Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARINO STRAM & ASSOCIATES LLC | 04-24-2024 | 03-31-2024 | 170 | 422,341,981 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 101 | $1,673,171 | 17,301 | 0.00 | 0.00 | 273 | 1.60 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 102 | $1,578,728 | 10,460 | 0.00 | 0.00 | 682 | 6.97 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 103 | $1,509,326 | 21,562 | 0.00 | 0.00 | -13 | -0.06 | 03-31-2024 |
| SPDR SER TR | SPDR S&P 500 ETF | 104 | $1,486,207 | 34,724 | 0.00 | 0.00 | -747 | -2.11 | 03-31-2024 |
