MWM
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Maridea Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Maridea Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,052
Closed -$277K – 286
2025
Q1 		$277K Buy
+4,052
New +$278K 0.09% 184

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AM
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Maridea Wealth Management's FHLC Position: Q2 2025 in Review

Maridea Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 4,052 shares — an estimated $277K sold.

Maridea Wealth Management first reported a position in FHLC in Q1 2025 and held it in 1 quarter. The position peaked at $277K in Q1 2025. 336 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Maridea Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 4,052 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $277K.
  • Maridea Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $277K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Maridea Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.