Marion Wealth Management Reduced Holdings in Q4 2025

Marion Wealth Management

  • $427 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
-19
- 0.09%
$225.32 - $246.37 $4.28K - $4.68K
21.3K $4.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.42K
- 19.8%
$74.09 - $75.1 $179K - $182K
9.8K $726K
SPY
Spdr S&P 500 ETF Trust

ETFs
-196
- 9.98%
$653.02 - $687.39 $128K - $135K
1.77K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-210
- 38.82%
$589.5 - $635.77 $124K - $134K
331 $199K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.08K
- 5.88%
$56.0 - $57.6 $60.2K - $61.9K
17.2K $975K
SBUX
Starbucks Corp

Consumer Cyclical
-641
- 21.58%
$78.46 - $87.26 $50.3K - $55.9K
2.33K $197K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.77K
- 12.47%
$26.27 - $27.38 $46.4K - $48.3K
12.4K $333K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-75
- 1.44%
$29.81 - $42.36 $2.24K - $3.18K
5.12K $161K
IVV
Ishares Core S&P 500 ETF

ETFs
-80
- 3.72%
$656.2 - $690.71 $52.5K - $55.3K
2.07K $1.4M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-730
- 6.78%
$47.97 - $49.62 $35K - $36.2K
10K $490K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.09K
- 9.68%
$24.56 - $24.79 $26.7K - $26.9K
10.1K $249K
CAT
Caterpillar Inc

Industrials
-337
- 15.47%
$480.82 - $585.49 $162K - $197K
1.84K $1.02M
PPG
Ppg Industries Inc

Basic Materials
-10
- 0.42%
$94.92 - $105.45 $949 - $1.05K
2.39K $231K
IEMG
Ishares Inc

ETFs
-394
- 0.13%
N/A
305K $16.3M
SPMD
Spdr Portfolio

ETFs
-103
- 1.54%
$55.44 - $58.05 $5.71K - $5.98K
6.59K $370K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-232
- 2.46%
$56.33 - $59.22 $13.1K - $13.7K
9.22K $532K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-60
- 1.34%
$44.53 - $47.25 $2.67K - $2.84K
4.43K $202K
VGT
Vanguard Information Technolog

ETFs
-91
- 1.19%
$736.33 - $801.52 $67K - $72.9K
7.57K $5.73M
TJX
Tjx Companies Inc

Consumer Cyclical
-152
- 0.72%
$138.56 - $147.63 $21.1K - $22.4K
20.8K $3.05M
XOM
Exxon Mobil Corp

Energy
-20
- 0.31%
$110.64 - $119.78 $2.21K - $2.4K
6.44K $758K
PWR
Quanta Services, Inc.

Industrials
-34
- 0.6%
$412.21 - $453.83 $14K - $15.4K
5.62K $2.41M
UPS
United Parcel Service Inc

Industrials
-1
- 0.01%
$82.87 - $97.4 $82.9 - $97.4
17.9K $1.69M
IBB
Ishares Biotechnology ETF

ETFs
-128
- 0.6%
$148.51 - $164.96 $19K - $21.1K
21.1K $3.46M
AAPL
Apple Inc.

Technology
-248
- 0.66%
$245.27 - $275.25 $60.8K - $68.3K
37.5K $10M
GOOGL
Alphabet Inc.

Communication Services
-897
- 4.26%
$236.57 - $291.31 $212K - $261K
20.1K $5.57M
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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