MARCO INVESTMENT MANAGEMENT LLC

Adviser information for MARCO INVESTMENT MANAGEMENT LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 619 $1.3B
Non-Discretionary 0 $0
Total 619 $1.3B

Clients

Type Number RAUM
Individuals 72 $30.7M
HNW Individuals 172 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $97.6M
State or municipal gov entities <5 $85.2M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $91.7M
Other <5 $2.9M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 2.9M
Both for Same 0
Portfolio Manager to Program Sponsor
PRIVATE ADVISOR NETWORK WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Identifiers

SEC RIA File Number 801-55605
SEC ERA File Number 801-55605
SEC CIK Numbers 1080493
SEC CRD Numbers 108170
Legal Entity Identifier None

Principal Office

1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 404-504-8600, Fax: 404-504-8604

Chief Compliance Officer

MARK BURTON
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Tel: 404-504-8600
Fax: 404-504-8404
(Full email address available in API data)

Regulatory Contact

STEVEN MARCO
MANAGING DIRECTOR
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Tel: 404-504-8600
Fax: 404-504-8404
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MARCO, STEVEN, SCOTT Individual MANAGING DIRECTOR 05/1998 > 75%
BURTON, MARK, CODY Individual CHIEF COMPLIANCE OFFICER 03/2021 < 5%

No. Employees, Historic

105020192020202120222023202420259 on 10/16/20199 on 11/20/201910 on 2/25/202010 on 6/29/202010 on 7/13/202010 on 11/2/202010 on 11/5/202010 on 11/6/202010 on 1/5/202110 on 3/30/202110 on 3/15/20229 on 2/22/20239 on 4/24/20239 on 2/7/20249 on 2/8/2024

RAUM, Historic

2B1B02019202020212022202320242025832058407 on 10/16/2019832058407 on 11/20/2019978232587 on 2/25/2020978232587 on 6/29/2020978232587 on 7/13/2020978232587 on 11/2/2020978232587 on 11/5/2020978232587 on 11/6/2020978232587 on 1/5/20211008345568 on 3/30/20211360813330 on 3/15/20221197992121 on 2/22/20231197992121 on 4/24/20231337378640 on 2/7/20241337378640 on 2/8/2024

