Portfolio (Quarterly)
Guide ↗
Marion Wealth Management
· CIK 0001911097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AXON | AXON ENTERPRISE INC | Industrials | 514 | $315K | 0.07% | SOLD |
| 2 | TRGP | TARGA RES CORP | Energy | 1,345 | $258K | 0.06% | SOLD |
| 3 | QCOM | QUALCOMM INC | Technology | 1,567 | $244K | 0.05% | SOLD |
| 4 | FELC | FIDELITY COVINGTON TRUST | — | 6,338 | $243K | 0.05% | SOLD |
| 5 | SDY | SPDR SERIES TRUST | — | 1,499 | $220K | 0.05% | SOLD |
| 6 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 5,120 | $209K | 0.05% | SOLD |
| 7 | QQQ | INVESCO QQQ TR | Financial Services | 331 | $206K | 0.05% | SOLD |
| 8 | — | FORTINET INC | — | 2,486 | $203K | 0.04% | SOLD |
Sector Allocation
Technology
25.7%
Financial Services
24.9%
Communication Services
9.7%
Industrials
8.5%
Consumer Cyclical
7.5%
Healthcare
6.7%
Energy
5.5%
Consumer Defensive
4.8%
Utilities
2.9%
Basic Materials
2.2%