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Richard Stram

Marino, Stram & Associates Llc

Assets Managed
$627.762M
Holdings
202
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.79%(2Q avg: 6.68%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Marino, Stram & Associates Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 202 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 2026 - Q2, they manage 627.762M in assets, with a quarterly growth rate of 12.79% and a 2-quarter average growth rate of 6.68%. The portfolio is managed by Richard Stram, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.39%
14.29%
$89.686M
567,525 shares@ $158.03 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.63%
10.84%
$68.007M
90,811 shares@ $748.89 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 517.29%
8.29%
$52.028M
603,992 shares@ $86.14 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 0.42%
6.79%
$42.581M
279,804 shares@ $152.18 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.88%
6.27%
$39.318M
180,415 shares@ $217.94 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.47%
3.46%
$21.679M
281,143 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.43%
2.6%
$16.263M
109,652 shares@ $148.32 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.9%
2.15%
$13.47M
46,551 shares@ $289.37 avg price
HFXI
Nyli Ftse Int Eq Cur Neu-usd
Recent Activity
Decreased -1.98%
1.49%
$9.345M
245,335 shares@ $38.1 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.51%
1.49%
$9.297M
28,402 shares@ $327.34 avg price

1-10 of 202