Marion Wealth Management Portfolio Holdings
Marion Wealth Management
- $373 Million
- Q3 2024
Marion Wealth Management has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $373 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $29.4M, Ishares Tr with a value of $25.9M, Vanguard Sht Term Corp Bd ETF with a value of $16.9M, Ishares Inc with a value of $15M, and Ubs Ag with a value of $14.4M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $340M to 373M.
Below you can find more details about Marion Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$373 Million
ETFs: $259 Million
Technology: $30.4 Million
Financial Services: $15.3 Million
Industrials: $13.6 Million
Communication Services: $12.8 Million
Consumer Cyclical: $10.3 Million
Healthcare: $10.1 Million
Consumer Defensive: $6.51 Million
Other: $14.5 Million