Marion Wealth Management New Holdings in Q3 2024

Marion Wealth Management

  • $373 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
2.7K
New
$73.58 - $89.21 $199K - $241K
2.7K $240K
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
URI
United Rentals, Inc.

Industrials
279
New
$627.41 - $814.1 $175K - $227K
279 $225K
EEM
Ishares Msci Emerging Markets

ETFs
4.88K
New
$40.42 - $46.7 $197K - $228K
4.88K $223K
PANW
Palo Alto Networks Inc

Technology
615
New
$294.18 - $368.01 $181K - $226K
615 $210K
QQQ
Invesco Qqq Trust, Series 1

ETFs
429
New
$434.77 - $502.96 $187K - $216K
429 $209K
Cava Group Inc
1.71K
New
N/A
1.71K $0
Smurfit Westrock PLC
9.3K
New
N/A
9.3K $0
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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