Marion Wealth Management Purchases and Sells in Q3 2025

Marion Wealth Management

$412 Million
Q3 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	523 + 2.55%	$174.36 - $254.72 $91.2K - $133K	21K $5.11M
IEFA	652 + 0.19%	$81.7 - $87.53 $53.3K - $57.1K	343K $30M
IWN	325 + 0.63%	$157.1 - $178.94 $51.1K - $58.2K	52K $9.19M
VCIT	4.24K + 1.15%	$81.75 - $84.54 $347K - $358K	374K $31.5M
VBK	99 + 0.29%	$276.51 - $305.12 $27.4K - $30.2K	34.2K $10.2M
PDBC	24.3K + 2.32%	$12.9 - $13.59 $313K - $330K	1.07M $14.4M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	689 New	$303.93 - $329.86 $209K - $227K	689 $226K
UBER	2.16K New	$86.91 - $99.57 $187K - $215K	2.16K $211K
FTNT	2.49K New	$74.39 - $107.65 $185K - $268K	2.49K $209K
SPSM	4.49K New	$42.26 - $47.16 $190K - $212K	4.49K $208K
MUB	1.94K New	$103.24 - $106.68 $200K - $207K	1.94K $206K
ETN	547 New	$342.99 - $392.76 $188K - $215K	547 $204K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-76 - 2.13%	$625.65 - $812.69 $47.5K - $61.8K	3.5K $2.67M
AMZN	-470 - 2.94%	$211.65 - $238.24 $99.5K - $112K	15.5K $3.4M
SBUX	-766 - 20.5%	$81.9 - $96.86 $62.7K - $74.2K	2.97K $251K
CMG	-25 - 0.48%	$38.58 - $58.24 $965 - $1.46K	5.2K $203K
META	-51 - 0.75%	$695.21 - $791.73 $35.5K - $40.4K	6.77K $4.97M
COMT	-1.89K - 11.8%	$25.84 - $27.2 $48.9K - $51.5K	14.2K $380K

Activity Summary All Purchases 83 New Holdings 8 Increased Positions 75 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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