MW

Marion Wealth Management

13F
Marion Wealth Management
Last update 2024-10-07 126 Stocks (9 new)
Value $375.00 Mil Turnover 5 %
Countries:
Top Holdings: VCIT(7.85%)IEFA(6.91%)VCSH(4.51%)IEMG(4.27%)MLPB(3.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
Marion Wealth Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
351,359
29426.290
+3.52%
7.850
+0.27%
0.060
-0.94%
+0.11%
48973.152
 
IEFA 		iShares Core MSCI EAFE ETF
331,987
25911.550
+4.25%
6.910
+0.28%
0.020
+6.59%
+6.20%
122858.098
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
212,767
16897.980
+3.13%
4.510
+0.14%
0.050
-0.17%
+1.14%
34292.030
 
IEMG 		iShares Core MSCI Emerging Markets ETF
279,066
16021.170
+5.25%
4.270
+0.21%
0.020
+11.73%
+12.04%
83741.405
 
MLPB 		UBS AG London Branch FR SP ETN REDEEM 02/04/2040 USD 25 - Ser B
592,617
14419.850
+4.08%
3.850
+0.15%
5.810
+3.89%
+12.39%
245.106
 
VOT 		Vanguard Mid-Cap Growth ETF
55,623
13542.470
+3.95%
3.610
+0.14%
0.100
+14.48%
+13.69%
13751.193
 
DON 		WisdomTree U.S. MidCap Dividend Fund
257,151
13148.140
+4.00%
3.510
+0.13%
0.350
+10.54%
+12.69%
3776.792
 
PDBC 		Invesco Optimum Yield Diversified Commodity
911,614
12242.980
+9.47%
3.260
+0.28%
0.280
+4.47%
+3.68%
4609.308
 
VWOB 		Vanguard Emerging Markets Government Bond ETF
171,603
11389.300
+5.10%
3.040
+0.15%
0.220
+1.04%
+0.94%
5222.725
 
VBK 		Vanguard Small Cap Growth ETF
33,817
9041.740
+3.17%
2.410
+0.07%
0.050
+14.02%
+13.41%
18093.964
 

Marion Wealth Management's Historical Top Holdings Breakdowns

Marion Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PDBC 		Invesco Optimum Yield Diversified Commodity2024-09-30Add
+0.28%
●
12.67 ($13.47) 14.36
$13.79
2.38%
Add 9.47%
911,614
78,887
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.28%
●
70.09 ($74.86) 78.74
$74.74
-0.16%
Add 4.25%
331,987
13,547
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+0.27%
●
79.29 ($82.23) 84.02
$81.37
-1.05%
Add 3.52%
351,359
11,958
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Add
+0.21%
●
50.72 ($54.13) 58.37
$56.67
4.69%
Add 5.25%
279,066
13,927
MLPB 		UBS AG London Branch FR SP ETN REDEEM 02/04/2040 USD 25 - Ser B2024-09-30Add
+0.15%
●
22.98 ($24.27) 25.03
$24.03
-0.99%
Add 4.08%
592,617
23,237
VWOB 		Vanguard Emerging Markets Government Bond ETF2024-09-30Add
+0.15%
●
62.4 ($64.67) 66.49
$64.35
-0.49%
Add 5.1%
171,603
8,322
VOT 		Vanguard Mid-Cap Growth ETF2024-09-30Add
+0.14%
●
218.05 ($232.88) 243.47
$249.63
7.19%
Add 3.95%
55,623
2,113
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-09-30Add
+0.14%
●
76.94 ($78.48) 79.54
$78.25
-0.29%
Add 3.13%
212,767
6,464
WRK WestRock Co2024-09-30Sold Out
-0.14%
●
48.79 ($49.91) 51.51
$51.51
3.21%
Sold Out
0
-9,300
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.13%
●
48.51 ($50.89) 52.86
$52.66
3.48%
Add 41.68%
31,118
9,154

Marion Wealth Management Total Holding History ($B)

To

Marion Wealth Management's Asset Allocation

To

Marion Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Marion Wealth Management's Hypothetical Growth since 2024-09-30

Marion Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Marion Wealth Management's Holdings Heat Map

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Marion Wealth Management's Holdings Bubble Chart

Marion Wealth Management News

  • 1

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