Maridea Wealth Management LLC

Position in AXP — American Express Co

CIK 2056245 BROOKLYN, NY

Position in AXP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$836,830

+$624,490 QoQ

Shares Held

2,474

+252.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,665

of 2,990 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maridea Wealth Management LLC holds $5,308,091 across 4 Credit Services names. AXP ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	6,742	$3,462,691
2	AXP	American Express Co This page	2,474	$836,830
3	V	Visa Inc.	1,938	$664,908
4	COF	Capital One Financial Corp	1,713	$343,662

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$836,830	2,474	+252.4%	Shares	Sole	2026-08-06
2026-03-31	$212,340	702	-62.5%	Shares	Sole	2026-04-21
2025-12-31	$692,176	1,871	+0.2%	Shares	Sole	2026-01-08
2025-09-30	$620,474	1,868	+120.8%	Shares	Sole	2025-11-07
2025-06-30	$269,857	846	+13.0%	Shares	Sole	2025-07-16
2025-03-31	$201,518	749	-59.1%	Shares	Sole	2025-05-07
2024-12-31	$543,422	1,831	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.