Marion Wealth Management Reduced Holdings in Q1 2025

Marion Wealth Management

  • $371 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-23.5K
- 90.55%
$83.01 - $101.02 $1.95M - $2.37M
2.45K $220K
SPYG
Spdr Portfolio

ETFs
-9.18K
- 10.36%
$80.05 - $92.39 $735K - $848K
79.4K $6.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
-642
- 1.9%
$247.97 - $296.33 $159K - $190K
33.1K $8.37M
VGT
Vanguard Information Technolog

ETFs
-661
- 8.01%
$543.24 - $646.34 $359K - $427K
7.59K $4.12M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.88K
- 3.39%
$237.72 - $276.98 $448K - $522K
53.7K $13.1M
BX
Blackstone Inc.

Financial Services
-2.48K
- 13.85%
$136.53 - $186.74 $339K - $464K
15.4K $2.16M
META
Meta Platforms, Inc.

Communication Services
-1.4K
- 17.2%
$576.74 - $736.67 $806K - $1.03M
6.73K $3.88M
GOOGL
Alphabet Inc.

Communication Services
-500
- 2.31%
$154.33 - $206.19 $77.2K - $103K
21.2K $3.27M
NVDA
Nvidia Corp

Technology
-1.04K
- 4.18%
$106.98 - $149.43 $111K - $155K
23.7K $2.57M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.07K
- 7.76%
$192.6 - $233.2 $206K - $249K
12.7K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
-2.28K
- 13.61%
$225.19 - $279.95 $513K - $638K
14.5K $3.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.03K
- 12.01%
$94.84 - $105.31 $382K - $424K
29.5K $2.82M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-14.1K
- 36.73%
$25.34 - $26.96 $356K - $379K
24.2K $631K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.43K
- 5.16%
$100.34 - $100.68 $244K - $244K
44.7K $4.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.97K
- 2.49%
$39.4 - $42.61 $157K - $169K
155K $6.22M
VUG
Vanguard Growth ETF

ETFs
-202
- 6.93%
$369.1 - $427.61 $74.6K - $86.4K
2.71K $1.01M
SPMD
Spdr Portfolio

ETFs
-2.16K
- 23.33%
$50.21 - $57.73 $109K - $125K
7.11K $362K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-56
- 0.74%
$168.84 - $202.89 $9.46K - $11.4K
7.52K $1.32M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.65K
- 10.2%
$32.5 - $33.3 $86K - $88.1K
23.3K $774K
COST
Costco Wholesale Corp

Consumer Defensive
-152
- 5.91%
$890.62 - $1076.86 $135K - $164K
2.42K $2.29M
XLI
Industrial Sector Spdr

ETFs
-363
- 2.96%
$128.78 - $141.67 $46.7K - $51.4K
11.9K $1.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-112
- 0.99%
$51.45 - $58.51 $5.76K - $6.55K
11.2K $580K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.98K
- 10.75%
$29.82 - $30.1 $59K - $59.6K
16.4K $494K
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 2.27%
$554.06 - $615.85 $14.4K - $16K
1.12K $623K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.89K
- 13.62%
$24.07 - $24.5 $45.5K - $46.3K
12K $290K
SBUX
Starbucks Corp

Consumer Cyclical
-493
- 11.67%
$91.75 - $115.81 $45.2K - $57.1K
3.73K $364K
XLF
Financial Sector Spdr

ETFs
-485
- 8.4%
$47.32 - $52.19 $23K - $25.3K
5.29K $260K
TJX
Tjx Companies Inc

Consumer Cyclical
-307
- 1.44%
$112.81 - $126.16 $34.6K - $38.7K
21K $2.55M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-131
- 8.12%
$128.74 - $138.67 $16.9K - $18.2K
1.48K $199K
MA
Mastercard Inc

Financial Services
-238
- 4.14%
$504.67 - $576.31 $120K - $137K
5.52K $3.02M
Blackrock Inc
-167
- 6.56%
N/A
2.38K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-88
- 1.64%
$283.24 - $338.07 $24.9K - $29.8K
5.29K $1.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 1.7%
$74.85 - $84.89 $7.63K - $8.66K
5.91K $487K
XOM
Exxon Mobil Corp

Energy
-223
- 3.38%
$105.44 - $118.93 $23.5K - $26.5K
6.38K $759K
DE
Deere & CO

Industrials
-49
- 1.27%
$408.57 - $509.27 $20K - $25K
3.82K $1.79M
CBOE
Cboe Global Markets, Inc.

Financial Services
-287
- 2.59%
$190.84 - $226.29 $54.8K - $64.9K
10.8K $2.44M
MLPB
Ubs Ag

ETFs
-35.7K
- 5.92%
$25.39 - $28.04 $906K - $1M
567K $15.7M
IEFA
Ishares Tr

ETFs
-955
- 0.28%
$69.57 - $78.65 $66.4K - $75.1K
340K $25.9M
Activity Summary
Buys All Purchases 75 New Holdings 3 Increased Positions 72 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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