Marathon Strategic Advisors, LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 17, 2025
Value $: $93M
Signature - Title: Nicholas E Terezis - President and Chief Compliance Officer
Location: Pittsburgh, PA
Summary: This page shows a list of all the recent 13F filings made by Marathon Strategic Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marathon Strategic Advisors, LLC reported 37 stock holdings with total value $93M as of Q1 2025. Top holdings included SPLG, SPEM, SPDW, IVV, and SPMD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	37	$93M	+$1.89M	-$940K	+$954K	SPLG, SPEM, SPDW, IVV, SPMD	13F-HR	4/17/2025, 04:00 PM
Q4 2024	36	$92.4M	+$3.2M	-$1.89M	+$1.31M	SPLG, IVV, SPEM, SPDW, SPMD	13F-HR	1/17/2025, 03:46 PM
Q3 2024	37	$94.6M	+$7.5M	-$3.99M	+$3.51M	SPLG, IVV, SPEM, SPDW, SPMD	13F-HR	10/7/2024, 03:20 PM
Q2 2024	45	$85.6M	+$42.8M	-$39.8M	+$3M	SPLG, IVV, SPEM, SPDW, SPMD	13F-HR	7/8/2024, 11:50 AM
Q1 2024	24	$82.1M	+$40.9M	-$34.8M	+$6.13M	SPLG, SPEM, SPDW, SPMD, FRA	13F-HR	4/30/2024, 02:00 PM
Q4 2023	30	$73.8M	$0	$0		SPLG, IVV, SPEM, SPDW, SPMD	13F-HR	4/30/2024, 01:50 PM