Marquette Asset Management, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $629 Million distributed in 231 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 $102M, Dimensional ETF Tr with a value of $65M, Schwab Strategic Tr Us Dividen with a value of $56.7M, Ishares Russell 1000 Gr ETF with a value of $46.6M, and American Centy ETF Tr Avantis with a value of $45.8M.
Examining the 13F form we can see an increase of $42.2M in the current position value, from $587M to 629M.
Below you can find more details about Marquette Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$629 Million
ETFs: $594 Million
Technology: $8.96 Million
Consumer Cyclical: $6.1 Million
Healthcare: $5.1 Million
Industrials: $3.63 Million
Communication Services: $3.63 Million
Financial Services: $3.04 Million
Consumer Defensive: $2.6 Million
Other: $2.27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
