Marino, Stram & Associates LLC New Holdings in Q3 2025

Marino, Stram & Associates LLC

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.1K
New
$87.29 - $93.61 $620K - $665K
7.1K $663K
COST
Costco Wholesale Corp

Consumer Defensive
648
New
$915.95 - $994.57 $594K - $644K
648 $599K
HON
Honeywell International Inc

Industrials
1.34K
New
$207.7 - $240.4 $278K - $321K
1.34K $281K
VEA
Vanguard Ftse Developed Market

ETFs
4.59K
New
$56.02 - $60.3 $257K - $277K
4.59K $275K
NEE
Nextera Energy Inc

Utilities
3.62K
New
$69.77 - $77.54 $252K - $280K
3.62K $272K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.02K
New
$35.42 - $38.65 $249K - $271K
7.02K $266K
CB
Chubb LTD

Financial Services
929
New
$265.99 - $289.59 $247K - $269K
929 $262K
ORCL
Oracle Corp

Technology
907
New
$218.96 - $328.33 $199K - $298K
907 $255K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.38K
New
$30.02 - $30.29 $222K - $224K
7.38K $223K
LOW
Lowes Companies Inc

Consumer Cyclical
867
New
$215.01 - $273.02 $186K - $237K
867 $217K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
348
New
$567.09 - $607.37 $197K - $211K
348 $207K
USB
Us Bancorp \De\

Financial Services
4.23K
New
$43.94 - $50.41 $186K - $213K
4.23K $204K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.3K
New
$24.02 - $27.91 $175K - $204K
7.3K $203K
D
Dominion Energy, Inc

Utilities
3.28K
New
$56.32 - $62.1 $185K - $204K
3.28K $200K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
5.25K
New
$32.29 - $38.12 $170K - $200K
5.25K $200K
Ge Vernova Inc
352
New
N/A
352 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.97K
New
N/A
4.97K $0
Morgan Stanley ETF Trust
4.28K
New
N/A
4.28K $0
Blackrock ETF Trust Ii
4.16K
New
N/A
4.16K $0
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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