Marion Wealth Management Purchases in Q4 2024

Marion Wealth Management

  • $375 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
2.55K
New
N/A
2.55K $0
VGIT
Vanguard Intermediate Term Tre

ETFs
3.58K
+ 4.18%
$57.78 - $60.4 $207K - $216K
89.4K $5.18M
JNJ
Johnson & Johnson

Healthcare
167
+ 11.45%
$143.34 - $165.86 $23.9K - $27.7K
1.63K $235K
BND
Vanguard Bd Index Fd Inc Total

ETFs
364
+ 4.25%
$71.75 - $75.11 $26.1K - $27.3K
8.93K $642K
ABT
Abbott Laboratories

Healthcare
2
+ 0.08%
$111.93 - $119.39 $224 - $239
2.66K $300K
XLE
Energy Sector Spdr

ETFs
405
+ 2.33%
$83.32 - $97.27 $33.7K - $39.4K
17.8K $1.52M
SPIB
Spdr Portfolio Intermediate Te

ETFs
523
+ 2.06%
$32.65 - $33.68 $17.1K - $17.6K
25.9K $849K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.37%
$131.66 - $144.0 $790 - $864
1.61K $213K
JEPI
J P Morgan Exchange Traded Fd

ETFs
302
+ 1.65%
$57.53 - $60.83 $17.4K - $18.4K
18.6K $1.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.09K
+ 3.69%
$45.17 - $47.23 $185K - $193K
115K $5.21M
VDC
Vanguard Consumer Staples ETF

ETFs
130
+ 1.83%
$210.96 - $223.62 $27.4K - $29.1K
7.24K $1.53M
IWN
Ishares Russell2000 Val ETF

ETFs
625
+ 1.31%
$162.69 - $181.35 $102K - $113K
48.4K $7.95M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
229
+ 2.72%
$50.06 - $55.0 $11.5K - $12.6K
8.65K $434K
URI
United Rentals, Inc.

Industrials
5
+ 1.79%
$704.44 - $880.32 $3.52K - $4.4K
284 $200K
XLI
Industrial Sector Spdr

ETFs
143
+ 1.18%
$131.76 - $143.99 $18.8K - $20.6K
12.3K $1.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
37
+ 0.69%
$285.5 - $335.62 $10.6K - $12.4K
5.38K $1.56M
BDX
Becton Dickinson & CO

Healthcare
487
+ 4.71%
$220.02 - $243.75 $107K - $119K
10.8K $2.46M
ORCL
Oracle Corp

Technology
35
+ 0.26%
$165.41 - $192.43 $5.79K - $6.74K
13.6K $2.27M
KO
Coca Cola CO

Consumer Defensive
63
+ 1.23%
$61.74 - $71.71 $3.89K - $4.52K
5.18K $322K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$164.99 - $203.87 $165 - $204
2.38K $423K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
32
+ 0.1%
$51.09 - $55.27 $1.63K - $1.77K
31.2K $1.59M
CBOE
Cboe Global Markets, Inc.

Financial Services
194
+ 1.78%
$191.61 - $217.84 $37.2K - $42.3K
11.1K $2.17M
CAT
Caterpillar Inc

Industrials
7
+ 0.32%
$360.37 - $416.88 $2.52K - $2.92K
2.16K $784K
MSFT
Microsoft Corp

Technology
159
+ 1.05%
$406.35 - $454.46 $64.6K - $72.3K
15.2K $6.42M
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 1.06%
$385.02 - $431.37 $26.2K - $29.3K
6.51K $2.53M
UNP
Union Pacific Corp

Industrials
112
+ 1.85%
$223.15 - $249.32 $25K - $27.9K
6.17K $1.41M
VGLT
Vanguard Long Term Treasury Et

ETFs
657
+ 2.93%
$55.1 - $61.74 $36.2K - $40.6K
23.1K $1.28M
ROP
Roper Technologies Inc

Industrials
220
+ 3.63%
$519.85 - $575.95 $114K - $127K
6.29K $3.27M
PEP
Pepsico Inc

Consumer Defensive
313
+ 3.49%
$151.29 - $176.1 $47.4K - $55.1K
9.28K $1.41M
NOC
Northrop Grumman Corp

Industrials
70
+ 2.64%
$466.52 - $543.88 $32.7K - $38.1K
2.72K $1.28M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1.85K
+ 2.79%
$18.62 - $22.39 $34.4K - $41.3K
68K $1.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
193
+ 3.47%
$219.66 - $257.62 $42.4K - $49.7K
5.75K $1.27M
CMCSA
Comcast Corp

Communication Services
1.86K
+ 3.32%
$37.39 - $45.14 $69.7K - $84.1K
58.1K $2.18M
UPS
United Parcel Service Inc

Industrials
3
+ 0.02%
$122.65 - $138.35 $368 - $415
17.9K $2.26M
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 6.54%
$96.31 - $114.76 $153K - $183K
25.9K $2.58M
PSX
Phillips 66

Energy
353
+ 2.74%
$110.35 - $138.93 $39K - $49K
13.3K $1.51M
IBB
Ishares Biotechnology ETF

ETFs
545
+ 2.84%
$131.21 - $148.85 $71.5K - $81.1K
19.8K $2.61M
XLV
Select Sector Spdr Fund Health

ETFs
628
+ 3.46%
$136.28 - $154.74 $85.6K - $97.2K
18.8K $2.58M
ADI
Analog Devices Inc

Technology
623
+ 3.08%
$206.35 - $236.48 $129K - $147K
20.9K $4.43M
NEE
Nextera Energy Inc

Utilities
347
+ 1.76%
$69.77 - $85.43 $24.2K - $29.6K
20K $1.44M
AMT
American Tower Corp

Real Estate
156
+ 2.93%
$179.4 - $232.01 $28K - $36.2K
5.49K $1.01M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.62K
+ 3.91%
$74.68 - $81.45 $195K - $213K
69.5K $5.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.2K
+ 3.46%
$80.13 - $83.77 $974K - $1.02M
364K $29.2M
UNH
Unitedhealth Group Inc

Healthcare
129
+ 2.51%
$485.52 - $625.25 $62.6K - $80.7K
5.26K $2.66M
IEFA
Ishares Tr

ETFs
8.62K
+ 2.6%
$70.06 - $77.43 $604K - $667K
341K $23.9M
Activity Summary
Buys All Purchases 96 New Holdings 12 Increased Positions 84 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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