MARINO, STRAM & ASSOCIATES LLC

Q2 2025 13F Holdings

  • Location
    braintree, MA
  • Num holdings

    174

  • Value ($000)

    $495,603

  • Date Filed
    07/18/2025
  • Form type
    13F-HR
  • CIK
    0001099762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$71.84M
15 %

538,915

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$53.20M
11 %

85,682

KRE
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$37.97M
8 %

279,737

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$37.13M
8 %

84,703

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$30.30M
6 %

171,444

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$16.70M
3 %

269,334

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$12.91M
3 %

118,119

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.78M
2 %

19,668

AAPL
AAPL

APPLE INC

COM
037833100
$9.50M
2 %

46,327

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$8.23M
2 %

28,404

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