ACYQ FT Vest Autocallable Barrier & High Income ETF
+0.39%
+$1,044.91 
MGK Vanguard Mega Cap Growth ETF
+0.39%
+$19,483.45 
CLOA iShares AAA CLO ETF
+0.38%
+$4,917.51 
HYTI FT Vest High Yield & Target Income ETF
+0.37%
+$1,087.09 
CTAS Cintas Corporation
+0.37%
+$1,470.77 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.35%
+$3,570.15 
EPR EPR Properties
+0.34%
+$2,006.76 
THMR THOR AdaptiveRisk Dynamic ETF
+0.32%
+$66,718.16 
PAYX Paychex Inc.
+0.31%
+$2,050.91 
SMH VanEck Semiconductor ETF
+0.31%
+$5,431.39 
CLIP Global X 1-3 Month T-Bill ETF
+0.29%
+$32,056.53 
V Visa Inc. Class A
+0.28%
+$2,034.88 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$6,845.42 
HDV iShares Core High Dividend ETF
+0.28%
+$1,242.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$79,452 
PFFD Global X U.S. Preferred ETF
+0.27%
+$1,303.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.25%
+$1,808.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.23%
+$12,947.22 
PEP PepsiCo, Inc.
+0.23%
+$692.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$22,573.04 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
+0.2%
+$634.68 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.19%
+$8,520.55 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$426.44 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.14%
+$7,730.1 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$448.72 
FVD First Trust Value Line Dividend Index Fund
+0.12%
+$1,175.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$5,096.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.12%
+$374.16 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$1,755.75 
CAOS Alpha Architect Tail Risk ETF
+0.11%
+$9,054 
MA Mastercard Incorporated
+0.11%
+$4,180.01 
BRO Brown & Brown Inc.
+0.11%
+$1,900.87 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$231.71 
AWF AllianceBernstein Global High Income Fund Inc.
+0.1%
+$614.89 
FXH First Trust Health Care AlphaDEX Fund
+0.08%
+$690.53 
CLOI VanEck CLO ETF
+0.08%
+$6,296.08 
DLY DoubleLine Yield Opportunities Fund
+0.07%
+$1,716.67 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$496.44 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.06%
+$579.87 
SDY SPDR S&P Dividend ETF
+0.06%
+$401.4 
XMPT VanEck CEF Municipal Income ETF
+0.06%
+$207.14 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.06%
+$356.7 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$118.02 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$223.26 
AGZ iShares Agency Bond ETF
+0.01%
+$85.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,792.61 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$98.96 
SHV iShares Short Treasury Bond ETF
+0.01%
+$18.45 
WBIL WBI BullBear Quality 3000 ETF
0%
+$131.79 
AAON Aaon Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APLD Applied Digital Corporation
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BMEZ BlackRock Health Sciences Trust II
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CIFR Cipher Mining Inc.
0%
$0 
CLBT Cellebrite DI Ltd.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENTG Entegris, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FN Fabrinet
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
FVRR Fiverr International Ltd.
0%
$0 
GLW Corning Incorporated
0%
$0 
HD The Home Depot, Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KEY KeyCorp
0%
$0 
LII Lennox International Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSTR Strategy Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PDO PIMCO Dynamic Income Opportunities Fund
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PEBO Peoples Bancorp Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PMT Pennymac Mortgage Investment Trust
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SF Stifel Financial Corp.
0%
$0 
SGU Star Group L.P.
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HIPS GraniteShares HIPS US High Income ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PINK Simplify Health Care ETF
0%
$0 
PTBD Pacer Trendpilot US Bond ETF
0%
$0 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RTH VanEck Retail ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TINY ProShares Nanotechnology ETF
0%
$0 
URA Global X Uranium ETF
0%
$0 
UTWO U.S. Treasury 2-Year Note ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
WBIY WBI Power Factor High Dividend ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
BUFZ FT Vest Laddered Moderate Buffer Fund
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
DSL DoubleLine Income Solutions Fund
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
QXO Qxo Inc.
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SGI Somnigroup International Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 FSSL
FSSL
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
FPF First Trust Intermediate Duration Preferred & Income Fund
0%
$0 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
0%
$0 
IIF Morgan Stanley India Investment Fund, Inc.
