MARINO, STRAM & ASSOCIATES LLC Diversified Active

CIK: 0001099762 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $495,603 (100.0% shares, 0.0% debt)

Holdings (174)

VYM VANGUARD WHITEHALL FDS 14.5%
Value ($000) $71,843 Shares 538,915 Est. Cost $104.44 Unrealized
IVV ISHARES TR 10.7%
Value ($000) $53,200 Shares 85,682 Est. Cost $437.50 Unrealized
SDY SPDR SERIES TRUST 7.7%
Value ($000) $37,969 Shares 279,737 Est. Cost $118.07 Unrealized
VUG VANGUARD INDEX FDS 7.5%
Value ($000) $37,134 Shares 84,703 Est. Cost $328.09 Unrealized
VTV VANGUARD INDEX FDS 6.1%
Value ($000) $30,301 Shares 171,444 Est. Cost $140.08 Unrealized
IJH ISHARES TR 3.4%
Value ($000) $16,704 Shares 269,334 Est. Cost $98.22 Unrealized
IJR ISHARES TR 2.6%
Value ($000) $12,909 Shares 118,119 Est. Cost $109.20 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,783 Shares 19,668 Est. Cost $216.80 Unrealized +99.4%
AAPL APPLE INC 1.9%
Value ($000) $9,505 Shares 46,327 Est. Cost $120.34 Unrealized +67.4%
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $8,235 Shares 28,404 Est. Cost $104.71 Unrealized +141.3%
HFXI NEW YORK LIFE INVESTMENTS ET 1.3%
Value ($000) $6,655 Shares 225,840 Est. Cost $26.25 Unrealized
QUAL ISHARES TR 1.2%
Value ($000) $5,843 Shares 31,959 Est. Cost $146.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $5,334 Shares 10,981 Est. Cost $292.99 Unrealized +73.3%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $4,962 Shares 27,304 Est. Cost $165.28 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value ($000) $4,889 Shares 23,888 Est. Cost $139.36 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $4,858 Shares 8,806 Est. Cost $342.28 Unrealized
DGRO ISHARES TR 1.0%
Value ($000) $4,794 Shares 74,970 Est. Cost $53.58 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $4,514 Shares 14,851 Est. Cost $252.58 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $4,213 Shares 19,205 Est. Cost $133.46 Unrealized +48.3%
IMCG ISHARES TR 0.8%
Value ($000) $3,933 Shares 49,020 Est. Cost $66.47 Unrealized
BLK BLACKROCK INC 0.8%
Value ($000) $3,747 Shares 3,571 Est. Cost $988.75 Unrealized -5.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $3,577 Shares 62,916 Est. Cost $57.12 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.7%
Value ($000) $3,564 Shares 44,483 Est. Cost $65.16 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,269 Shares 20,518 Est. Cost $105.29 Unrealized +52.7%
USMV ISHARES TR 0.6%
Value ($000) $3,154 Shares 33,600 Est. Cost $74.81 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $3,152 Shares 4,043 Est. Cost $413.99 Unrealized +86.8%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,142 Shares 6,784 Est. Cost $329.00 Unrealized +39.5%
AOR ISHARES TR 0.6%
Value ($000) $3,098 Shares 50,318 Est. Cost $53.80 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $3,073 Shares 43,440 Est. Cost $43.20 Unrealized +61.6%
SHV ISHARES TR 0.6%
Value ($000) $2,905 Shares 26,313 Est. Cost $110.26 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $2,865 Shares 9,806 Est. Cost $207.55 Unrealized +46.2%
AOA ISHARES TR 0.6%
Value ($000) $2,783 Shares 33,370 Est. Cost $69.61 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,536 Shares 58,601 Est. Cost $37.18 Unrealized +12.5%
ABBV ABBVIE INC 0.5%
Value ($000) $2,512 Shares 13,532 Est. Cost $86.16 Unrealized +112.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,328 Shares 21,599 Est. Cost $60.64 Unrealized +72.3%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,302 Shares 12,638 Est. Cost $74.59 Unrealized +124.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,290 Shares 14,995 Est. Cost $129.11 Unrealized +16.8%
MRK MERCK & CO INC 0.4%
Value ($000) $2,186 Shares 27,619 Est. Cost $55.84 Unrealized +38.6%
SPYX SPDR SERIES TRUST 0.4%
Value ($000) $2,156 Shares 42,335 Est. Cost $55.11 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $2,152 Shares 12,132 Est. Cost $114.99 Unrealized +43.4%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $2,124 Shares 18,000 Est. Cost $88.09 Unrealized +31.0%
AVGO BROADCOM INC 0.4%
