Marietta Wealth Management, LLC Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$401.4M

Holdings

112

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
112,892$13.8M3.44%
2
QQQInvesco BulletShares 2023 Corporate Bond ETF
497,959$10.8M2.70%
3
BSCOInvesco BulletShares 2024 Corporate Bond ETF
482,507$10.7M2.66%
4
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
489,298$10.6M2.64%
5
BSCPInvesco BulletShares 2025 Corporate Bond ETF
462,886$10.3M2.55%
6
MSFTMicrosoft
42,964$10.1M2.52%
7
BSCLInvesco BulletShares 2021 Corporate Bond ETF
459,071$9.7M2.42%
8
IJHiShares Core S&P Mid-Cap ETF
33,926$8.8M2.20%
9
IJRiShares Core S&P Small-Cap ETF
77,630$8.4M2.10%
10
GOOGLAlphabet
3,730$7.7M1.92%
11
IEMGiShares Core MSCI Emerging Markets ETF
119,185$7.7M1.91%
12
AMZNAmazon.com
2,404$7.4M1.85%
13
DISWalt Disney
39,678$7.3M1.82%
14
HDHome Depot
23,142$7.1M1.76%
15
SBUXStarbucks
61,528$6.7M1.67%
16
NKENike
48,126$6.4M1.59%
17
VVisa
29,678$6.3M1.57%
18
WMTWalmart
45,952$6.2M1.55%
19
VOVanguard Mid-Cap ETF
27,655$6.1M1.52%
20
VBVanguard Small-Cap ETF
28,201$6.0M1.50%
21
JPMJPMorgan Chase
38,712$5.9M1.47%
22
ICEIntercontinental Exchange
51,310$5.7M1.43%
23
TMOThermo Fisher Scientific
11,918$5.4M1.35%
24
METAFacebook
17,710$5.2M1.30%
25
AMGNAmgen
20,485$5.1M1.27%
26
COSTCostco Wholesale
14,342$5.1M1.26%
27
LINLinde
18,004$5.0M1.26%
28
GSGoldman Sachs Group
15,297$5.0M1.25%
29
ACNAccenture
17,691$4.9M1.22%
30
PEPPepsiCo
32,953$4.7M1.16%
31
BLKCHFBlackRock
6,144$4.6M1.15%
32
VFCVF Corp
56,563$4.5M1.13%
33
NVDANVIDIA
8,374$4.5M1.11%
34
BRK/BBerkshire Hathaway Class B
17,261$4.4M1.10%
35
LULULululemon Athletica
14,357$4.4M1.10%
36
ADBEAdobe
9,047$4.3M1.07%
37
CRMSalesforce.com
20,233$4.3M1.07%
38
AVGOBroadcom
9,150$4.2M1.06%
39
JNJJohnson & Johnson
25,805$4.2M1.06%
40
UNHUnitedHealth Group
11,164$4.2M1.03%
41
TTTrane Technologies
24,954$4.1M1.03%
42
DLSWisdomTree International SmallCap Dividend ETF
55,395$4.0M1.00%
43
CMCSAComcast
71,307$3.9M0.96%
44
AQLTiShares Core MSCI EAFE ETF
53,363$3.8M0.96%
45
HONHoneywell International
17,534$3.8M0.95%
46
EPSWisdomTree U.S. Earnings 500 ETF
87,308$3.8M0.94%
47
RTXRaytheon Technologies
47,166$3.6M0.91%
48
BMYBristol-Myers Squibb
57,381$3.6M0.90%
49
ILCGiShares Morningstar Large-Cap Growth ETF
12,538$3.6M0.90%
50
MDTMedtronic
30,279$3.6M0.89%
51
VVVanguard Large-Cap ETF
18,811$3.5M0.87%
52
NEENextEra Energy
45,591$3.4M0.86%
53
USMViShares Edge MSCI Min Vol USA ETF
48,797$3.4M0.84%
54
BABoeing
13,220$3.4M0.84%
55
SPYSPDR S&P 500 ETF
7,769$3.1M0.77%
56
NSRGYNestle
27,594$3.1M0.77%
57
MARMarriott International
20,550$3.0M0.76%
58
LabCorp
11,840$3.0M0.75%
59
LMTLockheed Martin
8,065$3.0M0.74%
60
IVViShares Core S&P 500 ETF
7,453$3.0M0.74%
61
WMWaste Management
22,418$2.9M0.72%
62
PAYXPaychex
28,813$2.8M0.70%
63
MRKMerck
34,107$2.6M0.65%
64
BKNGBooking Holdings
1,119$2.6M0.65%
65
IXUSiShares Core MSCI Total International Stock ETF
36,352$2.6M0.64%
66
SLYGSPDR S&P 600 Small Cap Growth ETF
28,510$2.4M0.61%
67
BPBP PLC
94,691$2.3M0.57%
68
FLOTIshares Floating Rate
45,055$2.3M0.57%
69
AMATApplied Materials
17,072$2.3M0.57%
70
DEDeere & Co
6,014$2.3M0.56%
71
GPNGlobal Payments
10,844$2.2M0.54%
72
REGNRegeneron Pharmaceuticals
4,504$2.1M0.53%
73
LLYEli Lilly
11,157$2.1M0.52%
74
ATVIEURActivision Blizzard
21,424$2.0M0.50%
75
PRUPrudential Financial
21,836$2.0M0.50%
76
UPSUnited Parcel Service
11,589$2.0M0.49%
77
ZTSZoetis
12,487$2.0M0.49%
78
ROPRoper Technologies
4,827$1.9M0.49%
79
SPYGSPDR S&P 500 Growth ETF
33,631$1.9M0.47%
80
TSNTyson Foods
25,316$1.9M0.47%
81
SLYVSPDR S&P 600 Small Cap Value ETF
21,948$1.8M0.45%
82
IMCViShares Morningstar Mid-Cap Value ETF
9,566$1.8M0.44%
83
IVWiShares S&P 500 Growth
24,664$1.6M0.40%
84
VOTVanguard Mid-Cap Growth ETF
7,357$1.6M0.39%
85
IVEiShares S&P 500 Value
10,541$1.5M0.37%
86
GOOGAlphabet
672$1.4M0.35%
87
BRK-BBerkshire Hathaway Class A
3$1.2M0.29%
88
PNFPPinnacle Financial Partners
10,941$970K0.24%
89
IJKiShares S&P Mid-Cap 400 Growth ETF
11,220$879K0.22%
90
VNQVanguard REIT ETF
8,793$808K0.20%
91
BRK-BBerkshire Hathaway Class A 1/100
200$771K0.19%
92
EFAiShares MSCI EAFE ETF
9,938$754K0.19%
93
TFCTruist Financial
11,094$647K0.16%
94
INTCIntel
10,065$644K0.16%
95
BDXBecton Dickinson
2,399$583K0.15%
96
BACVerizon Communications
9,996$581K0.14%
97
KMXCarMax Inc
4,100$544K0.14%
98
FDXFedEx
1,617$459K0.11%
99
CHDChurch & Dwight
5,243$458K0.11%
100
SOSouthern Company
7,260$451K0.11%
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