Marathon Strategic Advisors

Latest statistics and disclosures from Marathon Strategic Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPLG, SPEM, SPDW, IVV, SPMD, and represent 49.07% of Marathon Strategic Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SPMD, EFA, ACGL, SPEM, SPDW, FRA, SPSM, CHI, VNQI, VNQ.
  • Started 2 new stock positions in ACGL, EFA.
  • Reduced shares in these 10 stocks: IWM, IVV, VEA, VWO, SPLG, VO, GDXJ, VTIP, VB, IGSB.
  • Sold out of its position in IWM.
  • Marathon Strategic Advisors was a net buyer of stock by $954k.
  • Marathon Strategic Advisors has $93M in assets under management (AUM), dropping by 0.62%.
  • Central Index Key (CIK): 0002021711

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Portfolio Holdings for Marathon Strategic Advisors

Marathon Strategic Advisors holds 37 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap (SPLG) 10.7 $10M 152k 65.76
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SPDR S&P Emerging Markets (SPEM) 9.9 $9.2M +2% 234k 39.37
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SPDR S&P World ex-US (SPDW) 9.9 $9.2M 252k 36.41
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iShares S&P 500 Index (IVV) 9.7 $9.0M 16k 561.91
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SPDR DJ Wilshire Mid Cap (SPMD) 8.9 $8.2M +10% 161k 51.18
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Vanguard Europe Pacific ETF (VEA) 5.5 $5.1M -2% 101k 50.83
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Vanguard Intl Equity Index F Eft2 (VNQI) 5.1 $4.7M 116k 40.46
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Vanguard Mid-Cap ETF (VO) 4.7 $4.4M 17k 258.62
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Vanguard Index Fds Eft2 (VNQ) 4.3 $4.0M 44k 90.54
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Vanguard Emerging Markets ETF (VWO) 4.3 $4.0M -3% 88k 45.26
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Blackrock Floating Rate Inco Etf (FRA) 3.6 $3.3M +3% 257k 12.92
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Vaneck Etf Trust Eft2 (GDXJ) 3.5 $3.3M 57k 57.20
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Calamos Conv Opportunities & Etf (CHI) 2.1 $2.0M +3% 205k 9.59
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WisdomTree SmallCap Dividend Fund (DES) 2.0 $1.9M 59k 31.96
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Spdr Ser Tr spdr russel 2000 (SPSM) 1.7 $1.6M +4% 39k 40.76
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WisdomTree Intl. SmallCap Div (DLS) 1.7 $1.6M 24k 66.00
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WisdomTree Emerging Mkts Small Cp Div (DGS) 1.6 $1.5M 31k 48.31
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Intel Corporation (INTC) 1.6 $1.5M 64k 22.71
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Vanguard Malvern Fds strm infproidx (VTIP) 1.4 $1.3M 27k 49.90
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WisdomTree MidCap Dividend Fund (DON) 0.8 $757k 15k 49.52
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Vanguard Small-Cap ETF (VB) 0.7 $664k 3.0k 221.75
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iShares S&P MidCap 400 Index (IJH) 0.7 $642k 11k 58.35
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Microsoft Corporation (MSFT) 0.5 $501k +2% 1.3k 375.49
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Ishares Inc msci emrg chn (EMXC) 0.5 $481k 8.7k 55.09
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American Electric Power Company (AEP) 0.5 $440k 4.0k 109.27
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Ishares Tr Etf (IGSB) 0.5 $439k 8.4k 52.37
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McKesson Corporation (MCK) 0.4 $392k 583.00 672.99
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Rockwell Automation (ROK) 0.4 $388k 1.5k 258.38
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Apple (AAPL) 0.4 $375k 1.7k 222.11
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Amazon (AMZN) 0.4 $363k 1.9k 190.26
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Berkshire Hathaway (BRK.B) 0.4 $328k 616.00 532.58
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Credo Technology Group Holding (CRDO) 0.3 $301k 7.5k 40.16
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Pimco Etf Tr Etf (STPZ) 0.3 $294k 5.4k 54.02
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Pepsi (PEP) 0.3 $286k 1.9k 149.94
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Trane Technologies (TT) 0.2 $226k 671.00 336.92
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iShares MSCI EAFE Index Fund (EFA) 0.2 $211k NEW 2.6k 81.74
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Arch Capital Group (ACGL) 0.2 $207k NEW 2.2k 96.16
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Past Filings by Marathon Strategic Advisors

SEC 13F filings are viewable for Marathon Strategic Advisors going back to 2024