MARINO, STRAM & ASSOCIATES LLC

Q4 2024 13F Holdings

  • Location
    braintree, MA
  • Num holdings

    171

  • Value ($000)

    $451,924

  • Date Filed
    01/17/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$68.86M
15 %

539,693

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$47.92M
11 %

81,398

KRE
KRE

SPDR SER TR

S&P DIVID ETF
78464A763
$35.93M
8 %

272,026

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$27.45M
6 %

162,123

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$25.76M
6 %

62,763

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$16.63M
4 %

266,971

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$15.17M
3 %

131,665

AAPL
AAPL

APPLE INC

COM
037833100
$11.06M
2 %

44,158

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.13M
2 %

19,297

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$6.71M
2 %

27,991

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