Marietta Wealth Management, LLC Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$190.6M

Holdings

120

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
EFAiShares MSCI EAFE ETF
114,978$8.0M4.20%
2
IJHiShares Core S&P Mid-Cap ETF
30,002$5.6M2.95%
3
Guggenheim S&P 500 Equal Weight ETF
52,028$5.2M2.72%
4
AAPLApple
30,700$5.2M2.70%
5
IJRiShares Core S&P Small-Cap ETF
65,674$5.1M2.65%
6
EZMWisdomTree MidCap Earnings ETF
129,823$5.0M2.63%
7
SLYGSPDR S&P 600 Small Cap Growth ETF
18,544$4.3M2.26%
8
MSFTMicrosoft
45,150$4.1M2.16%
9
SLYVSPDR S&P 600 Small Cap Value ETF
31,008$3.8M2.01%
10
IMCViShares Morningstar Mid-Cap Value ETF
24,530$3.8M2.01%
11
MDYGSPDR S&P 400 Mid Cap Growth ETF
23,981$3.8M1.98%
12
BBTUSDBB&T
65,845$3.4M1.80%
13
EEMiShares MSCI Emerging Markets ETF
68,308$3.3M1.73%
14
DLSWisdomTree International SmallCap Dividend ETF
41,712$3.2M1.67%
15
HDHome Depot
17,848$3.2M1.67%
16
ICEIntercontinental Exchange
43,113$3.1M1.64%
17
QCOMQualcomm
56,129$3.1M1.63%
18
JPMJPMorgan Chase
27,552$3.0M1.59%
19
GSGoldman Sachs
11,938$3.0M1.58%
20
JNJJohnson & Johnson
22,598$2.9M1.52%
21
BABoeing
8,600$2.8M1.48%
22
DISWalt Disney
27,743$2.8M1.46%
23
GOOGLAlphabet
2,500$2.6M1.36%
24
WMTWal-Mart
28,294$2.5M1.32%
25
VVisa
20,930$2.5M1.31%
26
BRK/BBerkshire Hathaway Class B
12,263$2.4M1.28%
27
AMGNAmgen
14,093$2.4M1.26%
28
EPSWisdomTree Earnings 500 ETF
78,005$2.4M1.24%
29
NKENike
35,364$2.4M1.23%
30
EESWisdomTree US SmallCap Earnings ETF
65,219$2.3M1.22%
31
SBUXStarbucks
38,266$2.2M1.16%
32
VFCVF Corp
29,193$2.2M1.14%
33
SPYSPDR S&P 500
8,019$2.1M1.11%
34
CVXChevron
18,393$2.1M1.10%
35
SOSouthern Company
45,049$2.0M1.06%
36
RTN1USDRaytheon
9,300$2.0M1.05%
37
CTSHCognizant Technology Solutions
24,693$2.0M1.04%
38
SLBSchlumberger
30,389$2.0M1.03%
39
COSTCostco
10,399$2.0M1.03%
40
PEPPepsiCo
17,891$2.0M1.02%
41
SCHWCharles Schwab
35,586$1.9M0.97%
42
BACVerizon Communications
38,547$1.8M0.97%
43
CMICummins
11,152$1.8M0.95%
44
PPGPPG Industries
15,427$1.7M0.90%
45
PXGBXPraxair
11,824$1.7M0.90%
46
IRIngersoll-Rand
19,910$1.7M0.89%
47
LUVSouthwest Airlines
29,411$1.7M0.88%
48
Guggenheim S&P 500 Pure Value ETF
25,710$1.7M0.87%
49
TRPTransCanada
39,328$1.6M0.85%
50
ILCGiShares Morningstar Large-Cap Growth ETF
9,850$1.6M0.85%
51
ACNAccenture
10,321$1.6M0.83%
52
METAFacebook
9,894$1.6M0.83%
53
TSMTaiwan Semiconductor Manufacturing
35,787$1.6M0.82%
54
NSRGYNestle
19,646$1.6M0.81%
55
INTCIntel
29,212$1.5M0.80%
56
MDTMedtronic
18,864$1.5M0.79%
57
CVSCVS Health
23,605$1.5M0.77%
58
BIIBBiogen
5,149$1.4M0.74%
59
AMZNAmazon
956$1.4M0.73%
60
Allergan
8,053$1.4M0.71%
61
LabCorp
7,511$1.2M0.64%
62
LMTLockheed Martin
3,383$1.1M0.60%
63
SPYGSPDR S&P 500 Growth ETF
33,928$1.1M0.60%
64
SPTSSPDR Portfolio Short Term Treasury ETF
38,298$1.1M0.60%
65
TAT&T
27,734$989K0.52%
66
BLKCHFBlackRock
1,773$960K0.50%
67
MOAltria Group
15,168$945K0.50%
68
MCDMcDonald's
5,679$888K0.47%
69
CBRLCracker Barrel
5,565$886K0.46%
70
TMOThermo Fisher Scientific
4,181$863K0.45%
71
CSCOCisco Systems
17,922$769K0.40%
72
ABBVAbbVie
7,758$734K0.39%
73
Aetna
4,204$710K0.37%
74
XOMExxon Mobil
9,467$706K0.37%
75
NVSNNovartis
7,917$640K0.34%
76
BDXBecton Dickinson
2,929$635K0.33%
77
BONDPIMCO Total Return Active
6,093$635K0.33%
78
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$612K0.32%
79
BRK-BBerkshire Hathaway Class A 1/100
200$598K0.31%
80
TTENTotal
9,915$572K0.30%
81
TRVTravelers Companies
4,070$565K0.30%
82
CLSCA
16,641$564K0.30%
83
Guggenheim BulletShares 2020 Corporate Bond ETF
26,022$548K0.29%
84
PFEPfizer
15,318$544K0.29%
85
ULUnilever
9,660$537K0.28%
86
RYRoyal Bank Of Canada
6,801$526K0.28%
87
Guggenheim BulletShares 2021 Corporate Bond ETF
25,043$521K0.27%
88
ADMArcher Daniels Midland
11,476$498K0.26%
89
GMGeneral Motors
13,553$493K0.26%
90
MRKMerck
8,952$488K0.26%
91
Guggenheim BulletShares 2019 Corporate Bond ETF
23,035$483K0.25%
92
EMREmerson Electric
7,028$480K0.25%
93
KMBKimberly-Clark
4,001$441K0.23%
94
METMetLife
9,190$422K0.22%
95
Guggenheim BulletShares 2022 Corporate Bond ETF
20,159$419K0.22%
96
DEODiageo
2,991$405K0.21%
97
SCHXSchwab US Large Cap ETF
6,278$396K0.21%
98
GPCGenuine Parts
4,284$385K0.20%
99
ITWIllinois Tool Works
2,448$384K0.20%
100
GOOGAlphabet
364$376K0.20%
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