Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2025) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $124.94 million in total holdings as of September 30, 2025.Marathon Strategic Advisors, LLC owns shares of 50 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.46% of the portfolio was purchased this quarter.About 2.87% of the portfolio was sold this quarter.This quarter, Marathon Strategic Advisors, LLC has purchased 40 new stocks and bought additional shares in 25 stocks.Marathon Strategic Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 400 Mid Cap ETF $12,750,695SPDR Portfolio S&P 500 ETF $12,272,667SPDR Portfolio Emerging Markets ETF $11,417,067iShares Core S&P 500 ETF $10,845,739SPDR Portfolio Developed World ex-US ETF $10,617,141 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $1,546,141 HoldingG54950103 - LINDE PLC $1,098,675 Holding20825C104 - ConocoPhillips $973,805 Holding26441C204 - Duke Energy $577,443 Holding718546104 - Phillips 66 $552,106 Holding Largest Purchases this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 29,408 shares (about $1.68M)Exxon Mobil 13,713 shares (about $1.55M)Vanguard Real Estate ETF 12,760 shares (about $1.17M)LINDE PLC 2,313 shares (about $1.10M)ConocoPhillips 10,295 shares (about $973.81K) Largest Sales this Quarter VanEck Junior Gold Miners ETF 25,586 shares (about $2.53M)SPDR Portfolio Developed World ex-US ETF 7,681 shares (about $328.67K)Vanguard Total Stock Market ETF 1,000 shares (about $328.17K)Schwab International Equity ETF 8,230 shares (about $191.59K)Apple 424 shares (about $107.94K) 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 PortfolioSectorSPMDSPDR Portfolio S&P 400 Mid Cap ETF$12,750,695$1,681,845 ▲15.2%222,95310.2%ETFSPLGSPDR Portfolio S&P 500 ETF$12,272,667$179,869 ▲1.5%156,6599.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,417,067$116,744 ▲1.0%243,9029.1%ETFIVViShares Core S&P 500 ETF$10,845,739$214,171 ▲2.0%16,2058.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$10,617,141$328,670 ▼-3.0%248,1228.5%ETFVEAVanguard FTSE Developed Markets ETF$6,063,999$24,447 ▲0.4%101,2024.9%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$5,896,511$118,538 ▲2.1%123,5134.7%ETFVNQVanguard Real Estate ETF$5,470,728$1,166,513 ▲27.1%59,8424.4%ETFVOVanguard Mid-Cap ETF$5,027,654$60,804 ▲1.2%17,1164.0%ETFVWOVanguard FTSE Emerging Markets ETF$5,023,559$31,804 ▲0.6%92,7204.0%ETFFRABlackRock Floating Rate Income Strategies Fund$4,295,025$657,566 ▲18.1%330,8963.4%Financial ServicesCHICalamos Convertible Opportunities and Income Fund$2,888,069$492,498 ▲20.6%267,6622.3%Financial ServicesGDXJVanEck Junior Gold Miners ETF$2,722,632$2,533,782 ▼-48.2%27,4932.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,334,079$229,841 ▲10.9%50,3901.9%ETFDESWisdomTree U.S. SmallCap Dividend Fund$2,191,261$110,067 ▲5.3%65,0611.8%FinanceINTCIntel$2,157,131$939 ▲0.0%64,2961.7%Computer and TechnologyCRDOCredo Technology Group$1,941,4190.0%13,3331.6%Computer and TechnologyDLSWisdomTree International SmallCap Dividend Fund$1,927,004$22,501 ▲1.2%24,2361.5%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,844,914$51,676 ▲2.9%32,3101.5%FinanceXOMExxon Mobil$1,546,141$1,546,141 ▲New Holding13,7131.2%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,339,698$4,759 ▲0.4%26,4611.1%ManufacturingLINDE PLC$1,098,675$1,098,675 ▲New Holding2,3130.9%COMCOPConocoPhillips$973,805$973,805 ▲New Holding10,2950.8%EnergyDONWisdomTree U.S. MidCap Dividend Fund$815,358$16,213 ▲2.0%15,5900.7%FinanceAEPAmerican Electric Power$790,538$338,063 ▲74.7%7,0270.6%UtilitiesVTIVanguard Total Stock Market ETF$788,921$328,170 ▼-29.4%2,4040.6%ETFVBVanguard Small-Cap ETF$774,029$13,223 ▲1.7%3,0440.6%ETFMSFTMicrosoft$725,943$518 ▲0.1%1,4020.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$704,221$14,227 ▼-2.0%10,7910.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$599,557$608 ▲0.1%8,8810.5%ManufacturingDUKDuke Energy$577,443$577,443 ▲New Holding4,6660.5%UtilitiesPSXPhillips 66$552,106$552,106 ▲New Holding4,0590.4%EnergyROKRockwell Automation$524,2950.0%1,5000.4%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$503,290$71,906 ▲16.7%9,4910.4%ManufacturingSYKStryker$460,979$25,507 ▼-5.2%1,2470.4%MedicalMCKMcKesson$433,395$16,996 ▼-3.8%5610.3%MedicalAMZNAmazon.com$414,329$4,391 ▼-1.0%1,8870.3%Retail/WholesaleBCBrunswick$347,820$347,820 ▲New Holding5,5000.3%Consumer DiscretionaryPPLPPL$342,021$342,021 ▲New Holding9,2040.3%UtilitiesPEPPepsiCo$334,950$67,271 ▲25.1%2,3850.3%Consumer StaplesAAPLApple$328,159$107,944 ▼-24.8%1,2890.3%Computer and TechnologyBRK.BBerkshire Hathaway$298,125$11,563 ▼-3.7%5930.2%FinanceIBMInternational Business Machines$291,472$291,472 ▲New Holding1,0330.2%Computer and TechnologyTTTrane Technologies$283,1360.0%6710.2%ConstructionSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$277,880$3,359 ▲1.2%5,1290.2%ETFSCHFSchwab International Equity ETF$258,525$191,595 ▼-42.6%11,1050.2%ETFIWMiShares Russell 2000 ETF$233,111$1,694 ▼-0.7%9630.2%FinanceEFAiShares MSCI EAFE ETF$219,718$21,477 ▼-8.9%2,3530.2%FinanceUBSIUnited Bankshares$207,074$207,074 ▲New Holding5,5650.2%FinanceEEMiShares MSCI Emerging Markets ETF$205,761$205,761 ▲New Holding3,8530.2%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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