Marion Wealth Management Reduced Holdings in Q2 2025

Marion Wealth Management

  • $392 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-26.4K
- 84.62%
$45.11 - $52.34 $1.19M - $1.38M
4.79K $250K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-930
- 45.7%
$468.22 - $566.51 $435K - $527K
1.11K $625K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.56K
- 32.78%
$91.43 - $91.74 $417K - $419K
9.35K $857K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-8.17K
- 33.73%
$23.54 - $27.53 $192K - $225K
16K $414K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-952
- 2.13%
$100.35 - $100.71 $95.5K - $95.9K
43.7K $4.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.29K
- 6.7%
$51.14 - $57.0 $66.2K - $73.8K
18K $1.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.43K
- 12.73%
$45.88 - $54.4 $65.5K - $77.6K
9.79K $532K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.21K
- 14.5%
$69.46 - $83.4 $84K - $101K
7.13K $594K
UNP
Union Pacific Corp

Industrials
-12
- 0.19%
$208.27 - $238.46 $2.5K - $2.86K
6.34K $1.46M
PPG
Ppg Industries Inc

Basic Materials
-413
- 14.68%
$91.66 - $115.04 $37.9K - $47.5K
2.4K $273K
VZ
Verizon Communications Inc

Communication Services
-253
- 3.64%
$41.67 - $45.62 $10.5K - $11.5K
6.69K $289K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-295
- 1.79%
$29.82 - $30.19 $8.8K - $8.91K
16.2K $487K
SPMD
Spdr Portfolio

ETFs
-553
- 7.78%
$44.89 - $54.38 $24.8K - $30.1K
6.56K $356K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-229
- 1.91%
$23.32 - $24.45 $5.34K - $5.6K
11.8K $287K
XLF
Financial Sector Spdr

ETFs
-26
- 0.49%
$43.92 - $52.37 $1.14K - $1.36K
5.26K $275K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-102
- 1.36%
$149.76 - $186.42 $15.3K - $19K
7.42K $1.38M
AXON
Axon Enterprise, Inc.

Industrials
-11
- 2.4%
$497.13 - $827.94 $5.47K - $9.11K
448 $370K
DE
Deere & CO

Industrials
-1
- 0.03%
$412.99 - $531.48 $413 - $531
3.81K $1.94M
GOOGL
Alphabet Inc.

Communication Services
-653
- 3.09%
$144.7 - $178.6 $94.5K - $117K
20.5K $3.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
-293
- 0.08%
$79.56 - $82.92 $23.3K - $24.3K
370K $30.7M
JPM
Jpmorgan Chase & CO

Financial Services
-654
- 4.52%
$210.28 - $289.91 $138K - $190K
13.8K $4.01M
NVDA
Nvidia Corp

Technology
-2.96K
- 12.47%
$94.31 - $157.99 $279K - $467K
20.8K $3.28M
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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