Marathon Strategic Advisors, LLC Portfolio Holdings

Marathon Strategic Advisors, LLC

  • $92.4 Billion
  • Q4 2024

Marathon Strategic Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.4 Billion distributed in 36 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 $10.6B, Ishares Core S&P 500 ETF with a value of $9.66B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.76B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.48B, and Spdr Portfolio with a value of $8B.

Examining the 13F form we can see an decrease of $2.2B in the current position value, from $94.6B to 92.4B.

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 $92.4 Billion
ETFs: $81.5 Billion
Financial Services: $6.07 Billion
Technology: $2.76 Billion
Industrials: $677 Million
Consumer Cyclical: $418 Million
Utilities: $371 Million
Healthcare: $332 Million
Consumer Defensive: $290 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 11.44% of portfolio
153,445
Q4 2024 New
$0
$9.66 Billion 10.45% of portfolio
16,411
Q4 2024 Reduced 3.71%
$0
$8.76 Billion 9.48% of portfolio
228,353
Q4 2024 New
$0
$8.48 Billion 9.18% of portfolio
248,560
Q4 2024 New
$0
$8 Billion 8.65% of portfolio
146,193
Q4 2024 New
$0
$4.96 Billion 5.36% of portfolio
103,643
Q4 2024 Reduced 0.07%
$0
$4.55 Billion 4.92% of portfolio
114,959
Q4 2024 Added 8.7%
$0
$4.53 Billion 4.9% of portfolio
17,154
Q4 2024 Reduced 0.86%
$0
$3.99 Billion 4.32% of portfolio
90,637
Q4 2024 Reduced 0.72%
$0
$3.9 Billion 4.22% of portfolio
43,781
Q4 2024 Added 2.75%
$0
$2.48 Billion 2.68% of portfolio
57,964
Q4 2024 New
$0
$2.04 Billion 2.21% of portfolio
59,353
Q4 2024 New
$0
$1.69 Billion 1.83% of portfolio
37,634
Q4 2024 New
$0
$1.48 Billion 1.6% of portfolio
30,177
Q4 2024 New
$0
$1.47 Billion 1.59% of portfolio
23,417
Q4 2024 New
$0
$1.33 Billion 1.44% of portfolio
27,482
Q4 2024 Added 0.06%
$0
$729 Million 0.79% of portfolio
3,035
Q4 2024 Reduced 1.49%
$0
$686 Million 0.74% of portfolio
11,009
Q4 2024 Reduced 1.3%
$0
$484 Million 0.52% of portfolio
8,733
Q4 2024 New
$0
$441 Million 0.48% of portfolio
8,528
Q4 2024 Reduced 7.31%
$0
$285 Million 0.31% of portfolio
5,441
Q4 2024 New
$0
$214 Million 0.23% of portfolio
970
Q4 2024 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $92.4 Billion
  • Prior Value $94.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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