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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 : 15     View All Holdings Currently Viewing:  Unchanged 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
   (UPS)1 Year Chart         UPS United Parcel Service Inc 32 - $149.24 $2,674,000 17,993 0.8% -155,000 0 0.003    AirDelivery & Freight...
   (ORCL)1 Year Chart         ORCL Oracle Corp 43 - $123.50 $2,096,000 16,688 0.63% 337,000 0 0.001    Application Software
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 72 - $350.63 $972,000 2,825 0.29% 94,000 0 0.001    Closed - End Fund - E...
   (WRK)1 Year Chart         WRK Westrock Co 90 - $52.94 $460,000 9,300 0.14% 74,000 0 0.004    N/A
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 95 - $0.00 $409,000 7,613 0.12% 16,000 0 0.018    N/A
   (BDC)1 Year Chart         BDC Belden Inc 97 - $93.50 $370,000 4,000 0.11% 61,000 0 0.009    Systems, Products & D...
   (PPG)1 Year Chart         PPG PPG Industries Inc 99 - $134.44 $348,000 2,400 0.1% -11,000 0 0.001    Conglomerates
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 101 - $70.09 $340,000 4,711 0.1% 27,000 0 0.002    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 102 - $121.51 $311,000 2,570 0.09% 24,000 0 0.001    Closed - End Fund - Debt
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 106 - $3,213.43 $296,000 102 0.09% 63,000 0 0    Restaurants
   (AMGN)1 Year Chart         AMGN Amgen Inc 107 - $312.47 $291,000 1,025 0.09% -4,000 0 0    Biotechnology
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 108 - $163.65 $286,000 1,757 0.09% 23,000 0 0    Closed - End Fund - E...
   (FSTR)1 Year Chart         FSTR Foster L B Co 111 - $29.50 $262,000 9,593 0.08% 51,000 0 0.089    Basic Materials Whole...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 112 - $193.86 $257,000 1,520 0.08% 37,000 0 0    Communication Equipment
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 116 - $83.29 $231,000 2,750 0.07% 17,000 0 0.001    Closed - End Fund - E...
      15 Records Found
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