Marion Wealth Management Incresed Positions in Q4 2025

Marion Wealth Management

  • $427 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
13.3K
+ 102.61%
$228.75 - $242.18 $3.04M - $3.22M
26.2K $6.05M
NOW
Service Now, Inc.

Technology
2.67K
+ 392.66%
$835.79 - $946.29 $2.23M - $2.53M
3.36K $2.8M
XLE
Energy Sector Spdr

ETFs
20.5K
+ 106.28%
$85.22 - $92.02 $1.75M - $1.89M
39.8K $3.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
20.2K
+ 5.4%
$83.45 - $84.82 $1.69M - $1.71M
394K $33M
LLY
Eli Lilly & CO

Healthcare
64
+ 1.83%
$799.57 - $1025.28 $51.2K - $65.6K
3.56K $3.64M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
52.7K
+ 4.93%
$13.16 - $13.86 $694K - $730K
1.12M $15.3M
MLPB
Ubs Ag

ETFs
18.4K
+ 3.13%
$23.41 - $25.29 $432K - $466K
608K $15.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.06K
+ 3.97%
$79.55 - $80.13 $720K - $726K
237K $18.9M
IEFA
Ishares Tr

ETFs
1.62K
+ 0.47%
$86.09 - $89.88 $140K - $146K
345K $30.6M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.87K
+ 3.55%
N/A
200K $12.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.05K
+ 5.02%
$59.84 - $60.54 $302K - $306K
106K $6.34M
AMZN
Amazon Com Inc

Consumer Cyclical
266
+ 1.72%
$213.04 - $254.0 $56.7K - $67.6K
15.8K $3.7M
XLV
Select Sector Spdr Fund Health

ETFs
220
+ 1.08%
$141.95 - $152.82 $31.2K - $33.6K
20.5K $3.11M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.4K
+ 3.56%
$18.14 - $18.51 $225K - $229K
361K $6.6M
NEE
Nextera Energy Inc

Utilities
125
+ 0.6%
$78.18 - $86.03 $9.77K - $10.8K
21.1K $1.81M
CRM
Salesforce, Inc.

Technology
944
+ 7.2%
$235.69 - $263.41 $222K - $249K
14.1K $3.33M
VGSH
Vanguard

ETFs
3.94K
+ 3.12%
$58.64 - $58.96 $231K - $232K
130K $7.64M
GOOG
Alphabet Inc.

Communication Services
19
+ 0.38%
$237.49 - $291.74 $4.51K - $5.54K
4.98K $1.42M
ACN
Accenture PLC

Technology
1.16K
+ 8.56%
$234.02 - $253.35 $271K - $294K
14.7K $3.55M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.92K
+ 16.35%
$50.33 - $50.81 $197K - $199K
27.9K $1.41M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 1.21%
$44.13 - $46.37 $104K - $109K
196K $8.94M
KO
Coca Cola CO

Consumer Defensive
870
+ 3.63%
$66.1 - $71.61 $57.5K - $62.3K
24.8K $1.76M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.52K
+ 2.77%
$46.85 - $47.44 $165K - $167K
131K $6.13M
CBOE
Cboe Global Markets, Inc.

Financial Services
26
+ 0.24%
$232.68 - $260.88 $6.05K - $6.78K
10.9K $2.81M
DGX
Quest Diagnostics Inc

Healthcare
1.08K
+ 8.71%
N/A
13.5K $1.85M
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.77K
+ 3.33%
$36.54 - $37.14 $211K - $214K
179K $6.56M
PSX
Phillips 66

Energy
287
+ 2.03%
$126.76 - $142.32 $36.4K - $40.8K
14.5K $2.06M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.56K
+ 18.11%
$50.85 - $51.0 $130K - $131K
16.7K $850K
AEP
American Electric Power CO Inc

Utilities
331
+ 3.36%
$112.75 - $122.73 $37.3K - $40.6K
10.2K $1.24M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.8K
+ 3.66%
$76.23 - $79.22 $213K - $222K
79.3K $6.04M
DE
Deere & CO

Industrials
67
+ 1.74%
$439.11 - $480.78 $29.4K - $32.2K
3.91K $1.86M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
339
+ 0.45%
$23.78 - $26.13 $8.06K - $8.86K
76.1K $1.89M
SPYG
Spdr Portfolio

ETFs
440
+ 0.55%
$102.4 - $109.39 $45.1K - $48.1K
80.8K $8.47M
EOG
Eog Resources Inc

Energy
824
+ 6.04%
$105.0 - $111.92 $86.5K - $92.2K
14.5K $1.6M
AOA
Ishares Tr Core Aggressive All

ETFs
631
+ 8.95%
$86.51 - $90.12 $54.6K - $56.9K
7.68K $682K
COST
Costco Wholesale Corp

Consumer Defensive
101
+ 4.11%
$910.94 - $954.99 $92K - $96.5K
2.56K $2.33M
NVDA
Nvidia Corp

Technology
283
+ 1.4%
$179.83 - $207.04 $50.9K - $58.6K
20.4K $3.81M
AVGO
Broadcom Inc.

Technology
15
+ 0.4%
$324.63 - $385.98 $4.87K - $5.79K
3.76K $1.29M
EQIX
Equinix Inc

Real Estate
62
+ 4.92%
$772.6 - $846.01 $47.9K - $52.5K
1.32K $1.04M
BSX
Boston Scientific Corp

Healthcare
328
+ 12.66%
$94.95 - $104.98 $31.1K - $34.4K
2.92K $299K
VGLT
Vanguard Long Term Treasury Et

ETFs
905
+ 3.47%
$56.44 - $58.38 $51.1K - $52.8K
27K $1.53M
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 21.45%
$38.4 - $43.83 $53.5K - $61.1K
7.89K $323K
TRGP
Targa Resources Corp.

Energy
149
+ 12.46%
$146.3 - $173.23 $21.8K - $25.8K
1.35K $232K
IWN
Ishares Russell2000 Val ETF

ETFs
815
+ 1.57%
$172.34 - $181.51 $140K - $148K
52.8K $9.22M
MUB
Ishares National Muni Bond ETF

ETFs
264
+ 13.64%
$106.36 - $107.61 $28.1K - $28.4K
2.2K $235K
PANW
Palo Alto Networks Inc

Technology
127
+ 9.1%
$204.77 - $221.38 $26K - $28.1K
1.52K $312K
CEG
Constellation Energy Corp

Utilities
14
+ 0.63%
$335.74 - $401.43 $4.7K - $5.62K
2.25K $760K
GE
General Electric CO

Industrials
89
+ 8.24%
$291.49 - $314.28 $25.9K - $28K
1.17K $350K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.54%
$185.98 - $199.58 $1.67K - $1.8K
1.67K $332K
Activity Summary
Buys All Purchases 100 New Holdings 10 Increased Positions 90 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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