Christina Duncan

@Marion Wealth Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$377.093M

Total holdings132

Assets growth rate0.56%

Assets growth rate (2-Q avg)5.35%

Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Marion Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Marion Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 377.093M in assets, with a quarterly growth rate of 0.56% and a 2-quarter average growth rate of 5.35%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.7%	$2.609M 2,546 shares@ $1024.94 avg price	New Position
VMCVulcan Matls Co Recent Activity New Position	0.32%	$1.184M 4,603 shares@ $257.24 avg price	New Position
COMTIshares U S Etf Tr Recent Activity New Position	0.26%	$968,690 38,273 shares@ $25.32 avg price	New Position
DKSDicks Sporting Goods Inc Recent Activity New Position	0.15%	$545,326 2,383 shares@ $228.85 avg price	New Position
FSTRFoster L B Co Recent Activity New Position	0.07%	$258,052 9,593 shares@ $26.91 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.07%	$241,294 406 shares@ $594.33 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.07%	$238,874 268 shares@ $891.33 avg price	New Position
VVisa Inc Recent Activity New Position	0.06%	$212,084 671 shares@ $316.08 avg price	New Position
SCHWSchwab Charles Corp Recent Activity New Position	0.06%	$205,562 2,777 shares@ $74.03 avg price	New Position
BSXBoston Scientific Corp Recent Activity New Position	0.06%	$202,042 2,262 shares@ $89.33 avg price	New Position