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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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