Marathon Strategic Advisors, LLC Incresed Positions in Q3 2025

Marathon Strategic Advisors, LLC

  • $125 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
29.4K
+ 15.19%
$54.43 - $58.29 $1.6M - $1.71M
223K $12.8B
VNQ
Vanguard Specialized Funds Van

ETFs
12.8K
+ 27.1%
$88.47 - $93.24 $1.13M - $1.19M
59.8K $5.47B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.49K
+ 1.03%
$42.67 - $46.91 $106K - $117K
244K $11.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.3K
+ 1.49%
$72.65 - $78.68 $167K - $181K
157K $12.3B
IVV
Ishares Core S&P 500 ETF

ETFs
320
+ 2.01%
$620.67 - $670.08 $199K - $214K
16.2K $10.8B
INTC
Intel Corp

Technology
28
+ 0.04%
$19.31 - $35.5 $541 - $994
64.3K $2.16B
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
50.7K
+ 18.08%
$12.93 - $13.4 $655K - $679K
331K $4.3B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
45.6K
+ 20.56%
$10.18 - $10.96 $465K - $500K
268K $2.89B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
587
+ 0.64%
$49.43 - $54.52 $29K - $32K
92.7K $5.02B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.96K
+ 10.92%
$42.26 - $47.16 $210K - $234K
50.4K $2.33B
VEA
Vanguard Ftse Developed Market

ETFs
408
+ 0.4%
$56.02 - $60.3 $22.9K - $24.6K
101K $6.06B
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.48K
+ 2.05%
$45.22 - $48.34 $112K - $120K
124K $5.9B
VO
Vanguard Mid Cap ETF

ETFs
207
+ 1.22%
$279.83 - $293.74 $57.9K - $60.8K
17.1K $5.03B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.27K
+ 5.29%
$31.31 - $34.54 $102K - $113K
65.1K $2.19B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
283
+ 1.18%
$74.73 - $80.82 $21.1K - $22.9K
24.2K $1.93B
DGS
Wisdomtree Emerging Markets Sm

ETFs
905
+ 2.88%
$54.85 - $58.99 $49.6K - $53.4K
32.3K $1.84B
PEP
Pepsico Inc

Consumer Defensive
479
+ 25.13%
$133.81 - $152.16 $64.1K - $72.9K
2.39K $335M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.36K
+ 16.67%
$52.39 - $53.11 $71K - $72K
9.49K $503M
VB
Vanguard Small Cap ETF

ETFs
52
+ 1.74%
$237.58 - $259.17 $12.4K - $13.5K
3.04K $774M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
310
+ 2.03%
$50.02 - $53.28 $15.5K - $16.5K
15.6K $815M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9
+ 0.1%
$62.54 - $68.42 $563 - $616
8.88K $600M
MSFT
Microsoft Corp

Technology
1
+ 0.07%
$491.09 - $535.64 $491 - $536
1.4K $726M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
94
+ 0.36%
$49.78 - $50.75 $4.68K - $4.77K
26.5K $1.34B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
62
+ 1.22%
$53.57 - $54.48 $3.32K - $3.38K
5.13K $278M
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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