Marino, Stram & Associates LLC Reduced Holdings in Q2 2025

Marino, Stram & Associates LLC

  • $490 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-36.1K
- 57.65%
$36.02 - $41.92 $1.3M - $1.51M
26.5K $1.11M
MRK
Merck & Co., Inc.

Healthcare
-4.91K
- 15.1%
$73.47 - $87.12 $361K - $428K
27.6K $2.19M
PEP
Pepsico Inc

Consumer Defensive
-2.93K
- 18.25%
$128.02 - $151.37 $375K - $443K
13.1K $1.73M
OMC
Omnicom Group Inc.

Communication Services
-5.93K
- 51.05%
$69.22 - $79.77 $410K - $473K
5.68K $408K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.6K
- 8.21%
$90.56 - $109.49 $957K - $1.16M
118K $12.9M
TFC
Truist Financial Corp

Financial Services
-7.4K
- 33.43%
$34.79 - $42.99 $257K - $318K
14.7K $633K
PFE
Pfizer Inc

Healthcare
-6.59K
- 14.78%
$21.59 - $24.84 $142K - $164K
38K $920K
UNH
Unitedhealth Group Inc

Healthcare
-46
- 6.08%
$274.35 - $599.47 $12.6K - $27.6K
711 $221K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-5.16K
- 25.72%
$28.02 - $32.37 $145K - $167K
14.9K $473K
UPS
United Parcel Service Inc

Industrials
-962
- 14.48%
$91.92 - $110.2 $88.4K - $106K
5.68K $573K
KMB
Kimberly Clark Corp

Consumer Defensive
-45
- 0.7%
$126.84 - $145.22 $5.71K - $6.53K
6.43K $828K
MDT
Medtronic PLC

Healthcare
-272
- 3.67%
$80.68 - $88.86 $21.9K - $24.2K
7.13K $621K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-749
- 3.34%
$45.12 - $46.23 $33.8K - $34.6K
21.7K $1M
HDV
Ishares Core High Dividend ETF

ETFs
-41
- 2.06%
$108.41 - $120.51 $4.44K - $4.94K
1.95K $228K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-251
- 1.44%
$43.28 - $50.37 $10.9K - $12.6K
17.2K $859K
HEIA
Heico Crp Cl A
-100
- 10.35%
N/A
866 $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-409
- 9.17%
N/A
4.05K $0
VTRS
Viatris Inc

Healthcare
-20
- 0.19%
$7.26 - $9.12 $145 - $182
10.3K $92K
ABT
Abbott Laboratories

Healthcare
-34
- 1.56%
$123.95 - $138.08 $4.21K - $4.69K
2.15K $292K
MMM
3 M CO

Industrials
-40
- 1.96%
$126.09 - $154.15 $5.04K - $6.17K
2K $305K
IWR
Ishares Russell Mid Cap ETF

ETFs
-108
- 4.02%
$74.88 - $91.97 $8.09K - $9.93K
2.58K $237K
IDV
Ishares Tr

ETFs
-3.5K
- 8.98%
$27.79 - $34.84 $97.2K - $122K
35.4K $1.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-586
- 7.03%
$108.06 - $135.3 $63.3K - $79.3K
7.75K $1.05M
LRGF
Ishares Tr

ETFs
-141
- 2.18%
$51.37 - $64.13 $7.24K - $9.04K
6.33K $406K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-54
- 0.31%
$41.55 - $46.04 $2.24K - $2.49K
17.5K $805K
NVS
Novartis Ag

Healthcare
-45
- 0.99%
$101.96 - $121.01 $4.59K - $5.45K
4.49K $543K
MS
Morgan Stanley

Financial Services
-132
- 3.48%
$99.83 - $140.86 $13.2K - $18.6K
3.66K $515K
GE
General Electric CO

Industrials
-48
- 2.97%
$166.81 - $257.39 $8.01K - $12.4K
1.57K $403K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-384
- 2.84%
$86.93 - $109.64 $33.4K - $42.1K
13.2K $1.44M
GOOGL
Alphabet Inc.

Communication Services
-371
- 3.44%
$144.7 - $178.6 $53.7K - $66.3K
10.4K $1.83M
AOR
Ishares Tr Core Growth Allocat

ETFs
-296
- 0.58%
$53.36 - $61.57 $15.8K - $18.2K
50.3K $3.1M
PM
Philip Morris International Inc.

Consumer Defensive
-7
- 0.06%
$149.23 - $184.95 $1.04K - $1.29K
12.6K $2.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.94K
- 1.08%
$51.16 - $62.02 $150K - $182K
269K $16.7M
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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