Marino, Stram & Associates Llc Buys Verizon Communications Inc, Alliant Energy Corp, Vanguard Dividend Appreciation ETF, Sells iShares S&P 500 Growth ETF, iShares Russell 1000 Value ETF, Qualcomm Inc

Author's Avatar
Oct 15, 2019
Article's Main Image
Investment company Marino, Stram & Associates Llc (Current Portfolio) buys Verizon Communications Inc, Alliant Energy Corp, Vanguard Dividend Appreciation ETF, United Parcel Service Inc, Alphabet Inc, sells iShares S&P 500 Growth ETF, iShares Russell 1000 Value ETF, Qualcomm Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Marino, Stram & Associates Llc. As of 2019Q3, Marino, Stram & Associates Llc owns 82 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of MARINO, STRAM & ASSOCIATES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/marino%2C+stram+%26+associates+llc/current-portfolio/portfolio

These are the top 5 holdings of MARINO, STRAM & ASSOCIATES LLC
  1. SPDR S&P Dividend ETF (SDY) - 153,488 shares, 11.28% of the total portfolio. Shares added by 3.03%
  2. Vanguard High Dividend Yield Index Fund (VYM) - 143,044 shares, 9.09% of the total portfolio. Shares added by 5.48%
  3. iShares Core S&P 500 ETF (IVV) - 39,924 shares, 8.54% of the total portfolio. Shares reduced by 2.88%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 56,979 shares, 7.89% of the total portfolio. Shares added by 2.53%
  5. iShares Core S&P Small-Cap ETF (IJR) - 134,933 shares, 7.52% of the total portfolio. Shares added by 1.95%
New Purchase: Alliant Energy Corp (LNT)

Marino, Stram & Associates Llc initiated holding in Alliant Energy Corp. The purchase prices were between $48.99 and $54.26, with an estimated average price of $51.36. The stock is now traded at around $52.38. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,988 shares as of .

New Purchase: Vanguard Dividend Appreciation ETF (VIG)

Marino, Stram & Associates Llc initiated holding in Vanguard Dividend Appreciation ETF. The purchase prices were between $113.1 and $120.84, with an estimated average price of $117.96. The stock is now traded at around $118.67. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,947 shares as of .

New Purchase: United Parcel Service Inc (UPS)

Marino, Stram & Associates Llc initiated holding in United Parcel Service Inc. The purchase prices were between $101.62 and $122.85, with an estimated average price of $114.23. The stock is now traded at around $115.87. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,830 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Marino, Stram & Associates Llc initiated holding in Alphabet Inc. The purchase prices were between $1100 and $1245.94, with an estimated average price of $1183.58. The stock is now traded at around $1217.77. The impact to a portfolio due to this purchase was 0.16%. The holding were 181 shares as of .

New Purchase: PPL Corp (PPL)

Marino, Stram & Associates Llc initiated holding in PPL Corp. The purchase prices were between $28.98 and $31.71, with an estimated average price of $30.23. The stock is now traded at around $32.15. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,848 shares as of .

Added: Verizon Communications Inc (VZ)

Marino, Stram & Associates Llc added to a holding in Verizon Communications Inc by 22.54%. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $59.60. The impact to a portfolio due to this purchase was 0.43%. The holding were 53,655 shares as of .

Added: Philip Morris International Inc (PM)

Marino, Stram & Associates Llc added to a holding in Philip Morris International Inc by 23.77%. The purchase prices were between $71.2 and $88.73, with an estimated average price of $79.16. The stock is now traded at around $78.03. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,768 shares as of .

Added: 3M Co (MMM)

Marino, Stram & Associates Llc added to a holding in 3M Co by 26.37%. The purchase prices were between $155.75 and $179.42, with an estimated average price of $167.24. The stock is now traded at around $160.51. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,631 shares as of .

Added: Facebook Inc (FB)

Marino, Stram & Associates Llc added to a holding in Facebook Inc by 26.11%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $183.28. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,396 shares as of .



Here is the complete portfolio of MARINO, STRAM & ASSOCIATES LLC. Also check out:

1. MARINO, STRAM & ASSOCIATES LLC's Undervalued Stocks
2. MARINO, STRAM & ASSOCIATES LLC's Top Growth Companies, and
3. MARINO, STRAM & ASSOCIATES LLC's High Yield stocks
4. Stocks that MARINO, STRAM & ASSOCIATES LLC keeps buying