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  Name: Marion Wealth Management
  City: MONROEVILLE
  State: PA
  Zip: 15146
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $335,018,000
  Total Value Change : $22,213,000
  Securities Held Change : 3
   
All Securities Held : 121
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 70
  Unchanged Positions : 15
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 68 New $0.00 $1,009,000 10,990 0.3% 1,009,000 10,990 0.001    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 103 New $217.25 $299,000 1,616 0.09% 299,000 1,616 0.007    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 109 New $62.93 $279,000 4,557 0.08% 279,000 4,557 0    Beverage Soft Drinks...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 113 New $1,328.55 $253,000 191 0.08% 253,000 191 0    Semiconductor- Broad...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 119 New $60.24 $209,000 3,467 0.06% 209,000 3,467 0    Discount, Variety Stores
   (CRM)1 Year Chart         CRM Salesforce.com Inc 120 New $234.44 $207,000 686 0.06% 207,000 686 0    Internet Software & S...

      6 Records Found
  1    
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