Marino, Stram & Associates LLC Incresed Positions in Q3 2025

Marino, Stram & Associates LLC

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.74K
+ 5.59%
$433.97 - $484.08 $2.06M - $2.29M
89.4K $42.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.45K
+ 1.7%
$620.67 - $670.08 $902K - $974K
87.1K $58.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.79K
+ 0.89%
$132.9 - $142.03 $636K - $680K
544K $76.6M
AAPL
Apple Inc.

Technology
4.94K
+ 10.65%
$202.38 - $256.87 $999K - $1.27M
51.3K $13.1M
GOOGL
Alphabet Inc.

Communication Services
5.45K
+ 52.41%
$174.36 - $254.72 $951K - $1.39M
15.9K $3.86M
VTV
Vanguard Value ETF

ETFs
1.78K
+ 1.04%
$175.51 - $186.57 $312K - $332K
173K $32.3M
AVGO
Broadcom Inc.

Technology
4.32K
+ 57.34%
$264.74 - $369.57 $1.14M - $1.6M
11.9K $3.91M
NVDA
Nvidia Corp

Technology
8.16K
+ 85.71%
$153.3 - $186.58 $1.25M - $1.52M
17.7K $3.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
+ 4.53%
$62.09 - $66.51 $758K - $812K
282K $18.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.75K
+ 0.63%
$136.48 - $142.97 $239K - $250K
281K $39.4M
MSFT
Microsoft Corp

Technology
1.68K
+ 8.55%
$491.09 - $535.64 $826K - $900K
21.3K $11.1M
AMZN
Amazon Com Inc

Consumer Cyclical
4.47K
+ 23.25%
$211.65 - $238.24 $945K - $1.06M
23.7K $5.2M
ABBV
Abb Vie Inc.

Healthcare
1.11K
+ 8.19%
$184.85 - $231.54 $205K - $257K
14.6K $3.39M
GOOG
Alphabet Inc.

Communication Services
224
+ 1.85%
$175.16 - $255.24 $39.2K - $57.2K
12.4K $3.01M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
16K
+ 91.67%
$49.05 - $49.99 $784K - $799K
33.4K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
+ 10.89%
$459.11 - $506.91 $549K - $606K
12.2K $6.12M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
7.98K
+ 16.28%
$79.89 - $83.25 $638K - $665K
57K $4.72M
PANW
Palo Alto Networks Inc

Technology
3.78K
+ 76.84%
$167.06 - $208.19 $631K - $786K
8.69K $1.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
553
+ 6.28%
$546.99 - $602.2 $302K - $333K
9.36K $5.62M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
12.6K
+ 5.58%
$29.19 - $31.2 $368K - $393K
238K $7.39M
DGRO
Ishares Core Dividend Growth E

ETFs
5.44K
+ 7.26%
$64.12 - $68.08 $349K - $370K
80.4K $5.47M
VTI
Vanguard Total Stock Market Et

ETFs
821
+ 5.53%
$303.93 - $329.86 $250K - $271K
15.7K $5.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 3.51%
$182.33 - $194.5 $204K - $218K
33.1K $6.43M
JNJ
Johnson & Johnson

Healthcare
178
+ 1.19%
$155.17 - $185.42 $27.6K - $33K
15.2K $2.81M
BX
Blackstone Inc.

Financial Services
2.61K
+ 79.94%
$152.77 - $188.68 $399K - $493K
5.88K $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
467
+ 21.24%
$617.65 - $666.84 $288K - $311K
2.67K $1.78M
SHV
Ishares Tr

ETFs
3.69K
+ 14.0%
$110.06 - $110.49 $406K - $407K
30K $3.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.96K
+ 29.18%
$50.47 - $50.74 $351K - $353K
30.8K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
510
+ 24.1%
$420.11 - $472.68 $214K - $241K
2.63K $1.23M
MPC
Marathon Petroleum Corp

Energy
6
+ 0.05%
$158.59 - $198.69 $952 - $1.19K
12K $2.31M
LMT
Lockheed Martin Corp

Industrials
124
+ 1.83%
$410.74 - $499.21 $50.9K - $61.9K
6.91K $3.45M
VLO
Valero Energy Corp

Energy
16
+ 0.19%
$131.77 - $175.63 $2.11K - $2.81K
8.5K $1.45M
IVW
Ishares S&P 500 Growth ETF

ETFs
939
+ 5.51%
$108.97 - $121.65 $102K - $114K
18K $2.17M
CVX
Chevron Corp

Energy
1.21K
+ 13.97%
$145.57 - $161.83 $176K - $196K
9.87K $1.53M
V
Visa Inc.

Financial Services
1K
+ 27.45%
$332.09 - $358.86 $333K - $360K
4.66K $1.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
367
+ 1.34%
$181.56 - $190.33 $66.6K - $69.9K
27.7K $5.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
842
+ 61.19%
$276.51 - $305.12 $233K - $257K
2.22K $660K
TJX
Tjx Companies Inc

Consumer Cyclical
1.49K
+ 62.25%
$121.35 - $144.54 $181K - $216K
3.89K $561K
HD
Home Depot, Inc.

Consumer Cyclical
542
+ 50.0%
$357.4 - $423.42 $194K - $229K
1.63K $658K
UNH
Unitedhealth Group Inc

Healthcare
642
+ 90.3%
$237.77 - $353.61 $153K - $227K
1.35K $467K
MO
Altria Group, Inc.

Consumer Defensive
328
+ 1.09%
$57.75 - $67.68 $18.9K - $22.2K
30.4K $2.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
469
+ 1.05%
$79.76 - $85.78 $37.4K - $40.2K
45K $3.81M
RTX
Raytheon Technologies Corp

Industrials
893
+ 23.66%
$144.19 - $167.33 $129K - $149K
4.67K $780K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.23K
+ 41.73%
$54.35 - $59.32 $175K - $191K
11K $649K
IWD
Ishares Russell 1000 Val ETF

ETFs
996
+ 44.56%
$192.76 - $203.86 $192K - $203K
3.23K $657K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.59K
+ 5.7%
$55.61 - $57.37 $199K - $206K
66.5K $3.8M
VBR
Vanguard Small Cap Value ETF

ETFs
509
+ 6.42%
$195.41 - $212.37 $99.5K - $108K
8.44K $1.76M
FAST
Fastenal CO

Industrials
5
+ 0.02%
$42.47 - $50.39 $212 - $252
29.5K $1.44M
VOE
Vanguard Mid Cap Value Index F

ETFs
685
+ 9.55%
$164.63 - $174.58 $113K - $120K
7.86K $1.37M
Activity Summary
Buys All Purchases 135 New Holdings 20 Increased Positions 115 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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