0%
$0 VGHY
VGHY
0%
$0 CNAV
CNAV
0%
$0 G200
G2004J103
0%
$0 
TE T1 Energy Inc.
-23.77%
-$66,032.2 
UFPT UFP Technologies Inc.
-20.89%
-$531,579.26 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$58,805.07 BAM
BAM
-17.86%
-$276,563.78 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-11.96%
-$36,542.94 
NBIS Nebius Group N.V.
-10.11%
-$17,239.28 
WRBY Warby Parker Inc.
-8.81%
-$349,135.92 
RKT Rocket Companies, Inc. Class A
-6.93%
-$12,222.72 
SLV iShares Silver Trust
-6.62%
-$29,635.48 
XHB SPDR S&P Homebuilders ETF
-6.48%
-$23,410.64 
TPL Texas Pacific Land Corporation
-6.28%
-$10,985.13 
MBCE Monarch Blue Chips Elite Index ETF
-6.17%
-$16,214.61 
UFO Procure Space ETF
-6.01%
-$11,191.6 
SAIL SailPoint, Inc.
-6%
-$143,736.31 
CIBR First Trust NASDAQ Cybersecurity ETF
-5.88%
-$28,832.02 
ILDR First Trust Innovation Leaders ETF
-5.65%
-$159,811.44 
VGT Vanguard Information Technology ETF
-5.49%
-$18,376.29 
QTEC First Trust NASDAQ-100 Technology Index Fund
-5.4%
-$369,785.26 
GWX SPDR S&P International Small Cap ETF
-4.78%
-$23,133.59 
OUNZ VanEck Merk Gold Trust
-4.66%
-$32,300 
GLDM SPDR Gold MiniShares Trust
-4.63%
-$10,078.99 
IAU iShares Gold Trust
-4.61%
-$69,132.48 
FGDL Franklin Responsibly Sourced Gold ETF
-4.58%
-$131,960.41 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$26,479.78 
AMGN Amgen Inc.
-4.37%
-$12,627.29 
VOOG Vanguard S&P 500 Growth ETF
-4.23%
-$14,022.54 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-4.21%
-$16,555.06 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$23,627.67 
AIRR First Trust RBA American Industrial Renaissance ETF
-4.11%
-$133,010.36 
CGGR Capital Group Growth ETF
-4.08%
-$8,570.17 
QQQM Invesco NASDAQ 100 ETF
-4.08%
-$147,964.14 
DRAM Roundhill Memory ETF
-3.84%
-$24,629.26 
IPAR Inter Parfums, Inc.
-3.54%
-$9,032.79 
IWP iShares Russell Mid-Cap Growth ETF
-3.47%
-$7,645.71 
XLG Invesco S&P 500 Top 50 ETF
-3.43%
-$23,470.56 
BUL Pacer US Cash Cows Growth ETF
-3.42%
-$36,503.6 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$52,479.94 
VXF Vanguard Extended Market ETF
-3.15%
-$17,064.13 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.12%
-$16,531 
ONOF Global X Adaptive U.S. Risk Management ETF
-3.06%
-$77,257.28 
MTZ MasTec, Inc. Common Stock
-3.04%
-$7,291.76 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$9,959.92 
GRNY Fundstrat Granny Shots US Large Cap ETF
-3.02%
-$6,197.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$55,172.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$176,827.5 
PTLC Pacer Trendpilot US Large Cap ETF
-2.98%
-$11,239.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$57,790.26 
CGUS Capital Group Core Equity ETF
-2.97%
-$10,743.55 
IWV ISHARES RUSSELL 3000 ETF
-2.94%
-$12,079 
GBTC Grayscale Bitcoin Trust ETF
-2.91%
-$18,388.7 
ARCC Ares Capital Corporation
-2.9%
-$7,693.84 
AIQ Global X Artificial Intelligence & Technology ETF
-2.87%
-$32,739.1 
ETHA iShares Ethereum Trust
-2.83%
-$21,672.6 
FYX First Trust Small Cap Core AlphaDEX Fund
-2.65%
-$28,648.92 
MU Micron Technology, Inc.
-2.6%
-$60,876.8 
CGBL Capital Group Core Balanced ETF
-2.59%
-$10,345.5 
JQUA JPMorgan U.S. Quality Factor ETF
-2.59%
-$205,699.2 
ETHE Grayscale Ethereum Trust ETF
-2.59%
-$9,792.8 
LIN Linde plc
-2.58%
-$70,559.16 
ANET Arista Networks, Inc.
