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 $124.9M. In the most recent quarter, they have increased their positions in SPMD (+29.4K shares, valued at $1.7M), XOM (+13.7K shares, valued at $1.5M), VNQ (+12.8K shares, valued at $1.2M); decreased their positions in GDXJ (-25.6K shares, valued at $2.5M), SPDW (-7.7K shares, valued at $328.7K), VTI (-1.0K shares, valued at $328.2K); initiated new positions in XOM (+13.7K shares, valued at $1.5M), LIN (+2.3K shares, valued at $1.1M), COP (+10.3K shares, valued at $973.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPMD SPDR SERIES TRUST223.0K shares15.19%2025-09-302025-10-09
SPYM SPDR SERIES TRUST156.7K shares1.49%2025-09-302025-10-09 SPEM SPDR INDEX SHS FDS243.9K shares1.03%2025-09-302025-10-09 IVV ISHARES TR16.2K shares2.01%2025-09-302025-10-09 SPDW SPDR INDEX SHS FDS248.1K shares-3.00%2025-09-302025-10-09 VEA VANGUARD TAX-MANAGED FDS101.2K shares0.40%2025-09-302025-10-09 VNQI VANGUARD INTL EQUITY INDEX F123.5K shares2.05%2025-09-302025-10-09 VNQ VANGUARD INDEX FDS59.8K shares27.10%2025-09-302025-10-09 VO VANGUARD INDEX FDS17.1K shares1.22%2025-09-302025-10-09 VWO VANGUARD INTL EQUITY INDEX F92.7K shares0.64%2025-09-302025-10-09 FRA BLACKROCK FLOATING RATE INCO330.9K shares18.08%2025-09-302025-10-09 CHI CALAMOS CONV OPPORTUNITIES &267.7K shares20.56%2025-09-302025-10-09 GDXJ VANECK ETF TRUST27.5K shares-48.20%2025-09-302025-10-09 SPSM SPDR SERIES TRUST50.4K shares10.92%2025-09-302025-10-09 DES WISDOMTREE TR65.1K shares5.29%2025-09-302025-10-09 INTC INTEL CORP64.3K shares0.04%2025-09-302025-10-09 CRDO CREDO TECHNOLOGY GROUP HOLDI13.3K shares0.00%2025-09-302025-10-09 DLS WISDOMTREE TR24.2K shares1.18%2025-09-302025-10-09 DGS WISDOMTREE TR32.3K shares2.88%2025-09-302025-10-09 XOM EXXON MOBIL CORP13.7K sharesnew addition2025-09-302025-10-09 VTIP VANGUARD MALVERN FDS26.5K shares0.36%2025-09-302025-10-09 LIN LINDE PLC2.3K sharesnew addition2025-09-302025-10-09 COP CONOCOPHILLIPS10.3K sharesnew addition2025-09-302025-10-09 DON WISDOMTREE TR15.6K shares2.03%2025-09-302025-10-09 AEP AMERICAN ELEC PWR CO INC7.0K shares74.71%2025-09-302025-10-09 VTI VANGUARD INDEX FDS2.4K shares-29.38%2025-09-302025-10-09 VB VANGUARD INDEX FDS3.0K shares1.74%2025-09-302025-10-09 MSFT MICROSOFT CORP1.4K shares0.07%2025-09-302025-10-09 IJH ISHARES TR10.8K shares-1.98%2025-09-302025-10-09 EMXC ISHARES INC8.9K shares0.10%2025-09-302025-10-09 DUK DUKE ENERGY CORP NEW4.7K sharesnew addition2025-09-302025-10-09 PSX PHILLIPS 664.1K sharesnew addition2025-09-302025-10-09 ROK ROCKWELL AUTOMATION INC1.5K shares0.00%2025-09-302025-10-09 IGSB ISHARES TR9.5K shares16.67%2025-09-302025-10-09 SYK STRYKER CORPORATION1.2K shares-5.24%2025-09-302025-10-09 MCK MCKESSON CORP561 shares-3.77%2025-09-302025-10-09 AMZN AMAZON COM INC1.9K shares-1.05%2025-09-302025-10-09 BC BRUNSWICK CORP5.5K sharesnew addition2025-09-302025-10-09 PPL PPL CORP9.2K sharesnew addition2025-09-302025-10-09 PEP PEPSICO INC2.4K shares25.13%2025-09-302025-10-09 AAPL APPLE INC1.3K shares-24.75%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL593 shares-3.73%2025-09-302025-10-09 IBM INTERNATIONAL BUSINESS MACHS1.0K sharesnew addition2025-09-302025-10-09 TT TRANE TECHNOLOGIES PLC671 shares0.00%2025-09-302025-10-09 STPZ PIMCO ETF TR5.1K shares1.22%2025-09-302025-10-09 SCHF SCHWAB STRATEGIC TR11.1K shares-42.57%2025-09-302025-10-09 IWM ISHARES TR963 shares-0.72%2025-09-302025-10-09 EFA ISHARES TR2.4K shares-8.90%2025-09-302025-10-09 UBSI UNITED BANKSHARES INC WEST V5.6K sharesnew addition2025-09-302025-10-09 EEM ISHARES TR3.9K sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available