Marquette Associates, Inc. Portfolio Holdings

Marquette Associates, Inc.

  • $139 Billion
  • Q3 2024

Marquette Associates, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.8B, Ishares Core U.S. Aggregate Bo with a value of $15.6B, Ishares Tr Msci Eafe ETF with a value of $14.7B, Ishares Tr with a value of $13.8B, and Spdr S&P 500 ETF Trust with a value of $12B.

Examining the 13F form we can see an increase of $6.16B in the current position value, from $133B to 139B. Also it can be appreciated an additional of 2 stocks purchases and 4 closed positions.

Marquette Associates, Inc. is based out at Chicago, IL

Below you can find more details about Marquette Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $131 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $139 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 11 stocks
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