Marion Wealth Management Incresed Positions in Q2 2025

Marion Wealth Management

  • $392 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
11
+ 3.44%
$551.94 - $753.4 $6.07K - $8.29K
331 $249K
TJX
Tjx Companies Inc

Consumer Cyclical
60
+ 0.29%
$119.13 - $135.03 $7.15K - $8.1K
21K $2.6M
ISRG
Intuitive Surgical Inc

Healthcare
36
+ 8.78%
$451.58 - $565.94 $16.3K - $20.4K
446 $242K
V
Visa Inc.

Financial Services
94
+ 12.18%
$308.27 - $373.31 $29K - $35.1K
866 $307K
BSX
Boston Scientific Corp

Healthcare
166
+ 6.93%
$89.7 - $107.41 $14.9K - $17.8K
2.56K $275K
AEP
American Electric Power CO Inc

Utilities
789
+ 8.78%
$98.59 - $109.11 $77.8K - $86.1K
9.78K $1.01M
AMT
American Tower Corp

Real Estate
48
+ 0.82%
$203.96 - $228.19 $9.79K - $11K
5.92K $1.31M
IBB
Ishares Biotechnology ETF

ETFs
837
+ 4.14%
$112.02 - $129.0 $93.8K - $108K
21.1K $2.66M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
689
+ 7.13%
$45.3 - $50.64 $31.2K - $34.9K
10.4K $508K
BND
Vanguard Bd Index Fd Inc Total

ETFs
178
+ 1.97%
$72.02 - $73.82 $12.8K - $13.1K
9.21K $678K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.4%
$121.58 - $136.74 $729 - $820
1.49K $201K
Blackrock Inc
55
+ 2.31%
N/A
2.43K $0
NOC
Northrop Grumman Corp

Industrials
62
+ 2.1%
$456.3 - $540.39 $28.3K - $33.5K
3.02K $1.51M
NEE
Nextera Energy Inc

Utilities
355
+ 1.74%
$64.11 - $75.0 $22.8K - $26.6K
20.8K $1.44M
EQIX
Equinix Inc

Real Estate
23
+ 1.89%
$740.07 - $914.43 $17K - $21K
1.24K $983K
VGLT
Vanguard Long Term Treasury Et

ETFs
383
+ 1.51%
$53.66 - $58.71 $20.6K - $22.5K
25.7K $1.44M
TRGP
Targa Resources Corp.

Energy
112
+ 10.64%
$157.32 - $205.72 $17.6K - $23K
1.17K $202K
EXC
Exelon Corp

Utilities
6
+ 0.11%
$42.2 - $47.37 $253 - $284
5.44K $236K
JNJ
Johnson & Johnson

Healthcare
11
+ 0.67%
$146.36 - $159.82 $1.61K - $1.76K
1.65K $251K
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.11%
$79.69 - $99.41 $319 - $398
3.74K $342K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
593
+ 1.85%
$29.38 - $37.8 $17.4K - $22.4K
32.6K $1.18M
XOM
Exxon Mobil Corp

Energy
241
+ 3.78%
$99.93 - $119.04 $24.1K - $28.7K
6.62K $714K
ACN
Accenture PLC

Technology
357
+ 2.95%
$279.23 - $323.21 $99.7K - $115K
12.4K $3.72M
EOG
Eog Resources Inc

Energy
430
+ 3.33%
$104.61 - $129.97 $45K - $55.9K
13.4K $1.6M
PG
Procter & Gamble CO

Consumer Defensive
405
+ 3.49%
$157.66 - $172.39 $63.9K - $69.8K
12K $1.91M
XLV
Select Sector Spdr Fund Health

ETFs
681
+ 3.51%
$128.77 - $144.3 $87.7K - $98.3K
20.1K $2.7M
XLE
Energy Sector Spdr

ETFs
417
+ 2.23%
$76.44 - $94.13 $31.9K - $39.3K
19.1K $1.62M
COP
Conocophillips

Energy
596
+ 3.76%
$82.66 - $106.1 $49.3K - $63.2K
16.4K $1.48M
AAPL
Apple Inc.

Technology
296
+ 0.79%
$172.42 - $223.89 $51K - $66.3K
37.9K $7.78M
MLPB
Ubs Ag

ETFs
10.7K
+ 1.88%
$23.47 - $28.1 $250K - $299K
578K $15M
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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