-2.53%
-$7,120.73 
CALF Pacer US Small Cap Cash Cows 100 ETF
-2.5%
-$13,170.25 
WBIF WBI BullBear Value 3000 ETF
-2.46%
-$380,512.31 
FTNT Fortinet Inc.
-2.45%
-$43,617 
SFLO VS Small Cap Free Cash Flow ETF
-2.41%
-$8,475.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$76,408.91 
CWB SPDR Bloomberg Convertible Securities ETF
-2.39%
-$19,098.3 
EXPE Expedia Group, Inc.
-2.38%
-$10,822.4 
ICAP InfraCap Equity Income Fund ETF
-2.37%
-$11,518.86 
RELX Relx PLC Sponsored ADR
-2.35%
-$35,109.5 
PIPR Piper Sandler Companies
-2.34%
-$15,170.94 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$5,787.22 
SPHQ Invesco S&P 500 Quality ETF
-2.29%
-$12,008.7 
PTMC Pacer Trendpilot US Mid Cap ETF
-2.27%
-$30,306.9 
GVLU Gotham 1000 Value ETF
-2.27%
-$11,494.87 
ULBI Ultralife Corporation
-2.26%
-$5,124.96 
TPR Tapestry Inc.
-2.22%
-$19,160.84 
IXUS iShares Core International Stock ETF
-2.21%
-$4,823.56 
RDVI FT Vest Rising Dividend Achievers Fund
-2.21%
-$53,817.06 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.21%
-$17,096.26 
AFLG First Trust Active Factor Large Cap ETF
-2.2%
-$116,494.29 
SCHV Schwab U.S. Large-Cap Value ETF
-2.18%
-$8,398 
SCHF Schwab International Equity ETF
-2.17%
-$15,800.86 
D Dominion Energy, Inc.
-2.15%
-$16,894.71 
XLY Consumer Discretionary Select Sector SPDR Fund
-2.15%
-$38,635.11 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$284,762.65 
OPPJ WisdomTree Japan Opportunities Fund
-2.13%
-$30,116.92 
UNH UnitedHealth Group Incorporated
-2.13%
-$11,493.02 
SOLZ Solana ETF
-2.08%
-$1,922.31 
EDV Vanguard Extended Duration Treasury ETF
-1.96%
-$8,227.66 
CGCV Capital Group Conservative Equity ETF
-1.95%
-$4,196.28 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$33,045.96 
IQLT iShares MSCI International Quality Factor ETF
-1.86%
-$18,410.05 
ROK Rockwell Automation, Inc.
-1.83%
-$9,990.74 
FMAY FT Vest U.S. Equity Buffer ETF
-1.8%
-$6,660.23 
VTV Vanguard Value ETF
-1.8%
-$24,203.7 
TW Tradeweb Markets Inc.
-1.8%
-$32,860.56 
UPWK Upwork Inc.
-1.77%
-$2,458.2 
GE General Electric Company
-1.75%
-$6,683.34 
VONV Vanguard Russell 1000 Value Index Fund
-1.74%
-$5,027.1 
GEV GE Vernova Inc.
-1.74%
-$8,406.17 
AIZ Assurant Inc.
-1.71%
-$5,283.75 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$40,109.96 
OAKM Oakmark U.S. Large Cap ETF
-1.63%
-$42,949.5 
WBIG WBI BullBear Yield 3000 ETF
-1.6%
-$266,952.7 
PFE Pfizer Inc.
-1.55%
-$4,655.6 
IUSV iShares Core S&P U.S. Value ETF
-1.53%
-$4,026.75 
NEE NextEra Energy, Inc.
-1.5%
-$13,809.45 
SNX TD Synnex Corporation
-1.47%
-$3,867.74 
NFLX Netflix, Inc.
-1.43%
-$27,195.36 
FAPR FT Vest U.S. Equity Buffer ETF
-1.41%
-$5,599.53 
J Jacobs Solutions Inc.
-1.38%
-$4,479.51 
FFEB FT Vest US Equity Buffer ETF
-1.37%
-$8,111.18 
IBM International Business Machines Corporation
-1.35%
-$3,205.44 
AME Ametek Inc.
