Marion Wealth Management Purchases in Q3 2024

Marion Wealth Management

  • $373 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
13.5K
+ 4.25%
$70.09 - $78.74 $950K - $1.07M
332K $25.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
12K
+ 3.52%
$79.29 - $84.02 $948K - $1M
351K $29.4M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9.88K
+ 4.0%
$46.17 - $51.13 $456K - $505K
257K $13.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.11K
+ 3.95%
$218.05 - $243.47 $461K - $514K
55.6K $13.5M
AAPL
Apple Inc.

Technology
820
+ 2.33%
$207.23 - $234.82 $170K - $193K
36K $8.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.46K
+ 3.13%
$76.94 - $79.54 $497K - $514K
213K $16.9M
IWN
Ishares Russell2000 Val ETF

ETFs
1.59K
+ 3.45%
$150.05 - $171.34 $239K - $273K
47.8K $7.97M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.04K
+ 3.17%
$240.48 - $267.94 $250K - $279K
33.8K $9.04M
IEMG
Ishares Inc

ETFs
13.9K
+ 5.25%
$53.64 - $53.64 $747K - $747K
279K $15M
ACN
Accenture PLC

Technology
516
+ 4.66%
$295.44 - $355.81 $152K - $184K
11.6K $4.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.89K
+ 4.51%
$74.85 - $82.2 $216K - $237K
66.9K $5.44M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.15K
+ 41.68%
$48.51 - $52.86 $444K - $484K
31.1K $1.64M
BX
Blackstone Inc.

Financial Services
189
+ 1.05%
$120.77 - $159.66 $22.8K - $30.2K
18.2K $2.79M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
78.9K
+ 9.47%
$12.67 - $14.36 $999K - $1.13M
912K $12.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
16.5K
+ 5.6%
$17.35 - $18.22 $287K - $301K
312K $5.64M
HYLB
Xtrackers Usd High Yield Corp

ETFs
7.81K
+ 5.24%
$35.26 - $36.92 $275K - $288K
157K $5.79M
VGSH
Vanguard

ETFs
6.46K
+ 6.35%
$57.74 - $59.13 $373K - $382K
108K $6.38M
SPYG
Spdr Portfolio

ETFs
2.81K
+ 3.27%
$73.38 - $84.1 $206K - $236K
88.9K $7.37M
HD
Home Depot, Inc.

Consumer Cyclical
230
+ 3.71%
$333.64 - $405.2 $76.7K - $93.2K
6.44K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
163
+ 3.28%
$488.01 - $604.18 $79.5K - $98.5K
5.13K $3M
BLK
Black Rock Inc.

Financial Services
91
+ 3.86%
$782.27 - $949.51 $71.2K - $86.4K
2.45K $2.33M
ORCL
Oracle Corp

Technology
453
+ 3.45%
$125.9 - $170.35 $57K - $77.2K
13.6K $2.32M
PRF
Invesco Exchange Traded Fd Tr

ETFs
811
+ 0.52%
$37.33 - $40.63 $30.3K - $33K
158K $6.42M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
1.1K
+ 3.6%
$29.12 - $45.48 $32.1K - $50.1K
31.7K $1.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.32K
+ 5.1%
$62.4 - $62.4 $519K - $519K
172K $10.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5K
+ 4.73%
$44.9 - $47.55 $225K - $238K
111K $5.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.08K
+ 4.99%
$57.8 - $60.8 $236K - $248K
85.8K $5.18M
CBOE
Cboe Global Markets, Inc.

Financial Services
305
+ 2.88%
$168.57 - $213.65 $51.4K - $65.2K
10.9K $2.22M
MLPB
Ubs Ag

ETFs
23.2K
+ 4.08%
$22.98 - $25.02 $534K - $581K
593K $14.4M
PWR
Quanta Services, Inc.

Industrials
466
+ 7.92%
$239.58 - $298.23 $112K - $139K
6.35K $1.89M
MA
Mastercard Inc

Financial Services
171
+ 3.08%
$429.6 - $500.99 $73.5K - $85.7K
5.72K $2.82M
XLY
Select Sector Spdr Consumer Di

ETFs
429
+ 3.24%
$170.05 - $200.86 $73K - $86.2K
13.7K $2.74M
NEE
Nextera Energy Inc

Utilities
489
+ 2.55%
$69.9 - $84.97 $34.2K - $41.6K
19.7K $1.66M
NOC
Northrop Grumman Corp

Industrials
128
+ 5.08%
$423.73 - $533.14 $54.2K - $68.2K
2.65K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
304
+ 6.04%
$247.34 - $300.11 $75.2K - $91.2K
5.34K $1.59M
ALB
Albemarle Corp

Basic Materials
3.09K
+ 27.82%
$72.85 - $100.09 $225K - $310K
14.2K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
636
+ 3.94%
$194.9 - $224.8 $124K - $143K
16.8K $3.54M
IBB
Ishares Biotechnology ETF

ETFs
792
+ 4.3%
$135.09 - $149.47 $107K - $118K
19.2K $2.8M
XLV
Select Sector Spdr Fund Health

ETFs
777
+ 4.47%
$143.3 - $157.24 $111K - $122K
18.1K $2.79M
ADI
Analog Devices Inc

Technology
978
+ 5.08%
$200.56 - $243.33 $196K - $238K
20.2K $4.66M
XLC
Select Sector Spdr Tr Communic

ETFs
1.13K
+ 3.48%
$82.16 - $90.4 $92.8K - $102K
33.6K $3.04M
BDX
Becton Dickinson & CO

Healthcare
726
+ 7.55%
$221.47 - $242.41 $161K - $176K
10.3K $2.49M
PEG
Public Service Enterprise Group Inc

Utilities
2.7K
New
$73.58 - $89.21 $199K - $241K
2.7K $240K
TJX
Tjx Companies Inc

Consumer Cyclical
767
+ 3.81%
$107.93 - $120.23 $82.8K - $92.2K
20.9K $2.45M
AMT
American Tower Corp

Real Estate
184
+ 3.57%
$192.27 - $242.73 $35.4K - $44.7K
5.33K $1.24M
DE
Deere & CO

Industrials
215
+ 6.33%
$344.84 - $418.0 $74.1K - $89.9K
3.61K $1.51M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
314
+ 18.32%
$523.84 - $572.02 $164K - $180K
2.03K $1.16M
JNJ
Johnson & Johnson

Healthcare
1.46K
New
$145.48 - $167.38 $212K - $244K
1.46K $236K
EXC
Exelon Corp

Utilities
5.58K
New
$34.24 - $40.55 $191K - $226K
5.58K $226K
Activity Summary
Buys All Purchases 102 New Holdings 9 Increased Positions 93 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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