Marion Wealth Management Incresed Positions in Q4 2025

Marion Wealth Management

  • $427 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
149
+ 16.43%
$196.77 - $219.98 $29.3K - $32.8K
1.06K $220K
SCHW
Schwab Charles Corp

Financial Services
350
+ 10.53%
$91.91 - $97.71 $32.2K - $34.2K
3.67K $337K
VDC
Vanguard Consumer Staples ETF

ETFs
197
+ 2.58%
$206.7 - $217.75 $40.7K - $42.9K
7.82K $1.65M
UBER
Uber Technologies, Inc

Technology
313
+ 14.52%
$91.62 - $100.1 $28.7K - $31.3K
2.47K $226K
V
Visa Inc.

Financial Services
86
+ 9.74%
$325.75 - $352.42 $28K - $30.3K
969 $315K
TMUS
T Mobile Us, Inc.

Communication Services
1.07K
+ 11.51%
$201.01 - $233.26 $214K - $249K
10.3K $2.23M
QCOM
Qualcomm Inc

Technology
67
+ 4.47%
$153.59 - $187.68 $10.3K - $12.6K
1.57K $261K
SPIB
Spdr Portfolio Intermediate Te

ETFs
290
+ 1.31%
$33.69 - $34.08 $9.77K - $9.88K
22.4K $754K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27
+ 0.56%
$54.27 - $56.85 $1.47K - $1.53K
4.84K $272K
EXC
Exelon Corp

Utilities
6
+ 0.11%
$44.97 - $48.24 $270 - $289
5.45K $250K
Linde PLC
230
+ 7.66%
N/A
3.23K $0
Blackrock Inc
60
+ 2.48%
N/A
2.48K $0
Arista Networks Inc
218
+ 15.72%
N/A
1.61K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
5
+ 0.03%
$30.13 - $30.32 $151 - $152
16.2K $487K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.4%
$136.06 - $140.64 $816 - $844
1.5K $207K
XLI
Industrial Sector Spdr

ETFs
152
+ 1.27%
$149.9 - $155.79 $22.8K - $23.7K
12.2K $1.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.27%
$577.77 - $604.78 $1.73K - $1.81K
1.11K $651K
NFLX
Netflix Inc

Communication Services
4.77K
+ 970.67%
$110.29 - $1241.35 $526K - $5.92M
5.26K $579K
URI
United Rentals, Inc.

Industrials
43
+ 12.87%
$806.61 - $1020.0 $34.7K - $43.9K
377 $304K
PG
Procter & Gamble CO

Consumer Defensive
465
+ 3.82%
$145.5 - $153.18 $67.7K - $71.2K
12.6K $1.84M
AMT
American Tower Corp

Real Estate
229
+ 3.81%
$176.64 - $193.32 $40.5K - $44.3K
6.24K $1.13M
COP
Conocophillips

Energy
651
+ 3.9%
$85.66 - $95.46 $55.8K - $62.1K
17.4K $1.54M
AXON
Axon Enterprise, Inc.

Industrials
60
+ 13.22%
$554.37 - $759.44 $33.3K - $45.6K
514 $284K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.74K
+ 2.48%
$50.22 - $52.54 $338K - $354K
278K $14.1M
UNP
Union Pacific Corp

Industrials
144
+ 2.24%
$216.37 - $237.41 $31.2K - $34.2K
6.58K $1.45M
VBK
Vanguard Small Cap Growth ETF

ETFs
416
+ 1.22%
$291.71 - $309.36 $121K - $129K
34.6K $10.1M
VMC
Vulcan Materials CO

Basic Materials
163
+ 2.89%
$280.58 - $309.07 $45.7K - $50.4K
5.8K $1.63M
MSFT
Microsoft Corp

Technology
100
+ 0.65%
$496.82 - $542.07 $49.7K - $54.2K
15.4K $7.82M
PNC
Pnc Financial Services Group, Inc.

Financial Services
40
+ 0.54%
$178.37 - $198.46 $7.13K - $7.94K
7.43K $1.37M
NOC
Northrop Grumman Corp

Industrials
36
+ 1.2%
$558.0 - $637.95 $20.1K - $23K
3.04K $1.71M
MA
Mastercard Inc

Financial Services
83
+ 1.51%
$536.85 - $580.45 $44.6K - $48.2K
5.59K $3M
XLC
Select Sector Spdr Tr Communic

ETFs
478
+ 1.61%
$111.33 - $117.16 $53.2K - $56K
30.2K $3.36M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.4%
$294.11 - $320.41 $16.2K - $17.6K
13.8K $4.16M
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 3.19%
$358.03 - $397.02 $77K - $85.4K
6.95K $2.49M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
589
+ 1.74%
$34.38 - $45.44 $20.2K - $26.8K
34.5K $1.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.18K
+ 2.16%
$279.76 - $298.12 $330K - $351K
55.7K $15.6M
BX
Blackstone Inc.

Financial Services
467
+ 2.94%
$138.42 - $168.45 $64.6K - $78.7K
16.4K $2.26M
ORCL
Oracle Corp

Technology
196
+ 1.57%
$217.57 - $313.0 $42.6K - $61.3K
12.6K $2.78M
META
Meta Platforms, Inc.

Communication Services
179
+ 2.64%
$609.01 - $751.67 $109K - $135K
6.95K $4.24M
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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