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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
DGSWisdomtree Emerging Mkts Small
Recent Activity
Increased 6.42%
1.6%
$1.476M
30,177 shares@ $48.93 avg price
DLSWisdomtree International Small
Recent Activity
Increased 6.64%
1.6%
$1.474M
23,417 shares@ $62.95 avg price
VTIPVanguard Shrt-term Infl-prot S
Recent Activity
Increased 0.06%
1.44%
$1.331M
27,482 shares@ $48.43 avg price
EMXCIshares Msci Emerging Mkts Ex
Recent Activity
Increased 7.34%
0.53%
$484,245
8,733 shares@ $55.46 avg price