Fund Holdings — MARINO, STRAM & ASSOCIATES LLC

Total Portfolio Value
$627.76M
Total Bought
$68.30M
Total Sold
$14.48M
Net Transaction
+$53.83M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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VANGUARD INDEX FDS97,846603,992+506,14642,73852,0288.29%+9,290
ISHARES TR90,24690,811+56558,94968,00710.83%+9,058
VANGUARD WHITEHALL FDS559,760567,525+7,76582,90089,68614.29%+6,785
VANGUARD INDEX FDS177,091180,415+3,32434,74539,3186.26%+4,573
ISHARES TR277,089281,143+4,05418,71221,6793.45%+2,967
ISHARES TR110,136109,652-48413,69116,2632.59%+2,572
SPDR SERIES TRUST
ST STR SP DIV
278,651279,804+1,15340,66642,5816.78%+1,914
VANGUARD INDEX FDS18,56320,882+2,3195,9557,7271.23%+1,772
APPLE INC(AAPL)46,13946,551+41211,70913,4702.15%+1,761
INVESCO QQQ TR9,3149,617+3035,3767,0821.13%+1,706
ISHARES TR70,49273,252+2,7605,5537,2011.15%+1,648
ALPHABET INC(GOOG)10,44511,649+1,2043,0044,1630.66%+1,159
ISHARES TR
MSCI USA QLT FCT
34,65635,333+6776,6477,7531.24%+1,106
ALPHABET INC(GOOG)11,39712,188+7913,2694,3060.69%+1,037
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
250,304245,335-4,9698,4059,3451.49%+940
MARVELL TECHNOLOGY INC(MRVL)4,5824,599+174541,3700.22%+916
JPMORGAN CHASE & CO(JPM)28,55028,402-1488,3989,2971.48%+899
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
29,97931,212+1,2335,7546,6411.06%+887
PALO ALTO NETWORKS INC(PANW)4,8744,854-207811,6550.26%+874
ISHARES TR
CORE DIV GRWTH
83,10088,429+5,3295,8326,7021.07%+870
ELI LILLY & CO(LLY)3,1213,091-302,8713,7070.59%+837
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,8355,781-541,9722,7610.44%+789
ISHARES TR
MSCI USA MMENTM
6,6346,773+1391,5922,3220.37%+730
AMAZON COM INC(AMZN)20,28820,572+2844,2254,9030.78%+678
BERKSHIRE HATHAWAY INC DEL12,05912,897+8385,7796,4541.03%+675
ISHARES TR15,19115,172-191,5192,1920.35%+673
BROADCOM INC(AVGO)8,2518,226-252,5543,1070.49%+554
VANGUARD SPECIALIZED FUNDS23,58023,714+1345,0715,6110.89%+540
VANGUARD INDEX FDS9,64510,812+1,1672,0952,6270.42%+532
ABBVIE INC(ABBV)13,74113,846+1052,9893,4840.56%+496
CISCO SYS INC(CSCO)10,87610,843-338441,2740.20%+430
ISHARES TR17,63217,371-2611,9942,3890.38%+395
NVIDIA CORPORATION(NVDA)10,30910,929+6201,7982,1870.35%+389
VANGUARD INDEX FDS2,9133,414+5018801,2480.20%+368
BLACKROCK ETF TRUST
ISHARES US EQUIT
14,44917,507+3,0588411,1910.19%+350
ISHARES TR74,92885,415+10,4873,1893,5390.56%+350
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
60960902395880.09%+349
DELL TECHNOLOGIES INC(DELL)1,2261,273+472015490.09%+348
MICRON TECHNOLOGY INC(MU)0301+30103470.06%+347
COSTCO WHOLESALE CORPORATION(COST)0335+33503130.05%+313
MASTERCARD INCORPORATED(MA)1,9272,473+5469631,2700.20%+308
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
03,691+3,69102990.05%+299
SPDR SERIES TRUST
ST STR SP500FF
32,57533,028+4531,7272,0180.32%+291
ISHARES TR47,31547,924+6093,0453,3310.53%+286
VANGUARD WORLD FD12,36212,615+2531,3881,6680.27%+280
APPLIED MATLS INC0387+38702800.04%+280
