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Nicholas E. Terezis

@Marathon Strategic Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$92.435MTotal holdings36
Assets growth rate-2.32%Assets growth rate (2-Q avg)4.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marathon Strategic Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Marathon Strategic Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 92.435M in assets, with a quarterly growth rate of -2.32% and a 2-quarter average growth rate of 4.14%. The portfolio is managed by Nicholas E. Terezis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Portfolio Large Cap Etf
Recent Activity
Decreased -3.42%
11.45%
$10.578M
153,445 shares@ $68.95 avg price
IVVS&p 500 Index Fund - Ishares
Recent Activity
Decreased -3.71%
10.46%
$9.661M
16,411 shares@ $588.7 avg price
SPEMSpdr Portfolio Emerging Market
Recent Activity
Increased 3.81%
9.48%
$8.762M
228,353 shares@ $38.37 avg price
SPDWSpdr Portfolio Developed World
Recent Activity
Increased 10.35%
9.18%
$8.483M
248,560 shares@ $34.14 avg price
SPMDSpdr Portfolio Mid Cap Etf
Recent Activity
Increased 2.46%
8.65%
$7.995M
146,193 shares@ $54.7 avg price
VEAVanguard Europe Pacific (eafe
Recent Activity
Decreased -0.06%
5.37%
$4.956M
103,643 shares@ $47.82 avg price
VNQIVanguard Global Ex-us Real Est
Recent Activity
Increased 8.7%
4.92%
$4.548M
114,959 shares@ $39.57 avg price
VOVanguard Mid Cap Etf
Recent Activity
Decreased -0.85%
4.91%
$4.531M
17,154 shares@ $264.14 avg price
VWOVanguard Emerging Markets Inde
Recent Activity
Decreased -0.71%
4.32%
$3.992M
90,637 shares@ $44.04 avg price
VNQVanguard Reit Index
Recent Activity
Increased 2.76%
4.22%
$3.9M
43,781 shares@ $89.09 avg price