Marino, Stram & Associates LLC Incresed Positions in Q4 2024

Marino, Stram & Associates LLC

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
5.93K
+ 10.43%
$378.79 - $428.11 $2.24M - $2.54M
62.8K $25.8M
SHV
Ishares Tr

ETFs
9.76K
+ 65.56%
$109.92 - $110.57 $1.07M - $1.08M
24.6K $2.71M
AAPL
Apple Inc.

Technology
219
+ 0.5%
$221.69 - $259.02 $48.6K - $56.7K
44.2K $11.1M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.05%
$205.18 - $250.29 $2.87K - $3.5K
28K $6.71M
VTI
Vanguard Total Stock Market Et

ETFs
2.41K
+ 27.0%
$280.04 - $302.45 $675K - $729K
11.3K $3.28M
AMZN
Amazon Com Inc

Consumer Cyclical
642
+ 3.66%
$180.88 - $232.93 $116K - $150K
18.2K $3.99M
VIG
Vanguard Dividend Appreciation

ETFs
3.58K
+ 17.66%
N/A
23.8K $4.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.45K
+ 8.97%
$176.42 - $186.91 $432K - $458K
29.8K $5.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.33K
+ 2.43%
$61.68 - $67.87 $391K - $430K
267K $16.6M
AVGO
Broadcom Inc.

Technology
63
+ 1.04%
$159.67 - $250.0 $10.1K - $15.8K
6.12K $1.42M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.41K
+ 12.74%
$72.18 - $81.41 $246K - $278K
30.2K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
113
+ 1.32%
$481.22 - $538.17 $54.4K - $60.8K
8.67K $4.43M
GOOGL
Alphabet Inc.

Communication Services
32
+ 0.3%
$161.86 - $196.66 $5.18K - $6.29K
10.7K $2.02M
MRVL
Marvell Technology, Inc.

Technology
190
+ 4.36%
$70.31 - $124.78 $13.4K - $23.7K
4.55K $502K
CRM
Salesforce, Inc.

Technology
120
+ 5.62%
$270.87 - $367.87 $32.5K - $44.1K
2.26K $754K
V
Visa Inc.

Financial Services
62
+ 1.75%
$273.87 - $320.91 $17K - $19.9K
3.61K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.43K
+ 6.04%
$174.22 - $187.62 $250K - $269K
25.2K $4.41M
WMT
Walmart Inc.

Consumer Defensive
72
+ 0.47%
$79.1 - $95.7 $5.7K - $6.89K
15.4K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
537
+ 3.38%
$94.43 - $105.47 $50.7K - $56.6K
16.4K $1.67M
NVDA
Nvidia Corp

Technology
281
+ 3.35%
$117.0 - $148.88 $32.9K - $41.8K
8.66K $1.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.11K
+ 2.42%
$113.92 - $127.38 $354K - $396K
132K $15.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
536
+ 9.37%
$201.32 - $217.44 $108K - $117K
6.25K $1.29M
ETR
Entergy Corp

Utilities
5.99K
+ 100.05%
$73.19 - $156.4 $438K - $937K
12K $907K
NOW
Service Now, Inc.

Technology
39
+ 14.08%
$867.18 - $1148.42 $33.8K - $44.8K
316 $334K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 31.86%
$521.84 - $558.82 $75.1K - $80.5K
596 $321K
WFC
Wells Fargo & Company

Financial Services
105
+ 2.03%
$54.98 - $77.35 $5.77K - $8.12K
5.28K $371K
DIS
Walt Disney CO

Communication Services
89
+ 1.98%
$92.39 - $117.6 $8.22K - $10.5K
4.58K $509K
CVX
Chevron Corp

Energy
593
+ 19.23%
$141.15 - $162.53 $83.7K - $96.4K
3.68K $532K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.45K
+ 12.13%
$45.07 - $47.1 $110K - $115K
22.6K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
+ 1.72%
$370.24 - $418.94 $13K - $14.7K
2.07K $829K
BAC
Bank Of America Corp

Financial Services
222
+ 1.71%
$39.22 - $47.77 $8.71K - $10.6K
13.2K $580K
PAYX
Paychex Inc

Industrials
122
+ 1.91%
$135.86 - $148.73 $16.6K - $18.1K
6.52K $914K
VTV
Vanguard Value ETF

ETFs
5.22K
+ 3.32%
$168.32 - $181.87 $878K - $949K
162K $27.4M
MA
Mastercard Inc

Financial Services
1
+ 0.06%
$491.3 - $536.15 $491 - $536
1.66K $873K
PANW
Palo Alto Networks Inc

Technology
2.46K
+ 100.0%
$181.96 - $405.9 $447K - $997K
4.91K $894K
MO
Altria Group, Inc.

Consumer Defensive
279
+ 0.94%
$49.06 - $57.74 $13.7K - $16.1K
29.9K $1.56M
C
Citigroup Inc

Financial Services
3
+ 0.05%
$61.31 - $72.5 $184 - $218
6.63K $466K
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$148.45 - $199.05 $148 - $199
2.6K $447K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 4.18%
$486.1 - $608.57 $8.75K - $11K
449 $257K
ENB
Enbridge Inc

Energy
82
+ 0.38%
$40.4 - $43.92 $3.31K - $3.6K
21.8K $922K
LRGF
Ishares Tr

ETFs
567
+ 10.13%
$58.25 - $63.26 $33K - $35.9K
6.16K $371K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.11K
+ 5.22%
$57.53 - $60.83 $121K - $128K
42.5K $2.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 1.28%
$567.81 - $607.81 $14.8K - $15.8K
2.06K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
234
+ 2.36%
$442.29 - $483.08 $103K - $113K
10.1K $4.6M
IXN
Ishares Global Information Tec

ETFs
15
+ 0.09%
$80.67 - $87.84 $1.21K - $1.32K
16.1K $1.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
745
+ 4.44%
$50.37 - $50.6 $37.5K - $37.7K
17.5K $882K
IYW
Ishares Dj Us Tech ETF

ETFs
88
+ 4.63%
$148.14 - $166.23 $13K - $14.6K
1.99K $317K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
13
+ 0.16%
$81.6 - $90.89 $1.06K - $1.18K
8.38K $719K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.18%
$124.61 - $133.96 $1.87K - $2.01K
8.32K $1.07M
Activity Summary
Buys All Purchases 110 New Holdings 7 Increased Positions 103 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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