Marion Wealth Management Portfolio Holdings
Marion Wealth Management
- $375 Million
- Q4 2024
Marion Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $375 Million distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $29.2M, Ishares Tr with a value of $23.9M, Vanguard Sht Term Corp Bd ETF with a value of $17M, Ishares Inc with a value of $15.4M, and Ubs Ag with a value of $15.2M.
Examining the 13F form we can see an increase of $2.2M in the current position value, from $373M to 375M.
Below you can find more details about Marion Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$375 Million
ETFs: $261 Million
Technology: $31.6 Million
Financial Services: $14.5 Million
Industrials: $13.7 Million
Communication Services: $13.5 Million
Consumer Cyclical: $11.1 Million
Healthcare: $9.74 Million
Consumer Defensive: $6.34 Million
Other: $13.7 Million