Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $92.4 Billion
  • Q4 2024

Marathon Strategic Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.4 Billion distributed in 36 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 $10.6B, Ishares Core S&P 500 ETF with a value of $9.66B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.76B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.48B, and Spdr Portfolio with a value of $8B.

Examining the 13F form we can see an decrease of $2.2B in the current position value, from $94.6B to 92.4B.

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 $92.4 Billion
ETFs: $81.5 Billion
Financial Services: $6.07 Billion
Technology: $2.76 Billion
Industrials: $677 Million
Consumer Cyclical: $418 Million
Utilities: $371 Million
Healthcare: $332 Million
Consumer Defensive: $290 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 11.44% of portfolio
153,445
Q4 2024 New
$0
$9.66 Billion 10.45% of portfolio
16,411
Q4 2024 Reduced 3.71%
$0
$8.76 Billion 9.48% of portfolio
228,353
Q4 2024 New
$0
$8.48 Billion 9.18% of portfolio
248,560
Q4 2024 New
$0
$8 Billion 8.65% of portfolio
146,193
Q4 2024 New
$0
$4.96 Billion 5.36% of portfolio
103,643
Q4 2024 Reduced 0.07%
$0
$4.55 Billion 4.92% of portfolio
114,959
Q4 2024 Added 8.7%
$0
$4.53 Billion 4.9% of portfolio
17,154
Q4 2024 Reduced 0.86%
$0
$3.99 Billion 4.32% of portfolio
90,637
Q4 2024 Reduced 0.72%
$0
$3.9 Billion 4.22% of portfolio
43,781
Q4 2024 Added 2.75%
$0
$3.42 Billion 3.7% of portfolio
248,675
Q4 2024 New
$0
$2.48 Billion 2.68% of portfolio
57,964
Q4 2024 New
$0
$2.37 Billion 2.57% of portfolio
198,658
Q4 2024 Added 2.86%
$0
$2.04 Billion 2.21% of portfolio
59,353
Q4 2024 New
$0
$1.69 Billion 1.83% of portfolio
37,634
Q4 2024 New
$0
$1.48 Billion 1.6% of portfolio
30,177
Q4 2024 New
$0
$1.33 Billion 1.44% of portfolio
27,482
Q4 2024 Added 0.06%
$88.2B
$1.29 Billion 1.39% of portfolio
64,268
Q3 2024 Reduced 3.87%
$0
$780 Million 0.84% of portfolio
15,310
Q4 2024 New
$0
$729 Million 0.79% of portfolio
3,035
Q4 2024 Reduced 1.49%
$0
$686 Million 0.74% of portfolio
11,009
Q4 2024 Reduced 1.3%
$3.2T
$548 Million 0.59% of portfolio
1,299
Q4 2024 Reduced 4.27%
$11B
$504 Million 0.55% of portfolio
7,500
Q4 2024 New
$0
$484 Million 0.52% of portfolio
8,733
Q4 2024 New
$0
$441 Million 0.48% of portfolio
8,528
Q4 2024 Reduced 7.31%
$3.7T
$422 Million 0.46% of portfolio
1,685
Q4 2024 Reduced 1.17%
$32.4B
$429 Million 0.46% of portfolio
1,500
Q4 2024 New
$2.3T
$418 Million 0.45% of portfolio
1,907
Q4 2024 New
$50B
$371 Million 0.4% of portfolio
4,022
Q4 2024 Reduced 42.76%
$85.2B
$332 Million 0.36% of portfolio
583
Q4 2024 New
$0
$285 Million 0.31% of portfolio
5,441
Q4 2024 New
$204B
$290 Million 0.31% of portfolio
1,906
Q2 2024 New
$602B
$279 Million 0.3% of portfolio
616
Q3 2024 New
$90.1B
$248 Million 0.27% of portfolio
671
Q4 2024 New
$0
$214 Million 0.23% of portfolio
970
Q4 2024 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $92.4 Billion
  • Prior Value $94.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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