Marion Wealth Management Incresed Positions in Q3 2025

Marion Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
133
+ 2.03%
$54.43 - $58.29 $7.24K - $7.75K
6.69K $382K
SCHW
Schwab Charles Corp

Financial Services
107
+ 3.33%
$91.03 - $98.69 $9.74K - $10.6K
3.32K $317K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
411
+ 3.97%
$48.72 - $50.73 $20K - $20.9K
10.8K $530K
JEPI
J P Morgan Exchange Traded Fd

ETFs
260
+ 1.44%
$55.61 - $57.37 $14.5K - $14.9K
18.3K $1.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22
+ 0.46%
$52.12 - $55.33 $1.15K - $1.22K
4.82K $266K
EXC
Exelon Corp

Utilities
6
+ 0.11%
$42.73 - $45.54 $256 - $273
5.45K $245K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.34%
$136.48 - $142.97 $682 - $715
1.49K $209K
EQIX
Equinix Inc

Real Estate
22
+ 1.78%
$756.7 - $811.13 $16.6K - $17.8K
1.26K $986K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3
+ 0.02%
$30.02 - $30.29 $90.1 - $90.9
16.2K $489K
PANW
Palo Alto Networks Inc

Technology
13
+ 0.94%
$167.06 - $208.19 $2.17K - $2.71K
1.4K $284K
TRGP
Targa Resources Corp.

Energy
31
+ 2.66%
$160.52 - $174.4 $4.98K - $5.41K
1.2K $200K
V
Visa Inc.

Financial Services
17
+ 1.96%
$332.09 - $358.86 $5.65K - $6.1K
883 $301K
VDC
Vanguard Consumer Staples ETF

ETFs
91
+ 1.21%
$212.64 - $225.25 $19.4K - $20.5K
7.62K $1.63M
BSX
Boston Scientific Corp

Healthcare
30
+ 1.17%
$97.03 - $108.14 $2.91K - $3.24K
2.59K $252K
PG
Procter & Gamble CO

Consumer Defensive
165
+ 1.37%
$150.47 - $161.22 $24.8K - $26.6K
12.2K $1.87M
AXON
Axon Enterprise, Inc.

Industrials
6
+ 1.34%
$698.02 - $870.97 $4.19K - $5.23K
454 $325K
EOG
Eog Resources Inc

Energy
280
+ 2.1%
$112.12 - $126.1 $31.4K - $35.3K
13.6K $1.53M
KO
Coca Cola CO

Consumer Defensive
519
+ 2.21%
$65.67 - $71.67 $34.1K - $37.2K
24K $1.59M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.2%
$915.95 - $994.57 $4.58K - $4.97K
2.46K $2.27M
AMT
American Tower Corp

Real Estate
88
+ 1.49%
$192.32 - $232.35 $16.9K - $20.4K
6.01K $1.16M
DE
Deere & CO

Industrials
29
+ 0.76%
$457.26 - $524.37 $13.3K - $15.2K
3.84K $1.76M
MLPB
Ubs Ag

ETFs
11.5K
+ 1.98%
$24.82 - $26.38 $284K - $302K
589K $14.7M
ACN
Accenture PLC

Technology
1.11K
+ 8.89%
$232.56 - $304.78 $257K - $337K
13.5K $3.34M
CRM
Salesforce, Inc.

Technology
137
+ 1.06%
$231.66 - $273.65 $31.7K - $37.5K
13.1K $3.11M
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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