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Christina Duncan

@Marion Wealth Management

Latest period2024 - Q4ReportedManaged Assets$377.093MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$2.327M
2,451 shares@ $949.5 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$1.925M
13,782 shares@ $139.68 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$1.346M
14,217 shares@ $94.71 avg price
SWSmurfit Westrock Plc
Recent Activity
Exited
0%
$459,606
9,300 shares@ $49.42 avg price
FLRNSpdr Ser Tr
Recent Activity
Exited
0%
$214,608
6,957 shares@ $30.85 avg price
CAVACava Group Inc
Recent Activity
Exited
0%
$211,164
1,705 shares@ $123.85 avg price