Value ($000) $2,078 Shares 7,537 Est. Cost $161.58 Unrealized +33.6%
MPC MARATHON PETE CORP 0.4%
Value ($000) $1,987 Shares 11,961 Est. Cost $58.88 Unrealized +151.2%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $1,940 Shares 19,336 Est. Cost $66.74 Unrealized +55.4%
IVW ISHARES TR 0.4%
Value ($000) $1,877 Shares 17,044 Est. Cost $78.77 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,834 Shares 10,406 Est. Cost $114.04 Unrealized +43.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $1,764 Shares 30,094 Est. Cost $32.42 Unrealized +72.6%
PEP PEPSICO INC 0.3%
Value ($000) $1,731 Shares 13,107 Est. Cost $106.48 Unrealized +23.1%
MTUM ISHARES TR 0.3%
Value ($000) $1,606 Shares 6,683 Est. Cost $178.70 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,596 Shares 2,162 Est. Cost $309.24 Unrealized +99.4%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,547 Shares 7,932 Est. Cost $195.01 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,504 Shares 9,517 Est. Cost $98.14 Unrealized +28.2%
WMT WALMART INC 0.3%
Value ($000) $1,502 Shares 15,363 Est. Cost $54.39 Unrealized +74.2%
IXN ISHARES TR 0.3%
Value ($000) $1,483 Shares 16,064 Est. Cost $52.87 Unrealized
NULG NUSHARES ETF TR 0.3%
Value ($000) $1,483 Shares 15,781 Est. Cost $68.03 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,456 Shares 23,186 Est. Cost $34.85 Unrealized +65.5%
AMGN AMGEN INC 0.3%
Value ($000) $1,448 Shares 5,186 Est. Cost $205.49 Unrealized +35.2%
ESGV VANGUARD WORLD FD 0.3%
Value ($000) $1,442 Shares 13,150 Est. Cost $80.67 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $1,435 Shares 4,484 Est. Cost $203.02 Unrealized +61.3%
ITOT ISHARES TR 0.3%
Value ($000) $1,387 Shares 10,272 Est. Cost $98.41 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,359 Shares 2,199 Est. Cost $424.02 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,317 Shares 5,817 Est. Cost $104.81 Unrealized
V VISA INC 0.3%
Value ($000) $1,297 Shares 3,654 Est. Cost $222.48 Unrealized +56.0%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $1,264 Shares 12,184 Est. Cost $77.13 Unrealized +32.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,240 Shares 8,662 Est. Cost $116.91 Unrealized +17.2%
FAST FASTENAL CO 0.2%
Value ($000) $1,237 Shares 29,456 Est. Cost $32.52 Unrealized +23.3%
IDV ISHARES TR 0.2%
Value ($000) $1,222 Shares 35,423 Est. Cost $30.31 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,215 Shares 18,022 Est. Cost $47.12 Unrealized +38.2%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,208 Shares 23,842 Est. Cost $50.71 Unrealized
SUSA ISHARES TR 0.2%
Value ($000) $1,195 Shares 9,426 Est. Cost $83.16 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,180 Shares 7,176 Est. Cost $141.02 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,140 Shares 8,484 Est. Cost $70.27 Unrealized +74.0%
SO SOUTHERN CO 0.2%
Value ($000) $1,140 Shares 12,415 Est. Cost $55.49 Unrealized +58.6%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,126 Shares 42,503 Est. Cost $40.98 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,111 Shares 4,163 Est. Cost $52.27 Unrealized +392.7%
NULV NUSHARES ETF TR 0.2%
Value ($000) $1,110 Shares 26,487 Est. Cost $36.39 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $1,098 Shares 24,222 Est. Cost $35.66 Unrealized +22.8%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $1,089 Shares 13,099 Est. Cost $60.19 Unrealized +35.0%
ESGU ISHARES TR 0.2%
Value ($000) $1,049 Shares 7,750 Est. Cost $94.29 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,037 Shares 1,845 Est. Cost $382.25 Unrealized +44.3%
VTR VENTAS INC 0.2%
Value ($000) $1,019 Shares 16,139 Est. Cost $47.58 Unrealized +34.4%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $1,018 Shares 6,331 Est. Cost $104.29 Unrealized +46.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,006 Shares 4,914 Est. Cost $135.03 Unrealized +37.5%
IUSB ISHARES TR 0.2%
Value ($000) $1,002 Shares 21,668 Est. Cost $45.88 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $951 Shares 6,538 Est. Cost $102.87 Unrealized +43.4%
