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  Name: Marathon Strategic Advisors LLC
  City: PITTSBURGH
  State: PA
  Zip: 15215
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $82,135,000
  Total Value Change : $8,287,000
  Securities Held Change : -6
   
All Securities Held : 24
  New Positions : 9
  Closed Positions : 15
  Increased Positions : 10
  Unchanged Positions : 3
  Decreased Positions : 2

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 20 Closed $48.25 $0 0 0% -1,525,000 -32,104 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 26 Closed $171.04 $0 0 0% -324,000 -1,906 0    Beverage Soft Drinks...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 32 Closed $242.07 $0 0 0% -4,076,000 -17,519 0    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 19 Closed $82.96 $0 0 0% -2,757,000 -31,201 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 25 Closed $58.45 $0 0 0% -624,000 -2,251 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 31 Closed $423.85 $0 0 0% -447,000 -1,188 0    Application Software
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 18 Closed $43.22 $0 0 0% -3,922,000 -95,435 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 24 Closed $81.27 $0 0 0% -217,000 -2,876 0    Closed - End Fund - E...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 30 Closed $51.02 $0 0 0% -503,000 -9,814 0    Closed - End Fund - E...
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 23 Closed $41.31 $0 0 0% -3,768,000 -88,474 0    Closed - End Fund - E...
   (CHI)1 Year Chart         CHI Calamos Convertible Opportu... 29 Closed $11.49 $0 0 0% -1,879,000 -181,414 0    Closed - End Fund - Debt
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 22 Closed $255.91 $0 0 0% -202,000 -650 0    Conglomerates
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 28 Closed $217.92 $0 0 0% -682,000 -3,196 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 21 Closed $49.56 $0 0 0% -5,014,000 -104,676 0    Closed - End Fund - F...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 27 Closed $536.73 $0 0 0% -8,752,000 -18,324 0    Closed - End Fund - E...
      15 Records Found
  1    
Page 1 of 1
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