Marion Wealth Management Incresed Positions in Q4 2024

Marion Wealth Management

  • $375 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
9.01K
+ 177.21%
$180.88 - $232.93 $1.63M - $2.1M
14.1K $3.09M
MLPB
Ubs Ag

ETFs
10.1K
+ 1.7%
$23.6 - $27.14 $238K - $274K
603K $15.2M
AAPL
Apple Inc.

Technology
400
+ 1.11%
$221.69 - $259.02 $88.7K - $104K
36.4K $9.12M
GOOGL
Alphabet Inc.

Communication Services
339
+ 1.59%
$161.86 - $196.66 $54.9K - $66.7K
21.7K $4.1M
IEMG
Ishares Inc

ETFs
7.96K
+ 2.85%
N/A
287K $15.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.94K
+ 3.46%
N/A
178K $11.1M
AVGO
Broadcom Inc.

Technology
1K
+ 51.81%
$159.67 - $250.0 $160K - $250K
2.93K $679K
XLY
Select Sector Spdr Consumer Di

ETFs
71
+ 0.52%
$194.8 - $239.43 $13.8K - $17K
13.7K $3.08M
MA
Mastercard Inc

Financial Services
37
+ 0.65%
$491.3 - $536.15 $18.2K - $19.8K
5.76K $3.03M
VGSH
Vanguard

ETFs
5.08K
+ 4.7%
$58.02 - $58.88 $295K - $299K
113K $6.59M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.97K
+ 30.97%
$50.02 - $51.24 $148K - $152K
12.5K $628K
DE
Deere & CO

Industrials
253
+ 7.01%
$389.45 - $466.0 $98.5K - $118K
3.86K $1.64M
ACN
Accenture PLC

Technology
421
+ 3.63%
$343.9 - $376.86 $145K - $159K
12K $4.23M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.11K
+ 1.21%
$50.53 - $55.55 $157K - $172K
260K $13.3M
TJX
Tjx Companies Inc

Consumer Cyclical
391
+ 1.87%
$112.15 - $127.2 $43.9K - $49.7K
21.3K $2.57M
CRM
Salesforce, Inc.

Technology
165
+ 18.23%
$270.87 - $367.87 $44.7K - $60.7K
1.07K $357K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.19K
+ 2.44%
$77.86 - $79.27 $404K - $411K
218K $17M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 0.86%
$873.59 - $994.69 $19.2K - $21.9K
2.57K $2.36M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.4K
+ 3.98%
$17.65 - $18.18 $219K - $226K
324K $5.74M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.85K
+ 31.68%
$50.67 - $50.9 $93.7K - $94.1K
7.69K $389K
EQIX
Equinix Inc

Real Estate
18
+ 1.53%
$865.69 - $985.0 $15.6K - $17.7K
1.19K $1.13M
SRE
Sempra Energy

Utilities
210
+ 1.55%
$80.81 - $94.77 $17K - $19.9K
13.8K $1.21M
EOG
Eog Resources Inc

Energy
343
+ 2.86%
$118.22 - $136.54 $40.5K - $46.8K
12.4K $1.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
254
+ 2.29%
$53.94 - $58.15 $13.7K - $14.8K
11.3K $638K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.21%
$567.81 - $607.81 $2.27K - $2.43K
1.87K $1.1M
XLF
Financial Sector Spdr

ETFs
26
+ 0.45%
$44.89 - $51.34 $1.17K - $1.33K
5.77K $279K
PPG
Ppg Industries Inc

Basic Materials
410
+ 17.08%
$119.09 - $131.37 $48.8K - $53.9K
2.81K $335K
PG
Procter & Gamble CO

Consumer Defensive
213
+ 5.63%
$161.05 - $179.7 $34.3K - $38.3K
4K $670K
SPMD
Spdr Portfolio

ETFs
268
+ 2.98%
$54.13 - $59.56 $14.5K - $16K
9.27K $507K
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 2.1%
$481.22 - $538.17 $4.33K - $4.84K
438 $223K
HYLB
Xtrackers Usd High Yield Corp

ETFs
4.03K
+ 2.57%
$35.95 - $36.76 $145K - $148K
161K $5.8M
PANW
Palo Alto Networks Inc

Technology
621
+ 100.98%
$181.96 - $405.9 $113K - $252K
1.24K $224K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 0.83%
$40.15 - $42.9 $52.8K - $56.5K
159K $6.43M
AOA
Ishares Tr Core Aggressive All

ETFs
289
+ 4.02%
$76.61 - $79.88 $22.1K - $23.1K
7.48K $572K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
163
+ 2.22%
$44.33 - $49.55 $7.23K - $8.08K
7.5K $336K
SPSB
Spdr Portfolio Short Term Corp

ETFs
304
+ 1.68%
$29.77 - $30.19 $9.05K - $9.18K
18.4K $550K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
229
+ 1.68%
$24.19 - $24.63 $5.54K - $5.64K
13.9K $335K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.15%
$563.99 - $620.12 $1.69K - $1.86K
2.03K $1.16M
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
COP
Conocophillips

Energy
565
+ 4.35%
$95.12 - $114.72 $53.7K - $64.8K
13.6K $1.35M
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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