Marino, Stram & Associates LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of finance, it is crucial for investors to stay updated with the latest trends and changes in the market. One method that provides valuable insights is the filing of the 13F form with the Securities and Exchange Commission (SEC). This form documents the holdings of institutional investment managers, and today we will be taking a closer look at the holdings of Marino, Stram & Associates LLC for the first and second quarters of 2023.

Significant Changes in Holdings:

Marino, Stram & Associates LLC made several noteworthy changes to their investment portfolio during the first half of 2023. Let's delve into some of the most notable alterations:

1. Vanguard Whitehall FDS (VYM):

- In the first quarter of 2023, Marino, Stram & Associates LLC held 486,254 shares.

- This number increased to 496,774 shares in the second quarter, indicating a 2.7% change.

- The value of their holdings in Q1 2023 stood at $51,299,000, which escalated to $52,696,000 in Q2 2023.

2. iShares TR (IVV):

- Marino, Stram & Associates LLC held 76,523 shares of iShares TR in Q1 2023.

- This number saw a modest increase to 78,817 shares in Q2 2023, representing an 11.7% change.

- The value of their holdings in Q1 2023 was $31,456,000, which grew to $35,124,000 in Q2 2023.

3. SPDR Ser TR (SDY):

- In Q1 2023, Marino, Stram & Associates LLC held 263,486 shares of SPDR Ser TR.

- This figure experienced a slight increase to 267,872 shares in Q2 2023, reflecting a 0.8% change.

- The value of their holdings in Q1 2023 was $32,595,000 and rose to $32,856,000 in Q2 2023.

4. Vanguard Index FDS (VTV):

- Marino, Stram & Associates LLC held 141,399 shares of Vanguard Index FDS in Q1 2023.

- This number increased marginally to 142,536 shares in Q2 2023, resulting in a 3.8% change.

- The value of their holdings in Q1 2023 was $19,528,000. In Q2 2023, it stood at $20,276,000.

5. Vanguard Index FDS (VUG):

- In Q1 2023, Marino, Stram & Associates LLC held 51,256 shares of Vanguard Index FDS.

- This number increased to 51,703 shares in Q2 2023, indicating a 14.4% change.

- The value of their holdings in Q1 2023 was $12,785,000, and it rose to $14,629,000 in Q2 2023.

6. iShares TR (IJH):

- Marino, Stram & Associates LLC held 48,887 shares of iShares TR in Q1 2023.

- This figure saw a modest increase to 49,247 shares in Q2 2023, representing a 5.3% change.

- The value of their holdings in Q1 2023 was $12,229,000, which increased to $12,877,000 in Q2 2023.

Conclusion:

Understanding the changes in holdings of institutional investment managers, such as Marino, Stram & Associates LLC, can provide valuable insights for other market participants. By analyzing the 13F filings, we can observe the shifting trends and strategies employed by these investment firms. It is crucial for investors to remain informed about these changes to make well-informed decisions that align with their investment goals and objectives.

Disclaimer: The information presented in this article is based on publicly available data from the 13F filings. While we strive for accuracy, there may be discrepancies or errors due to data processing or reporting issues. It is advisable to conduct further research or consult with a financial advisor before making any investment decisions.