Fund HoldingsMARINO, STRAM & ASSOCIATES LLC

Total Portfolio Value
$353.23M
Total Bought
$23.23M
Total Sold
$6.16M
Net Transaction
+$17.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES TR76,52378,817+2,29431,45735,1259.94%+3,668
JOHNSON & JOHNSON(JNJ)27,13636,845+9,7094,2066,0991.73%+1,893
VANGUARD INDEX FDS51,25651,703+44712,78514,6304.14%+1,845
APPLE INC(AAPL)49,50650,370+8648,1639,7702.77%+1,607
VANGUARD WHITEHALL FDS486,254496,774+10,52051,30052,69714.92%+1,397
MICROSOFT CORP(MSFT)21,48621,475-116,1947,3132.07%+1,119
VANGUARD INDEX FDS141,399142,536+1,13719,52920,2765.74%+747
INVESCO QQQ TR7,0948,146+1,0522,2773,0090.85%+733
ISHARES TR
CORE DIV GRWTH
35,52647,148+11,6221,7762,4300.69%+654
ISHARES TR48,88749,247+36012,23012,8773.65%+647
DRAFTKINGS INC NEW(DKNG)389,021305,796-83,2257,5318,1252.30%+594
ISHARES TR127,492129,218+1,72612,32912,8773.65%+548
AMAZON COM INC(AMZN)17,10717,654+5471,7672,3010.65%+534
AKAMAI TECHNOLOGIES INC(AKAM)05,880+5,88005280.15%+528
JPMORGAN CHASE & CO(JPM)27,88027,969+893,6334,0681.15%+435
VANGUARD SPECIALIZED FUNDS14,98316,845+1,8622,3082,7360.77%+429
ISHARES TR
MSCI USA QLT FCT
16,06517,531+1,4661,9932,3640.67%+371
LILLY ELI & CO(LLY)2,7802,78009551,3040.37%+349
BERKSHIRE HATHAWAY INC DEL8,1018,286+1852,5012,8250.80%+324
ISHARES TR17,38621,622+4,2361,0011,3150.37%+314
MERCK & CO INC(MRK)36,52136,238-2833,8854,1811.18%+296
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
06,972+6,97202860.08%+286
MARVELL TECHNOLOGY INC(MRVL)04,496+4,49602690.08%+269
VANGUARD INDEX FDS2,4333,458+1,0254967620.22%+265
SPDR SER TR
ST STR SP DIV
263,486267,872+4,38632,59632,8569.30%+260
VANGUARD INDEX FDS01,111+1,11102550.07%+255
MCDONALDS CORP(MCD)9,94110,143+2022,7803,0270.86%+247
DISNEY WALT CO(DIS)07,479+7,47906680.19%+668
ALPHABET INC(GOOG)13,32213,421+991,3861,6240.46%+238
WELLS FARGO CO NEW(WFC)04,988+4,98802130.06%+213
ANALOG DEVICES INC(ADI)02,123+2,12304140.12%+414
HONEYWELL INTL INC(HON)0991+99102060.06%+206
VANGUARD WORLD FD01,301+1,30102040.06%+204
ISHARES TR02,113+2,11302020.06%+202
TJX COS INC NEW(TJX)02,373+2,37302010.06%+201
META PLATFORMS INC(META)2,2582,264+64796500.18%+171
MORGAN STANLEY(MS)6,5888,735+2,1475787460.21%+167
VANGUARD INDEX FDS4,8785,821+9436548050.23%+151
PALO ALTO NETWORKS INC(PANW)2,4452,44504886250.18%+136
ALPHABET INC(GOOG)9,1009,018-829441,0790.31%+136
ISHARES TR16,84016,870+309151,0490.30%+134
TESLA INC(TSLA)01,348+1,34803530.10%+353
ISHARES TR73,77574,248+4733,6913,8201.08%+129
PEPSICO INC(PEP)17,93118,334+4033,2693,3960.96%+127
NVIDIA CORPORATION(NVDA)0840+84003550.10%+355
PROCTER AND GAMBLE CO(PG)19,14019,522+3822,8462,9620.84%+116
BROADCOM INC(AVGO)0460+46003990.11%+399
