Marino, Stram & Associates LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $407 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $62.8M, Ishares Core S&P 500 ETF with a value of $44.3M, Spdr Series Tr Spdr S&P Divide with a value of $33.3M, Vanguard Value ETF with a value of $24.2M, and Vanguard Growth ETF with a value of $20.7M.
Examining the 13F form we can see an decrease of $12.7M in the current position value, from $420M to 407M.
Below you can find more details about Marino, Stram & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$407 Million
ETFs: $286 Million
Technology: $24.8 Million
Financial Services: $20.6 Million
Healthcare: $18 Million
Consumer Defensive: $15.7 Million
Communication Services: $10 Million
Consumer Cyclical: $8.42 Million
Energy: $7.78 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions