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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 2025-03-31, filed 2025-04-17, with 37 holding rows worth $93,004,520.

Accession
0002021711-25-000002
Filer
CIK 2021711
Filed
2025-04-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 37 entries on the cover page, a total value of $93,004,520 stated on the cover page (in dollars after the unit check, H1), rows summing to $93,004,520 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 ETF78464A854SHS151,764$9,980,001dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS233,502$9,192,961dollars as filed
SPDW78463X889COM252,227$9,183,586dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS16,087$9,039,512dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS161,011$8,240,547dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS100,651$5,116,078dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM116,336$4,706,955dollars as filed
Vanguard Mid-Cap ETF922908629SHS16,909$4,373,006dollars as filed
Vanguard Real Estate922908553SHS44,258$4,007,106dollars as filed
VWO922042858SHS87,716$3,970,018dollars as filed
BLACKROCK FLOATING RATE INCO09255X100COM257,053$3,321,120dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE57,246$3,274,472dollars as filed
CALAMOS CONVERTIBLE OPPORTUNIT128117108SH BEN INT205,442$1,970,186dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD59,434$1,899,517dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS39,277$1,600,935dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV23,499$1,550,981dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP30,599$1,478,239dollars as filed
Intel Corp458140100COM64,268$1,459,527dollars as filed
VANGUARD MALVERN FDS922020805SHS26,978$1,346,226dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID15,280$756,666dollars as filed
Vanguard Small-Cap ETF922908751SHS2,992$663,476dollars as filed
IJH464287507COM11,009$642,376dollars as filed
Microsoft Corp594918104COM1,335$501,277dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,733$481,101dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock4,022$439,484dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF8,374$438,529dollars as filed
MCKESSON CORP COM58155Q103Stock583$392,354dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,500$387,570dollars as filed
Apple Inc037833100COM1,686$374,481dollars as filed
Amazon.com, Inc023135106COM1,907$362,826dollars as filed
Berkshire Hathaway Inc084670702COM616$328,070dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock7,500$301,200dollars as filed
PIMCO ETF TR72201R2051-5 US TIP IDX5,441$293,923dollars as filed
PepsiCo,Inc.713448108COM1,906$285,786dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock671$226,074dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,583$211,124dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,155$207,230dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002021711-25-000002this filing2025-04-17acceptance time not in the bulk data set