Marathon Strategic Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$92.4M
Signature - Title
Nicholas E. Terezis - President and Chief Compliance Officer
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Marathon Strategic Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marathon Strategic Advisors, LLC reported 36 stock holdings with total value $92.4M as of Q4 2024. Top holdings included SPLG, IVV, SPEM, SPDW, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 36 $92.4M +$3.2M -$1.89M +$1.31M SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 1/17/2025, 03:46 PM
Q3 2024 37 $94.6M +$7.5M -$3.99M +$3.51M SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 10/7/2024, 03:20 PM
Q2 2024 45 $85.6M +$42.8M -$39.8M +$3M SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 7/8/2024, 11:50 AM
Q1 2024 24 $82.1M +$40.9M -$34.8M +$6.13M SPLG, SPEM, SPDW, SPMD, FRA 13F-HR 4/30/2024, 02:00 PM
Q4 2023 30 $73.8M $0 $0 SPLG, IVV, SPEM, SPDW, SPMD 13F-HR 4/30/2024, 01:50 PM