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  Name: Marathon Strategic Advisors LLC
  City: PITTSBURGH
  State: PA
  Zip: 15215
   
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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

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (DON)1 Year Chart         DON Wisdom Tree Trust MidCap Di... 11 - $46.58 $760,000 15,577 0.93% 48,000 0 0.02    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 13 - $196.89 $341,000 1,988 0.42% -42,000 0 0    Personal Computers
   (MCK)1 Year Chart         MCK McKesson Corp 15 - $531.10 $313,000 583 0.38% 43,000 0 0    Drugs Wholesale

      3 Records Found
  1    
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