Holdings

Marion Wealth Management

As of Jun 30, 2026, Marion Wealth Management reported 84 positions worth US$144M. Largest: Apple Inc, Alphabet Inc (google) Class C and Analog Devices, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc40,913US$11.8M+1,605Jun 30, 2026
Alphabet Inc (google) Class C23,501US$8.4M−1,987Jun 30, 2026
Analog Devices, Inc.17,944US$7.13M−1,441Jun 30, 2026
Microsoft Corp.16,999US$6.34M+288Jun 30, 2026
Jp Morgan Chase & Co.15,540US$5.09M+338Jun 30, 2026
Eli Lilly And Company3,761US$4.51M+100Jun 30, 2026
Meta Platforms, Inc.7,668US$4.32M+183Jun 30, 2026
Amazon.com, Inc.17,323US$4.13M+478Jun 30, 2026
Nvidia Corporation19,035US$3.81M−1,085Jun 30, 2026
Salesforce, Inc.22,482US$3.52M+3,882Jun 30, 2026