Marion Wealth Management
Top Portfolio Positions
81 positions ·
$134,524,487 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,308 | $9,975,977 | 7.42% | |
| MSFT |
Microsoft Corp
Technology
|
16,711 | $6,185,910 | 4.60% | |
| ADI |
Analog Devices Inc
Technology
|
19,385 | $6,167,143 | 4.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,567 | $5,626,686 | 4.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,202 | $4,471,820 | 3.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,485 | $4,282,393 | 3.18% | |
| ACN |
Accenture plc
Technology
|
19,443 | $3,855,352 | 2.87% | |
| NVDA |
Nvidia Corp
Technology
|
20,120 | $3,508,928 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,845 | $3,508,308 | 2.61% | |
| CRM |
Salesforce, Inc.
Technology
|
18,600 | $3,472,062 | 2.58% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FXE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,873 | 2,014 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||