Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $94.6 Billion
  • Q3 2024

Marathon Strategic Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $94.6 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $10.7B, Ishares Core S&P 500 ETF with a value of $9.83B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.08B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.46B, and Spdr Portfolio with a value of $7.8B.

Examining the 13F form we can see an increase of $9.07B in the current position value, from $85.6B to 94.6B.

Marathon Strategic Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Marathon Strategic Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.6 Billion
ETFs: $84.1 Billion
Financial Services: $6.16 Billion
Technology: $2.72 Billion
Utilities: $721 Million
Consumer Defensive: $324 Million
Healthcare: $288 Million
Industrials: $274 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12T
$584 Million 0.62% of portfolio
1,357
Q3 2024 Added 14.23%
$3.74T
$397 Million 0.42% of portfolio
1,705
Q3 2024 Reduced 5.91%
$225B
$324 Million 0.34% of portfolio
1,906
Q2 2024 New
$620B
$284 Million 0.3% of portfolio
616
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $94.6 Billion
  • Prior Value $85.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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