Marion Wealth Management Portfolio Holdings
Marion Wealth Management
- $340 Million
- Q2 2024
Marion Wealth Management has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $340 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $27.1M, Ishares Tr with a value of $23.1M, Vanguard Sht Term Corp Bd ETF with a value of $15.9M, Ishares Inc with a value of $14.2M, and Ubs Ag with a value of $14M.
Examining the 13F form we can see an increase of $5.47M in the current position value, from $335M to 340M.
Below you can find more details about Marion Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $238 Million
Technology: $28 Million
Financial Services: $13 Million
Industrials: $12.1 Million
Communication Services: $12 Million
Healthcare: $9.61 Million
Consumer Cyclical: $9.43 Million
Consumer Defensive: $5.96 Million
Other: $12.5 Million