Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2024) → POTUS in ‘25 Not Biden/Trump, But (From The Freeport Society) (Ad) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $82.14 million in total holdings as of March 31, 2024.Marathon Strategic Advisors, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $9,769,918S&P 500 Index Fund - iShares $9,555,303SPDR Portfolio Emerging Markets ETF $7,296,217SPDR Portfolio Developed World ex-US ETF $6,595,026SPDR Portfolio S&P 400 Mid Cap ETF $6,157,303 Sector AllocationMap of 500 Largest Holdings ofMarathon Strategic Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$9,769,918158,78311.9%ETFS&P 500 Index Fund - iShares$9,555,30318,17511.6%COMSPEMSPDR Portfolio Emerging Markets ETF$7,296,217201,6098.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,595,026184,0138.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$6,157,303115,4357.5%ETFVanguard Europe Pacific (EAFE$5,239,842104,4426.4%COMVanguard Mid Cap ETF$4,337,57017,3605.3%COMVanguard Emerging Markets Inde$3,970,14795,0484.8%COMVanguard Global ex-US Real Est$3,844,98091,2434.7%ETF2FRABlackRock Floating Rate Income Strategies Fund$3,203,069247,9163.9%Financial ServicesVanguard REIT Index$2,835,28132,7853.5%ETF2Intel Corporation$2,807,57863,5633.4%COMCalamos Convertible Opportunit$2,101,891185,1892.6%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,773,02754,2542.2%FinanceGDXJVanEck Junior Gold Miners ETF$1,524,14839,3431.9%ETFVanguard Shrt-Term Infl-Prot S$1,507,17731,4721.8%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,328,46326,1201.6%FinanceDLSWisdomTree International SmallCap Dividend Fund$1,295,46219,8661.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,253,92729,1341.5%ETFDONWisdomTree U.S. MidCap Dividend Fund$759,69015,5770.9%FinanceVanguard Small Cap ETF$723,9453,1670.9%COMS&P MidCap 400 Index - iShares$706,40611,6300.9%COMMicrosoft Corp.$499,8151,1880.6%COMiShares Short-Term Corporate B$481,0409,3810.6%ETFAEPAmerican Electric Power$346,2944,0220.4%UtilitiesAAPLApple$340,8741,9880.4%Computer and TechnologyPepsiCo, Inc.$333,5691,9060.4%COMSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$323,4716,2810.4%ETFMCKMcKesson$312,9845830.4%MedicalTTTrane Technologies$242,8628090.3%Business ServicesMSCI EAFE Index$230,2512,8830.3%COMACGLArch Capital Group$228,3452,4700.3%FinanceRussell 2000 Index Fund - iSha$210,3891,0000.3%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
