Marion Wealth Management Purchases in Q2 2025

Marion Wealth Management

  • $392 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
3.01K
+ 0.89%
$67.83 - $84.09 $204K - $253K
343K $28.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.54K
+ 2.86%
$216.28 - $284.39 $332K - $437K
55.2K $15.7M
TMUS
T Mobile Us, Inc.

Communication Services
9.15K
New
$220.99 - $268.54 $2.02M - $2.46M
9.15K $2.18M
MCK
Mckesson Corp

Healthcare
2.91K
New
$652.83 - $732.78 $1.9M - $2.13M
2.91K $2.13M
PRF
Invesco Exchange Traded Fd Tr

ETFs
37.8K
+ 24.32%
$35.77 - $42.27 $1.35M - $1.6M
193K $8.17M
MSFT
Microsoft Corp

Technology
58
+ 0.38%
$354.56 - $497.45 $20.6K - $28.9K
15.4K $7.68M
DGX
Quest Diagnostics Inc

Healthcare
12.1K
New
N/A
12.1K $1.66M
SPYG
Spdr Portfolio

ETFs
1.34K
+ 1.69%
$71.83 - $95.32 $96.5K - $128K
80.8K $7.7M
KO
Coca Cola CO

Consumer Defensive
18.3K
+ 352.98%
$68.37 - $73.9 $1.25M - $1.35M
23.4K $1.66M
META
Meta Platforms, Inc.

Communication Services
97
+ 1.44%
$484.66 - $738.09 $47K - $71.6K
6.82K $5.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.02K
+ 3.09%
$219.76 - $276.94 $225K - $284K
34.1K $9.45M
VGT
Vanguard Information Technolog

ETFs
149
+ 1.96%
$470.37 - $663.28 $70.1K - $98.8K
7.74K $5.13M
ADI
Analog Devices Inc

Technology
443
+ 2.12%
$164.6 - $238.02 $72.9K - $105K
21.4K $5.09M
VBR
Vanguard Small Cap Value ETF

ETFs
4.26K
New
$162.76 - $195.77 $694K - $834K
4.26K $830K
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 92.3%
$498.8 - $620.9 $514K - $640K
2.15K $1.33M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.02%
$239.47 - $381.26 $239 - $381
5.65K $2.14M
IWN
Ishares Russell2000 Val ETF

ETFs
2.12K
+ 4.29%
$131.84 - $157.76 $280K - $335K
51.7K $8.15M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.8K
+ 2.98%
$43.28 - $50.37 $337K - $393K
270K $13.5M
AMZN
Amazon Com Inc

Consumer Cyclical
545
+ 3.53%
$167.32 - $223.3 $91.2K - $122K
16K $3.5M
VO
Vanguard Mid Cap ETF

ETFs
1.84K
New
$228.54 - $279.83 $420K - $514K
1.84K $514K
AVGO
Broadcom Inc.

Technology
501
+ 15.45%
$146.29 - $275.65 $73.3K - $138K
3.74K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
268
+ 0.91%
$86.13 - $108.53 $23.1K - $29.1K
29.8K $3.23M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
62.3K
+ 6.34%
$12.21 - $13.9 $761K - $866K
1.05M $13.6M
IEMG
Ishares Inc

ETFs
6.96K
+ 2.33%
N/A
305K $16.4M
CEG
Constellation Energy Corp

Utilities
483
+ 28.38%
$170.96 - $322.76 $82.6K - $156K
2.19K $705K
XLY
Select Sector Spdr Consumer Di

ETFs
241
+ 1.9%
$176.34 - $218.59 $42.5K - $52.7K
12.9K $2.81M
CRM
Salesforce, Inc.

Technology
919
+ 7.62%
$236.26 - $291.15 $217K - $268K
13K $3.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
541
New
$416.06 - $551.64 $225K - $298K
541 $298K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
929
New
$177.93 - $313.14 $165K - $291K
929 $290K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.91K
+ 2.34%
$34.72 - $36.92 $136K - $144K
171K $6.32M
GE
General Electric CO

Industrials
1.03K
New
$166.81 - $257.39 $171K - $265K
1.03K $264K
NFLX
Netflix Inc

Communication Services
112
+ 41.33%
$855.86 - $1339.13 $95.9K - $150K
383 $512K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.11K
+ 2.2%
N/A
191K $11.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.22K
+ 32.23%
$48.46 - $50.2 $253K - $262K
21.4K $1.06M
XLI
Industrial Sector Spdr

ETFs
108
+ 0.91%
$116.42 - $147.52 $12.6K - $15.9K
12K $1.77M
BX
Blackstone Inc.

Financial Services
454
+ 2.94%
$120.07 - $151.11 $54.5K - $68.6K
15.9K $2.38M
NOW
Service Now, Inc.

Technology
205
New
$721.65 - $1040.18 $148K - $213K
205 $210K
FSTR
Foster L B CO

Industrials
9.59K
New
$17.55 - $22.41 $168K - $215K
9.59K $209K
VUG
Vanguard Growth ETF

ETFs
42
+ 1.55%
$329.49 - $438.4 $13.8K - $18.4K
2.76K $1.21M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.19K
New
$74.88 - $91.97 $164K - $201K
2.19K $201K
VMC
Vulcan Materials CO

Basic Materials
174
+ 3.22%
$226.49 - $276.01 $39.4K - $48K
5.58K $1.45M
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.47K
+ 1.92%
$16.93 - $17.81 $110K - $115K
343K $6.11M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
572
+ 0.26%
$77.94 - $79.5 $44.6K - $45.5K
225K $17.8M
LLY
Eli Lilly & CO

Healthcare
405
+ 12.78%
$713.71 - $898.95 $289K - $364K
3.57K $2.79M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3K
+ 30.51%
$50.52 - $50.92 $152K - $153K
12.8K $654K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 1.28%
$908.13 - $1056.85 $28.2K - $32.8K
2.45K $2.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 2.1%
$496.48 - $617.85 $19.9K - $24.7K
1.95K $1.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.38K
+ 1.42%
$58.63 - $59.9 $81K - $82.8K
99K $5.92M
CAT
Caterpillar Inc

Industrials
6
+ 0.28%
$273.94 - $388.21 $1.64K - $2.33K
2.17K $843K
Activity Summary
Buys All Purchases 93 New Holdings 12 Increased Positions 81 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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