No. Clients, Historic

30015002019202020212022202320242025196 on 10/16/2019196 on 11/20/2019195 on 2/25/2020195 on 6/29/2020195 on 7/13/2020195 on 11/2/2020195 on 11/5/2020195 on 11/6/2020195 on 1/5/2021197 on 3/30/2021221 on 3/15/2022235 on 2/22/2023235 on 4/24/2023244 on 2/7/2024244 on 2/8/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AAON INC COM PAR $0.004 248K 3K
AFLAC INC COM 8M 94K
AGCO CORP COM 1M 13K
APA CORPORATION COM 2M 61K
AT&T INC COM 665K 35K
ABBOTT LABS COM 7M 66K
ABBVIE INC COM 24M 141K
ACCENTURE PLC IRELAND SHS CLASS A 3M 10K
ACUITY BRANDS INC COM 436K 2K
ADVANCED MICRO DEVICES INC COM 10M 63K
AKAMAI TECHNOLOGIES INC COM 767K 9K
ALPHABET INC CAP STK CL A 13M 70K
ALPHABET INC CAP STK CL C 2M 9K
ALTAIR ENGR INC COM CL A 289K 3K
ALTRIA GROUP INC COM 596K 13K
AMAZON COM INC COM 3M 16K
AMERICAN EXPRESS CO COM 17M 73K
AMGEN INC COM 12M 39K
APPLE INC COM 59M 279K
APPLIED MATLS INC COM 7M 31K
AUTOMATIC DATA PROCESSING IN COM 347K 1K
AUTOZONE INC COM 6M 2K
BHP GROUP LTD SPONSORED ADS 3M 45K
BANK AMERICA CORP COM 4M 94K
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K
BOEING CO COM 288K 2K
BOOKING HOLDINGS INC COM 234K 59
BRINKER INTL INC COM 279K 4K
BRISTOL-MYERS SQUIBB CO COM 2M 37K
BROADCOM INC COM 72M 45K
BROADRIDGE FINL SOLUTIONS IN COM 355K 2K
CSX CORP COM 1M 41K
CVS HEALTH CORP COM 5M 78K
CARRIER GLOBAL CORPORATION COM 451K 7K
CASELLA WASTE SYS INC CL A 366K 4K
CATERPILLAR INC COM 24M 72K
CHEVRON CORP NEW COM 3M 17K
CHURCH & DWIGHT CO INC COM 550K 5K
THE CIGNA GROUP COM 24M 72K
CISCO SYS INC COM 15M 318K
CITIGROUP INC COM NEW 611K 10K
COCA COLA CO COM 18M 290K
COGNIZANT TECHNOLOGY SOLUTIO CL A 3M 47K
CONOCOPHILLIPS COM 16M 136K
CONSTELLATION BRANDS INC CL A 2M 7K
CONSTRUCTION PARTNERS INC COM CL A 245K 4K
SELECT SECTOR SPDR TR SBI CONS DISCR 214K 1K
CORTEVA INC COM 1M 21K
COSTCO WHSL CORP NEW COM 35M 41K
CUMMINS INC COM 292K 1K
DARDEN RESTAURANTS INC COM 2M 11K
DARIOHEALTH CORP COM NEW 23K 19K
DEERE & CO COM 528K 1K
DESCARTES SYS GROUP INC COM 343K 4K
DEXCOM INC COM 429K 4K
DIGITAL RLTY TR INC COM 2M 16K
DOLLAR GEN CORP NEW COM 3M 22K
DOMINION ENERGY INC COM 705K 14K
DOVER CORP COM 1M 6K
DOW INC COM 2M 41K
DUPONT DE NEMOURS INC COM 1M 16K
DUKE ENERGY CORP NEW COM NEW 4M 35K
EOG RES INC COM 5M 37K
EATON CORP PLC SHS 3M 8K
EBAY INC. COM 544K 10K
ELECTRONIC ARTS INC COM 300K 2K
ELEDON PHARMACEUTICALS INC COM 80K 30K
SELECT SECTOR SPDR TR ENERGY 756K 8K
ENERGY TRANSFER L P COM UT LTD PTN 423K 26K
ENTERPRISE PRODS PARTNERS L COM 16M 536K
EXACT SCIENCES CORP COM 3M 80K
EXPEDIA GROUP INC COM NEW 3M 23K
EXPEDITORS INTL WASH INC COM 455K 4K
EXPONENT INC COM 292K 3K
EXTRA SPACE STORAGE INC COM 216K 1K
EXXON MOBIL CORP COM 9M 75K
FEDEX CORP COM 245K 816
SELECT SECTOR SPDR TR FINANCIAL 1M 28K
FIRSTSERVICE CORP NEW COM 230K 2K
GENERAL MLS INC COM 1M 20K
GENUINE PARTS CO COM 1M 8K
GILEAD SCIENCES INC COM 2M 23K
GLOBAL PMTS INC COM 6M 58K
GOLDMAN SACHS GROUP INC COM 22M 49K
GRACO INC COM 365K 5K
SELECT SECTOR SPDR TR SBI HEALTHCARE 1M 7K
HOME DEPOT INC COM 20M 57K
HONEYWELL INTL INC COM 9M 44K
HUMANA INC COM 747K 2K
IAC INC COM NEW 818K 17K
ISHARES TR ISHARES BIOTECH 575K 4K
ISHARES TR U.S. TECH ETF 256K 2K
INMODE LTD SHS 685K 38K
INTERNATIONAL BUSINESS MACHS COM 2M 11K
INTEL CORP COM 5M 177K
INTERNATIONAL FLAVORS&FRAGRA COM 2M 16K
INVESCO QQQ TR UNIT SER 1 3M 6K
JPMORGAN CHASE & CO. COM 32M 160K
JACOBS SOLUTIONS INC COM 5M 35K
JOHNSON & JOHNSON COM 4M 29K
KLA CORP COM NEW 19M 23K
