Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MARINO STRAM & ASSOCIATES LLC
  City: BRAINTREE
  State: MA
  Zip: 02184
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $422,347,000
  Total Value Change : $35,688,000
  Securities Held Change : 2
   
All Securities Held : 170
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 83
  Unchanged Positions : 26
  Decreased Positions : 56

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KVYO)1 Year Chart         KVYO Klaviyo, Inc. 61 New $23.44 $1,118,000 43,868 0.26% 1,118,000 43,868 0.02    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 90 New $0.00 $733,000 12,670 0.17% 733,000 12,670 0.001    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 110 New $0.00 $526,000 11,527 0.12% 526,000 11,527 0    N/A
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 164 New $40.41 $215,000 5,005 0.05% 215,000 5,005 0    Drug Manufacturers - ...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 165 New $245.50 $214,000 858 0.05% 214,000 858 0    Business Software & S...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results