Marathon Strategic Advisors, LLC Top Holdings and 13F Report (2025) About Marathon Strategic Advisors, LLCInvestment ActivityMarathon Strategic Advisors, LLC has $93.00 million in total holdings as of March 31, 2025.Marathon Strategic Advisors, LLC owns shares of 37 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.04% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Marathon Strategic Advisors, LLC has purchased 36 new stocks and bought additional shares in 13 stocks.Marathon Strategic Advisors, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $9,980,001SPDR Portfolio Emerging Markets ETF $9,192,961SPDR Portfolio Developed World ex-US ETF $9,183,586iShares Core S&P 500 ETF $9,039,512SPDR Portfolio S&P 400 Mid Cap ETF $8,240,547 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $211,124 HoldingG0450A105 - Arch Capital Group $207,230 Holding Largest Purchases this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 14,818 shares (about $758.39K)iShares MSCI EAFE ETF 2,583 shares (about $211.12K)Arch Capital Group 2,155 shares (about $207.23K)SPDR Portfolio Emerging Markets ETF 5,149 shares (about $202.72K)SPDR Portfolio Developed World ex-US ETF 3,667 shares (about $133.52K) Largest Sales this Quarter iShares Core S&P 500 ETF 324 shares (about $182.06K)Vanguard FTSE Developed Markets ETF 2,992 shares (about $152.08K)Vanguard FTSE Emerging Markets ETF 2,921 shares (about $132.20K)SPDR Portfolio S&P 500 ETF 1,681 shares (about $110.54K)Vanguard Mid-Cap ETF 245 shares (about $63.36K) 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$9,980,001$110,543 ▼-1.1%151,76410.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,192,961$202,716 ▲2.3%233,5029.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,183,586$133,515 ▲1.5%252,2279.9%ETFIVViShares Core S&P 500 ETF$9,039,512$182,060 ▼-2.0%16,0879.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,240,547$758,386 ▲10.1%161,0118.9%ETFVEAVanguard FTSE Developed Markets ETF$5,116,078$152,083 ▼-2.9%100,6515.5%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,706,955$55,713 ▲1.2%116,3365.1%ETFVOVanguard Mid-Cap ETF$4,373,006$63,362 ▼-1.4%16,9094.7%ETFVNQVanguard Real Estate ETF$4,007,106$43,187 ▲1.1%44,2584.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,970,018$132,204 ▼-3.2%87,7164.3%ETFFRABlackRock Floating Rate Income Strategies Fund$3,321,120$108,244 ▲3.4%257,0533.6%Financial ServicesGDXJVanEck Junior Gold Miners ETF$3,274,472$41,070 ▼-1.2%57,2463.5%ETFCHICalamos Convertible Opportunities and Income Fund$1,970,186$65,058 ▲3.4%205,4422.1%Financial ServicesDESWisdomTree U.S. SmallCap Dividend Fund$1,899,517$2,589 ▲0.1%59,4342.0%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,600,935$66,969 ▲4.4%39,2771.7%ETFDLSWisdomTree International SmallCap Dividend Fund$1,550,981$5,412 ▲0.4%23,4991.7%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,478,239$20,387 ▲1.4%30,5991.6%FinanceINTCIntel$1,459,5270.0%64,2681.6%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,346,226$25,150 ▼-1.8%26,9781.4%ManufacturingDONWisdomTree U.S. MidCap Dividend Fund$756,666$1,486 ▼-0.2%15,2800.8%FinanceVBVanguard Small-Cap ETF$663,476$9,535 ▼-1.4%2,9920.7%ETFIJHiShares Core S&P Mid-Cap ETF$642,3760.0%11,0090.7%ETFMSFTMicrosoft$501,277$13,518 ▲2.8%1,3350.5%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$481,1010.0%8,7330.5%ManufacturingAEPAmerican Electric Power$439,4840.0%4,0220.5%UtilitiesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$438,529$8,065 ▼-1.8%8,3740.5%ManufacturingMCKMcKesson$392,3540.0%5830.4%MedicalROKRockwell Automation$387,5700.0%1,5000.4%Computer and TechnologyAAPLApple$374,481$222 ▲0.1%1,6860.4%Computer and TechnologyAMZNAmazon.com$362,8260.0%1,9070.4%Retail/WholesaleBRK.BBerkshire Hathaway$328,0700.0%6160.4%FinanceCRDOCredo Technology Group$301,2000.0%7,5000.3%Computer and TechnologySTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$293,9230.0%5,4410.3%ETFPEPPepsiCo$285,7860.0%1,9060.3%Consumer StaplesTTTrane Technologies$226,0740.0%6710.2%ConstructionEFAiShares MSCI EAFE ETF$211,124$211,124 ▲New Holding2,5830.2%FinanceACGLArch Capital Group$207,230$207,230 ▲New Holding2,1550.2%FinanceIWMiShares Russell 2000 ETF$0$214,425 ▼-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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