Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $93 Billion
  • Q1 2025

Marathon Strategic Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $93 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.98B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.19B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.18B, Ishares Core S&P 500 ETF with a value of $9.04B, and Spdr Portfolio with a value of $8.24B.

Examining the 13F form we can see an increase of $569M in the current position value, from $92.4B to 93B.

Marathon Strategic Advisors, LLC is based out at Pittsburgh, PA

Below you can find more details about Marathon Strategic Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93 Billion
ETFs: $82.4 Billion
Financial Services: $5.83 Billion
Technology: $2.64 Billion
Industrials: $614 Million
Utilities: $439 Million
Healthcare: $392 Million
Consumer Cyclical: $363 Million
Consumer Defensive: $286 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.98 Billion 10.73% of portfolio
151,764
Q1 2025 Reduced 1.1%
$0
$9.19 Billion 9.88% of portfolio
233,502
Q1 2025 Added 2.25%
$0
$9.18 Billion 9.87% of portfolio
252,227
Q1 2025 Added 1.48%
$0
$9.04 Billion 9.72% of portfolio
16,087
Q1 2025 Reduced 1.97%
$0
$8.24 Billion 8.86% of portfolio
161,011
Q1 2025 Added 10.14%
$0
$5.12 Billion 5.5% of portfolio
100,651
Q1 2025 Reduced 2.89%
$0
$4.71 Billion 5.06% of portfolio
116,336
Q1 2025 Added 1.2%
$0
$4.37 Billion 4.7% of portfolio
16,909
Q1 2025 Reduced 1.43%
$0
$4.01 Billion 4.31% of portfolio
44,258
Q1 2025 Added 1.09%
$0
$3.97 Billion 4.27% of portfolio
87,716
Q1 2025 Reduced 3.22%
$0
$3.27 Billion 3.52% of portfolio
57,246
Q1 2025 Reduced 1.24%
$0
$1.9 Billion 2.04% of portfolio
59,434
Q1 2025 Added 0.14%
$0
$1.6 Billion 1.72% of portfolio
39,277
Q1 2025 Added 4.37%
$0
$1.55 Billion 1.67% of portfolio
23,499
Q1 2025 Added 0.35%
$0
$1.48 Billion 1.59% of portfolio
30,599
Q1 2025 Added 1.4%
$0
$1.35 Billion 1.45% of portfolio
26,978
Q1 2025 Reduced 1.83%
$0
$663 Million 0.71% of portfolio
2,992
Q1 2025 Reduced 1.42%
$0
$642 Million 0.69% of portfolio
11,009
Q4 2024 Reduced 1.3%
$0
$481 Million 0.52% of portfolio
8,733
Q4 2024 New
$0
$439 Million 0.47% of portfolio
8,374
Q1 2025 Reduced 1.81%
$0
$294 Million 0.32% of portfolio
5,441
Q4 2024 New
$0
$211 Million 0.23% of portfolio
2,583
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $93 Billion
  • Prior Value $92.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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