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Disclosery

13F-HR filed by Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-17, with 36 holding rows worth $92,435,290.

Accession
0002021711-25-000001
Filer
CIK 2021711
Filed
2025-01-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 36 entries on the cover page, a total value of $92,435,290 stated on the cover page (in dollars after the unit check, H1), rows summing to $92,435,290 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 ETF78464A854SHS153,445$10,578,499dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,411$9,661,007dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS228,353$8,761,892dollars as filed
SPDW78463X889COM248,560$8,483,353dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS146,193$7,995,296dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS103,643$4,956,196dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM114,959$4,547,779dollars as filed
Vanguard Mid-Cap ETF922908629SHS17,154$4,530,887dollars as filed
VWO922042858SHS90,637$3,991,645dollars as filed
Vanguard Real Estate922908553SHS43,781$3,900,048dollars as filed
BLACKROCK FLOATING RATE INCO09255X100COM248,675$3,419,276dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE57,964$2,477,961dollars as filed
CALAMOS CONVERTIBLE OPPORTUNIT128117108SH BEN INT198,658$2,371,972dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD59,353$2,038,782dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS37,634$1,690,520dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP30,177$1,476,259dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV23,417$1,474,100dollars as filed
VANGUARD MALVERN FDS922020805SHS27,482$1,330,702dollars as filed
Intel Corp458140100COM64,268$1,288,574dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID15,310$780,351dollars as filed
Vanguard Small-Cap ETF922908751SHS3,035$729,250dollars as filed
IJH464287507COM11,009$685,971dollars as filed
Microsoft Corp594918104COM1,299$547,616dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock7,500$504,075dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,733$484,245dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF8,528$440,880dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,500$428,685dollars as filed
Apple Inc037833100COM1,685$422,017dollars as filed
Amazon.com, Inc023135106COM1,907$418,377dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock4,022$370,950dollars as filed
MCKESSON CORP COM58155Q103Stock583$332,258dollars as filed
PepsiCo,Inc.713448108COM1,906$289,827dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX5,441$284,560dollars as filed
Berkshire Hathaway Inc084670702COM616$279,221dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock671$247,834dollars as filed
iShares Russell 2000 ETF464287655SHS970$214,425dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002021711-25-000001this filing2025-01-17acceptance time not in the bulk data set