Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2025) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $92.44 million in total holdings as of December 31, 2024.Marathon Strategic Advisors, LLC owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 56.70% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, Marathon Strategic Advisors, LLC has purchased 21 new stocks and bought additional shares in 4 stocks.Marathon Strategic Advisors, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $10,578,499iShares Core S&P 500 ETF $9,661,007SPDR Portfolio Emerging Markets ETF $8,761,892SPDR Portfolio Developed World ex-US ETF $8,483,353SPDR Portfolio S&P 400 Mid Cap ETF $7,995,296 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $10,578,499 HoldingSPDR Portfolio Emerging Markets ETF $8,761,892 HoldingSPDR Portfolio Developed World ex-US ETF $8,483,353 HoldingSPDR Portfolio S&P 400 Mid Cap ETF $7,995,296 HoldingBlackRock Floating Rate Income Strategies Fund $3,419,276 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 153,445 shares (about $10.58M)SPDR Portfolio Emerging Markets ETF 228,353 shares (about $8.76M)SPDR Portfolio Developed World ex-US ETF 248,560 shares (about $8.48M)SPDR Portfolio S&P 400 Mid Cap ETF 146,193 shares (about $8.00M)BlackRock Floating Rate Income Strategies Fund 248,675 shares (about $3.42M) Largest Sales this Quarter iShares Core S&P 500 ETF 633 shares (about $372.64K)American Electric Power 3,005 shares (about $277.15K)Vanguard Mid-Cap ETF 148 shares (about $39.09K)iShares 1-5 Year Investment Grade Corporate Bond ETF 673 shares (about $34.79K)Vanguard FTSE Emerging Markets ETF 655 shares (about $28.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarathon Strategic Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$10,578,499$10,578,499 ▲New Holding153,44511.4%ETFIVViShares Core S&P 500 ETF$9,661,007$372,641 ▼-3.7%16,41110.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$8,761,892$8,761,892 ▲New Holding228,3539.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,483,353$8,483,353 ▲New Holding248,5609.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,995,296$7,995,296 ▲New Holding146,1938.6%ETFVEAVanguard FTSE Developed Markets ETF$4,956,196$3,252 ▼-0.1%103,6435.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,547,779$363,833 ▲8.7%114,9594.9%ETFVOVanguard Mid-Cap ETF$4,530,887$39,091 ▼-0.9%17,1544.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,991,645$28,846 ▼-0.7%90,6374.3%ETFVNQVanguard Real Estate ETF$3,900,048$104,492 ▲2.8%43,7814.2%ETFFRABlackRock Floating Rate Income Strategies Fund$3,419,276$3,419,276 ▲New Holding248,6753.7%Financial ServicesGDXJVanEck Junior Gold Miners ETF$2,477,961$2,477,961 ▲New Holding57,9642.7%ETFCHICalamos Convertible Opportunities and Income Fund$2,371,972$66,052 ▲2.9%198,6582.6%Financial ServicesDESWisdomTree U.S. SmallCap Dividend Fund$2,038,782$2,038,782 ▲New Holding59,3532.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,690,520$1,690,520 ▲New Holding37,6341.8%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,476,259$1,476,259 ▲New Holding30,1771.6%FinanceDLSWisdomTree International SmallCap Dividend Fund$1,474,100$1,474,100 ▲New Holding23,4171.6%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,330,702$775 ▲0.1%27,4821.4%ManufacturingINTCIntel$1,288,5740.0%64,2681.4%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$780,351$780,351 ▲New Holding15,3100.8%FinanceVBVanguard Small-Cap ETF$729,250$11,053 ▼-1.5%3,0350.8%ETFIJHiShares Core S&P Mid-Cap ETF$685,971$9,035 ▼-1.3%11,0090.7%ETFMSFTMicrosoft$547,616$24,451 ▼-4.3%1,2990.6%Computer and TechnologyCRDOCredo Technology Group$504,075$504,075 ▲New Holding7,5000.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$484,245$484,245 ▲New Holding8,7330.5%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$440,880$34,793 ▼-7.3%8,5280.5%ManufacturingROKRockwell Automation$428,685$428,685 ▲New Holding1,5000.5%Computer and TechnologyAAPLApple$422,017$5,009 ▼-1.2%1,6850.5%Computer and TechnologyAMZNAmazon.com$418,377$418,377 ▲New Holding1,9070.5%Retail/WholesaleAEPAmerican Electric Power$370,950$277,152 ▼-42.8%4,0220.4%UtilitiesMCKMcKesson$332,258$332,258 ▲New Holding5830.4%MedicalPEPPepsiCo$289,8270.0%1,9060.3%Consumer StaplesSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$284,560$284,560 ▲New Holding5,4410.3%ETFBRK.BBerkshire Hathaway$279,2210.0%6160.3%FinanceTTTrane Technologies$247,834$247,834 ▲New Holding6710.3%ConstructionIWMiShares Russell 2000 ETF$214,425$663 ▼-0.3%9700.2%FinanceACGLArch Capital Group$0$248,329 ▼-100.0%00.0%FinanceEFAiShares MSCI EAFE ETF$0$220,381 ▼-100.0%00.0%FinanceUBSIUnited Bankshares$0$206,461 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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