13F Filings History of MARINO, STRAM & ASSOCIATES LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$555,974,065
Signature - Title
Richard Stram - Chief Compliance Officer
Location
Braintree, MA
Summary
This page shows a list of all the recent 13F filings made by MARINO, STRAM & ASSOCIATES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARINO, STRAM & ASSOCIATES LLC reported 191 stock holdings with total value $555,974,065 as of Q3 2025. Top holdings included VYM, IVV, VUG, SDY, and VTV.

Notify me when MARINO, STRAM & ASSOCIATES LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 191 $555,974,065 +$29,612,040 -$1,963,770 +$27,648,270 VYM, IVV, VUG, SDY, VTV 13F-HR 03 Nov 2025, 09:01
Q2 2025 174 $495,602,860 +$28,106,428 -$7,358,900 +$20,747,528 VYM, IVV, SDY, VUG, VTV 13F-HR 18 Jul 2025, 10:18
Q1 2025 166 $450,423,135 +$12,279,533 -$8,999,457 +$3,280,076 VYM, IVV, SDY, VTV, VUG 13F-HR 21 Apr 2025, 09:47
Q4 2024 171 $451,924,335 +$16,475,796 -$6,158,312 +$10,317,484 VYM, IVV, SDY, VTV, VUG 13F-HR 17 Jan 2025, 12:02
Q3 2024 168 $448,079,757 +$11,662,548 -$1,590,370 +$10,072,178 VYM, IVV, SDY, VTV, VUG 13F-HR 21 Oct 2024, 09:36
Q2 2024 164 $409,273,498 +$6,291,837 -$21,241,467 -$14,949,630 VYM, IVV, SDY, VTV, VUG 13F-HR 18 Jul 2024, 13:21
Q1 2024 170 $422,341,981 +$22,906,610 -$6,607,325 +$16,299,285 VYM, IVV, SDY, VTV, VUG 13F-HR 24 Apr 2024, 17:05
Q4 2023 168 $386,655,767 +$16,130,539 -$4,540,777 +$11,589,762 VYM, IVV, SDY, VTV, VUG 13F-HR 30 Jan 2024, 11:42
Q3 2023 158 $341,409,694 +$6,699,829 -$3,299,658 +$3,400,171 VYM, IVV, SDY, VTV, VUG 13F-HR 30 Oct 2023, 10:14
Q2 2023 162 $353,225,610 +$11,300,060 -$3,662,649 +$7,637,411 VYM, IVV, SDY, VTV, VUG 13F-HR 20 Jul 2023, 13:58
Q1 2023 155 $331,085,538 +$13,579,741 -$5,164,893 +$8,414,848 VYM, SDY, IVV, VTV, VUG 13F-HR 20 Apr 2023, 13:22
Q4 2022 153 $317,466,210 +$16,990,338 -$4,748,693 +$12,241,645 VYM, SDY, IVV, VTV, IJR 13F-HR 19 Jan 2023, 14:48
Q3 2022 140 $277,121,000 +$14,394,108 -$1,541,895 +$12,852,213 VYM, SDY, IVV, VTV, IJR 13F-HR 14 Oct 2022, 19:31
Q2 2022 144 $288,372,000 +$16,331,058 -$3,890,571 +$12,440,487 VYM, SDY, IVV, VTV, IJR 13F-HR 14 Jul 2022, 18:27
Q1 2022 141 $317,147,000 +$6,686,395 -$3,111,463 +$3,574,932 VYM, IVV, SDY, VTV, VUG 13F-HR 25 Apr 2022, 14:38
Q4 2021 147 $325,700,000 +$12,685,696 -$1,803,013 +$10,882,683 VYM, IVV, SDY, VUG, VTV 13F-HR 19 Jan 2022, 18:36
Q3 2021 140 $289,262,000 +$207,886,398 -$300,547,842 -$92,661,444 VYM, IVV, SDY, IJR, VTV 13F-HR 14 Oct 2021, 08:44
Q2 2021 246 $383,017,000 +$303,460,904 -$183,533,276 +$119,927,628 AAPL, MSFT, AMZN, META, WRB 13F-HR 22 Jul 2021, 13:36
Q1 2021 132 $255,897,000 +$19,715,048 -$4,383,835 +$15,331,213 VYM, IVV, SDY, IJR, IJH 13F-HR 26 Apr 2021, 08:09
Q4 2020 127 $225,173,000 +$20,095,594 -$3,329,440 +$16,766,154 IVV, VYM, SDY, IJR, IJH 13F-HR 19 Jan 2021, 05:50
Q3 2020 108 $187,319,000 +$17,293,077 -$2,761,785 +$14,531,292 VYM, IVV, SDY, VUG, IJH 13F-HR 22 Oct 2020, 07:41
Q2 2020 105 $167,796,000 +$20,829,068 -$2,225,516 +$18,603,552 VYM, SDY, IVV, IJH, IJR 13F-HR 20 Jul 2020, 08:15
Q1 2020 94 $129,745,000 +$16,559,327 -$3,652,412 +$12,906,915 VYM, SDY, IVV, IJH, IJR 13F-HR 05 May 2020, 16:43
Q4 2019 88 $152,825,000 +$5,997,423 -$3,090,950 +$2,906,473 SDY, VYM, IVV, IJH, IJR 13F-HR 31 Jan 2020, 14:46
Q3 2019 85 $141,193,000 +$5,437,778 -$2,128,598 +$3,309,180 SDY, VYM, IVV, IJH, IJR 13F-HR 15 Oct 2019, 07:34
Q2 2019 79 $136,512,000 +$8,486,143 -$799,690 +$7,686,453 SDY, IVV, VYM, IJH, IJR 13F-HR 19 Jul 2019, 13:11
Q1 2019 579 $138,529,000 +$15,403,106 -$3,256,141 +$12,146,965 SDY, IVV, IJH, IJR, VYM 13F-HR 13 May 2019, 21:12
Q4 2018 548 $112,986,000 +$9,533,139 -$3,643,524 +$5,889,615 SDY, IJH, IJR, IVV, AOR 13F-HR 14 Feb 2019, 11:55
Q3 2018 447 $124,828,000 +$8,377,419 -$2,328,691 +$6,048,728 SDY, IJR, IJH, IVV, AOR 13F-HR 14 Nov 2018, 13:05
Q2 2018 438 $112,401,000 +$6,948,645 -$2,502,805 +$4,445,840 SDY, IJR, IJH, IVV, AOR 13F-HR 13 Aug 2018, 19:10
Q1 2018 429 $106,515,000 +$4,379,153 -$2,109,919 +$2,269,234 SDY, IJH, IJR, AOR, IVV 13F-HR 15 May 2018, 16:13
Q4 2017 446 $108,308,000 $0 SDY, IJH, IJR, AOR, IVV 13F-HR 09 Mar 2018, 14:35