Wick Capital Partners, LLC
Top Portfolio Positions
136 positions ·
$109,012,955 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BLK |
BlackRock, Inc.
Financial Services
|
17,374 | $16,708,749 | 15.33% | |
| QRVO |
Qorvo, Inc.
Technology
|
136,955 | $10,600,317 | 9.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,574 | $6,876,695 | 6.31% | |
| NVDA |
Nvidia Corp
Technology
|
31,353 | $5,467,963 | 5.02% | |
| AAPL |
Apple Inc.
Technology
|
21,225 | $5,386,692 | 4.94% | |
| MSFT |
Microsoft Corp
Technology
|
11,311 | $4,186,992 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,491 | $2,809,770 | 2.58% | |
| MRBK |
Meridian Corp
Financial Services
|
144,516 | $2,740,023 | 2.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,815 | $1,910,298 | 1.75% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,219 | $1,857,942 | 1.70% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MRBK
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,740,023 | 144,516 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,540,591 | 144,516 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $2,281,907 | 144,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,741 | 523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,081,030 | 144,516 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,981,314 | 144,516 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,826,682 | 144,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,520,308 | 144,516 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,433,598 | 144,516 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,008,772 | 144,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,415,534 | 144,516 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,416,256 | 144,516 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,814,601 | 144,016 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,090,561 | 72,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,050,236 | 72,008 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||