KIMBERLY-CLARK CORP COM 2M 14K
L3HARRIS TECHNOLOGIES INC COM 5M 24K
LKQ CORP COM 258K 6K
LAM RESEARCH CORP COM 11M 10K
LEMAITRE VASCULAR INC COM 202K 2K
ELI LILLY & CO COM 2M 2K
LOWES COS INC COM 23M 106K
LYONDELLBASELL INDUSTRIES N SHS - A - 20M 208K
MAGNA INTL INC COM 3M 83K
MARTIN MARIETTA MATLS INC COM 257K 475
MARVELL TECHNOLOGY INC COM 8M 110K
MASTERCARD INCORPORATED CL A 247K 561
MCDONALDS CORP COM 4M 15K
MCKESSON CORP COM 401K 686
MEDTRONIC PLC SHS 8M 98K
MERCK & CO INC COM 12M 94K
META PLATFORMS INC CL A 6M 12K
MICROSOFT CORP COM 35M 79K
MONDELEZ INTL INC CL A 245K 4K
MOSAIC CO NEW COM 2M 55K
NXP SEMICONDUCTORS N V COM 20M 73K
NETFLIX INC COM 361K 535
NEXTERA ENERGY INC COM 224K 3K
NORTHROP GRUMMAN CORP COM 7M 16K
NOVANTA INC COM 241K 1K
NOVARTIS AG SPONSORED ADR 2M 15K
NOVO-NORDISK A S ADR 942K 7K
NUCOR CORP COM 271K 2K
NUTRIEN LTD COM 290K 6K
NUVEEN S&P 500 BUY-WRITE INC COM 274K 20K
NVIDIA CORPORATION COM 6M 51K
ONEOK INC NEW COM 334K 4K
ORACLE CORP COM 16M 111K
PALO ALTO NETWORKS INC COM 23M 67K
PAYPAL HLDGS INC COM 3M 43K
PEMBINA PIPELINE CORP COM 207K 6K
PEPSICO INC COM 563K 3K
PERMIANVILLE RTY TR TR UNIT 12K 12K
PFIZER INC COM 4M 143K
PHILIP MORRIS INTL INC COM 315K 3K
PHILLIPS 66 COM 11M 76K
PROCTER AND GAMBLE CO COM 10M 61K
QUALCOMM INC COM 39M 194K
QUANTA SVCS INC COM 4M 15K
RBC BEARINGS INC COM 205K 760
RPM INTL INC COM 929K 9K
RTX CORPORATION COM 1M 14K
REALTY INCOME CORP COM 3M 61K
REPUBLIC SVCS INC COM 210K 1K
ROLLINS INC COM 1M 21K
ROPER TECHNOLOGIES INC COM 5M 9K
ROSS STORES INC COM 668K 5K
S&P GLOBAL INC COM 262K 588
SPS COMM INC COM 263K 1K
STMICROELECTRONICS N V NY REGISTRY 852K 22K
SALESFORCE INC COM 14M 53K
SCHLUMBERGER LTD COM STK 636K 13K
SHELL PLC SPON ADS 260K 4K
SIMPSON MFG INC COM 281K 2K
STARBUCKS CORP COM 3M 36K
STRYKER CORPORATION COM 19M 54K
SYSCO CORP COM 630K 9K
TJX COS INC NEW COM 3M 29K
TARGET CORP COM 452K 3K
SELECT SECTOR SPDR TR TECHNOLOGY 1M 6K
TESLA INC COM 4M 18K
TEXAS INSTRS INC COM 2M 9K
SCHWAB CHARLES CORP COM 6M 77K
SOUTHERN CO COM 786K 10K
THERMO FISHER SCIENTIFIC INC COM 7M 12K
TOTALENERGIES SE SPONSORED ADS 1M 19K
TRAVELERS COMPANIES INC COM 396K 2K
TRUIST FINL CORP COM 2M 46K
US BANCORP DEL COM NEW 376K 9K
UNION PAC CORP COM 13M 56K
UNITED PARCEL SERVICE INC CL B 15M 110K
UNITEDHEALTH GROUP INC COM 19M 37K
UNIVERSAL INS HLDGS INC COM 188K 10K
VANGUARD INDEX FDS REAL ESTATE ETF 639K 8K
VERIZON COMMUNICATIONS INC COM 3M 81K
VISA INC COM CL A 404K 2K
VULCAN MATLS CO COM 224K 900
WALMART INC COM 18M 268K
DISNEY WALT CO COM 6M 64K
WELLS FARGO CO NEW COM 2M 29K
WEYERHAEUSER CO MTN BE COM NEW 312K 11K
YUM BRANDS INC COM 305K 2K
ISHARES TR EAFE VALUE ETF 287K 5K
EA SERIES TRUST EUCLIDEAN FUNDAM 504K 16K
ISHARES TR CORE S&P500 ETF 575K 1K
ISHARES TR CORE S&P MCP ETF 1M 24K
ISHARES TR CORE S&P SCP ETF 201K 2K
ISHARES TR MSCI KLD400 SOC 208K 2K
ISHARES TR S&P 100 ETF 278K 1K
ISHARES TR SP SMCP600VL ETF 223K 2K
ISHARES TR SELECT DIVID ETF 698K 6K
ISHARES TR RUS 2000 GRW ETF 248K 945
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 248K 5K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2M 15K
SPDR GOLD TR GOLD SHS 10M 47K
SPDR S&P 500 ETF TR TR UNIT 11M 21K
VANGUARD INDEX FDS GROWTH ETF 2M 6K
VANGUARD WHITEHALL FDS HIGH DIV YLD 747K 6K
VANGUARD INDEX FDS LARGE CAP ETF 222K 889
VANGUARD INDEX FDS SMALL CP ETF 235K 1K
VANGUARD INDEX FDS SM CP VAL ETF 305K 2K
VANGUARD INDEX FDS TOTAL STK MKT 606K 2K
VANGUARD INDEX FDS VALUE ETF 407K 3K