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MARINO, STRAM & ASSOCIATES LLC

Q3 2025 13F Holdings

  • Location
    braintree, MA
  • Num holdings

    191

  • Value ($000)

    $555,974

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001099762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$76.63M
14 %

543,702

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$58.32M
11 %

87,135

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$42.9M
8 %

89,441

K
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$39.42M
7 %

281,487

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$32.3M
6 %

173,223

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$18.37M
3 %

281,539

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$13.88M
3 %

116,828

A
AAPL

APPLE INC

COM
037833100
$13.05M
2 %

51,262

M
MSFT

MICROSOFT CORP

COM
594918104
$11.06M
2 %

21,349

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.59M
2 %

30,399

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