VISA INC(V)3,9704,309+3391,2001,4780.24%+279
COCA COLA CO(KO)43,31943,887+5683,2943,5670.57%+272
UNITEDHEALTH GROUP INC(UNH)0655+65502720.04%+272
AMERICAN CENTY ETF TR03,917+3,91702720.04%+272
ISHARES TR30,99430,812-1822,7433,0070.48%+265
LOWES COS INC(LOW)01,187+1,18702620.04%+262
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
51,51256,786+5,2742,5662,8270.45%+261
SIMON PPTY GROUP INC NEW(SPG)6,3376,401+641,1821,4310.23%+249
EDWARDS LIFESCIENCES CORP02,716+2,71602460.04%+246
ISHARES TR01,920+1,92002390.04%+239
CVS HEALTH CORP(CVS)6,0356,477+4424336700.11%+237
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,232+1,23202350.04%+235
STATE STR SPDR S&P 500 ETF T(SPY)2,2312,254+231,4511,6830.27%+233
ISHARES TR10,62310,62301,5131,7450.28%+232
ISHARES TR0791+79102300.04%+230
VANGUARD WHITEHALL FDS31,69432,744+1,0502,9873,2150.51%+229
HEICO CORP NEW0867+86702240.04%+224
ISHARES TR02,022+2,02202230.04%+223
HEICO CORP NEW(HEI)0623+62302220.04%+222
BLACKROCK ETF TRUST II09,000+9,00002180.03%+218
ISHARES TR9,4789,495+171,2521,4650.23%+213
BLACKROCK ETF TRUST II4,9648,970+4,0062584690.07%+212
ISHARES INC
CORE MSCI EMKT
02,502+2,50202070.03%+207
T ROWE PRICE EXCHANGE-TRADED
PRICE BLUE CHIP
04,135+4,13502070.03%+207
VANGUARD INDEX FDS8,4828,946+4641,5631,7680.28%+205
AUTOMATIC DATA PROCESSING IN0912+91202040.03%+204
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
02,709+2,70902030.03%+203
WEDBUSH SER TR15,31316,728+1,4154346370.10%+203
PHILIP MORRIS INTL INC(PM)12,72312,714-92,1042,3000.37%+196
AMPHENOL CORP3,8483,867+194866820.11%+196
ALTRIA GROUP INC(MO)30,20830,392+1841,9932,1870.35%+193
NUSHARES ETF TR
NUVEEN ESG LRGCP
5,4305,771+3414946760.11%+182
AMERICAN CENTY ETF TR2,9754,065+1,0903295070.08%+179
ISHARES TR
ESG AWR MSCI USA
7,7847,792+81,1011,2750.20%+175
MORGAN STANLEY(MS)3,7663,764-26207870.13%+167
ISHARES TR
U S EQUITY FACTR
9,0229,960+9385957530.12%+158
T ROWE PRICE EXCHANGE-TRADED
PRICE DIV GRWT
10,55812,814+2,2564716280.10%+157
JOHNSON & JOHNSON(JNJ)14,67814,721+433,5883,7390.60%+151
MARATHON PETE CORP(MPC)11,63311,689+562,8402,9890.48%+148
CITIGROUP INC(C)6,7456,432-3137659000.14%+135
ISHARES TR1,9071,90703464810.08%+135
ISHARES TR1,5732,296+7232023360.05%+135
MERCK & CO INC(MRK)24,96624,413-5533,0033,1370.50%+134
SPDR SERIES TRUST
ST SHOR CORP ETF
13,99518,358+4,3634215510.09%+130
LLOYDS BANKING GROUP PLC(LYG)151,840152,911+1,0717648910.14%+128
VALERO ENERGY CORP(VLO)9,0139,036+232,2272,3530.37%+126
MICROSOFT CORP(MSFT)20,02320,207+1847,4127,5381.20%+126
INVESCO EXCH TRADED FD TR II46,51549,220+2,7058751,0000.16%+124
ANALOG DEVICES INC(ADI)1,3371,375+384255460.09%+121
GE AEROSPACE(GE)1,5401,480-604375530.09%+116
TRUIST FINL CORP(TFC)23,87424,177+3031,0981,2050.19%+107
QUALCOMM INC(QCOM)2,4502,286-1643164220.07%+107
VENTAS INC(VTR)16,27316,173-1001,3311,4360.23%+105
ISHARES TR
MSCI USA VALUE
1,8141,815+12583630.06%+105
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MARINO, STRAM & ASSOCIATES LLC — 13F Holdings — Q2 2026 | TickerTrail