MARINO, STRAM & ASSOCIATES LLC - Portfolio overview

MARINO, STRAM & ASSOCIATES LLC has 203 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 14.75%
2. IVV - ISHARES TR, 10.49%
3. VUG - VANGUARD INDEX FDS, 7.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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