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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
ROKRockwell Automation Inc
Recent Activity
New Position
0.47%
$428,685
1,500 shares@ $285.79 avg price
AMZNAmazon.com, Inc.
Recent Activity
New Position
0.46%
$418,377
1,907 shares@ $219.4 avg price