Marion Wealth Management Purchases and Sells in Q3 2024

Marion Wealth Management

$373 Million
Q3 2024

Top Buys

Incresed Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	13.5K + 4.25%	$70.09 - $78.74 $950K - $1.07M	332K $25.9M
VCIT	12K + 3.52%	$79.29 - $84.02 $948K - $1M	351K $29.4M
DON	9.88K + 4.0%	$46.17 - $51.13 $456K - $505K	257K $13.1M
VOT	2.11K + 3.95%	$218.05 - $243.47 $461K - $514K	55.6K $13.5M
AAPL	820 + 2.33%	$207.23 - $234.82 $170K - $193K	36K $8.38M
VCSH	6.46K + 3.13%	$76.94 - $79.54 $497K - $514K	213K $16.9M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEG	2.7K New	$73.58 - $89.21 $199K - $241K	2.7K $240K
JNJ	1.46K New	$145.48 - $167.38 $212K - $244K	1.46K $236K
EXC	5.58K New	$34.24 - $40.55 $191K - $226K	5.58K $226K
URI	279 New	$627.41 - $814.1 $175K - $227K	279 $225K
EEM	4.88K New	$40.42 - $46.7 $197K - $228K	4.88K $223K
PANW	615 New	$294.18 - $368.01 $181K - $226K	615 $210K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-444 - 43.36%	$772.14 - $960.02 $343K - $426K	580 $513K
NVDA	-1.84K - 6.88%	$98.91 - $134.91 $182K - $248K	24.9K $3.02M
FLRN	-5.6K - 44.61%	$30.55 - $30.85 $171K - $173K	6.96K $214K
IVV	-160 - 11.68%	$520.18 - $576.82 $83.2K - $92.3K	1.21K $697K
QCOM	-20 - 1.32%	$156.12 - $209.64 $3.12K - $4.19K	1.5K $255K
ABT	-496 - 15.74%	$100.07 - $118.13 $49.6K - $58.6K	2.66K $302K

Activity Summary All Purchases 102 New Holdings 9 Increased Positions 93 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.