MARINO, STRAM & ASSOCIATES LLC
Q3 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
191
- Value ($000)
$555,974
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001099762
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $76.63 M | 14 % | 543,702 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $58.32 M | 11 % | 87,135 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $42.90 M | 8 % | 89,441 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $39.42 M | 7 % | 281,487 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $32.30 M | 6 % | 173,223 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.37 M | 3 % | 281,539 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $13.88 M | 3 % | 116,828 | ||
AAPL APPLE INC | COM | 037833100 | $13.05 M | 2 % | 51,262 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.06 M | 2 % | 21,349 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $9.59 M | 2 % | 30,399 |
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