Marquette Associates, Inc. Portfolio Holdings

Marquette Associates, Inc.

  • $99.9 Billion
  • Q1 2025

Marquette Associates, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.9 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.5B, Ishares Tr with a value of $13.5B, Neuberger Berman ETF Trust with a value of $11.8B, Spdr S&P 500 ETF Trust with a value of $9.04B, and Ishares Core U.S. Aggregate Bo with a value of $6.19B.

Examining the 13F form we can see an decrease of $20.6B in the current position value, from $121B to 99.9B.

Marquette Associates, Inc. is based out at Chicago, IL

Below you can find more details about Marquette Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $99.9 Billion
ETFs: $87.5 Billion

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 38
  • Current Value $99.9 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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