Marion Wealth Management Purchases and Sells in Q2 2025

Marion Wealth Management

$392 Million
Q2 2025

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	3.01K + 0.89%	$67.83 - $84.09 $204K - $253K	343K $28.6M
VOT	1.54K + 2.86%	$216.28 - $284.39 $332K - $437K	55.2K $15.7M
PRF	37.8K + 24.32%	$35.77 - $42.27 $1.35M - $1.6M	193K $8.17M
MSFT	58 + 0.38%	$354.56 - $497.45 $20.6K - $28.9K	15.4K $7.68M
SPYG	1.34K + 1.69%	$71.83 - $95.32 $96.5K - $128K	80.8K $7.7M
KO	18.3K + 352.98%	$68.37 - $73.9 $1.25M - $1.35M	23.4K $1.66M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMUS	9.15K New	$220.99 - $268.54 $2.02M - $2.46M	9.15K $2.18M
MCK	2.91K New	$652.83 - $732.78 $1.9M - $2.13M	2.91K $2.13M
DGX	12.1K New	N/A	12.1K $1.66M
VBR	4.26K New	$162.76 - $195.77 $694K - $834K	4.26K $830K
VO	1.84K New	$228.54 - $279.83 $420K - $514K	1.84K $514K
QQQ	541 New	$416.06 - $551.64 $225K - $298K	541 $298K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	-26.4K - 84.62%	$45.11 - $52.34 $1.19M - $1.38M	4.79K $250K
MDY	-930 - 45.7%	$468.22 - $566.51 $435K - $527K	1.11K $625K
BIL	-4.56K - 32.78%	$91.43 - $91.74 $417K - $419K	9.35K $857K
COMT	-8.17K - 33.73%	$23.54 - $27.53 $192K - $225K	16K $414K
SGOV	-952 - 2.13%	$100.35 - $100.71 $95.5K - $95.9K	43.7K $4.4M
JEPI	-1.29K - 6.7%	$51.14 - $57.0 $66.2K - $73.8K	18K $1.02M

Activity Summary All Purchases 93 New Holdings 12 Increased Positions 81 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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