MW

MARIPAU WEALTH MANAGEMENT LLC

13F
MARIPAU WEALTH MANAGEMENT LLC
Last update 2024-10-21 44 Stocks (0 new)
Value $92.00 Mil Turnover 14 %
Countries:
Portfolio Report
MARIPAU WEALTH MANAGEMENT LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
149,951
10123.180
+12.24%
11.020
+1.20%
0.020
+7.48%
+22.56%
48801.286
 
IVV
iShares Core S&P 500 ETF
13,052
7528.710
-12.11%
8.190
-0.77%
0.000
+7.42%
+22.54%
549284.371
 
IUSB
iShares Core Total USD Bond Market ETF
128,562
6057.830
+10.92%
6.590
+0.65%
0.020
+0.19%
-0.22%
33193.189
 
VEA
Vanguard FTSE Developed Markets ETF
108,467
5728.170
+27.97%
6.230
+1.36%
0.000
+0.71%
+5.48%
137545.754
 
QUAL
iShares MSCI USA Quality Factor ETF
25,570
4584.690
-6.55%
4.990
-0.24%
0.010
+6.97%
+22.60%
50043.049
 
IVW
iShares S&P 500 Growth ETF
35,982
3445.290
-9.30%
3.750
-0.27%
0.010
+10.82%
+31.16%
54907.448
 
EFV
iShares MSCI EAFE Value ETF
56,057
3224.950
+78.96%
3.510
+1.55%
0.020
+1.12%
+6.10%
19236.433
 
AAPL
Apple Inc
13,465
3137.400
+24.09%
3.410
+0.66%
0.000
+5.80%
+20.55%
3512765.334
Hardware
ACIO
Aptus Collared Investment Opportunity ETF
78,821
3132.360
+87.49%
3.410
+1.59%
0.220
+6.64%
+21.25%
1464.644
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
62,825
3107.960
-0.74%
3.380
-0.02%
0.030
+9.46%
+28.33%
12770.572
 

MARIPAU WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

MARIPAU WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF2024-09-30Sold Out
-2.11%
341.08 ($371.89) 391.94
$396.39
6.59%
Sold Out
0
-7,227
ACIO
Aptus Collared Investment Opportunity ETF2024-09-30Add
+1.59%
36.82 ($38.54) 39.74
$40.21
4.33%
Add 87.49%
78,821
36,780
EFV
iShares MSCI EAFE Value ETF2024-09-30Add
+1.55%
51.72 ($55.22) 57.96
$55.28
0.11%
Add 78.96%
56,057
24,734
MSFT
Microsoft Corp2024-09-30Sold Out
-1.53%
395.15 ($427.47) 467.56
$437.26
2.29%
Sold Out
0
-4,388
SPY
S&P 500 ETF TRUST ETF2024-09-30Sold Out
-1.52%
517.38 ($552.93) 573.76
$582.13
5.28%
Sold Out
0
-3,560
VEA
Vanguard FTSE Developed Markets ETF2024-09-30Add
+1.36%
47.6 ($50.85) 53.31
$50.54
-0.61%
Add 27.97%
108,467
23,704
IVE
iShares S&P 500 Value ETF2024-09-30Sold Out
-1.33%
181.06 ($189.95) 197.17
$196.29
3.34%
Sold Out
0
-9,382
VOO
Vanguard S&P 500 ETF2024-09-30Sold Out
-1.28%
475.2 ($508.3) 527.7
$535.14
5.28%
Sold Out
0
-3,272
IYW
iShares U.S. Technology ETF2024-09-30Sold Out
-1.27%
133.16 ($147.06) 158.73
$157.16
6.86%
Sold Out
0
-10,765
SPLG
SPDR Portfolio S&P 500 ETF2024-09-30Add
+1.20%
60.84 ($65.03) 67.51
$68.44
5.25%
Add 12.24%
149,951
16,347

MARIPAU WEALTH MANAGEMENT LLC Total Holding History ($B)

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MARIPAU WEALTH MANAGEMENT LLC's Asset Allocation

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MARIPAU WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MARIPAU WEALTH MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

MARIPAU WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MARIPAU WEALTH MANAGEMENT LLC's Holdings Heat Map

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