Marion Wealth Management Reduced Holdings in Q3 2025

Marion Wealth Management

  • $412 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-76
- 2.13%
$625.65 - $812.69 $47.5K - $61.8K
3.5K $2.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-470
- 2.94%
$211.65 - $238.24 $99.5K - $112K
15.5K $3.4M
SBUX
Starbucks Corp

Consumer Cyclical
-766
- 20.5%
$81.9 - $96.86 $62.7K - $74.2K
2.97K $251K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-25
- 0.48%
$38.58 - $58.24 $965 - $1.46K
5.2K $203K
META
Meta Platforms, Inc.

Communication Services
-51
- 0.75%
$695.21 - $791.73 $35.5K - $40.4K
6.77K $4.97M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.89K
- 11.8%
$25.84 - $27.2 $48.9K - $51.5K
14.2K $380K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-525
- 4.47%
$24.39 - $24.93 $12.8K - $13.1K
11.2K $277K
IEMG
Ishares Inc

ETFs
-141
- 0.05%
N/A
305K $16.4M
VZ
Verizon Communications Inc

Communication Services
-198
- 2.96%
$40.84 - $45.06 $8.09K - $8.92K
6.49K $285K
Blackrock Inc
-19
- 0.78%
N/A
2.42K $0
XLF
Financial Sector Spdr

ETFs
-10
- 0.19%
$51.37 - $54.25 $514 - $543
5.25K $282K
VTV
Vanguard Value ETF

ETFs
-49
- 2.52%
$175.51 - $186.57 $8.6K - $9.14K
1.9K $353K
WMT
Walmart Inc.

Consumer Defensive
-81
- 2.34%
$94.4 - $104.27 $7.65K - $8.45K
3.39K $348K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-337
- 3.44%
$53.81 - $57.52 $18.1K - $19.4K
9.45K $543K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-128
- 2.16%
$87.29 - $93.61 $11.2K - $12K
5.79K $540K
XOM
Exxon Mobil Corp

Energy
-161
- 2.43%
$105.83 - $117.22 $17K - $18.9K
6.46K $728K
MA
Mastercard Inc

Financial Services
-36
- 0.65%
$550.18 - $598.96 $19.8K - $21.6K
5.51K $3.13M
AOA
Ishares Tr Core Aggressive All

ETFs
-79
- 1.11%
$82.71 - $88.14 $6.53K - $6.96K
7.05K $621K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-32
- 0.43%
$185.88 - $207.44 $5.95K - $6.64K
7.39K $1.48M
VUG
Vanguard Growth ETF

ETFs
-23
- 0.83%
$433.97 - $484.08 $9.98K - $11.1K
2.73K $1.31M
ADI
Analog Devices Inc

Technology
-91
- 0.43%
$220.68 - $255.63 $20.1K - $23.3K
21.3K $5.23M
MSFT
Microsoft Corp

Technology
-134
- 0.87%
$491.09 - $535.64 $65.8K - $71.8K
15.3K $7.93M
XLC
Select Sector Spdr Tr Communic

ETFs
-38
- 0.13%
$105.99 - $119.41 $4.03K - $4.54K
29.7K $3.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
-722
- 1.31%
$282.75 - $294.19 $204K - $212K
54.5K $16M
NOC
Northrop Grumman Corp

Industrials
-11
- 0.36%
$498.9 - $609.32 $5.49K - $6.7K
3.01K $1.83M
BX
Blackstone Inc.

Financial Services
-11
- 0.07%
$152.77 - $188.68 $1.68K - $2.08K
15.9K $2.72M
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 0.23%
$282.78 - $316.06 $9.05K - $10.1K
13.8K $4.35M
TJX
Tjx Companies Inc

Consumer Cyclical
-29
- 0.14%
$121.35 - $144.54 $3.52K - $4.19K
21K $3.03M
ORCL
Oracle Corp

Technology
-1.38K
- 9.98%
$218.96 - $328.33 $302K - $453K
12.4K $3.5M
NVDA
Nvidia Corp

Technology
-613
- 2.95%
$153.3 - $186.58 $94K - $114K
20.1K $3.76M
VGT
Vanguard Information Technolog

ETFs
-73
- 0.94%
$656.44 - $753.15 $47.9K - $55K
7.67K $5.72M
SPYG
Spdr Portfolio

ETFs
-362
- 0.45%
$94.33 - $105.31 $34.1K - $38.1K
80.4K $8.4M
AAPL
Apple Inc.

Technology
-172
- 0.45%
$202.38 - $256.87 $34.8K - $44.2K
37.8K $9.62M
Activity Summary
Buys All Purchases 83 New Holdings 8 Increased Positions 75 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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