Richard Stram

@Marino, Stram & Associates Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$451.924M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$3.227M 3,399 shares@ $949.39 avg price	Exited
ESGEIshares Inc Recent Activity Exited	0%	$212,080 5,825 shares@ $36.41 avg price	Exited
STZConstellation Brands Inc Recent Activity Exited	0%	$208,668 810 shares@ $257.62 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$207,315 8,837 shares@ $23.46 avg price	Exited