Marion Wealth Management
Q1 2025 13F Holdings
- Locationmonroeville, PA
- Num holdings
128
- Value ($000)
$374,400
- Date Filed04/08/2025
- Form type13F-HR
- CIK0001911097
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $30.27M | 8 % | 370,195 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $25.69M | 7 % | 339,650 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.68M | 5 % | 223,945 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.09M | 4 % | 298,214 | ||
UBS AG LONDON BRANCH | ETRACS ALER MLP | 90274D382 | $15.74M | 4 % | 567,020 | ||
PDBC INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | $13.40M | 4 % | 982,824 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $13.13M | 4 % | 53,664 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $12.97M | 4 % | 261,885 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $11.99M | 3 % | 186,740 | ||
AAPL APPLE INC | COM | 037833100 | $8.36M | 2 % | 37,643 |
Rows Per Page
10
- 10
- 50
- 100