Marion Wealth Management Incresed Positions in Q3 2024

Marion Wealth Management

  • $373 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
391
+ 3.33%
$120.56 - $135.44 $47.1K - $53K
12.1K $1.64M
EQIX
Equinix Inc

Real Estate
57
+ 5.09%
$749.0 - $890.01 $42.7K - $50.7K
1.18K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
348
+ 5.14%
$201.77 - $221.32 $70.2K - $77K
7.11K $1.55M
UNP
Union Pacific Corp

Industrials
244
+ 4.2%
$221.78 - $256.09 $54.1K - $62.5K
6.06K $1.49M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
3.66K
+ 5.86%
$19.97 - $21.77 $73.1K - $79.7K
66.1K $1.43M
ROP
Roper Technologies Inc

Industrials
379
+ 6.67%
$515.25 - $576.55 $195K - $219K
6.07K $3.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 11.77%
$54.98 - $59.51 $106K - $115K
18.3K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 3.11%
$801.83 - $917.05 $61.7K - $70.6K
2.55K $2.26M
GPC
Genuine Parts CO

Consumer Cyclical
963
+ 7.51%
$131.04 - $147.11 $126K - $142K
13.8K $1.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.45K
+ 31.67%
$75.32 - $84.37 $109K - $122K
6.02K $503K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.08K
+ 45.34%
$95.81 - $109.03 $103K - $117K
3.45K $371K
CEG
Constellation Energy Corp

Utilities
197
+ 14.01%
$167.08 - $262.86 $32.9K - $51.8K
1.6K $416K
SRE
Sempra Energy

Utilities
414
+ 3.15%
$74.97 - $84.04 $31K - $34.8K
13.6K $1.13M
CAT
Caterpillar Inc

Industrials
7
+ 0.33%
$316.8 - $391.12 $2.22K - $2.74K
2.16K $843K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.33K
+ 32.23%
$50.15 - $51.27 $117K - $120K
9.58K $490K
PG
Procter & Gamble CO

Consumer Defensive
422
+ 12.55%
$160.76 - $177.82 $67.8K - $75K
3.78K $655K
PEP
Pepsico Inc

Consumer Defensive
333
+ 3.86%
$161.9 - $179.3 $53.9K - $59.7K
8.97K $1.52M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.62K
+ 17.19%
$49.7 - $56.11 $80.7K - $91.1K
11.1K $608K
SPMD
Spdr Portfolio

ETFs
1K
+ 12.49%
$50.29 - $54.92 $50.3K - $54.9K
9K $492K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.14K
+ 18.4%
$41.02 - $46.01 $46.8K - $52.5K
7.33K $333K
STZ
Constellation Brands, Inc.

Consumer Defensive
289
+ 5.49%
$236.42 - $259.82 $68.3K - $75.1K
5.55K $1.43M
KO
Coca Cola CO

Consumer Defensive
521
+ 11.35%
$62.69 - $73.01 $32.7K - $38K
5.11K $367K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.43K
+ 32.39%
$50.61 - $50.96 $72.3K - $72.8K
5.84K $297K
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.92%
$517.38 - $573.86 $8.8K - $9.76K
1.87K $1.07M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$163.84 - $199.33 $164 - $199
2.38K $470K
BND
Vanguard Bd Index Fd Inc Total

ETFs
315
+ 3.82%
$71.45 - $75.64 $22.5K - $23.8K
8.57K $643K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
271
+ 3.33%
$50.02 - $54.5 $13.6K - $14.8K
8.42K $458K
AOA
Ishares Tr Core Aggressive All

ETFs
218
+ 3.13%
$72.11 - $79.05 $15.7K - $17.2K
7.19K $567K
XLE
Energy Sector Spdr

ETFs
1.09K
+ 6.68%
$84.35 - $93.39 $91.9K - $102K
17.4K $1.53M
CRM
Salesforce, Inc.

Technology
85
+ 10.37%
$238.42 - $276.53 $20.3K - $23.5K
905 $247K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
298
+ 2.71%
$91.42 - $91.82 $27.2K - $27.4K
11.3K $1.04M
AVGO
Broadcom Inc.

Technology
1.74K
+ 900.0%
$136.27 - $1745.86 $237K - $3.03M
1.93K $332K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4
+ 0.02%
$29.58 - $30.31 $118 - $121
18.1K $548K
COP
Conocophillips

Energy
1.04K
+ 8.73%
$102.3 - $116.61 $107K - $122K
13K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
174
+ 3.54%
$161.02 - $200.0 $28K - $34.8K
5.09K $947K
EOG
Eog Resources Inc

Energy
238
+ 2.02%
$117.9 - $132.65 $28.1K - $31.6K
12K $1.48M
PSX
Phillips 66

Energy
575
+ 4.66%
$125.0 - $147.17 $71.9K - $84.6K
12.9K $1.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20
+ 0.21%
$49.83 - $62.75 $997 - $1.26K
9.67K $557K
GOOG
Alphabet Inc.

Communication Services
26
+ 0.8%
$149.54 - $192.66 $3.89K - $5.01K
3.26K $544K
MSFT
Microsoft Corp

Technology
413
+ 2.82%
$395.15 - $467.56 $163K - $193K
15.1K $6.49M
MRK
Merck & Co., Inc.

Healthcare
1.35K
+ 5.85%
$111.15 - $128.97 $150K - $174K
24.3K $2.76M
GOOGL
Alphabet Inc.

Communication Services
1.12K
+ 5.56%
$148.65 - $191.18 $167K - $215K
21.3K $3.54M
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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