Skip to content
Disclosery

13F-HR filed by Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-10-07, with 37 holding rows worth $94,631,319.

Accession
0002021711-24-000004
Filer
CIK 2021711
Filed
2024-10-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 37 entries on the cover page, a total value of $94,631,319 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,631,319 with VALUE read as dollars as filed, 13F file number 028-24085. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS158,884$10,726,259dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS17,044$9,831,495dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS219,976$9,080,595dollars as filed
SPDW78463X889COM225,260$8,460,766dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS142,685$7,802,016dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS103,711$5,476,964dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM105,762$4,961,295dollars as filed
Vanguard Mid-Cap ETF922908629SHS17,302$4,564,787dollars as filed
VWO922042858SHS91,292$4,368,313dollars as filed
Vanguard Real Estate922908553SHS42,608$4,150,910dollars as filed
BLACKROCK FLOATING RATE INCO09255X100COM240,798$3,178,528dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE55,714$2,719,400dollars as filed
CALAMOS CONVERTIBLE OPPORTUNIT128117108SH BEN INT193,126$2,247,982dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD58,847$2,029,639dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS36,077$1,641,864dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP28,358$1,522,824dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV21,960$1,516,338dollars as filed
Intel Corp458140100COM64,268$1,507,727dollars as filed
VANGUARD MALVERN FDS922020805SHS27,466$1,354,372dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID15,592$797,219dollars as filed
Vanguard Small-Cap ETF922908751SHS3,081$730,844dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock7,027$720,970dollars as filed
IJH464287507COM11,154$695,117dollars as filed
Microsoft Corp594918104COM1,357$584,078dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,136$497,191dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF9,201$484,507dollars as filed
Apple Inc037833100COM1,705$397,319dollars as filed
PepsiCo,Inc.713448108COM1,906$324,115dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX5,499$290,484dollars as filed
MCKESSON CORP COM58155Q103Stock583$288,247dollars as filed
Berkshire Hathaway Inc084670702COM616$283,520dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock706$274,443dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,220$248,329dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock7,500$231,000dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,635$220,381dollars as filed
iShares Russell 2000 ETF464287655SHS973$215,020dollars as filed
UNITED BANKSHARES INC WEST VA COM909907107Stock5,565$206,461dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002021711-24-000004this filing2024-10-07acceptance time not in the bulk data set