Marathon Strategic Advisors, LLC Portfolio Holdings by Sector
Marathon Strategic Advisors, LLC
- $94.6 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG IVV SPEM SPDW SPMD VEA VNQI VO 24 stocks |
$84.1 Million
88.91% of portfolio
|
  13  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
FRA CHI 2 stocks |
$5.43 Million
5.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC 1 stocks |
$1.51 Million
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$720,970
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$584,078
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$531,849
0.56% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$397,319
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$324,115
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$288,247
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$274,443
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CRDO 1 stocks |
$231,000
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
UBSI 1 stocks |
$206,461
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|