Marion Wealth Management Purchases and Sells in Q4 2024

Marion Wealth Management

$375 Million
Q4 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	9.01K + 177.21%	$180.88 - $232.93 $1.63M - $2.1M	14.1K $3.09M
MLPB	10.1K + 1.7%	$23.6 - $27.14 $238K - $274K	603K $15.2M
AAPL	400 + 1.11%	$221.69 - $259.02 $88.7K - $104K	36.4K $9.12M
GOOGL	339 + 1.59%	$161.86 - $196.66 $54.9K - $66.7K	21.7K $4.1M
IEMG	7.96K + 2.85%	N/A	287K $15.4M
VWOB	5.94K + 3.46%	N/A	178K $11.1M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMC	4.6K New	$237.95 - $292.31 $1.1M - $1.35M	4.6K $1.18M
COMT	38.3K New	$24.66 - $27.63 $944K - $1.06M	38.3K $968K
DKS	2.38K New	$193.7 - $235.05 $462K - $560K	2.38K $545K
FSTR	9.59K New	$18.85 - $29.45 $181K - $283K	9.59K $258K
AXON	406 New	$399.22 - $689.78 $162K - $280K	406 $241K
NFLX	268 New	$687.65 - $936.56 $184K - $251K	268 $238K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PDBC	-32.7K - 3.59%	$12.74 - $14.23 $417K - $466K	879K $11.4M
CMG	-4.55K - 47.05%	$55.73 - $66.16 $254K - $301K	5.12K $308K
BDC	-1K - 28.57%	$112.15 - $131.43 $112K - $131K	2.5K $281K
LLY	-45 - 7.76%	$727.2 - $932.06 $32.7K - $41.9K	535 $413K
CEG	-7 - 0.44%	$224.28 - $285.52 $1.57K - $2K	1.6K $358K
SGOV	-172 - 0.36%	$100.16 - $100.7 $17.2K - $17.3K	47.1K $4.72M

Activity Summary All Purchases 96 New Holdings 12 Increased Positions 84 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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