Marquette Asset Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $566 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $100M, Dimensional ETF Tr with a value of $67.2M, Schwab Strategic Tr Us Dividen with a value of $55.8M, Ishares Russell 1000 Gr ETF with a value of $43.8M, and American Centy ETF Tr Avantis with a value of $41.6M.
Examining the 13F form we can see an decrease of $45M in the current position value, from $611M to 566M.
Below you can find more details about Marquette Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$566 Million
ETFs: $552 Million
Technology: $3.59 Million
Financial Services: $2.51 Million
Consumer Cyclical: $2.27 Million
Industrials: $1.8 Million
Consumer Defensive: $1.45 Million
Healthcare: $1.26 Million
Communication Services: $413,000
Other: $650,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
