Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $312,805
At 09/30/2023: $283,978

Marion Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marion Wealth Management 13F filings. Link to 13F filings: SEC filings

Marion Wealth Management Top Holdings
As of  12/31/2023, below is a summary of the Marion Wealth Management top holdings by largest position size, as per the latest 13f filing made by Marion Wealth Management. In the Marion Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Marion Wealth Management in that top holding, then the share count change between reporting periods, and finally the Marion Wealth Management top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCIT) 274,464 -109,036 $22,308
     VCIT274,464-109,036$22,308
ISHARES TR (IEFA) 316,878 +10,204 $22,292
     IEFA316,878+10,204$22,292
VANGUARD SCOTTSDALE FDS (VCSH) 199,807 -81,643 $15,459
     VCSH199,807-81,643$15,459
ISHARES INC (IEMG) 253,340 +45,330 $12,814
     IEMG253,340+45,330$12,814
UBS AG LONDON BRANCH 561,651 -4,676 $12,008
     MLPB561,651-4,676$12,008
VANGUARD INDEX FDS (VOT) 53,945 +2,370 $11,845
     VOT53,945+2,370$11,845
WISDOMTREE TR 245,463 +7,327 $11,215
     DON245,463+7,327$11,215
VANGUARD WHITEHALL FDS (VWOB) 156,152 +5,221 $9,955
     VWOB156,152+5,221$9,955
VANGUARD INDEX FDS (VBK) 32,890 +1,399 $7,952
     VBK32,890+1,399$7,952
ISHARES TR (IWN) 46,422 +1,713 $7,211
     IWN46,422+1,713$7,211
INVESCO ACTVELY MNGD ETC FD 507,249 -297,325 $6,746
     PDBC507,249-297,325$6,746
APPLE INC 33,739 -1,572 $6,496
     AAPL33,739-1,572$6,496
VANGUARD SCOTTSDALE FDS (VGSH) 95,481 +95,481 $5,569
     VGSH95,481+95,481$5,569
INVESCO EXCHANGE TRADED FD T (PRF) 154,789 -1,278 $5,449
     PRF154,789-1,278$5,449
SPDR SER TR (SPYG) 79,353 -5,051 $5,163
     SPYG79,353-5,051$5,163
MICROSOFT CORP 13,662 -1,340 $5,138
     MSFT13,662-1,340$5,138
DBX ETF TR (HYLB) 142,423 -4,226 $5,063
     HYLB142,423-4,226$5,063
VANGUARD SCOTTSDALE FDS (VCLT) 61,578 +61,578 $4,935
     VCLT61,578+61,578$4,935
VANGUARD BD INDEX FDS (BIV) 62,537 +62,537 $4,777
     BIV62,537+62,537$4,777
FIRST TR EXCH TRADED FD III (FPE) 279,046 +279,046 $4,705
     FPE279,046+279,046$4,705
VANGUARD SCOTTSDALE FDS (VMBS) 100,773 +100,773 $4,672
     VMBS100,773+100,773$4,672
VANGUARD SCOTTSDALE FDS (VGIT) 77,603 +77,603 $4,603
     VGIT77,603+77,603$4,603
VANGUARD WORLD FDS (VGT) 8,043 -460 $3,893
     VGT8,043-460$3,893
ANALOG DEVICES INC 19,160 +639 $3,804
     ADI19,160+639$3,804
ACCENTURE PLC IRELAND 10,835 +123 $3,802
     ACN10,835+123$3,802
ISHARES TR (SGOV) 37,249 +37,249 $3,735
     SGOV37,249+37,249$3,735
ISHARES U S ETF TR (COMT) 147,147 +147,147 $3,689
     COMT147,147+147,147$3,689
META PLATFORMS INC 8,767 -3,209 $3,103
     META8,767-3,209$3,103
ROPER TECHNOLOGIES INC 5,397 +3,010 $2,942
     ROP5,397+3,010$2,942
ALPHABET INC 20,944 -1,668 $2,926
     GOOGL20,944-1,668$2,926
UNITED PARCEL SERVICE INC 17,993 UNCH $2,829
     UPS17,993UNCH$2,829
JPMORGAN CHASE & CO 15,816 -102 $2,690
     JPM15,816-102$2,690
MERCK & CO INC 22,822 +1,257 $2,488
     MRK22,822+1,257$2,488
UNITEDHEALTH GROUP INC 4,651 +88 $2,448
     UNH4,651+88$2,448
ISHARES TR (IBB) 18,014 +1,063 $2,447
     IBB18,014+1,063$2,447
SELECT SECTOR SPDR TR (XLY) 13,164 +154 $2,354
     XLY13,164+154$2,354
SELECT SECTOR SPDR TR (XLC) 32,310 -1,620 $2,348
     XLC32,310-1,620$2,348
MASTERCARD INCORPORATED 5,473 -3,320 $2,334
     MA5,473-3,320$2,334
SELECT SECTOR SPDR TR (XLV) 17,098 +953 $2,332
     XLV17,098+953$2,332
COMCAST CORP NEW 51,170 +975 $2,244
     CMCSA51,170+975$2,244
HOME DEPOT INC 6,423 +236 $2,226
     HD6,423+236$2,226
BECTON DICKINSON & CO 8,838 +440 $2,155
     BDX8,838+440$2,155
BLACKSTONE INC 15,995 -181 $2,094
     BX15,995-181$2,094
BLACKROCK INC 2,315 +123 $1,879
     BLK2,315+123$1,879
CBOE GLOBAL MKTS INC 10,239 -1,831 $1,828
     CBOE10,239-1,831$1,828
TJX COS INC NEW 19,201 +19,201 $1,801
     TJX19,201+19,201$1,801
ORACLE CORP 16,688 -9 $1,759
     ORCL16,688-9$1,759
GENUINE PARTS CO 12,357 +1,528 $1,711
     GPC12,357+1,528$1,711
NVIDIA CORPORATION 3,381 -105 $1,674
     NVDA3,381-105$1,674
PHILLIPS 66 12,326 -165 $1,641
     PSX12,326-165$1,641

See Full List: All Stocks Held By Marion Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marion Wealth Management

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