Marathon Strategic Advisors, LLC
RIA/Wealth
Marathon Strategic Advisors, LLC is a RIA/Wealth based in Pittsburgh, PA led by Nicholas Emanuel Terezis, reporting $130.4M in AUM as of Q3 2025 with 81% ETF concentration and 68% concentrated in top 10 holdings.
PresidentNicholas Emanuel Terezis
- Portfolio Value
- $124.9M
- Positions
- 50
- Top Holding
- SPMD at 10.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Marathon Strategic Advisors, LLC's portfolio (68.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.8M | 10.21% | +$1.7M Bought | — 223.0K shares | |
ETF ETF | $12.3M | 9.82% | +$179.9K Bought | — 156.7K shares | |
ETF ETF | $11.4M | 9.14% | +$116.7K Bought | — 243.9K shares | |
ETF ETF | $10.8M | 8.68% | +$214.2K Bought | — 16.2K shares | |
ETF ETF | $10.6M | 8.50% | -$328.7K Sold | — 248.1K shares | |
ETF ETF | $6.1M | 4.85% | +$24.4K Bought | — 101.2K shares | |
ETF ETF | $5.9M | 4.72% | +$118.5K Bought | — 123.5K shares | |
ETF ETF | $5.5M | 4.38% | +$1.2M Bought | — 59.8K shares | |
ETF ETF | $5.0M | 4.02% | +$60.8K Bought | — 17.1K shares | |
ETF ETF | $5.0M | 4.02% | +$31.8K Bought | — 92.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Marathon Strategic Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-48.2% | |
-42.57% | |
-29.38% | |
-24.75% | |
-8.9% |
Analytics
Portfolio insights and performance metrics for Marathon Strategic Advisors, LLC
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