-1.33%
-$2,943.97 
GOOGL Alphabet Inc
-1.29%
-$42,190.11 
ENDW Cambria Endowment Style ETF
-1.26%
-$5,024.9 
INTC Intel Corporation
-1.24%
-$13,561.23 
BUG Global X Cybersecurity ETF
-1.24%
-$2,814.69 
VHT Vanguard Health Care ETF
-1.21%
-$5,486.84 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$43,007.64 
HIG The Hartford Insurance Group, Inc.
-1.18%
-$4,897.65 
RTO Rentokil Initial plc Sponsored ADR
-1.17%
-$22,055.66 
KRE SPDR S&P Regional Banking ETF
-1.09%
-$6,698.16 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$4,028.52 
UTG Reaves Utility Income Fund
-1.05%
-$7,009.36 
SNEX StoneX Group Inc.
-1.04%
-$8,740.53 
JNJ Johnson & Johnson
-1.03%
-$4,835.9 
GOLF Acushnet Holdings Corp.
-0.99%
-$2,101.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.99%
-$4,760.75 
ABBV AbbVie Inc.
-0.97%
-$6,062.4 
HEI Heico Corporation
-0.96%
-$11,116.14 
GM General Motors Company
-0.95%
-$2,317.1 
SCCO Southern Copper Corporation
-0.93%
-$3,332.24 
HQY HealthEquity Inc.
-0.93%
-$29,564.63 
MPRO Monarch ProCap Index ETF
-0.93%
-$1,942.86 
RPM RPM International Inc.
-0.92%
-$2,614.01 
VMI Valmont Industries, Inc.
-0.91%
-$2,415.61 
XLB Materials Select Sector SPDR Fund
-0.89%
-$18,095.47 
ALGN Align Technology, Inc.
-0.89%
-$15,347.28 
PANW Palo Alto Networks, Inc.
-0.87%
-$39,555.26 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$8,997.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$12,349.74 
BLV Vanguard Long-Term Bond ETF
-0.83%
-$1,648.9 
JPM JPMorgan Chase & Co.
-0.82%
-$13,462.21 
THQ Abrdn Healthcare Opportunities Fund
-0.79%
-$1,837.95 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.79%
-$1,988.75 
SPMO Invesco S&P 500 Momentum ETF
-0.78%
-$1,819.35 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$17,564.12 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.75%
-$3,574.4 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.74%
-$3,424.05 
XBI SPDR S&P Biotech ETF
-0.74%
-$2,430.62 
KRBN KraneShares Global Carbon Strategy ETF
-0.71%
-$1,576.56 
FLJH Franklin FTSE Japan Hedged ETF
-0.7%
-$2,164.11 
IAK iShares U.S. Insurance ETF
-0.68%
-$2,862 
MCK McKesson Corporation
-0.67%
-$7,370.97 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.66%
-$32,779.8 
AXP American Express Company
-0.65%
-$5,640.72 
DBL DoubleLine Opportunistic Credit Fund
-0.64%
-$1,686.6 
TSLA Tesla, Inc.
-0.63%
-$33,293.48 
MTBA Simplify MBS ETF
-0.61%
-$5,130.35 
EWJ iShares MSCI Japan ETF
-0.58%
-$7,642.25 
TLT iShares 20+ Year Treasury Bond ETF
-0.58%
-$2,321.76 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.57%
-$4,712.95 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$18,401.77 
APH Amphenol Corporation
-0.53%
-$25,289.18 
CSRE Cohen & Steers Real Estate Active ETF
-0.51%
-$2,634.73 
SOLS Sollensys Corp
-0.51%
-$1,900.48 
VO Vanguard Mid-Cap ETF
-0.51%
-$2,492.28 
FMB First Trust Managed Municipal Fund
-0.46%
-$1,308.24 
BNDW Vanguard Total World Bond ETF
-0.44%
-$4,458 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$10,800.9 
LTTI FT Vest 20+ Year Treasury & Target Income ETF
-0.44%
-$1,647.36 
EQIX Equinix, Inc.
-0.44%
-$2,059.43 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.44%
-$699.25 
SCIO First Trust Structured Credit Income Opportunities ETF
-0.44%
-$3,460.32 
ICE Intercontinental Exchange, Inc.
