Fund HoldingsMARINO, STRAM & ASSOCIATES LLC

Total Portfolio Value
$495.60M
Total Bought
$54.81M
Total Sold
$10.15M
Net Transaction
+$44.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS75,63884,703+9,06528,04837,1347.49%+9,085
ISHARES TR085,682+85,682053,20010.73%+53,200
VANGUARD WHITEHALL FDS536,723538,915+2,19269,21671,84314.50%+2,627
MICROSOFT CORP(MSFT)019,668+19,66809,7831.97%+9,783
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
0225,840+225,84006,6551.34%+6,655
VANGUARD INDEX FDS07,932+7,93201,5470.31%+1,547
VANGUARD INDEX FDS166,553171,444+4,89128,77030,3016.11%+1,531
JPMORGAN CHASE & CO.(JPM)28,04328,404+3616,8798,2351.66%+1,356
ISHARES TR09,426+9,42601,1950.24%+1,195
ISHARES TR
CORE DIV GRWTH
074,970+74,97004,7940.97%+4,794
VANGUARD INDEX FDS12,59414,851+2,2573,4614,5140.91%+1,052
ISHARES TR41,01249,020+8,0082,9303,9330.79%+1,003
BROADCOM INC(AVGO)07,537+7,53702,0780.42%+2,078
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
45,81362,916+17,1032,6183,5770.72%+959
INVESCO QQQ TR08,806+8,80604,8580.98%+4,858
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
017,445+17,44508590.17%+859
ISHARES TR0269,334+269,334016,7043.37%+16,704
AMAZON COM INC(AMZN)019,205+19,20504,2130.85%+4,213
ONEOK INC NEW(OKE)08,530+8,53006960.14%+696
VANGUARD WHITEHALL FDS39,00844,483+5,4752,8753,5640.72%+689
ISHARES TR
MSCI USA QLT FCT
031,959+31,95905,8431.18%+5,843
NUSHARES ETF TR
NUVEEN ESG LRGCP
10,87115,781+4,9108511,4830.30%+632
DIAGEO PLC(DEO)06,187+6,18706240.13%+624
CHEVRON CORP NEW(CVX)3,6928,662+4,9706181,2400.25%+623
ISHARES TR026,313+26,31302,9050.59%+2,905
SPDR SERIES TRUST
ST STR SP DIV
275,864279,737+3,87337,42937,9697.66%+539
SPDR SERIES TRUST
ST STR SP500FF
36,09842,335+6,2371,6512,1560.44%+505
BLACKROCK INC(BLK)03,571+3,57103,7470.76%+3,747
NVIDIA CORPORATION(NVDA)09,517+9,51701,5040.30%+1,504
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,83827,304+1,4664,4764,9621.00%+486
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
023,842+23,84201,2080.24%+1,208
LLOYDS BANKING GROUP PLC(LYG)24,503129,910+105,407945520.11%+459
BLACKROCK ETF TRUST
ISHARES US EQUIT
07,735+7,73504210.08%+421
META PLATFORMS INC(META)02,162+2,16201,5960.32%+1,596
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
05,467+5,46703760.08%+376
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,817+5,81701,3170.27%+1,317
ISHARES TR017,044+17,04401,8770.38%+1,877
MARATHON PETE CORP(MPC)11,39711,961+5641,6601,9870.40%+327
APOLLO GLOBAL MGMT INC(APO)1,5583,761+2,2032135340.11%+320
ISHARES TR
MSCI USA MMENTM
6,4436,683+2401,3021,6060.32%+304
ALPHABET INC(GOOG)012,132+12,13202,1520.43%+2,152
PHILIP MORRIS INTL INC(PM)12,64512,638-72,0072,3020.46%+295
ISHARES TR016,064+16,06401,4830.30%+1,483
VANGUARD SPECIALIZED FUNDS023,888+23,88804,8890.99%+4,889