PFE PFIZER INC 0.2%
Value ($000) $921 Shares 37,995 Est. Cost $28.26 Unrealized -20.9%
PCEF INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $909 Shares 46,515 Est. Cost $22.47 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $905 Shares 4,631 Est. Cost $132.62 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $898 Shares 2,116 Est. Cost $249.14 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $880 Shares 2,886 Est. Cost $151.04 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $879 Shares 7,248 Est. Cost $112.21 Unrealized +5.0%
DON WISDOMTREE TR 0.2%
Value ($000) $860 Shares 17,152 Est. Cost $41.30 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $859 Shares 17,445 Est. Cost $49.26 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $828 Shares 6,426 Est. Cost $107.52 Unrealized +22.5%
AOM ISHARES TR 0.2%
Value ($000) $805 Shares 17,494 Est. Cost $42.69 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $758 Shares 2,377 Est. Cost $143.09 Unrealized +95.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $747 Shares 1,842 Est. Cost $448.47 Unrealized -7.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $734 Shares 10,584 Est. Cost $41.78 Unrealized +44.5%
OKE ONEOK INC NEW 0.1%
Value ($000) $696 Shares 8,530 Est. Cost $80.67 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $694 Shares 86,571 Est. Cost $6.86 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $661 Shares 2,425 Est. Cost $246.24 Unrealized +8.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $657 Shares 13,892 Est. Cost $33.34 Unrealized +24.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $633 Shares 14,728 Est. Cost $40.95 Unrealized -7.2%
DEO DIAGEO PLC 0.1%
Value ($000) $624 Shares 6,187 Est. Cost $100.84 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $622 Shares 7,133 Est. Cost $83.38 Unrealized +0.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $575 Shares 4,640 Est. Cost $116.06 Unrealized -11.4%
C CITIGROUP INC 0.1%
Value ($000) $575 Shares 6,756 Est. Cost $43.91 Unrealized +62.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $574 Shares 5,683 Est. Cost $127.69 Unrealized -26.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $570 Shares 6,268 Est. Cost $65.38 Unrealized +37.7%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $552 Shares 129,910 Est. Cost $3.80 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $551 Shares 3,774 Est. Cost $77.76 Unrealized +69.4%
NVS NOVARTIS AG 0.1%
Value ($000) $544 Shares 4,492 Est. Cost $82.64 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $534 Shares 3,761 Est. Cost $141.25 Unrealized -7.0%
MS MORGAN STANLEY 0.1%
Value ($000) $515 Shares 3,657 Est. Cost $83.03 Unrealized +45.7%
BX BLACKSTONE INC 0.1%
Value ($000) $489 Shares 3,270 Est. Cost $94.75 Unrealized +42.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $486 Shares 6,275 Est. Cost $57.33 Unrealized +8.6%
DES WISDOMTREE TR 0.1%
Value ($000) $473 Shares 14,901 Est. Cost $30.74 Unrealized
T AT&T INC 0.1%
Value ($000) $434 Shares 14,998 Est. Cost $17.73 Unrealized +52.1%
IWD ISHARES TR 0.1%
Value ($000) $434 Shares 2,235 Est. Cost $131.53 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $421 Shares 7,735 Est. Cost $54.46 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $417 Shares 6,042 Est. Cost $73.39 Unrealized -12.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $416 Shares 5,198 Est. Cost $39.65 Unrealized +79.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $409 Shares 5,681 Est. Cost $65.36 Unrealized +10.1%
IFRA ISHARES TR 0.1%
Value ($000) $407 Shares 8,264 Est. Cost $45.72 Unrealized
LRGF ISHARES TR 0.1%
Value ($000) $406 Shares 6,333 Est. Cost $44.52 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $403 Shares 1,567 Est. Cost $110.19 Unrealized +98.4%
HD HOME DEPOT INC 0.1%
