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Richard Stram

@Marino, Stram & Associates Llc

Latest period2024 - Q4ReportedManaged Assets$451.924MTotal holdings171
Assets growth rate0.86%Assets growth rate (2-Q avg)5.17%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Marino, Stram & Associates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Marino, Stram & Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 451.924M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 5.17%. The portfolio is managed by Richard Stram, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.78%
$3.496M
3,410 shares@ $1025.2 avg price
AGGIshares Tr
Recent Activity
New Position
0.05%
$215,990
2,229 shares@ $96.9 avg price
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.05%
$209,123
1,266 shares@ $165.19 avg price
BABoeing Co
Recent Activity
New Position
0.05%
$208,843
1,180 shares@ $176.99 avg price
PSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.05%
$203,114
3,042 shares@ $66.77 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.05%
$203,069
2,833 shares@ $71.68 avg price
USBUs Bancorp Del
Recent Activity
New Position
0.05%
$201,600
4,215 shares@ $47.83 avg price