SPDR INDEX SHS FDS
ST PORT MARK ETF
06,180+6,18002640.05%+264
WEDBUSH SER TR09,627+9,62702610.05%+261
BOEING CO(BA)01,201+1,20102520.05%+252
AMPHENOL CORP NEW02,534+2,53402500.05%+250
ISHARES TR33,26733,370+1032,5452,7830.56%+238
SPDR DOW JONES INDL AVERAGE(DIA)0505+50502230.04%+223
HEICO CORP NEW(HEI)0622+62202040.04%+204
SPDR S&P 500 ETF TR(SPY)02,199+2,19901,3590.27%+1,359
ISHARES TR50,61450,318-2962,9143,0980.63%+184
MARVELL TECHNOLOGY INC(MRVL)06,275+6,27504860.10%+486
WILLIAMS COS INC(WMB)21,42723,186+1,7591,2811,4560.29%+176
ALPHABET INC(GOOG)010,406+10,40601,8340.37%+1,834
PALO ALTO NETWORKS INC(PANW)04,914+4,91401,0060.20%+1,006
LOCKHEED MARTIN CORP(LMT)06,784+6,78403,1420.63%+3,142
WALMART INC(WMT)015,363+15,36301,5020.30%+1,502
ISHARES TR02,116+2,11608980.18%+898
ISHARES TR010,272+10,27201,3870.28%+1,387
ENBRIDGE INC(ENB)21,81024,222+2,4129661,0980.22%+131
DISNEY WALT CO(DIS)04,640+4,64005750.12%+575
AMERICAN EXPRESS CO(AXP)02,377+2,37707580.15%+758
VANGUARD WORLD FD013,150+13,15001,4420.29%+1,442
CISCO SYS INC(CSCO)10,02810,584+5566197340.15%+116
ISHARES TR02,244+2,24403890.08%+389
FASTENAL CO(FAST)14,56929,456+14,8871,1301,2370.25%+107
MASTERCARD INCORPORATED(MA)1,6991,845+1469311,0370.21%+106
CITIGROUP INC(C)6,6186,756+1384705750.12%+105
VANGUARD INDEX FDS07,176+7,17601,1800.24%+1,180
VERIZON COMMUNICATIONS INC(VZ)53,62458,601+4,9772,4322,5360.51%+103
VANGUARD INDEX FDS01,376+1,37603810.08%+381
SERVICENOW INC(NOW)0369+36903790.08%+379
ISHARES TR
US INFRASTRUC
6,9488,264+1,3163134070.08%+93
BLACKSTONE INC(BX)03,270+3,27004890.10%+489
RTX CORPORATION(RTX)3,5263,774+2484675510.11%+84
COCA COLA CO(KO)41,77743,440+1,6632,9923,0730.62%+81
BANK AMERICA CORP13,82213,892+705776570.13%+81
GOLDMAN SACHS GROUP INC(GS)0448+44803170.06%+317
GE AEROSPACE(GE)1,6151,567-483234030.08%+80
MORGAN STANLEY(MS)03,657+3,65705150.10%+515
GALLAGHER ARTHUR J & CO(AJG)3,9634,484+5211,3681,4350.29%+67
ENTERGY CORP NEW(ETR)11,97813,099+1,1211,0241,0890.22%+65
INTUIT(INTU)0350+35002760.06%+276
ISHARES TR4,4354,631+1968459050.18%+60
VANGUARD INDEX FDS633671+383253810.08%+56
ANALOG DEVICES INC(ADI)1,1631,201+382352860.06%+51
GOLDMAN SACHS ETF TR7,4888,021+5332673180.06%+51
ISHARES TR5,0565,494+4382983490.07%+51
SPDR GOLD TR(GLD)2,8862,88608328800.18%+48
WELLS FARGO CO NEW(WFC)5,1765,198+223724160.08%+45
VALERO ENERGY CORP(VLO)8,3258,484+1591,0991,1400.23%+41
NOVARTIS AG(NVS)4,5374,492-455065440.11%+38
ISHARES TR17,54817,494-547708050.16%+35
ISHARES TR
ESG AWR MSCI USA
07,750+7,75001,0490.21%+1,049
INVESCO EXCH TRADED FD TR II46,51546,51508779090.18%+32
ISHARES TR
U S EQUITY FACTR
6,4746,333-1413754060.08%+31
ISHARES TR
ESG MSCI LEADR
02,451+2,45102660.05%+266
VANGUARD WORLD FD01,301+1,30102930.06%+293
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