Marion Wealth Management Incresed Positions in Q1 2025

Marion Wealth Management

  • $371 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
11K
+ 1027.1%
$268.36 - $359.95 $2.95M - $3.96M
12.1K $3.24M
LLY
Eli Lilly & CO

Healthcare
2.63K
+ 492.15%
$725.72 - $929.72 $1.91M - $2.45M
3.17K $2.62M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
104K
+ 11.83%
$13.05 - $13.97 $1.36M - $1.45M
983K $13.2M
PG
Procter & Gamble CO

Consumer Defensive
7.61K
+ 190.44%
$158.56 - $176.26 $1.21M - $1.34M
11.6K $1.98M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.68K
+ 1.84%
$79.17 - $82.04 $529K - $548K
370K $30.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.99K
+ 2.75%
$77.7 - $78.94 $465K - $473K
224K $17.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.21K
+ 9.19%
$57.44 - $59.4 $472K - $488K
97.6K $5.79M
IEMG
Ishares Inc

ETFs
11.2K
+ 3.9%
N/A
298K $16M
VGSH
Vanguard

ETFs
9.2K
+ 8.12%
$58.07 - $58.69 $534K - $540K
122K $7.18M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.19K
+ 5.18%
N/A
187K $11.7M
UNH
Unitedhealth Group Inc

Healthcare
656
+ 12.47%
$461.52 - $548.18 $303K - $360K
5.92K $3.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.94K
+ 7.11%
$73.11 - $77.43 $361K - $383K
74.5K $5.63M
CMCSA
Comcast Corp

Communication Services
10.4K
+ 17.83%
$33.19 - $38.23 $344K - $396K
68.4K $2.52M
COP
Conocophillips

Energy
2.28K
+ 16.81%
$88.6 - $105.85 $202K - $241K
15.8K $1.66M
AMT
American Tower Corp

Real Estate
388
+ 7.07%
$173.46 - $217.6 $67.3K - $84.4K
5.88K $1.28M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
5.87K
+ 8.63%
$18.75 - $20.97 $110K - $123K
73.8K $1.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.63K
+ 23.27%
$91.45 - $91.75 $240K - $241K
13.9K $1.28M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.57K
+ 4.09%
$35.96 - $36.72 $236K - $241K
167K $6.04M
NOC
Northrop Grumman Corp

Industrials
236
+ 8.68%
$433.45 - $513.82 $102K - $121K
2.96K $1.51M
XLV
Select Sector Spdr Fund Health

ETFs
605
+ 3.22%
$137.61 - $149.68 $83.3K - $90.6K
19.4K $2.8M
PEP
Pepsico Inc

Consumer Defensive
1.52K
+ 16.37%
$142.64 - $156.42 $217K - $238K
10.8K $1.62M
XLE
Energy Sector Spdr

ETFs
896
+ 5.03%
$85.7 - $93.96 $76.8K - $84.2K
18.7K $1.73M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.7K
+ 3.93%
$17.53 - $17.87 $223K - $228K
337K $5.93M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.64K
+ 29.04%
$49.69 - $50.76 $181K - $185K
16.2K $807K
PSX
Phillips 66

Energy
379
+ 2.86%
$113.93 - $131.55 $43.2K - $49.9K
13.6K $1.68M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.22K
+ 9.61%
$53.99 - $58.43 $120K - $130K
25.3K $1.45M
BDX
Becton Dickinson & CO

Healthcare
631
+ 5.83%
$222.79 - $249.08 $141K - $157K
11.5K $2.62M
GOOG
Alphabet Inc.

Communication Services
1.71K
+ 52.95%
$156.06 - $207.71 $267K - $356K
4.95K $773K
EOG
Eog Resources Inc

Energy
576
+ 4.66%
$120.54 - $138.05 $69.4K - $79.5K
12.9K $1.66M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.16K
+ 28.05%
$50.72 - $50.92 $109K - $110K
9.84K $500K
UNP
Union Pacific Corp

Industrials
185
+ 3.0%
$225.21 - $254.42 $41.7K - $47.1K
6.35K $1.5M
VMC
Vulcan Materials CO

Basic Materials
800
+ 17.38%
$220.9 - $277.54 $177K - $222K
5.4K $1.26M
AOA
Ishares Tr Core Aggressive All

ETFs
860
+ 11.5%
$75.7 - $80.01 $65.1K - $68.8K
8.34K $636K
VDC
Vanguard Consumer Staples ETF

ETFs
137
+ 1.89%
$206.54 - $226.16 $28.3K - $31K
7.38K $1.59M
V
Visa Inc.

Financial Services
101
+ 15.05%
$306.92 - $362.71 $31K - $36.6K
772 $270K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.02K
+ 11.76%
$49.22 - $51.73 $50.1K - $52.6K
9.66K $483K
EXC
Exelon Corp

Utilities
6
+ 0.11%
$37.3 - $46.08 $224 - $276
5.43K $250K
BSX
Boston Scientific Corp

Healthcare
133
+ 5.88%
$89.38 - $106.18 $11.9K - $14.1K
2.4K $241K
JNJ
Johnson & Johnson

Healthcare
10
+ 0.62%
$142.06 - $167.7 $1.42K - $1.68K
1.64K $271K
JEPI
J P Morgan Exchange Traded Fd

ETFs
684
+ 3.67%
$56.17 - $59.71 $38.4K - $40.8K
19.3K $1.09M
IBB
Ishares Biotechnology ETF

ETFs
454
+ 2.3%
$127.9 - $140.56 $58.1K - $63.8K
20.2K $2.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
104
+ 1.16%
$71.17 - $73.66 $7.4K - $7.66K
9.04K $662K
SCHW
Schwab Charles Corp

Financial Services
49
+ 1.76%
$71.24 - $83.64 $3.49K - $4.1K
2.83K $221K
NFLX
Netflix Inc

Communication Services
3
+ 1.12%
$828.4 - $1058.6 $2.49K - $3.18K
271 $252K
NEE
Nextera Energy Inc

Utilities
419
+ 2.09%
$66.96 - $76.16 $28.1K - $31.9K
20.4K $1.45M
HYLS
First Tr Tactical High Yield L

ETFs
178
+ 3.65%
$40.95 - $41.77 $7.29K - $7.44K
5.05K $207K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
30
+ 0.61%
$76.77 - $82.22 $2.3K - $2.47K
4.92K $386K
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 6.22%
$476.63 - $610.45 $11.4K - $14.7K
410 $203K
PANW
Palo Alto Networks Inc

Technology
78
+ 6.31%
$167.82 - $208.28 $13.1K - $16.2K
1.31K $224K
Activity Summary
Buys All Purchases 75 New Holdings 3 Increased Positions 72 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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