Marino, Stram & Associates LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $446 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $69.2M, Ishares Core S&P 500 ETF with a value of $46.8M, Spdr Series Tr Spdr S&P Divide with a value of $37.4M, Vanguard Value ETF with a value of $28.8M, and Vanguard Growth ETF with a value of $28M.
Examining the 13F form we can see an increase of $726K in the current position value, from $445M to 446M.
Below you can find more details about Marino, Stram & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$446 Million
ETFs: $320 Million
Technology: $24.2 Million
Financial Services: $22.5 Million
Healthcare: $17.4 Million
Consumer Defensive: $16.8 Million
Communication Services: $9.97 Million
Consumer Cyclical: $8.84 Million
Energy: $8.02 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
