Marino, Stram & Associates LLC Incresed Positions in Q2 2025

Marino, Stram & Associates LLC

  • $490 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
9.07K
+ 11.98%
$329.49 - $438.4 $2.99M - $3.97M
84.7K $37.1M
IVV
Ishares Core S&P 500 ETF

ETFs
2.46K
+ 2.96%
$498.8 - $620.9 $1.23M - $1.53M
85.7K $53.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.19K
+ 0.41%
$114.78 - $133.31 $252K - $292K
539K $71.8M
MSFT
Microsoft Corp

Technology
165
+ 0.85%
$354.56 - $497.45 $58.5K - $82.1K
19.7K $9.78M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
60.1K
+ 36.27%
$24.57 - $29.72 $1.48M - $1.79M
226K $6.66M
VTV
Vanguard Value ETF

ETFs
4.89K
+ 2.94%
$153.67 - $176.74 $752K - $864K
171K $30.3M
JPM
Jpmorgan Chase & CO

Financial Services
361
+ 1.29%
$210.28 - $289.91 $75.9K - $105K
28.4K $8.23M
DGRO
Ishares Core Dividend Growth E

ETFs
15.3K
+ 25.61%
$55.22 - $63.94 $844K - $977K
75K $4.79M
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
+ 17.92%
$243.75 - $303.93 $550K - $686K
14.9K $4.51M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
8.01K
+ 19.53%
$63.36 - $80.23 $507K - $642K
49K $3.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.1K
+ 37.33%
$51.14 - $57.0 $875K - $975K
62.9K $3.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
465
+ 5.57%
$416.06 - $551.64 $193K - $257K
8.81K $4.86M
AMZN
Amazon Com Inc

Consumer Cyclical
915
+ 5.0%
$167.32 - $223.3 $153K - $204K
19.2K $4.21M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.48K
+ 14.04%
$65.84 - $80.81 $360K - $442K
44.5K $3.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.67K
+ 5.5%
$152.42 - $182.82 $254K - $305K
32K $5.84M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.91K
+ 45.17%
$70.54 - $93.95 $346K - $461K
15.8K $1.48M
CVX
Chevron Corp

Energy
4.97K
+ 134.62%
$133.73 - $168.51 $665K - $837K
8.66K $1.24M
SHV
Ishares Tr

ETFs
5.17K
+ 24.46%
$110.06 - $110.46 $569K - $571K
26.3K $2.91M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.87K
+ 1.4%
$121.58 - $136.74 $471K - $530K
280K $38M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6.24K
+ 17.28%
$40.79 - $50.93 $254K - $318K
42.3K $2.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.47K
+ 5.67%
$152.93 - $181.74 $224K - $266K
27.3K $4.96M
NVDA
Nvidia Corp

Technology
131
+ 1.4%
$94.31 - $157.99 $12.4K - $20.7K
9.52K $1.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.12K
+ 61.99%
$50.36 - $50.68 $459K - $462K
23.8K $1.21M
LYG
Lloyds Banking Group PLC

Financial Services
105K
+ 430.18%
$3.32 - $4.29 $350K - $452K
130K $552K
META
Meta Platforms, Inc.

Communication Services
87
+ 4.19%
$484.66 - $738.09 $42.2K - $64.2K
2.16K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
70
+ 1.22%
$141.37 - $228.57 $9.9K - $16K
5.82K $1.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
480
+ 2.9%
$82.96 - $110.1 $39.8K - $52.8K
17K $1.88M
MPC
Marathon Petroleum Corp

Energy
564
+ 4.95%
$118.55 - $170.08 $66.9K - $95.9K
12K $1.99M
APO
Apollo Global Management, Inc.

Financial Services
2.2K
+ 141.4%
$108.68 - $145.07 $239K - $320K
3.76K $533K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
240
+ 3.72%
$180.84 - $240.32 $43.4K - $57.7K
6.68K $1.61M
GOOG
Alphabet Inc.

Communication Services
293
+ 2.47%
$146.58 - $180.01 $42.9K - $52.7K
12.1K $2.15M
IXN
Ishares Global Information Tec

ETFs
12
+ 0.07%
$65.81 - $92.34 $790 - $1.11K
16.1K $1.48M
AOA
Ishares Tr Core Aggressive All

ETFs
103
+ 0.31%
$69.46 - $83.4 $7.15K - $8.59K
33.4K $2.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
132
+ 6.39%
$496.48 - $617.85 $65.5K - $81.6K
2.2K $1.36M
MRVL
Marvell Technology, Inc.

Technology
1.36K
+ 27.59%
$49.38 - $79.97 $67K - $109K
6.28K $485K
WMB
Williams Companies, Inc.

Energy
1.76K
+ 8.21%
$54.33 - $62.87 $95.6K - $111K
23.2K $1.46M
LMT
Lockheed Martin Corp

Industrials
112
+ 1.68%
$430.82 - $486.45 $48.3K - $54.5K
6.78K $3.14M
WMT
Walmart Inc.

Consumer Defensive
28
+ 0.18%
$81.79 - $99.98 $2.29K - $2.8K
15.4K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
50
+ 2.42%
$320.42 - $424.58 $16K - $21.2K
2.12K $892K
ENB
Enbridge Inc

Energy
2.41K
+ 11.06%
$41.09 - $47.16 $99.1K - $114K
24.2K $1.1M
DIS
Walt Disney CO

Communication Services
100
+ 2.2%
$81.72 - $124.01 $8.17K - $12.4K
4.64K $575K
AXP
American Express CO

Financial Services
1
+ 0.04%
$231.39 - $318.98 $231 - $319
2.38K $758K
CSCO
Cisco Systems, Inc.

Technology
556
+ 5.54%
$53.19 - $69.38 $29.6K - $38.6K
10.6K $734K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
20
+ 0.21%
$101.97 - $126.75 $2.04K - $2.54K
9.43K $1.19M
IYW
Ishares Dj Us Tech ETF

ETFs
281
+ 14.31%
$122.57 - $173.27 $34.4K - $48.7K
2.24K $388K
FAST
Fastenal CO

Industrials
14.9K
+ 102.18%
$40.65 - $83.16 $605K - $1.24M
29.5K $1.24M
C
Citigroup Inc

Financial Services
138
+ 2.09%
$58.13 - $85.12 $8.02K - $11.7K
6.76K $575K
VOE
Vanguard Mid Cap Value Index F

ETFs
480
+ 7.17%
$141.87 - $164.49 $68.1K - $79K
7.18K $1.18M
MA
Mastercard Inc

Financial Services
146
+ 8.59%
$479.92 - $590.74 $70.1K - $86.2K
1.85K $1.04M
Activity Summary
Buys All Purchases 124 New Holdings 12 Increased Positions 112 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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