VANGUARD WORLD FD15,97015,880-901,1451,2440.35%+99
SPDR SER TR
ST STR SP500FF
32,90732,921+141,0941,1910.34%+97
ISHARES TR34,66434,608-562,2042,2960.65%+92
ISHARES TR16,79216,471-3211,0731,1610.33%+88
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,094+5,09405140.15%+514
VANGUARD WHITEHALL FDS22,46423,215+7511,3921,4670.42%+76
ISHARES TR10,29410,29409321,0070.29%+75
MONDELEZ INTL INC(MDLZ)21,09121,178+871,4701,5450.44%+74
BANK AMERICA CORP17,56020,091+2,5315025760.16%+74
ISHARES TR
ESG AWR MSCI USA
9,8589,872+148929620.27%+71
ADOBE SYSTEMS INCORPORATED(ADBE)0673+67303290.09%+329
GALLAGHER ARTHUR J & CO(AJG)2,8002,738-625366010.17%+66
BLACKROCK INC(BLK)3,3383,325-132,2342,2980.65%+65
SPDR S&P 500 ETF TR(SPY)1,8781,870-87698280.23%+59
ISHARES TR2,3852,333-525836420.18%+59
WALMART INC(WMT)4,2414,335+946256810.19%+56
NUSHARES ETF TR
NUVEEN ESG LRGVL
84,35284,535+1832,8742,9290.83%+55
NUSHARES ETF TR
NUVEEN ESG LRGCP
08,329+8,32905180.15%+518
ISHARES TR8,7148,736+227658180.23%+53
VENTAS INC(VTR)15,91915,714-2056907430.21%+53
NEXTERA ENERGY INC(NEE)03,821+3,82102840.08%+284
KIMBERLY-CLARK CORP(KMB)8,7938,909+1161,1801,2300.35%+50
MASTERCARD INCORPORATED(MA)1,5131,521+85505980.17%+48
ISHARES TR02,386+2,38603770.11%+377
MEDTRONIC PLC(MDT)04,136+4,13603640.10%+364
NOVARTIS AG(NVS)04,639+4,63904680.13%+468
ISHARES TR4,3774,378+16647060.20%+41
VISA INC(V)2,9963,005+96767140.20%+38
EVERSOURCE ENERGY(ES)04,126+4,12602930.08%+293
ISHARES TR
MSCI USA MMENTM
5,7815,807+268048380.24%+34
FASTENAL CO(FAST)14,99714,286-7118098430.24%+34
AMERICAN EXPRESS CO(AXP)02,335+2,33504070.12%+407
COLGATE PALMOLIVE CO(CL)06,299+6,29904850.14%+485
ISHARES TR
MSCI USA MIN ETF
33,34932,976-3732,4262,4510.69%+25
HOME DEPOT INC(HD)01,578+1,57804900.14%+490
SALESFORCE INC(CRM)01,512+1,51203190.09%+319
SINGULAR GENOMICS SYSTEMS IN040,000+40,0000330.01%+33
COMCAST CORP NEW(CCZ)06,373+6,37302650.07%+265
WISDOMTREE TR(WT)17,26617,291+257087270.21%+20
ISHARES TR
U S EQUITY FACTR
05,683+5,68302530.07%+253
ABBOTT LABS02,132+2,13202320.07%+232
BLACKSTONE INC(BX)02,494+2,49402320.07%+232
CISCO SYS INC(CSCO)10,77811,205+4275635800.16%+16
ALTRIA GROUP INC(MO)32,88232,719-1631,4671,4820.42%+15
SCHWAB STRATEGIC TR04,416+4,41602540.07%+254
UNITEDHEALTH GROUP INC(UNH)0697+69703350.09%+335
SCHWAB STRATEGIC TR11,68511,908+2238558650.24%+10
ISHARES TR05,310+5,31002600.07%+260
WISDOMTREE TR(WT)20,00020,039+395715770.16%+6
VANGUARD WHITEHALL FDS03,143+3,14302360.07%+236
GOLDMAN SACHS ETF TR07,873+7,87302470.07%+247
PAYCHEX INC(PAYX)5,5105,682+1726316360.18%+4
VIATRIS INC(VTRS)010,848+10,84801080.03%+108
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