Marion Wealth Management lowered its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,198 shares of the transportation company’s stock after selling 524 shares during the quarter. United […]
Marion Wealth Management purchased a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund purchased 8,291 shares of the company’s stock, valued at approximately $459,000. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. […]
Marion Wealth Management grew its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 31,066 shares of the company’s stock after purchasing an additional 428 shares during the quarter. Vanguard Small-Cap Growth ETF comprises 2.5% of Marion Wealth Management’s holdings, making the stock […]
Marion Wealth Management grew its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 2.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 16,388 shares of the financial services provider’s stock after buying an additional 366 shares during the quarter. Marion Wealth Management’s holdings in iShares Biotechnology ETF were worth $2,081,000 […]
Marion Wealth Management lifted its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,147 shares of the coffee company’s stock after acquiring an additional 442 shares during the period. […]