Marion Wealth Management Portfolio Holdings
Marion Wealth Management
- $371 Million
- Q1 2025
Marion Wealth Management has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $371 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $30.2M, Ishares Tr with a value of $25.9M, Vanguard Sht Term Corp Bd ETF with a value of $17.7M, Ishares Inc with a value of $16M, and Ubs Ag with a value of $15.7M.
Examining the 13F form we can see an decrease of $3.33M in the current position value, from $375M to 371M.
Below you can find more details about Marion Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$371 Million
ETFs: $264 Million
Technology: $31.1 Million
Financial Services: $13.3 Million
Communication Services: $12.5 Million
Consumer Cyclical: $10.2 Million
Industrials: $9.7 Million
Healthcare: $9.59 Million
Consumer Defensive: $6.56 Million
Other: $14.8 Million