Value ($000) $397 Shares 1,084 Est. Cost $284.57 Unrealized +25.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $396 Shares 3,494 Est. Cost $96.89 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $389 Shares 2,244 Est. Cost $133.05 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $381 Shares 671 Est. Cost $470.61 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $381 Shares 1,376 Est. Cost $238.34 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $379 Shares 369 Est. Cost $159.09 Unrealized +18.6%
PSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $376 Shares 5,467 Est. Cost $68.85 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $376 Shares 2,358 Est. Cost $96.68 Unrealized +50.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $358 Shares 4,024 Est. Cost $92.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $355 Shares 7,185 Est. Cost $39.57 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $349 Shares 5,494 Est. Cost $49.86 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $331 Shares 13,488 Est. Cost $33.78 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $318 Shares 8,021 Est. Cost $31.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $317 Shares 448 Est. Cost $480.81 Unrealized +18.9%
GAP GAP INC 0.1%
Value ($000) $317 Shares 14,531 Est. Cost $8.54 Unrealized +156.0%
MMM 3M CO 0.1%
Value ($000) $305 Shares 2,004 Est. Cost $128.16 Unrealized +10.2%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $300 Shares 1,120 Est. Cost $170.65 Unrealized +52.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $296 Shares 2,395 Est. Cost $78.32 Unrealized +60.7%
ABT ABBOTT LABS 0.1%
Value ($000) $293 Shares 2,152 Est. Cost $105.83 Unrealized +23.4%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $293 Shares 1,301 Est. Cost $169.28 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $292 Shares 8,182 Est. Cost $32.29 Unrealized +5.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $286 Shares 1,201 Est. Cost $151.10 Unrealized +36.4%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $283 Shares 3,143 Est. Cost $69.63 Unrealized
UNILEVER PLC 0.1%
Value ($000) $278 Shares 4,548 Est. Cost $53.51 Unrealized
INTU INTUIT 0.1%
Value ($000) $276 Shares 350 Est. Cost $544.67 Unrealized +23.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $271 Shares 879 Est. Cost $234.26 Unrealized +29.1%
SUSL ISHARES TR 0.1%
Value ($000) $266 Shares 2,451 Est. Cost $84.38 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $264 Shares 6,180 Est. Cost $42.74 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $262 Shares 678 Est. Cost $322.93 Unrealized +19.3%
IVES WEDBUSH SER TR 0.1%
Value ($000) $261 Shares 9,627 Est. Cost $27.11 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $253 Shares 3,076 Est. Cost $66.38 Unrealized
BA BOEING CO 0.1%
Value ($000) $252 Shares 1,201 Est. Cost $188.88 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $250 Shares 2,534 Est. Cost $81.39 Unrealized 0.0%
VLUE ISHARES TR 0.0%
Value ($000) $246 Shares 2,173 Est. Cost $91.15 Unrealized
GSK GSK PLC 0.0%
Value ($000) $238 Shares 6,208 Est. Cost $42.11 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $237 Shares 2,577 Est. Cost $77.72 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $234 Shares 5,979 Est. Cost $34.95 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $229 Shares 2,048 Est. Cost $106.77 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $228 Shares 1,946 Est. Cost $102.00 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $224 Shares 866 Est. Cost $193.59 Unrealized +13.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $223 Shares 505 Est. Cost $440.63 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $222 Shares 711 Est. Cost $381.86 Unrealized -1.8%
INTC INTEL CORP 0.0%
Value ($000) $219 Shares 9,788 Est. Cost $21.88 Unrealized -5.3%
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $213 Shares 6,717 Est. Cost $30.96 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $208 Shares 396 Est. Cost $616.49 Unrealized -9.8%
HEI HEICO CORP NEW 0.0%
Value ($000) $204 Shares 622 Est. Cost $276.67 Unrealized 0.0%
OBIL RBB FD INC 0.0%
Value ($000) $203 Shares 4,053 Est. Cost $49.96 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $92 Shares 10,317 Est. Cost $11.54 Unrealized -29.0%