MARINO, STRAM & ASSOCIATES LLC
RIA/Wealth
MARINO, STRAM & ASSOCIATES LLC is a RIA/Wealth based in Braintree, MA led by Richard Eric Stram, reporting $1.2B in AUM as of Q3 2025 with 70% ETF concentration and 57% concentrated in top 10 holdings.
Managing PartnerRichard Eric Stram
- Portfolio Value
- $556.0M
- Positions
- 191
- Top Holding
- VYM at 13.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MARINO, STRAM & ASSOCIATES LLC's portfolio (56.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $76.6M | 13.78% | +$674.7K Bought | — 543.7K shares | |
ETF ETF | $58.3M | 10.49% | +$972.5K Bought | — 87.1K shares | |
ETF ETF | $42.9M | 7.72% | +$2.3M Bought | — 89.4K shares | |
ETF ETF | $39.4M | 7.09% | +$245.1K Bought | — 281.5K shares | |
ETF ETF | $32.3M | 5.81% | +$331.8K Bought | — 173.2K shares | |
ETF ETF | $18.4M | 3.30% | +$796.5K Bought | — 281.5K shares | |
ETF ETF | $13.9M | 2.50% | -$153.4K Sold | — 116.8K shares | |
Consumer Electronics Technology | $13.1M | 2.35% | +$1.3M Bought | 0.00% 51.3K shares | |
Software - Infrastructure Technology | $11.1M | 1.99% | +$870.7K Bought | 0.00% 21.3K shares | |
Banks - Diversified Financial Services | $9.6M | 1.72% | +$629.3K Bought | 0.00% 30.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MARINO, STRAM & ASSOCIATES LLC's latest filing
GthenC
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 |
|---|---|
Sold | |
Sold | |
Sold | |
-17.73% | |
-16.46% |
Analytics
Portfolio insights and performance metrics for MARINO, STRAM & ASSOCIATES LLC
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