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Marathon Strategic Advisors, Llc

13F Holdings
Filed: 2025-04-17
Portfolio Value
93.00M arrow_upward 0.62%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002021711
Filing Date
2025-04-17 16:00:52
Address
103 Brilliant Ave, Suite C
Pittsburgh
PA
Prior Value
92.44M
Top 10 Holdings %
lock
Portfolio Value
Marathon Strategic Advisors, Llc
(13F - 2025-03-31)
Spdr Ser Tr
SPLG
2025-04-17
Value
9.98M
Shares
151.76K
Portfolio %
10.73%
Spdr Index Shs Fds
SPEM
2025-04-17
Value
9.19M
Shares
233.50K
Portfolio %
9.88%
Spdr Index Shs Fds
SPDW
2025-04-17
Value
9.18M
Shares
252.23K
Portfolio %
9.87%
Ishares Tr
IVV
2025-04-17
Value
9.04M
Shares
16.09K
Portfolio %
9.72%
Spdr Ser Tr
SPMD
2025-04-17
Value
8.24M
Shares
161.01K
Portfolio %
8.86%
Vanguard Tax-Managed Fds
VEA
2025-04-17
Value
5.12M
Shares
100.65K
Portfolio %
5.50%
Vanguard Intl Equity Index F
VNQI
2025-04-17
Value
4.71M
Shares
116.34K
Portfolio %
5.06%
Vanguard Index Fds
VO
2025-04-17
Value
4.37M
Shares
16.91K
Portfolio %
4.70%
Vanguard Index Fds
VNQ
2025-04-17
Value
4.01M
Shares
44.26K
Portfolio %
4.31%
Vanguard Intl Equity Index F
VWO
2025-04-17
Value
3.97M
Shares
87.72K
Portfolio %
4.27%
Top Increases | Marathon Strategic Advisors, Llc
(2024-12-31 → 2025-03-31)
Vaneck Etf Trust
GDXJ
2025-04-17
Value Change
arrow_upward 796.51K
Shares
arrow_upward -718.00
Portfolio % Change
arrow_upward 0.84%
Portfolio %
3.52%
Spdr Index Shs Fds
SPDW
2025-04-17
Value Change
arrow_upward 700.23K
Shares
arrow_upward 3.67K
Portfolio % Change
arrow_upward 0.70%
Portfolio %
9.87%
Spdr Index Shs Fds
SPEM
2025-04-17
Value Change
arrow_upward 431.07K
Shares
arrow_upward 5.15K
Portfolio % Change
arrow_upward 0.41%
Portfolio %
9.88%
Spdr Ser Tr
SPMD
2025-04-17
Value Change
arrow_upward 245.25K
Shares
arrow_upward 14.82K
Portfolio % Change
arrow_upward 0.21%
Portfolio %
8.86%
Intel Corp
INTC
2025-04-17
Value Change
arrow_upward 170.95K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.18%
Portfolio %
1.57%
Vanguard Intl Equity Index F
VNQI
2025-04-17
Value Change
arrow_upward 159.18K
Shares
arrow_upward 1.38K
Portfolio % Change
arrow_upward 0.14%
Portfolio %
5.06%
Vanguard Tax-Managed Fds
VEA
2025-04-17
Value Change
arrow_upward 159.88K
Shares
arrow_upward -2992.00
Portfolio % Change
arrow_upward 0.14%
Portfolio %
5.50%
Vanguard Index Fds
VNQ
2025-04-17
Value Change
arrow_upward 107.06K
Shares
arrow_upward 477.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
4.31%
Wisdomtree Tr
DLS
2025-04-17
Value Change
arrow_upward 76.88K
Shares
arrow_upward 82.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
1.67%
American Elec Pwr Co Inc
AEP
2025-04-17
Value Change
arrow_upward 68.53K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.47%
Top Decreases | Marathon Strategic Advisors, Llc
(2024-12-31 → 2025-03-31)
Ishares Tr
IGSB
2025-04-17
Value Change
arrow_downward -2351.00
Shares
arrow_downward -154.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.47%
Pepsico Inc
PEP
2025-04-17
Value Change
arrow_downward -4041.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.31%
Ishares Inc
EMXC
2025-04-17
Value Change
arrow_downward -3144.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.52%
Wisdomtree Tr
DGS
2025-04-17
Value Change
arrow_downward 1.98K
Shares
arrow_downward 422.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
1.59%
Trane Technologies Plc
TT
2025-04-17
Value Change
arrow_downward -21760.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.24%
Wisdomtree Tr
DON
2025-04-17
Value Change
arrow_downward -23685.00
Shares
arrow_downward -30.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.81%
Rockwell Automation Inc
ROK
2025-04-17
Value Change
arrow_downward -41115.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.42%
Vanguard Intl Equity Index F
VWO
2025-04-17
Value Change
arrow_downward -21627.00
Shares
arrow_downward -2921.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
4.27%
Ishares Tr
IJH
2025-04-17
Value Change
arrow_downward -43595.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.69%
Microsoft Corp
MSFT
2025-04-17
Value Change
arrow_downward -46339.00
Shares
arrow_downward 36.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.54%
Marathon Strategic Advisors, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Marathon Strategic Advisors, Llc
(2024-12-31 → 2025-03-31)
Ishares Tr
EFA
2025-04-17
Value
add_circle 211.12K
Shares
2.58K
Portfolio %
0.23%
% Change
0.23%
Arch Cap Group Ltd
ACGL
2025-04-17
Value
add_circle 207.23K
Shares
2.15K
Portfolio %
0.22%
% Change
0.22%
Closed Positions | Marathon Strategic Advisors, Llc
(2024-12-31 → 2025-03-31)
Russell 2000 Index Fund - Isha
-
2025-01-17
Value
remove_circle 214.43K
Shares
970.00
Previous %
11.44%
% Change
-11.44%