StockDriftsStockDriftsTop 50 Marathon Strategic Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST MID CAP | 13.91% | 326.7K | $19.3M | +8.46%(+25.48K) | $52.42(+22.59%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST LARGE CAP | 8.55% | 155.4K | $11.9M | +3.80%(+5.68K) | $55.00(+54.90%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS EMERGING MARKETS | 8.41% | 249.4K | $11.7M | +3.58%(+8.62K) | $35.88(+43.88%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS DEV WORLD EX US | 8.02% | 244.2K | $11.1M | +2.02%(+4.83K) | $33.83(+45.42%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 7.01% | 14.9K | $9.7M | -0.63%(-95) | $457.31(+58.97%) | 2026-03-31 | |
| INTC | INTEL CORP | 5.7% | 179.5K | $7.9M | +63.30%(+69.59K) | $38.11(+183.75%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX REAL ESTATE | 5.34% | 83.7K | $7.4M | +9.67%(+7.38K) | $86.70(+10.45%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.58% | 99.5K | $6.4M | -0.26%(-255) | $45.87(+50.37%) | 2026-03-31 | |
| VNQI | VANGUARD INDEX GLB EX US REAL EST | 4.13% | 129.3K | $5.7M | +3.76%(+4.69K) | $41.64(+12.90%) | 2026-03-31 | |
| VO | VANGUARD INDEX MID CAP | 3.53% | 17.1K | $4.9M | -0.12%(-21) | $55.31(+40.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +43.00% |
| Top 20 Holdings Unweighted | +12.07% | +40.76% |
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