Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $108 Billion
  • Q2 2025

Marathon Strategic Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 40 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 $11.2B, Spdr Portfolio with a value of $10.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.4B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.3B, and Ishares Core S&P 500 ETF with a value of $9.86B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $93B to 108B.

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 $108 Billion
ETFs: $94.8 Billion
Financial Services: $6.32 Billion
Technology: $3.72 Billion
Healthcare: $948 Million
Industrials: $792 Million
Consumer Cyclical: $418 Million
Utilities: $417 Million
Consumer Defensive: $252 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 40
  • Current Value $108 Billion
  • Prior Value $93 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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