-0.43%
-$1,140.48 
SRLN SPDR Blackstone Senior Loan ETF
-0.4%
-$19,676.8 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$2,911.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$3,892.32 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$8,089.71 
SYLD Cambria Shareholder Yield ETF
-0.37%
-$897.92 
VB Vanguard Small-Cap ETF
-0.37%
-$12,148.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.37%
-$5,051.15 
MKL Markel Group Inc.
-0.36%
-$1,889.41 
ETR Entergy Corporation
-0.35%
-$822.51 
FTAI FTAI Aviation Ltd.
-0.33%
-$666 
WMT Walmart Inc.
-0.33%
-$3,910.16 
XLF Financial Select Sector SPDR Fund
-0.33%
-$9,504.75 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,029.25 
KO The Coca-Cola Company
-0.31%
-$2,248.56 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.3%
-$742.76 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$2,206.86 
DVY iShares Select Dividend ETF
-0.28%
-$2,174.83 
MGV Vanguard Mega Cap Value ETF
-0.28%
-$9,240.14 
IYW iShares U.S. Technology ETF
-0.27%
-$1,986.28 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.27%
-$1,232.4 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$17,428.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.26%
-$5,080.99 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.25%
-$3,102.32 
IIM Invesco Value Municipal Income Trust
-0.24%
-$364.8 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$18,300.73 
TEL TE Connectivity plc
-0.23%
-$744.01 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$3,064.82 
MRVL Marvell Technology, Inc.
-0.23%
-$4,266.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$1,157.67 
SO The Southern Company
-0.21%
-$863.99 
JPLD JPMorgan Limited Duration ETF
-0.21%
-$533.5 
DX Dynex Capital Inc.
-0.2%
-$701.62 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$838.74 
USTB VictoryShares Short-Term Bond ETF
-0.18%
-$2,171.43 
NAD Nuveen Quality Municipal Income Fund
-0.17%
-$344.4 
RDVY First Trust Rising Dividend Achievers ETF
-0.17%
-$1,930.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$429.99 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$13,073.52 
CME CME Group Inc.
-0.16%
-$611.02 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$30,332.54 
IVV iShares Core S&P 500 ETF
-0.16%
-$3,426.75 
MUB iShares National Muni Bond ETF
-0.15%
-$3,091.04 
AMZN Amazon.com Inc
-0.14%
-$22,097.61 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$2,034.76 
PM Philip Morris International Inc.
-0.14%
-$438.56 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$1,470.63 
IBKR Interactive Brokers Group Inc.
-0.12%
-$1,260.82 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$1,211.61 
IEUR iShares Core MSCI Europe ETF
-0.12%
-$273.51 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$327.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,114.9 
NVDA NVIDIA Corporation
-0.1%
-$18,574.11 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$555.75 
MOAT VanEck Morningstar Wide Moat Fund
-0.1%
-$538.34 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.1%
-$790.44 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$1,016.47 
VUG Vanguard Growth ETF
-0.08%
-$10,947.93 
FTNJ Franklin New Jersey Municipal Income ETF
-0.07%
-$61.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.07%
-$380.64 
SVOL Simplify Volatility Premium ETF
-0.06%
-$340.04 
SIGI Selective Insurance Group Inc.
-0.06%
-$161.7 
ISPY ProShares S&P High Income ETF
-0.06%
-$2,944.32 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.06%
-$236.67 
WTPI WisdomTree Equity Premium Income Fund
-0.06%
-$281.88 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$845.57 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.06%
-$135.3 
LQTI FT Vest Investment Grade & Target Income ETF
-0.05%
-$212.75 
BUFQ FT Nasdaq Buffer ETF July.
-0.05%
-$1,297.24 
FTSM First Trust Enhanced Short Maturity Fund
-0.05%
-$982.92 
JNK SPDR Bloomberg High Yield Bond ETF
-0.05%
-$131.81 
VFLO VictoryShares Free Cash Flow ETF
-0.05%
-$3,260.1 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$969.95 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$115.5 
BUFR FT Vestladder Buffer ETF-USD I
-0.04%
-$2,986.16 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$1,657.5 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.03%
-$913.44 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$148.35 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$166.02 
OHI Omega Healthcare Investors Inc.
