Marietta Wealth Management, LLC Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$256.6M

Holdings

106

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
32,589$8.4M3.26%
2
QQQInvesco BulletShares 2023 Corporate Bond ETF
387,478$8.0M3.13%
3
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
361,877$7.7M2.99%
4
IJHiShares Core S&P Mid-Cap ETF
52,351$7.5M2.93%
5
BSCOInvesco BulletShares 2024 Corporate Bond ETF
364,015$7.5M2.93%
6
BSCLInvesco BulletShares 2021 Corporate Bond ETF
354,992$7.4M2.90%
7
BSCKInvesco BulletShares 2020 Corporate Bond ETF
341,536$7.2M2.80%
8
MSFTMicrosoft
45,029$7.1M2.77%
9
IJRiShares Core S&P Small-Cap ETF
118,488$6.6M2.59%
10
IEMGiShares Core MSCI Emerging Markets ETF
128,400$5.2M2.02%
11
AMGNAmgen
22,060$4.5M1.74%
12
HDHome Depot
23,896$4.5M1.74%
13
ICEIntercontinental Exchange
55,178$4.5M1.74%
14
WMTWal-Mart
38,814$4.4M1.72%
15
AMZNAmazon
2,233$4.4M1.70%
16
BACVerizon Communications
80,571$4.3M1.69%
17
GOOGLAlphabet
3,658$4.3M1.66%
18
JNJJohnson & Johnson
30,457$4.0M1.56%
19
VVisa
23,394$3.8M1.47%
20
IXUSiShares Core MSCI Total International Stock ETF
80,006$3.8M1.47%
21
DISWalt Disney
38,868$3.8M1.46%
22
SBUXStarbucks
55,256$3.6M1.42%
23
BRK/BBerkshire Hathaway Class B
19,540$3.6M1.39%
24
VOVanguard Mid-Cap ETF
27,058$3.6M1.39%
25
INTCIntel
65,488$3.5M1.38%
26
NKENike
42,316$3.5M1.36%
27
COSTCostco
11,930$3.4M1.33%
28
PEPPepsiCo
28,265$3.4M1.32%
29
JPMJPMorgan Chase
36,942$3.3M1.30%
30
GSGoldman Sachs
20,642$3.2M1.24%
31
NEENextEra Energy
13,046$3.1M1.22%
32
NSRGYNestle
29,900$3.1M1.20%
33
BMYBristol-Myers Squibb
54,864$3.1M1.19%
34
VBVanguard Small-Cap ETF
25,330$2.9M1.14%
35
MCDMcDonald's
17,599$2.9M1.13%
36
CSCOCisco Systems
73,911$2.9M1.13%
37
AQLTiShares Core MSCI EAFE ETF
57,930$2.9M1.13%
38
MDTMedtronic
31,600$2.9M1.11%
39
UNHUnitedHealth Group
11,270$2.8M1.10%
40
RSPInvesco S&P 500 Equal Weight ETF
32,572$2.7M1.07%
41
LINLinde
15,753$2.7M1.06%
42
METAFacebook
16,300$2.7M1.06%
43
TFCTruist Financial
85,971$2.7M1.03%
44
EPSWisdomTree U.S. Earnings 500 ETF
93,482$2.6M1.02%
45
ILCGiShares Morningstar Large-Cap Growth ETF
13,738$2.6M0.99%
46
DUKDuke Energy
30,662$2.5M0.97%
47
DLSWisdomTree International SmallCap Dividend ETF
50,266$2.4M0.94%
48
ACNAccenture
14,324$2.3M0.91%
49
ADBEAdobe
7,266$2.3M0.90%
50
CRMSalesforce.com
16,048$2.3M0.90%
51
HONHoneywell International
16,852$2.3M0.88%
52
VFCVF Corp
41,233$2.2M0.87%
53
VLUEiShares Edge MSCI USA Value Factor ETF
35,041$2.2M0.86%
54
SPYSPDR S&P 500 ETF
8,529$2.2M0.86%
55
BABoeing
14,657$2.2M0.85%
56
RTN1USDRaytheon
15,246$2.0M0.78%
57
MDYGSPDR S&P 400 Mid Cap Growth ETF
46,626$2.0M0.78%
58
SLYGSPDR S&P 600 Small Cap Growth ETF
42,610$2.0M0.77%
59
TMOThermo Fisher Scientific
6,909$2.0M0.76%
60
LabCorp
15,357$1.9M0.76%
61
TTTrane Technologies
23,449$1.9M0.75%
62
IMCViShares Morningstar Mid-Cap Value ETF
16,556$1.8M0.69%
63
MARMarriott International
23,595$1.8M0.69%
64
SLYVSPDR S&P 600 Small Cap Value ETF
37,257$1.5M0.59%
65
IVViShares Core S&P 500 ETF
5,846$1.5M0.59%
66
LULULululemon Athletica
7,162$1.4M0.53%
67
NVDANVIDIA
4,929$1.3M0.51%
68
SPYGSPDR S&P 500 Growth ETF
33,928$1.2M0.47%
69
GPNGlobal Payments
8,295$1.2M0.47%
70
LMTLockheed Martin
3,216$1.1M0.42%
71
BKNGBooking Holdings
799$1.1M0.42%
72
BLKCHFBlackRock
2,175$957K0.37%
73
MRKMerck
10,116$778K0.30%
74
GOOGAlphabet
652$758K0.30%
75
BDXBecton Dickinson
2,835$651K0.25%
76
EFAiShares MSCI EAFE ETF
12,097$647K0.25%
77
KMBKimberly-Clark
5,025$643K0.25%
78
SOSouthern Company
11,150$604K0.24%
79
CMCSAComcast
17,146$589K0.23%
80
AVGOBroadcom
2,470$586K0.23%
81
BRK-BBerkshire Hathaway Class A 1/100
200$544K0.21%
82
BRK-BBerkshire Hathaway Class A
2$544K0.21%
83
PFEPfizer
16,345$534K0.21%
84
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$501K0.20%
85
PAYXPaychex
7,800$491K0.19%
86
WMWaste Management
5,100$472K0.18%
87
DDominion Energy
6,509$470K0.18%
88
WECWEC Energy Group
5,233$461K0.18%
89
IBMIBM
4,020$446K0.17%
90
RYRoyal Bank Of Canada
6,842$421K0.16%
91
ULUnilever
8,211$415K0.16%
92
ABBVAbbVie
5,316$405K0.16%
93
CHDChurch & Dwight
5,889$378K0.15%
94
EMREmerson Electric
7,685$366K0.14%
95
TAT&T
11,360$331K0.13%
96
TTENTotal
8,284$308K0.12%
97
PRUPrudential Financial
5,741$299K0.12%
98
ITWIllinois Tool Works
1,906$271K0.11%
99
USMViShares Edge MSCI Min Vol USA ETF
4,812$260K0.10%
100
DGROiShares Core Dividend Growth ETF
7,893$257K0.10%
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