The Analysis of Marathon Strategic Advisors, LLC's Holdings
Currently, Marathon Strategic Advisors, LLC holds 50 types of securities in its portfolio with a total value $131.0M. In the most recent quarter, they have increased their positions in SPMD (+78.3K shares, valued at $4.5M), INTC (+45.6K shares, valued at $1.7M), VNQ (+16.5K shares, valued at $1.5M); decreased their positions in GDXJ (-14.7K shares, valued at $1.7M), IVV (-1.2K shares, valued at $815.7K), SPYM (-7.0K shares, valued at $560.5K); initiated new positions in ACGL (+2.2K shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPMD SPDR SERIES TRUST301.2K shares35.11%2025-12-312026-02-11
SPYM SPDR SERIES TRUST149.7K shares-4.46%2025-12-312026-02-11 SPEM SPDR INDEX SHS FDS240.8K shares-1.27%2025-12-312026-02-11 SPDW SPDR INDEX SHS FDS239.4K shares-3.52%2025-12-312026-02-11 IVV ISHARES TR15.0K shares-7.35%2025-12-312026-02-11 VNQ VANGUARD INDEX FDS76.3K shares27.57%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS99.7K shares-1.46%2025-12-312026-02-11 VNQI VANGUARD INTL EQUITY INDEX F124.6K shares0.91%2025-12-312026-02-11 VO VANGUARD INDEX FDS17.1K shares-0.05%2025-12-312026-02-11 VWO VANGUARD INTL EQUITY INDEX F90.8K shares-2.12%2025-12-312026-02-11 FRA BLACKROCK FLOATING RATE INCO369.2K shares11.59%2025-12-312026-02-11 INTC INTEL CORP109.9K shares70.98%2025-12-312026-02-11 CHI CALAMOS CONV OPPORTUNITIES &276.9K shares3.46%2025-12-312026-02-11 SPSM SPDR SERIES TRUST54.5K shares8.18%2025-12-312026-02-11 DES WISDOMTREE TR66.6K shares2.36%2025-12-312026-02-11 DLS WISDOMTREE TR24.6K shares1.61%2025-12-312026-02-11 DGS WISDOMTREE TR33.4K shares3.37%2025-12-312026-02-11 XOM EXXON MOBIL CORP13.7K shares0.00%2025-12-312026-02-11 CRDO CREDO TECHNOLOGY GROUP HOLDI10.5K shares-21.56%2025-12-312026-02-11 GDXJ VANECK ETF TRUST12.8K shares-53.31%2025-12-312026-02-11 VTIP VANGUARD MALVERN FDS26.4K shares-0.15%2025-12-312026-02-11 MSFT MICROSOFT CORP2.5K shares75.39%2025-12-312026-02-11 VTI VANGUARD INDEX FDS3.3K shares37.65%2025-12-312026-02-11 LINDE PLC LINDE PLC2.3K shares0.00%2025-12-312026-02-11 COP CONOCOPHILLIPS10.3K shares0.00%2025-12-312026-02-11 AEP AMERICAN ELEC PWR CO INC7.0K shares0.00%2025-12-312026-02-11 DON WISDOMTREE TR15.6K shares0.00%2025-12-312026-02-11 VB VANGUARD INDEX FDS3.0K shares-0.30%2025-12-312026-02-11 IJH ISHARES TR10.6K shares-1.58%2025-12-312026-02-11 EMXC ISHARES INC7.8K shares-11.71%2025-12-312026-02-11 PSX PHILLIPS 664.1K shares0.00%2025-12-312026-02-11 ROK ROCKWELL AUTOMATION INC1.2K shares-18.33%2025-12-312026-02-11 MCK MCKESSON CORP561 shares0.00%2025-12-312026-02-11 IGSB ISHARES TR8.7K shares-8.80%2025-12-312026-02-11 SYK STRYKER CORPORATION1.2K shares0.00%2025-12-312026-02-11 AMZN AMAZON COM INC1.9K shares-1.17%2025-12-312026-02-11 BC BRUNSWICK CORP5.5K shares0.00%2025-12-312026-02-11 AAPL APPLE INC1.3K shares-0.47%2025-12-312026-02-11 PEP PEPSICO INC2.4K shares0.00%2025-12-312026-02-11 PPL PPL CORP9.2K shares0.00%2025-12-312026-02-11 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-12-312026-02-11 STPZ PIMCO ETF TR5.0K shares-2.63%2025-12-312026-02-11 SCHF SCHWAB STRATEGIC TR11.1K shares0.00%2025-12-312026-02-11 TT TRANE TECHNOLOGIES PLC658 shares-1.94%2025-12-312026-02-11 IWM ISHARES TR960 shares-0.31%2025-12-312026-02-11 EFA ISHARES TR2.3K shares-3.82%2025-12-312026-02-11 UBSI UNITED BANKSHARES INC WEST V5.6K shares0.00%2025-12-312026-02-11 EEM ISHARES TR3.9K shares0.00%2025-12-312026-02-11 ACGL ARCH CAP GROUP LTD2.2K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available