-0.02%
-$156.88 
BKNG Booking Holdings Inc.
-0.01%
-$133.61 
DFJ WisdomTree Japan SmallCap Dividend Fund
0%
-$43.28 Events
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Dividends
Dividend Analysis
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| Trades 2488 | Longs Won 1540/2488 61% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,936.85 |
| Average Win $110,460.04 | Best Trade (Aug 07) $5.32M | Sharpe Ratio -9.1 |
| Average Loss -$37,743.78 | Worst Trade (Mar 31) -$988,674.91 | Z-Score 7.18 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $54,047.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAON Aaon Inc. | 20,970 | $1.88M | $1.95M | - | $76,216.73 | 4.06% | 0.0 |
| AAPL Apple Inc. | 46,089 | $12.07M | $14.4M | - | $2.33M | 19.26% | +0.453% |
| ABBV AbbVie Inc. | 2,526 | $561,921.14 | $615,838.8 | - | $53,917.66 | 9.6% | -0.975% |
| ABNB Airbnb, Inc. | 13,586 | $1.84M | $2.07M | - | $235,302.53 | 12.81% | 0.0 |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 257,670 | $5.33M | $5.33M | - | -$2,354.8 | -0.04% | +0.145% |
| ACYQ FT Vest Autocallable Barrier & High Income ETF | 13,127 | $266,347 | $266,735.39 | - | $388.39 | 0.15% | +0.393% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 39,522 | $811,782 | $805,853.58 | - | -$5,928.42 | -0.73% | -0.098% |
| ADI Analog Devices, Inc. | 847 | $269,507.42 | $321,351.8 | - | $51,844.38 | 19.24% | +0.453% |
| ADP Automatic Data Processing Inc. | 1,199 | $268,444 | $323,837.91 | - | $55,393.91 | 20.64% | 0.0 |
| AEP American Electric Power Company, Inc. | 3,628 | $496,330 | $458,833.16 | - | -$37,496.84 | -7.55% | 0.0 |
| AFL Aflac Inc. | 2,079 | $243,710 | $261,039.24 | - | $17,329.24 | 7.11% | 0.0 |
| AFLG First Trust Active Factor Large Cap ETF | 117,671 | $4.6M | $5.18M | - | $580,743.6 | 12.64% | -2.201% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 40,387 | $1.03M | $1.03M | - | $3,990.02 | 0.39% | -0.117% |
| AGZ iShares Agency Bond ETF | 5,694 | $620,503.15 | $617,827.47 | - | -$2,675.68 | -0.43% | +0.014% |
| AIQ Global X Artificial Intelligence & Technology ETF | 18,290 | $1.2M | $1.11M | - | -$92,181.7 | -7.68% | -2.87% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 26,549 | $2.17M | $3.11M | - | $934,062.72 | 42.98% | -4.105% |
| AIZ Assurant Inc. | 1,022 | $274,438 | $302,920.8 | - | $28,482.8 | 10.38% | -1.714% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,231 | $2.04M | $1.35M | - | -$696,380.71 | -34.08% | 0.0 |
| ALGN Align Technology, Inc. | 9,838 | $1.51M | $1.7M | - | $198,848.49 | 13.21% | -0.892% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 15,405 | $447,482.49 | $455,371.8 | - | $7,889.31 | 1.76% | -0.27% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Maridea Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: IREN Limited - $2.98M, Cipher Mining Inc - $2.88M, Advanced Micro Devices, Inc - $2.22M, Micron Technology, Inc - $2.08M, and VanEck Semiconductor ETF - $1.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PureCycle Technologies, Inc - $2.14M, Strategy Inc - $1.35M, iShares Bitcoin Trust - $893,779.05, Coinbase Global, Inc - $578,854.64, and AGF U.S. Market Neutral Anti-Beta Fund - $539,228.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maridea Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.04M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $935,889.23, WBI Power Factor High Dividend ETF - $883,159.91, SPDR Bloomberg 1-3 Month T-Bill ETF - $850,015.58, VanEck CLO ETF - $608,738.07, and WBI BullBear Yield 3000 ETF - $451,597.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maridea Wealth Management LLC's monthly returns?
Maridea Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Maridea Wealth Management LLC's strategy be considered aggressive or moderate?
Maridea Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Maridea Wealth Management LLC's strategy?
Maridea Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
