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
VZ
Verizon Communications Inc

Communication Services
4.98K
+ 9.28%
$41.67 - $45.62 $207K - $227K
58.6K $2.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
251
+ 22.31%
$219.76 - $276.94 $55.2K - $69.5K
1.38K $381K
NOW
Service Now, Inc.

Technology
14
+ 3.94%
$721.65 - $1040.18 $10.1K - $14.6K
369 $379K
IFRA
Ishares Tr

ETFs
1.32K
+ 18.94%
$40.97 - $49.19 $53.9K - $64.7K
8.26K $406K
BX
Blackstone Inc.

Financial Services
402
+ 14.02%
$120.07 - $151.11 $48.3K - $60.7K
3.27K $489K
RTX
Raytheon Technologies Corp

Industrials
248
+ 7.03%
$113.75 - $148.48 $28.2K - $36.8K
3.77K $551K
KO
Coca Cola CO

Consumer Defensive
1.66K
+ 3.98%
$68.37 - $73.9 $114K - $123K
43.4K $3.07M
BAC
Bank Of America Corp

Financial Services
70
+ 0.51%
$34.39 - $47.46 $2.41K - $3.32K
13.9K $657K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 3.23%
$462.22 - $707.75 $6.47K - $9.91K
448 $317K
AJG
Arthur J. Gallagher & Co.

Financial Services
521
+ 13.15%
$310.86 - $348.77 $162K - $182K
4.48K $1.44M
IVE
Ishares S&P 500 Value ETF

ETFs
196
+ 4.42%
$168.34 - $195.42 $33K - $38.3K
4.63K $904K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38
+ 6.0%
$456.74 - $568.03 $17.4K - $21.6K
671 $381K
ADI
Analog Devices Inc

Technology
38
+ 3.27%
$164.6 - $238.02 $6.25K - $9.04K
1.2K $285K
EFV
Msci Eafe Value ETF

ETFs
438
+ 8.66%
$52.4 - $64.65 $23K - $28.3K
5.49K $348K
WFC
Wells Fargo & Company

Financial Services
22
+ 0.43%
$60.98 - $80.12 $1.34K - $1.76K
5.2K $416K
VLO
Valero Energy Corp

Energy
159
+ 1.91%
$104.69 - $141.77 $16.6K - $22.5K
8.48K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.07%
$39.89 - $49.46 $199 - $247
7.19K $355K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
59
+ 1.0%
$30.87 - $39.17 $1.82K - $2.31K
5.98K $234K
EFG
Msci Eafe Growth ETF

ETFs
14
+ 0.69%
$89.8 - $112.0 $1.26K - $1.57K
2.05K $229K
V
Visa Inc.

Financial Services
15
+ 0.41%
$308.27 - $373.31 $4.62K - $5.6K
3.65K $1.3M
GPC
Genuine Parts CO

Consumer Cyclical
25
+ 0.35%
$105.54 - $129.09 $2.64K - $3.23K
7.25K $879K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
533
+ 7.12%
N/A
8.02K $252K
CRM
Salesforce, Inc.

Technology
22
+ 0.92%
$236.26 - $291.15 $5.2K - $6.41K
2.43K $661K
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.18%
$93.5 - $113.21 $374 - $453
2.17K $246K
QCOM
Qualcomm Inc

Technology
8
+ 0.34%
$124.66 - $159.48 $997 - $1.28K
2.36K $375K
T
At&T Inc.

Communication Services
149
+ 1.0%
$26.33 - $28.94 $3.92K - $4.31K
15K $434K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.09%
$166.82 - $194.23 $334 - $388
2.24K $434K
FNDX
Schwab Fundamental U S Large C

ETFs
29
+ 0.22%
$20.84 - $24.54 $604 - $712
13.5K $330K
SO
Southern CO

Utilities
149
+ 1.21%
$84.91 - $92.56 $12.7K - $13.8K
12.4K $1.14M
CVS
Cvs Health Corp

Healthcare
33
+ 0.55%
$60.04 - $70.18 $1.98K - $2.32K
6.04K $416K
VIG
Vanguard Dividend Appreciation

ETFs
47
+ 0.2%
N/A
23.9K $4.35M
UL
Unilever PLC

Consumer Defensive
6
+ 0.13%
$57.9 - $65.43 $347 - $393
4.55K $278K
MDLZ
Mondelez International, Inc.

Consumer Defensive
180
+ 1.01%
$63.54 - $68.5 $11.4K - $12.3K
18K $1.22M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$233.83 - $276.34 $234 - $276
1.12K $299K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.46%
$276.76 - $326.81 $1.11K - $1.31K
879 $271K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.08%
$119.13 - $135.03 $238 - $270
2.4K $295K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$335.24 - $380.78 $335 - $381
1.08K $397K
Gsk PLC
39
+ 0.63%
N/A
6.21K $0
GPS
Gap Inc

Consumer Cyclical
9
+ 0.06%
N/A
14.5K $292K
Blackrock Inc
142
+ 4.14%
N/A
3.57K $0
AEP
American Electric Power CO Inc

Utilities
597
+ 5.15%
$98.59 - $109.11 $58.9K - $65.1K
12.2K $1.26M
CMCSA
Comcast Corp

Communication Services
106
+ 1.31%
$32.84 - $36.72 $3.48K - $3.89K
8.18K $292K
SPG
Simon Property Group Inc

Real Estate
156
+ 2.53%
$140.37 - $171.44 $21.9K - $26.7K
6.33K $1.02M
DUK
Duke Energy Corp

Utilities
506
+ 2.89%
$112.46 - $124.05 $56.9K - $62.8K
18K $2.12M
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.27%
$87.57 - $96.0 $1.49K - $1.63K
6.27K $569K
PG
Procter & Gamble CO

Consumer Defensive
1.22K
+ 6.29%
$157.66 - $172.39 $192K - $209K
20.5K $3.27M
LLY
Eli Lilly & CO

Healthcare
201
+ 5.23%
$713.71 - $898.95 $143K - $181K
4.04K $3.15M
MO
Altria Group, Inc.

Consumer Defensive
172
+ 0.57%
$55.56 - $60.91 $9.56K - $10.5K
30.1K $1.76M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
20
+ 5.32%
$483.07 - $625.6 $9.66K - $12.5K
396 $207K
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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