Marquette Asset Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $611 Million distributed in 190 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 $112M, Dimensional ETF Tr with a value of $62.6M, Schwab Strategic Tr Us Dividen with a value of $55.1M, Ishares Russell 1000 Gr ETF with a value of $49.6M, and American Centy ETF Tr Avantis with a value of $46.1M.
Examining the 13F form we can see an decrease of $18.1M in the current position value, from $629M to 611M.
Below you can find more details about Marquette Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$611 Million
ETFs: $584 Million
Consumer Cyclical: $5.36 Million
Technology: $4.76 Million
Healthcare: $4.38 Million
Industrials: $3.45 Million
Financial Services: $2.69 Million
Consumer Defensive: $2.61 Million
Communication Services: $1.61 Million
Other: $2.45 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
