Marathon Strategic Advisors, LLC

Q4 2024 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    36

  • Value ($000)

    $92,435

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0002021711
  • 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
KRE
KRE

SPDR Portfolio Large Cap ETF

COM
78464A854
$10.58M
11 %

153,445

IVV
IVV

S&P 500 Index Fund - iShares

COM
464287200
$9.66M
11 %

16,411

SPEM
SPEM

SPDR Portfolio Emerging Market

COM
78463X509
$8.76M
10 %

228,353

SPDW
SPDW

SPDR Portfolio Developed World

COM
78463X889
$8.48M
9 %

248,560

SPMD
SPMD

SPDR Portfolio Mid Cap ETF

COM
78464A847
$8.00M
9 %

146,193

VEA
VEA

Vanguard Europe Pacific (EAFE

COM
921943858
$4.96M
5 %

103,643

VNQI
VNQI

Vanguard Global ex-US Real Est

ETF2
922042676
$4.55M
5 %

114,959

VO
VO

Vanguard Mid Cap ETF

COM
922908629
$4.53M
5 %

17,154

VWO
VWO

Vanguard Emerging Markets Inde

COM
922042858
$3.99M
4 %

90,637

VNQ
VNQ

Vanguard REIT Index

ETF2
922908553
$3.90M
4 %

43,781

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