Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2025) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $107.63 million in total holdings as of June 30, 2025.Marathon Strategic Advisors, LLC owns shares of 40 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.33% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Marathon Strategic Advisors, LLC has purchased 37 new stocks and bought additional shares in 18 stocks.Marathon Strategic Advisors, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $11,220,647SPDR Portfolio S&P 400 Mid Cap ETF $10,524,986SPDR Portfolio Developed World ex-US ETF $10,357,464SPDR Portfolio Emerging Markets ETF $10,317,791iShares Core S&P 500 ETF $9,862,688 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $1,034,578 Holding863667101 - Stryker $520,650 Holding808524805 - Schwab International Equity ETF $427,304 Holding464287655 - iShares Russell 2000 ETF $209,408 Holding Largest Purchases this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 32,534 shares (about $1.77M)Vanguard Total Stock Market ETF 3,404 shares (about $1.03M)Credo Technology Group 5,833 shares (about $540.08K)Stryker 1,316 shares (about $520.65K)Schwab International Equity ETF 19,335 shares (about $427.30K) Largest Sales this Quarter VanEck Junior Gold Miners ETF 4,167 shares (about $281.65K)iShares Core S&P 500 ETF 202 shares (about $125.42K)Vanguard Short-Term Inflation-Protected Securities ETF 611 shares (about $30.72K)PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 374 shares (about $20.12K)iShares 1-5 Year Investment Grade Corporate Bond ETF 239 shares (about $12.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarathon Strategic Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$11,220,647$188,921 ▲1.7%154,36310.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,524,986$1,769,200 ▲20.2%193,5459.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,357,464$144,792 ▲1.4%255,8039.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,317,791$337,903 ▲3.4%241,4089.6%ETFIVViShares Core S&P 500 ETF$9,862,688$125,418 ▼-1.3%15,8859.2%ETFVEAVanguard FTSE Developed Markets ETF$5,746,238$8,152 ▲0.1%100,7945.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$5,585,535$216,628 ▲4.0%121,0305.2%ETFVOVanguard Mid-Cap ETF$4,731,6460.0%16,9094.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,556,889$218,464 ▲5.0%92,1334.2%ETFVNQVanguard Real Estate ETF$4,193,147$251,507 ▲6.4%47,0823.9%ETFFRABlackRock Floating Rate Income Strategies Fund$3,682,296$304,624 ▲9.0%280,2363.4%Financial ServicesGDXJVanEck Junior Gold Miners ETF$3,587,610$281,648 ▼-7.3%53,0793.3%ETFCHICalamos Convertible Opportunities and Income Fund$2,335,626$174,379 ▲8.1%222,0182.2%Financial ServicesDESWisdomTree U.S. SmallCap Dividend Fund$1,962,552$74,922 ▲4.0%61,7931.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,935,242$262,034 ▲15.7%45,4281.8%ETFDLSWisdomTree International SmallCap Dividend Fund$1,799,110$34,100 ▲1.9%23,9531.7%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,734,818$44,524 ▲2.6%31,4051.6%FinanceINTCIntel$1,439,6040.0%64,2681.3%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,325,494$30,716 ▼-2.3%26,3671.2%ManufacturingCRDOCredo Technology Group$1,234,503$540,078 ▲77.8%13,3331.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,034,578$1,034,578 ▲New Holding3,4041.0%ETFDONWisdomTree U.S. MidCap Dividend Fund$765,8340.0%15,2800.7%FinanceVBVanguard Small-Cap ETF$709,0450.0%2,9920.7%ETFMSFTMicrosoft$697,101$32,840 ▲4.9%1,4010.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$682,7790.0%11,0090.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$560,179$8,776 ▲1.6%8,8720.5%ManufacturingSYKStryker$520,650$520,650 ▲New Holding1,3160.5%MedicalROKRockwell Automation$498,2550.0%1,5000.5%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$429,185$12,609 ▼-2.9%8,1350.4%ManufacturingSCHFSchwab International Equity ETF$427,304$427,304 ▲New Holding19,3350.4%ETFMCKMcKesson$427,2110.0%5830.4%MedicalAMZNAmazon.com$418,3770.0%1,9070.4%Retail/WholesaleAEPAmerican Electric Power$417,3230.0%4,0220.4%UtilitiesAAPLApple$351,375$5,538 ▲1.6%1,7130.3%Computer and TechnologyBRK.BBerkshire Hathaway$299,2350.0%6160.3%FinanceTTTrane Technologies$293,5030.0%6710.3%ConstructionSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$272,656$20,125 ▼-6.9%5,0670.3%ETFPEPPepsiCo$251,6690.0%1,9060.2%Consumer StaplesEFAiShares MSCI EAFE ETF$230,9120.0%2,5830.2%FinanceIWMiShares Russell 2000 ETF$209,408$209,408 ▲New Holding9700.2%FinanceACGLArch Capital Group$0$207,230 ▼-100.0%00.0%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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