Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $85.6 Billion
  • Q2 2024

Marathon Strategic Advisors, LLC has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $85.6 Billion distributed in 45 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 $9.81B, Ishares Core S&P 500 ETF with a value of $9.75B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.64B, Spdr Ser Tr Fds Spdr Portfolio with a value of $6.62B, and Spdr Portfolio with a value of $6.15B.

Examining the 13F form we can see an increase of $3.43B in the current position value, from $82.1B to 85.6B.

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 $85.6 Billion
ETFs: $72.7 Billion
Financial Services: $5.73 Billion
Technology: $3.44 Billion
Consumer Defensive: $1.09 Billion
Communication Services: $761 Million
Utilities: $759 Million
Healthcare: $340 Million
Industrials: $247 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $85.6 Billion
  • Prior Value $82.1 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 28 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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