$108 Million is the total value of MARINO, STRAM & ASSOCIATES LLC's 486 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-03-09
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 16.5% |
| SPDR S&P DIVIDEND ETF | 27 | Q2 2024 | 11.2% |
| VANGUARD VALUE INDEX FUND | 27 | Q2 2024 | 6.2% |
| IAA INC COM | 27 | Q2 2024 | 5.4% |
| JOHNSON &JOHNSON COM USD1.00 | 27 | Q2 2024 | 4.1% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 4.5% |
| JPMORGAN CHASE &CO. COM USD1.00 | 27 | Q2 2024 | 1.5% |
| VERIZON COMMUNICATIONS INC COM | 27 | Q2 2024 | 2.3% |
| PNM RESOURCES INC | 27 | Q2 2024 | 1.4% |
| PEPSICO INC COM | 27 | Q2 2024 | 1.1% |
View MARINO, STRAM & ASSOCIATES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-15 |
View MARINO, STRAM & ASSOCIATES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.