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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
VCITVanguard Scottsdale Fds
Recent Activity
Increased 3.46%
7.74%
$29.179M
363,516 shares@ $80.27 avg price
IEFAIshares Tr
Recent Activity
Increased 2.6%
6.35%
$23.938M
340,605 shares@ $70.28 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 2.44%
4.51%
$17.003M
217,956 shares@ $78.02 avg price
MLPBUbs Ag London Branch
Recent Activity
Increased 1.71%
4.03%
$15.177M
602,713 shares@ $25.19 avg price
IEMGIshares Inc
Recent Activity
Increased 2.86%
3.98%
$14.988M
287,024 shares@ $52.22 avg price
DONWisdomtree Tr
Recent Activity
Increased 1.21%
3.52%
$13.265M
260,256 shares@ $50.98 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 3.47%
2.98%
$11.212M
177,547 shares@ $63.15 avg price
AAPLApple Inc
Recent Activity
Increased 1.12%
2.42%
$9.116M
36,402 shares@ $250.42 avg price
IWNIshares Tr
Recent Activity
Increased 1.31%
2.11%
$7.951M
48,431 shares@ $164.17 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 4.7%
1.75%
$6.588M
113,240 shares@ $58.18 avg price