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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
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
VGITVanguard Scottsdale Fds
Recent Activity
Increased 4.18%
1.38%
$5.185M
89,391 shares@ $58.01 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 3.08%
1.18%
$4.431M
20,854 shares@ $212.46 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 3.64%
1.13%
$4.225M
12,011 shares@ $351.8 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.59%
1.09%
$4.101M
21,666 shares@ $189.31 avg price