Marino, Stram & Associates LLC Sells in Q4 2025

Marino, Stram & Associates LLC

  • $539 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-7.88K
- 44.58%
$179.83 - $207.04 $1.42M - $1.63M
9.8K $1.83M
AVGO
Broadcom Inc.

Technology
-4.13K
- 34.85%
$324.63 - $385.98 $1.34M - $1.6M
7.73K $2.65M
JPM
Jpmorgan Chase & CO

Financial Services
-1.88K
- 6.18%
$294.11 - $320.41 $552K - $602K
28.5K $8.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.73K
- 5.76%
$114.27 - $121.15 $769K - $815K
110K $12.9M
MSFT
Microsoft Corp

Technology
-1.54K
- 7.22%
$496.82 - $542.07 $766K - $836K
19.8K $10.1M
GOOGL
Alphabet Inc.

Communication Services
-5.24K
- 33.03%
$236.57 - $291.31 $1.24M - $1.53M
10.6K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.5K
- 3.02%
$63.25 - $66.24 $538K - $563K
273K $17.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-18.1K
- 74.32%
$42.88 - $45.39 $778K - $823K
6.27K $279K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-7.62K
- 48.27%
$97.52 - $102.52 $743K - $781K
8.16K $797K
PANW
Palo Alto Networks Inc

Technology
-3.78K
- 43.45%
$204.77 - $221.38 $773K - $836K
4.91K $1.01M
BX
Blackstone Inc.

Financial Services
-2.59K
- 44.02%
$138.42 - $168.45 $359K - $436K
3.29K $455K
AAPL
Apple Inc.

Technology
-4.45K
- 8.67%
$245.27 - $275.25 $1.09M - $1.22M
46.8K $12.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.67K
- 31.41%
$50.57 - $50.77 $489K - $491K
21.1K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
-1.96K
- 9.59%
$145.5 - $153.18 $286K - $301K
18.5K $2.7M
SHV
Ishares Tr

ETFs
-3.87K
- 12.89%
$110.15 - $110.49 $426K - $427K
26.1K $2.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.1K
- 13.08%
$213.04 - $254.0 $660K - $787K
20.6K $4.83M
DEO
Diageo PLC

Consumer Defensive
-3.37K
- 54.44%
$87.26 - $98.67 $294K - $332K
2.82K $262K
LMT
Lockheed Martin Corp

Industrials
-269
- 3.89%
$452.1 - $514.24 $122K - $138K
6.64K $3.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-435
- 16.32%
$653.02 - $687.39 $284K - $299K
2.23K $1.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.85K
- 16.33%
$55.57 - $63.17 $159K - $180K
14.6K $812K
HD
Home Depot, Inc.

Consumer Cyclical
-566
- 34.81%
$358.03 - $397.02 $203K - $225K
1.06K $379K
V
Visa Inc.

Financial Services
-629
- 13.51%
$325.75 - $352.42 $205K - $222K
4.03K $1.31M
FAST
Fastenal CO

Industrials
-347
- 1.18%
$40.45 - $48.17 $14K - $16.7K
29.1K $1.18M
MO
Altria Group, Inc.

Consumer Defensive
-246
- 0.81%
$56.38 - $66.65 $13.9K - $16.4K
30.2K $1.75M
UNH
Unitedhealth Group Inc

Healthcare
-647
- 47.82%
$320.52 - $369.92 $207K - $239K
706 $226K
AJG
Arthur J. Gallagher & Co.

Financial Services
-141
- 3.76%
$242.98 - $310.48 $34.3K - $43.8K
3.61K $931K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.55K
- 39.91%
$138.56 - $147.63 $215K - $229K
2.34K $341K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-475
- 18.09%
$459.47 - $491.71 $218K - $234K
2.15K $1.01M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-4.16K
- 9.78%
$53.81 - $56.64 $224K - $235K
38.3K $2.12M
ABBV
Abb Vie Inc.

Healthcare
-1.04K
- 7.12%
$211.96 - $244.38 $221K - $255K
13.6K $3.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
-993
- 30.73%
$199.44 - $208.01 $198K - $207K
2.24K $458K
PEP
Pepsico Inc

Consumer Defensive
-2K
- 15.15%
$138.84 - $153.71 $278K - $308K
11.2K $1.66M
KMB
Kimberly Clark Corp

Consumer Defensive
-655
- 10.51%
$100.05 - $123.23 $65.5K - $80.7K
5.58K $580K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.89K
- 5.75%
$86.51 - $90.12 $163K - $170K
30.9K $2.75M
CVX
Chevron Corp

Energy
-883
- 8.94%
$148.9 - $157.72 $131K - $139K
8.99K $1.39M
PFE
Pfizer Inc

Healthcare
-5.03K
- 13.31%
$24.23 - $27.37 $122K - $138K
32.8K $822K
GS
Goldman Sachs Group Inc

Financial Services
-160
- 26.85%
$744.6 - $838.97 $119K - $134K
436 $338K
PAYX
Paychex Inc

Industrials
-276
- 4.22%
$111.08 - $128.59 $30.7K - $35.5K
6.27K $702K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.94K
- 3.91%
$63.43 - $65.6 $123K - $127K
47.7K $3.09M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.09K
- 21.31%
$88.13 - $92.69 $96.1K - $101K
4.02K $360K
GPC
Genuine Parts CO

Consumer Cyclical
-182
- 2.57%
$122.69 - $140.39 $22.3K - $25.6K
6.89K $877K
CRM
Salesforce, Inc.

Technology
-402
- 20.15%
$235.69 - $263.41 $94.7K - $106K
1.59K $377K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-157
- 0.57%
$185.12 - $192.11 $29.1K - $30.2K
27.5K $5.15M
VIG
Vanguard Dividend Appreciation

ETFs
-491
- 2.05%
N/A
23.5K $4.28M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-59
- 0.88%
$245.79 - $258.02 $14.5K - $15.2K
6.63K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-185
- 1.98%
$589.5 - $635.77 $109K - $118K
9.17K $5.54M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-689
- 5.24%
$116.0 - $122.39 $79.9K - $84.3K
12.5K $1.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-313
- 0.93%
$92.34 - $95.43 $28.9K - $29.9K
33.2K $3.13M
IYW
Ishares Dj Us Tech ETF

ETFs
-337
- 15.02%
$192.8 - $211.27 $65K - $71.2K
1.91K $379K
Activity Summary
Buys All Purchases 79 New Holdings 9 Increased Positions 70 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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