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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
BXBlackstone Inc
Recent Activity
Decreased -1.52%
0.82%
$3.092M
17,933 shares@ $172.42 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -0.07%
0.54%
$2.006M
6,347 shares@ $316.06 avg price
IVVIshares Tr
Recent Activity
Decreased -5.53%
0.18%
$672,861
1,143 shares@ $588.68 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.58%
0.17%
$616,509
3,237 shares@ $190.46 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.75%
0.11%
$413,190
535 shares@ $772.32 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.3%
0.11%
$385,585
4,226 shares@ $91.25 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -0.43%
0.1%
$357,108
1,596 shares@ $223.76 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -47.05%
0.09%
$308,736
5,120 shares@ $60.3 avg price
BDCBelden Inc
Recent Activity
Decreased -28.57%
0.08%
$281,525
2,500 shares@ $112.61 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.01%
0.08%
$277,731
6,945 shares@ $40.0 avg price