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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
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
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.28%
2.07%
$7.788M
88,596 shares@ $87.91 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 4.7%
1.75%
$6.588M
113,240 shares@ $58.18 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 0.84%
1.71%
$6.429M
159,366 shares@ $40.35 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.06%
1.71%
$6.425M
15,242 shares@ $421.52 avg price
HYLBDbx Etf Tr
Recent Activity
Increased 2.58%
1.54%
$5.801M
160,771 shares@ $36.08 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 3.98%
1.53%
$5.739M
324,214 shares@ $17.7 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 3.69%
1.39%
$5.21M
114,918 shares@ $45.35 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 3.91%
1.38%
$5.2M
69,542 shares@ $74.79 avg price