Marino, Stram & Associates LLC Incresed Positions in Q4 2024

Marino, Stram & Associates LLC

  • $445 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
516
+ 3.98%
$21.22 - $23.88 $10.9K - $12.3K
13.5K $306K
FAST
Fastenal CO

Industrials
193
+ 1.34%
$69.99 - $84.35 $13.5K - $16.3K
14.6K $1.05M
TRV
Travelers Companies, Inc.

Financial Services
57
+ 5.37%
$225.97 - $266.66 $12.9K - $15.2K
1.12K $269K
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 0.99%
$264.18 - $304.19 $2.91K - $3.35K
1.12K $314K
TFC
Truist Financial Corp

Financial Services
63
+ 0.29%
$41.51 - $48.1 $2.62K - $3.03K
22.1K $959K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.46%
$280.08 - $307.97 $1.12K - $1.23K
871 $254K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
28
+ 0.3%
$118.0 - $127.04 $3.3K - $3.56K
9.4K $1.14M
PM
Philip Morris International Inc.

Consumer Defensive
222
+ 1.78%
$118.38 - $133.06 $26.3K - $29.5K
12.7K $1.53M
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 1.06%
$112.15 - $127.2 $2.8K - $3.18K
2.39K $288K
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.34%
$87.25 - $95.52 $873 - $955
2.96K $261K
GPS
Gap Inc

Consumer Cyclical
9
+ 0.06%
N/A
14.5K $292K
ABT
Abbott Laboratories

Healthcare
11
+ 0.5%
$111.93 - $119.39 $1.23K - $1.31K
2.2K $248K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
16
+ 0.09%
$50.53 - $55.55 $808 - $889
17.4K $886K
FNDX
Schwab Fundamental U S Large C

ETFs
8.96K
+ 200.72%
$23.49 - $71.77 $211K - $643K
13.4K $318K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
54
+ 1.86%
$91.94 - $100.02 $4.96K - $5.4K
2.96K $273K
EFG
Msci Eafe Growth ETF

ETFs
164
+ 8.53%
$96.83 - $106.88 $15.9K - $17.5K
2.09K $201K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
+ 0.23%
$104.01 - $115.38 $520 - $577
2.17K $228K
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 2.31%
$385.02 - $431.37 $9.63K - $10.8K
1.11K $431K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.09%
$183.23 - $199.79 $366 - $400
2.23K $413K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
825
+ 2.39%
$88.59 - $94.57 $73.1K - $78K
35.4K $3.14M
EFV
Msci Eafe Value ETF

ETFs
174
+ 3.6%
$51.78 - $57.15 $9.01K - $9.94K
5.01K $262K
PGR
Progressive Corp

Financial Services
131
+ 3.22%
$239.6 - $268.88 $31.4K - $35.2K
4.2K $1.01M
MDT
Medtronic PLC

Healthcare
534
+ 7.76%
$79.61 - $92.24 $42.5K - $49.3K
7.42K $592K
GE
General Electric CO

Industrials
1
+ 0.08%
$159.95 - $194.23 $160 - $194
1.33K $220K
CMCSA
Comcast Corp

Communication Services
86
+ 1.08%
$37.39 - $45.14 $3.22K - $3.88K
8.03K $301K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
38
+ 0.44%
$44.04 - $49.49 $1.67K - $1.88K
8.58K $377K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.3K
+ 201.04%
$26.93 - $84.95 $762K - $2.4M
42.4K $1.16M
UL
Unilever PLC

Consumer Defensive
20
+ 0.44%
$56.7 - $64.64 $1.13K - $1.29K
4.54K $257K
QCOM
Qualcomm Inc

Technology
3
+ 0.13%
$150.4 - $178.04 $451 - $534
2.33K $358K
VOE
Vanguard Mid Cap Value Index F

ETFs
45
+ 0.61%
$160.89 - $176.18 $7.24K - $7.93K
7.39K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
32
+ 4.41%
$485.52 - $625.25 $15.5K - $20K
758 $383K
ADBE
Adobe Inc.

Technology
12
+ 1.8%
$437.39 - $552.96 $5.25K - $6.64K
678 $301K
NVS
Novartis Ag

Healthcare
200
+ 4.5%
$96.78 - $117.18 $19.4K - $23.4K
4.64K $451K
DGRO
Ishares Core Dividend Growth E

ETFs
452
+ 0.65%
$60.73 - $64.94 $27.4K - $29.4K
69.9K $4.29M
CL
Colgate Palmolive CO

Consumer Defensive
16
+ 0.26%
$90.22 - $102.31 $1.44K - $1.64K
6.23K $566K
VTR
Ventas, Inc.

Real Estate
24
+ 0.15%
$57.73 - $66.48 $1.39K - $1.6K
15.8K $931K
SO
Southern CO

Utilities
5
+ 0.04%
$81.5 - $94.15 $408 - $471
12.3K $1.01M
AEP
American Electric Power CO Inc

Utilities
84
+ 0.75%
$90.91 - $102.21 $7.64K - $8.59K
11.2K $1.03M
IDV
Ishares Tr

ETFs
48
+ 0.12%
$27.03 - $29.92 $1.3K - $1.44K
39.7K $1.09M
MSFT
Microsoft Corp

Technology
114
+ 0.59%
$406.35 - $454.46 $46.3K - $51.8K
19.3K $8.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 1.08%
$701.85 - $1046.91 $2.81K - $4.19K
376 $267K
DUK
Duke Energy Corp

Utilities
35
+ 0.2%
$105.76 - $120.76 $3.7K - $4.23K
17.4K $1.88M
XOM
Exxon Mobil Corp

Energy
121
+ 0.6%
$105.51 - $125.37 $12.8K - $15.2K
20.3K $2.19M
OMC
Omnicom Group Inc.

Communication Services
16
+ 0.14%
$85.82 - $105.47 $1.37K - $1.69K
11.6K $998K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
82
+ 0.21%
$67.29 - $73.38 $5.52K - $6.02K
39K $2.65M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
1.5K
+ 0.83%
$25.79 - $27.56 $38.7K - $41.3K
183K $4.76M
VZ
Verizon Communications Inc

Communication Services
23
+ 0.04%
$39.6 - $45.21 $911 - $1.04K
53.2K $2.13M
MPC
Marathon Petroleum Corp

Energy
34
+ 0.3%
$131.65 - $174.84 $4.48K - $5.94K
11.5K $1.61M
AMGN
Amgen Inc

Healthcare
4
+ 0.08%
$258.78 - $328.31 $1.04K - $1.31K
4.83K $1.26M
Activity Summary
Buys All Purchases 110 New Holdings 7 Increased Positions 103 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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