Marquette Associates, Inc. Portfolio Holdings by Sector
Marquette Associates, Inc.
- $121 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV EFA IEFA SPY IWM VXF BSV VO 37 stocks |
$108 Million
96.5% of portfolio
|
22
|
11
|
9
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.92 Million
3.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|