Marino, Stram & Associates LLC Incresed Positions in Q1 2025

Marino, Stram & Associates LLC

  • $446 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
12.9K
+ 20.51%
$369.1 - $427.61 $4.75M - $5.51M
75.6K $28M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.84K
+ 1.41%
$128.74 - $138.67 $494K - $532K
276K $37.4M
VTV
Vanguard Value ETF

ETFs
4.43K
+ 2.73%
$167.73 - $179.21 $743K - $794K
167K $28.8M
LLY
Eli Lilly & CO

Healthcare
986
+ 34.52%
$725.72 - $929.72 $716K - $917K
3.84K $3.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
192
+ 1.89%
$442.66 - $534.52 $85K - $103K
10.3K $5.5M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
10.8K
+ 35.71%
$69.69 - $79.99 $752K - $863K
41K $2.93M
ED
Consolidated Edison Inc

Utilities
19
+ 0.1%
$88.0 - $110.59 $1.67K - $2.1K
18.4K $2.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
286
+ 7.78%
$275.89 - $345.24 $78.9K - $98.7K
3.96K $1.37M
VZ
Verizon Communications Inc

Communication Services
386
+ 0.73%
$37.81 - $46.49 $14.6K - $17.9K
53.6K $2.43M
DUK
Duke Energy Corp

Utilities
54
+ 0.31%
$105.87 - $121.97 $5.72K - $6.59K
17.5K $2.13M
AEP
American Electric Power CO Inc

Utilities
372
+ 3.32%
$90.32 - $109.27 $33.6K - $40.6K
11.6K $1.27M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
37
+ 0.09%
$67.08 - $76.14 $2.48K - $2.82K
39K $2.87M
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
+ 11.14%
$271.18 - $303.12 $342K - $383K
12.6K $3.46M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.32K
+ 7.8%
$56.17 - $59.71 $186K - $198K
45.8K $2.62M
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 0.19%
$225.19 - $279.95 $11.7K - $14.6K
28K $6.88M
VTR
Ventas, Inc.

Real Estate
10
+ 0.06%
$56.9 - $70.47 $569 - $705
15.8K $1.09M
WMB
Williams Companies, Inc.

Energy
294
+ 1.39%
$54.02 - $61.09 $15.9K - $18K
21.4K $1.28M
V
Visa Inc.

Financial Services
30
+ 0.83%
$306.92 - $362.71 $9.21K - $10.9K
3.64K $1.28M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.49K
+ 29.76%
$77.67 - $90.15 $194K - $225K
10.9K $850K
SO
Southern CO

Utilities
5
+ 0.04%
$80.96 - $92.96 $405 - $465
12.3K $1.13M
ETR
Entergy Corp

Utilities
3
+ 0.03%
$75.26 - $87.89 $226 - $264
12K $1.02M
T
At&T Inc.

Communication Services
1.37K
+ 10.18%
$21.56 - $28.28 $29.6K - $38.8K
14.8K $419K
GE
General Electric CO

Industrials
290
+ 21.89%
$168.59 - $212.13 $48.9K - $61.5K
1.62K $323K
PAYX
Paychex Inc

Industrials
9
+ 0.14%
$136.06 - $154.52 $1.22K - $1.39K
6.53K $1.01M
CVX
Chevron Corp

Energy
15
+ 0.41%
$146.71 - $167.97 $2.2K - $2.52K
3.69K $617K
FAST
Fastenal CO

Industrials
3
+ 0.02%
$71.11 - $79.98 $213 - $240
14.6K $1.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
684
+ 2.72%
$169.43 - $182.84 $116K - $125K
25.8K $4.48M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
7.41K
+ 9.36%
$7.89 - $8.07 $58.5K - $59.8K
86.6K $689K
MA
Mastercard Inc

Financial Services
40
+ 2.41%
$504.67 - $576.31 $20.2K - $23.1K
1.7K $931K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2.97K
+ 8.96%
$45.21 - $50.33 $134K - $149K
36.1K $1.65M
PCEF
Invesco Cef Income Composite E

ETFs
3.14K
+ 7.23%
$18.8 - $19.89 $58.9K - $62.4K
46.5K $876K
ENB
Enbridge Inc

Energy
57
+ 0.26%
$41.54 - $45.45 $2.37K - $2.59K
21.8K $966K
MMM
3 M CO

Industrials
1
+ 0.05%
$129.7 - $155.12 $130 - $155
2.04K $300K
EFV
Msci Eafe Value ETF

ETFs
45
+ 0.9%
$51.88 - $60.73 $2.33K - $2.73K
5.06K $298K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58
+ 0.14%
$27.01 - $28.54 $1.57K - $1.66K
42.4K $1.19M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$232.43 - $265.13 $232 - $265
1.12K $295K
CL
Colgate Palmolive CO

Consumer Defensive
18
+ 0.29%
$85.68 - $97.5 $1.54K - $1.76K
6.25K $585K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.1%
$110.86 - $121.12 $222 - $242
1.99K $240K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.46%
$286.85 - $318.64 $1.15K - $1.27K
875 $267K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
189
+ 3.02%
$196.12 - $229.48 $37.1K - $43.4K
6.44K $1.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.09%
$182.82 - $196.21 $366 - $392
2.23K $420K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 6.21%
$507.05 - $563.67 $18.8K - $20.9K
633 $325K
APO
Apollo Global Management, Inc.

Financial Services
292
+ 23.06%
$126.01 - $172.06 $36.8K - $50.2K
1.56K $213K
AOA
Ishares Tr Core Aggressive All

ETFs
101
+ 0.3%
$75.7 - $80.01 $7.65K - $8.08K
33.3K $2.54M
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.17%
$112.81 - $126.16 $451 - $505
2.39K $291K
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.18%
$104.89 - $113.56 $420 - $454
2.17K $231K
LRGF
Ishares Tr

ETFs
310
+ 5.03%
$56.95 - $63.95 $17.7K - $19.8K
6.47K $374K
QCOM
Qualcomm Inc

Technology
19
+ 0.82%
$151.94 - $175.86 $2.89K - $3.34K
2.35K $360K
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.23%
$185.78 - $198.58 $1.86K - $1.99K
4.44K $845K
Activity Summary
Buys All Purchases 87 New Holdings 4 Increased Positions 83 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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