Marotta Asset Management Portfolio Holdings
Marotta Asset Management
- $468 Million
- Q1 2025
Marotta Asset Management has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap Value Index F with a value of $37.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $32.3M, Vanguard Information Technolog with a value of $31M, Vanguard Total International B with a value of $29M, and Columbia ETF Tr Ii with a value of $25.7M.
Examining the 13F form we can see an decrease of $10.1M in the current position value, from $478M to 468M.
Below you can find more details about Marotta Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$468 Million
ETFs: $433 Million
Healthcare: $7.02 Million
Financial Services: $7.01 Million
Technology: $5.94 Million
Industrials: $4.07 Million
Communication Services: $3.59 Million
Consumer Cyclical: $3.38 Million
Energy: $1.28 Million
Other: $2.02 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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