MARINO, STRAM & ASSOCIATES LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$448M
Signature - Title
Richard Stram - Chief Compliance Officer
Location
Braintree, MA
Summary
This page shows a list of all the recent 13F filings made by MARINO, STRAM & ASSOCIATES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARINO, STRAM & ASSOCIATES LLC reported 168 stock holdings with total value $448M as of Q3 2024. Top holdings included VYM, IVV, SDY, VTV, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 168 $448M +$11.7M -$1.59M +$10.1M VYM, IVV, SDY, VTV, VUG 13F-HR 10/21/2024, 09:36 AM
Q2 2024 164 $409M +$6.29M -$21.2M -$14.9M VYM, IVV, SDY, VTV, VUG 13F-HR 7/18/2024, 01:21 PM
Q1 2024 170 $422M +$22.9M -$6.61M +$16.3M VYM, IVV, SDY, VTV, VUG 13F-HR 4/24/2024, 05:05 PM
Q4 2023 168 $387M +$16.1M -$4.54M +$11.6M VYM, IVV, SDY, VTV, VUG 13F-HR 1/30/2024, 11:42 AM
Q3 2023 158 $341M +$6.7M -$5.23M +$1.47M VYM, IVV, SDY, VTV, VUG 13F-HR 10/30/2023, 10:14 AM
Q2 2023 162 $353M +$11.3M -$3.99M +$7.31M VYM, IVV, SDY, VTV, VUG 13F-HR 7/20/2023, 01:58 PM
Q1 2023 155 $331M +$13.6M -$6.26M +$7.32M VYM, SDY, IVV, VTV, VUG 13F-HR 4/20/2023, 01:22 PM
Q4 2022 153 $317M +$17M -$5.69M +$11.3M VYM, SDY, IVV, VTV, IJR 13F-HR 1/19/2023, 03:48 PM
Q3 2022 140 $277M +$14.4M -$4.34M +$10.1M VYM, SDY, IVV, VTV, IJR 13F-HR 10/14/2022, 07:31 PM
Q2 2022 144 $288M +$16.3M -$5.17M +$11.2M VYM, SDY, IVV, VTV, IJR 13F-HR 7/14/2022, 06:27 PM
Q1 2022 141 $317M +$6.69M -$6.07M +$614K VYM, IVV, SDY, VTV, VUG 13F-HR 4/25/2022, 02:38 PM
Q4 2021 147 $326M +$12.7M -$2.46M +$10.2M VYM, IVV, SDY, VUG, VTV 13F-HR 1/19/2022, 07:36 PM
Q3 2021 140 $289M +$208M -$301M -$92.7M VYM, IVV, SDY, IJR, VTV 13F-HR 10/14/2021, 08:44 AM
Q2 2021 246 $383M +$303M -$184M +$120M AAPL, MSFT, AMZN, META, WRB 13F-HR 7/22/2021, 01:36 PM
Q1 2021 132 $256M +$19.7M -$4.38M +$15.3M VYM, IVV, SDY, IJR, IJH 13F-HR 4/26/2021, 08:09 AM
Q4 2020 127 $225M +$20.1M -$3.84M +$16.3M IVV, VYM, SDY, IJR, IJH 13F-HR 1/19/2021, 06:50 AM
Q3 2020 108 $187M +$17.3M -$3.78M +$13.5M VYM, IVV, SDY, VUG, IJH 13F-HR 10/22/2020, 07:41 AM
Q2 2020 106 $168M +$20.8M -$2.67M +$18.2M VYM, SDY, IVV, IJH, IJR 13F-HR 7/20/2020, 08:15 AM
Q1 2020 94 $130M +$16.6M -$7.71M +$8.85M VYM, SDY, IVV, IJH, IJR 13F-HR 5/5/2020, 04:43 PM
Q4 2019 88 $153M +$6M -$3.61M +$2.39M SDY, VYM, IVV, IJH, IJR 13F-HR 1/31/2020, 03:46 PM
Q3 2019 85 $141M +$5.44M -$2.13M +$3.31M SDY, VYM, IVV, IJH, IJR 13F-HR 10/15/2019, 07:34 AM
Q2 2019 79 $137M +$8.49M -$14.1M -$5.58M SDY, IVV, VYM, IJH, IJR 13F-HR 7/19/2019, 01:11 PM
Q1 2019 625 $139M +$15.2M -$2.98M +$12.2M SDY, IVV, IJH, IJR, VYM 13F-HR 5/13/2019, 09:12 PM
Q4 2018 613 $113M +$9.51M -$5.13M +$4.38M SDY, IJH, IJR, IVV, AOR 13F-HR 2/14/2019, 12:55 PM
Q3 2018 475 $125M +$8.38M -$2.6M +$5.78M SDY, IJR, IJH, IVV, AOR 13F-HR 11/14/2018, 02:05 PM
Q2 2018 472 $112M +$5.22M -$3.57M +$1.65M SDY, IJR, IJH, IVV, AOR 13F-HR 8/13/2018, 07:10 PM
Q1 2018 452 $107M +$4.38M -$2.6M +$1.78M SDY, IJH, IJR, AOR, IVV 13F-HR 5/15/2018, 04:13 PM
Q4 2017 459 $108M $0 $0 SDY, IJH, IJR, AOR, IVV 13F-HR 3/9/2018, 03:35 PM