Marino, Stram & Associates LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $445 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $69.4M, Ishares Core S&P 500 ETF with a value of $47.1M, Spdr Series Tr Spdr S&P Divide with a value of $38.1M, Vanguard Value ETF with a value of $27.4M, and Vanguard Growth ETF with a value of $21.8M.
Examining the 13F form we can see an increase of $38.1M in the current position value, from $407M to 445M.
Below you can find more details about Marino, Stram & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$445 Million
ETFs: $316 Million
Technology: $25.5 Million
Financial Services: $22.6 Million
Healthcare: $18.8 Million
Consumer Defensive: $17.4 Million
Communication Services: $10.4 Million
Consumer Cyclical: $8.96 Million
Industrials: $8.75 Million
Other: $16.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
