Fund HoldingsMARINO, STRAM & ASSOCIATES LLC

Total Portfolio Value
$627.76M
Total Bought
$131.80M
Total Sold
$75.43M
Net Transaction
+$56.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP DIV
0279,804+279,804042,5816.78%+42,581
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
0245,335+245,33509,3451.49%+9,345
VANGUARD INDEX FDS0603,992+603,992052,0288.29%+52,028
ISHARES TR090,811+90,811068,00710.83%+68,007
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 TR047,924+47,92403,3310.53%+3,331
ISHARES TR030,812+30,81203,0070.48%+3,007
ISHARES TR277,089281,143+4,05418,71221,6793.45%+2,967
ISHARES TR
MSCI USA MIN ETF
030,140+30,14002,9070.46%+2,907
ISHARES TR110,136109,652-48413,69116,2632.59%+2,572
SPDR SERIES TRUST
ST STR SP500FF
033,028+33,02802,0180.32%+2,018
VANGUARD INDEX FDS18,56320,882+2,3195,9557,7271.23%+1,772
APPLE INC(AAPL)046,551+46,551013,4702.15%+13,470
INVESCO QQQ TR09,617+9,61707,0821.13%+7,082
ISHARES TR70,49273,252+2,7605,5537,2011.15%+1,648
ALPHABET INC(GOOG)011,649+11,64904,1630.66%+4,163
ISHARES TR
MSCI USA QLT FCT
035,333+35,33307,7531.24%+7,753
ALPHABET INC(GOOG)012,188+12,18804,3060.69%+4,306
MARVELL TECHNOLOGY INC(MRVL)4,5824,599+174541,3700.22%+916
JPMORGAN CHASE & CO(JPM)028,402+28,40209,2971.48%+9,297
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
29,97931,212+1,2335,7546,6411.06%+887
PALO ALTO NETWORKS INC(PANW)04,854+4,85401,6550.26%+1,655
ISHARES TR017,465+17,46508710.14%+871
ISHARES TR
CORE DIV GRWTH
83,10088,429+5,3295,8326,7021.07%+870
ELI LILLY & CO(LLY)03,091+3,09103,7070.59%+3,707
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,8355,781-541,9722,7610.44%+789
ISHARES TR
MSCI USA MMENTM
06,773+6,77302,3220.37%+2,322
AMAZON COM INC(AMZN)020,572+20,57204,9030.78%+4,903
BERKSHIRE HATHAWAY INC DEL012,897+12,89706,4541.03%+6,454
ISHARES TR015,172+15,17202,1920.35%+2,192
WEDBUSH SER TR016,728+16,72806370.10%+637
BROADCOM INC(AVGO)08,226+8,22603,1070.49%+3,107
SPDR SERIES TRUST
ST SHOR CORP ETF
018,358+18,35805510.09%+551
VANGUARD SPECIALIZED FUNDS023,714+23,71405,6110.89%+5,611
VANGUARD INDEX FDS9,64510,812+1,1672,0952,6270.42%+532
ABBVIE INC(ABBV)013,846+13,84603,4840.56%+3,484
SPDR INDEX SHS FDS
ST PORT MARK ETF
09,146+9,14604740.08%+474
BLACKROCK ETF TRUST II08,970+8,97004690.07%+469
CISCO SYS INC(CSCO)10,87610,843-338441,2740.20%+430
ISHARES TR017,371+17,37102,3890.38%+2,389
NVIDIA CORPORATION(NVDA)010,929+10,92902,1870.35%+2,187
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
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
06,740+6,74003420.05%+342
COSTCO WHOLESALE CORPORATION(COST)0335+33503130.05%+313
MASTERCARD INCORPORATED(MA)02,473+2,47301,2700.20%+1,270
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
03,691+3,69102990.05%+299
VANGUARD WORLD FD012,615+12,61501,6680.27%+1,668
APPLIED MATLS INC0387+38702800.04%+280
VISA INC(V)04,309+4,30901,4780.24%+1,478
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
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)06,477+6,47706700.11%+670
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,232+1,23202350.04%+235
STATE STR SPDR S&P 500 ETF T(SPY)02,254+2,25401,6830.27%+1,683
ISHARES TR010,623+10,62301,7450.28%+1,745
ISHARES TR0791+79102300.04%+230
VANGUARD WHITEHALL FDS032,744+32,74403,2150.51%+3,215
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 TR09,495+9,49501,4650.23%+1,465
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
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
05,771+5,77106760.11%+676
AMERICAN CENTY ETF TR2,9754,065+1,0903295070.08%+179
ISHARES TR
ESG AWR MSCI USA
07,792+7,79201,2750.20%+1,275
MORGAN STANLEY(MS)03,764+3,76407870.13%+787
ISHARES TR
U S EQUITY FACTR
09,960+9,96007530.12%+753
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)06,432+6,43209000.14%+900
ISHARES TR01,907+1,90704810.08%+481
ISHARES TR1,5732,296+7232023360.05%+135
MERCK & CO INC(MRK)24,96624,413-5533,0033,1370.50%+134
LLOYDS BANKING GROUP PLC(LYG)0152,911+152,91108910.14%+891
VALERO ENERGY CORP(VLO)9,0139,036+232,2272,3530.37%+126
MICROSOFT CORP(MSFT)020,207+20,20707,5381.20%+7,538
INVESCO EXCH TRADED FD TR II049,220+49,22001,0000.16%+1,000
ANALOG DEVICES INC(ADI)1,3371,375+384255460.09%+121
GE AEROSPACE(GE)01,480+1,48005530.09%+553
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