Marino, Stram & Associates LLC Purchases in Q3 2024

Marino, Stram & Associates LLC

  • $445 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
122
+ 1.94%
$116.17 - $135.19 $14.2K - $16.5K
6.4K $858K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35
+ 0.25%
$77.02 - $85.06 $2.7K - $2.98K
14.1K $1.19M
PFE
Pfizer Inc

Healthcare
1.74K
+ 3.59%
$27.7 - $31.39 $48.2K - $54.6K
50.3K $1.45M
ITW
Illinois Tool Works Inc

Industrials
60
+ 1.99%
$233.14 - $263.97 $14K - $15.8K
3.08K $807K
CMCSA
Comcast Corp

Communication Services
1.84K
+ 30.06%
$37.33 - $41.78 $68.5K - $76.7K
7.94K $331K
GLD
Spdr Gold Trust

ETFs
12
+ 0.42%
$215.56 - $246.98 $2.59K - $2.96K
2.89K $701K
TSLA
Tesla, Inc.

Consumer Cyclical
61
+ 6.01%
$191.76 - $263.26 $11.7K - $16.1K
1.08K $281K
MDT
Medtronic PLC

Healthcare
24
+ 0.35%
$76.84 - $91.03 $1.84K - $2.18K
6.89K $619K
V
Visa Inc.

Financial Services
131
+ 3.83%
$253.74 - $291.56 $33.2K - $38.2K
3.55K $975K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
33
+ 0.35%
$108.44 - $120.37 $3.58K - $3.97K
9.37K $1.13M
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$120.77 - $159.66 $121 - $160
2.6K $397K
WMB
Williams Companies, Inc.

Energy
48
+ 0.23%
$41.24 - $46.22 $1.98K - $2.22K
21.2K $966K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
16
+ 0.06%
$28.08 - $32.61 $449 - $522
26.9K $850K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.74%
$333.64 - $405.2 $2.67K - $3.24K
1.08K $438K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$181.06 - $197.17 $181 - $197
4.47K $881K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
27
+ 0.13%
$30.61 - $34.92 $826 - $943
20.2K $695K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
91
+ 1.62%
$175.46 - $203.3 $16K - $18.5K
5.72K $1.16M
XOM
Exxon Mobil Corp

Energy
180
+ 0.9%
$109.72 - $119.0 $19.7K - $21.4K
20.2K $2.37M
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.15%
$44.74 - $53.22 $716 - $852
10.8K $574K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.11%
$488.01 - $604.18 $3.9K - $4.83K
726 $424K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
16
+ 0.19%
$113.45 - $126.18 $1.82K - $2.02K
8.31K $1.05M
AMGN
Amgen Inc

Healthcare
31
+ 0.65%
$309.38 - $337.38 $9.59K - $10.5K
4.82K $1.55M
UL
Unilever PLC

Consumer Defensive
3
+ 0.07%
$54.7 - $65.59 $164 - $197
4.52K $293K
CL
Colgate Palmolive CO

Consumer Defensive
15
+ 0.24%
$95.54 - $108.77 $1.43K - $1.63K
6.22K $645K
IWD
Ishares Russell 1000 Val ETF

ETFs
46
+ 2.11%
$173.36 - $189.8 $7.97K - $8.73K
2.23K $423K
T
At&T Inc.

Communication Services
159
+ 1.24%
$18.21 - $22.28 $2.9K - $3.54K
13K $285K
NVS
Novartis Ag

Healthcare
26
+ 0.59%
$106.13 - $120.89 $2.76K - $3.14K
4.44K $510K
AOM
Ishares Tr Core Moderate Alloc

ETFs
8
+ 0.04%
$42.66 - $45.18 $341 - $361
18K $813K
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
+ 1.75%
$332.02 - $382.76 $11.6K - $13.4K
2.03K $762K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.58%
$233.44 - $279.45 $1.17K - $1.4K
867 $239K
NOW
Service Now, Inc.

Technology
1
+ 0.36%
$730.87 - $937.36 $731 - $937
277 $247K
TJX
Tjx Companies Inc

Consumer Cyclical
114
+ 5.07%
$107.93 - $120.23 $12.3K - $13.7K
2.36K $277K
KMB
Kimberly Clark Corp

Consumer Defensive
13
+ 0.19%
$135.05 - $148.35 $1.76K - $1.93K
6.71K $955K
ABT
Abbott Laboratories

Healthcare
30
+ 1.39%
$100.07 - $118.13 $3K - $3.54K
2.19K $249K
FNDX
Schwab Fundamental U S Large C

ETFs
19
+ 0.43%
$65.36 - $71.76 $1.24K - $1.36K
4.47K $320K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.09%
$240.48 - $267.94 $240 - $268
1.11K $297K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.1%
$107.62 - $118.76 $215 - $238
2.02K $237K
LRGF
Ishares Tr

ETFs
2
+ 0.04%
$52.89 - $58.77 $106 - $118
5.6K $328K
GPC
Genuine Parts CO

Consumer Cyclical
50
+ 0.69%
$131.04 - $147.11 $6.55K - $7.36K
7.3K $1.02M
PANW
Palo Alto Networks Inc

Technology
20
+ 0.82%
$294.18 - $368.01 $5.88K - $7.36K
2.46K $839K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
+ 0.23%
$99.14 - $109.18 $496 - $546
2.16K $235K
IYW
Ishares Dj Us Tech ETF

ETFs
67
+ 3.65%
$133.16 - $158.73 $8.92K - $10.6K
1.9K $288K
WFC
Wells Fargo & Company

Financial Services
440
+ 9.28%
$51.58 - $60.97 $22.7K - $26.8K
5.18K $292K
VTRS
Viatris Inc

Healthcare
1
+ 0.01%
$10.32 - $12.13 $10.3 - $12.1
10.3K $120K
MRVL
Marvell Technology, Inc.

Technology
1
+ 0.02%
$56.15 - $76.24 $56.2 - $76.2
4.36K $314K
OBIL
Rbb Fd Inc Us Treas 12 Month B
583
+ 8.12%
N/A
7.77K $0
Gsk PLC
36
+ 0.59%
N/A
6.1K $0
Fidelity Covington Trust
6.72K
New
N/A
6.72K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
602
+ 9.3%
N/A
7.07K $0
Activity Summary
Buys All Purchases 112 New Holdings 6 Increased Positions 106 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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