Marion Wealth Management Incresed Positions in Q3 2025

Marion Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
523
+ 2.55%
$174.36 - $254.72 $91.2K - $133K
21K $5.11M
IEFA
Ishares Tr

ETFs
652
+ 0.19%
$81.7 - $87.53 $53.3K - $57.1K
343K $30M
IWN
Ishares Russell2000 Val ETF

ETFs
325
+ 0.63%
$157.1 - $178.94 $51.1K - $58.2K
52K $9.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.24K
+ 1.15%
$81.75 - $84.54 $347K - $358K
374K $31.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
99
+ 0.29%
$276.51 - $305.12 $27.4K - $30.2K
34.2K $10.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
24.3K
+ 2.32%
$12.9 - $13.59 $313K - $330K
1.07M $14.4M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.83K
+ 0.68%
$50.02 - $53.28 $91.3K - $97.2K
272K $14.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
201
+ 0.1%
$42.04 - $45.23 $8.45K - $9.09K
193K $8.74M
NOW
Service Now, Inc.

Technology
476
+ 232.2%
$850.86 - $1044.69 $405K - $497K
681 $626K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
1.3K
+ 3.97%
$32.88 - $51.74 $42.6K - $67K
33.9K $1.58M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.43K
+ 1.53%
$78.96 - $80.04 $270K - $274K
228K $18.2M
XLY
Select Sector Spdr Consumer Di

ETFs
22
+ 0.17%
$216.09 - $242.18 $4.75K - $5.33K
12.9K $3.1M
VMC
Vulcan Materials CO

Basic Materials
61
+ 1.09%
$260.62 - $307.62 $15.9K - $18.8K
5.64K $1.73M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.28%
$357.4 - $423.42 $6.79K - $8.04K
6.74K $2.73M
PSX
Phillips 66

Energy
31
+ 0.22%
$118.37 - $139.46 $3.67K - $4.32K
14.2K $1.93M
MCK
Mckesson Corp

Healthcare
161
+ 5.53%
$659.01 - $772.54 $106K - $124K
3.07K $2.37M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.77K
+ 1.39%
$17.81 - $18.39 $84.9K - $87.6K
348K $6.35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3K
+ 32.56%
$72.57 - $74.72 $218K - $224K
12.2K $908K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.19K
+ 1.59%
$73.94 - $78.51 $88.3K - $93.7K
76.5K $5.94M
PWR
Quanta Services, Inc.

Industrials
4
+ 0.07%
$372.29 - $421.68 $1.49K - $1.69K
5.66K $2.34M
AVGO
Broadcom Inc.

Technology
1
+ 0.03%
$264.74 - $369.57 $265 - $370
3.75K $1.24M
CAT
Caterpillar Inc

Industrials
5
+ 0.23%
$390.92 - $477.15 $1.95K - $2.39K
2.18K $1.04M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
747
+ 1.0%
$21.5 - $23.94 $16.1K - $17.9K
75.7K $1.81M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.26K
+ 1.81%
$45.72 - $47.27 $103K - $107K
127K $5.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.75K
+ 4.0%
$100.37 - $100.74 $176K - $176K
45.5K $4.58M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.41K
+ 1.26%
N/A
193K $12.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.55K
+ 11.9%
$49.09 - $50.58 $125K - $129K
23.9K $1.21M
NEE
Nextera Energy Inc

Utilities
184
+ 0.88%
$69.77 - $77.54 $12.8K - $14.3K
21K $1.58M
CBOE
Cboe Global Markets, Inc.

Financial Services
34
+ 0.31%
$231.35 - $253.24 $7.87K - $8.61K
10.8K $2.66M
VGSH
Vanguard

ETFs
2.06K
+ 1.66%
$58.43 - $58.88 $120K - $121K
126K $7.42M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.64K
+ 1.65%
$58.97 - $60.36 $96.5K - $98.8K
101K $6.04M
XLV
Select Sector Spdr Fund Health

ETFs
231
+ 1.15%
$129.01 - $139.72 $29.8K - $32.3K
20.3K $2.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.92%
$617.65 - $666.84 $11.1K - $12K
1.96K $1.31M
COP
Conocophillips

Energy
266
+ 1.62%
$91.0 - $98.99 $24.2K - $26.3K
16.7K $1.58M
XLE
Energy Sector Spdr

ETFs
190
+ 0.99%
$84.25 - $91.99 $16K - $17.5K
19.3K $1.72M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.87K
+ 1.09%
$36.55 - $37.16 $68.2K - $69.4K
173K $6.42M
AEP
American Electric Power CO Inc

Utilities
81
+ 0.83%
$103.26 - $115.0 $8.36K - $9.32K
9.86K $1.11M
XLI
Industrial Sector Spdr

ETFs
2
+ 0.02%
$147.94 - $154.99 $296 - $310
12K $1.85M
NFLX
Netflix Inc

Communication Services
108
+ 28.2%
$1147.87 - $1297.18 $124K - $140K
491 $588K
URI
United Rentals, Inc.

Industrials
3
+ 0.91%
$774.14 - $975.23 $2.32K - $2.93K
334 $318K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.3K
+ 10.13%
$50.81 - $51.07 $66.1K - $66.4K
14.1K $722K
UNP
Union Pacific Corp

Industrials
92
+ 1.45%
$214.91 - $237.16 $19.8K - $21.8K
6.43K $1.52M
GE
General Electric CO

Industrials
52
+ 5.06%
$244.75 - $305.63 $12.7K - $15.9K
1.08K $324K
JNJ
Johnson & Johnson

Healthcare
10
+ 0.61%
$155.17 - $185.42 $1.55K - $1.85K
1.66K $307K
DGX
Quest Diagnostics Inc

Healthcare
334
+ 2.76%
N/A
12.4K $1.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
378
+ 1.47%
$54.21 - $57.41 $20.5K - $21.7K
26.1K $1.48M
TMUS
T Mobile Us, Inc.

Communication Services
111
+ 1.21%
$226.02 - $259.01 $25.1K - $28.8K
9.26K $2.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.27%
$567.09 - $607.37 $1.7K - $1.82K
1.11K $660K
CEG
Constellation Energy Corp

Utilities
48
+ 2.2%
$298.82 - $354.89 $14.3K - $17K
2.23K $734K
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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