Marietta Wealth Management, LLC Q1 2022 Filing

Filed April 12, 2022

Portfolio Value

$478.2M

Holdings

109

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
114,707$20.0M4.19%
2
GOOGLALPHABET INC
7,042$19.6M4.10%
3
MSFTMICROSOFT CORP
42,189$13.0M2.72%
4
IJRISHARES TR
98,164$10.6M2.21%
5
IJHISHARES TR
37,803$10.1M2.12%
6
BSCMUSDINVESCO EXCH TRD SLF IDX FD
464,771$9.9M2.07%
7
QQQINVESCO EXCH TRD SLF IDX FD
464,544$9.8M2.05%
8
BSCOINVESCO EXCH TRD SLF IDX FD
445,576$9.4M1.96%
9
VBVANGUARD INDEX FDS
44,130$9.4M1.96%
10
AMZNAMAZON COM INC
2,869$9.4M1.96%
11
BSCPINVESCO EXCH TRD SLF IDX FD
418,719$8.8M1.83%
12
BSCQINVESCO EXCH TRD SLF IDX FD
423,045$8.4M1.77%
13
COSTCOSTCO WHSL CORP NEW
14,080$8.1M1.70%
14
VOVANGUARD INDEX FDS
34,021$8.1M1.69%
15
WMTWALMART INC
52,105$7.8M1.62%
16
NVDANVIDIA CORPORATION
28,160$7.7M1.61%
17
TMOTHERMO FISHER SCIENTIFIC INC
12,912$7.6M1.59%
18
DISDISNEY WALT CO
53,573$7.3M1.54%
19
ICEINTERCONTINENTAL EXCHANGE IN
55,168$7.3M1.52%
20
HDHOME DEPOT INC
24,168$7.2M1.51%
21
IEMGISHARES INC
130,088$7.2M1.51%
22
LINLINDE PLC
22,494$7.2M1.50%
23
VVISA INC
32,005$7.1M1.48%
24
UNHUNITEDHEALTH GROUP INC
13,400$6.8M1.43%
25
NKENIKE INC
49,908$6.7M1.40%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
18,935$6.7M1.40%
27
PEPPEPSICO INC
37,768$6.3M1.32%
28
LULULULULEMON ATHLETICA INC
16,962$6.2M1.30%
29
REGNREGENERON PHARMACEUTICALS
8,799$6.1M1.29%
30
SBUXSTARBUCKS CORP
67,288$6.1M1.28%
31
ACNACCENTURE PLC IRELAND
18,010$6.1M1.27%
32
AVGOBROADCOM INC
9,427$5.9M1.24%
33
JPMJPMORGAN CHASE & CO
42,617$5.8M1.21%
34
NEENEXTERA ENERGY INC
68,267$5.8M1.21%
35
BLKCHFBLACKROCK INC
7,020$5.4M1.12%
36
GSGOLDMAN SACHS GROUP INC
16,224$5.4M1.12%
37
AQLTISHARES TR
75,643$5.3M1.10%
38
DLSWISDOMTREE TR
75,048$5.2M1.08%
39
BPBP PLC
173,983$5.1M1.07%
40
JNJJOHNSON & JOHNSON
28,745$5.1M1.07%
41
CRMSALESFORCE COM INC
23,565$5.0M1.05%
42
METAFACEBOOK INC
22,250$4.9M1.03%
43
RTXRAYTHEON TECHNOLOGIES CORP
49,018$4.9M1.02%
44
ADBEADOBE SYSTEMS INCORPORATED
10,389$4.7M0.99%
45
LLYLILLY ELI & CO
16,278$4.7M0.97%
46
LMTLOCKHEED MARTIN CORP
10,449$4.6M0.96%
47
AMATAPPLIED MATLS INC
33,730$4.4M0.93%
48
DEDEERE & CO
10,414$4.3M0.90%
49
EPSWISDOMTREE TR
88,692$4.3M0.90%
50
ILCGISHARES TR
64,156$4.2M0.87%
51
USMVISHARES TR
53,242$4.1M0.86%
52
VVVANGUARD INDEX FDS
19,788$4.1M0.86%
53
DVNDEVON ENERGY CORP NEW
69,759$4.1M0.86%
54
TTTRANE TECHNOLOGIES PLC
25,889$4.0M0.83%
55
UPSUNITED PARCEL SERVICE INC
18,396$3.9M0.82%
56
WMWASTE MGMT INC DEL
24,885$3.9M0.82%
57
HONHONEYWELL INTL INC
20,266$3.9M0.82%
58
ROPROPER TECHNOLOGIES INC
8,023$3.8M0.79%
59
MARMARRIOTT INTL INC NEW
20,884$3.7M0.77%
60
MRKMERCK & CO. INC
44,378$3.6M0.76%
61
BABOEING CO
18,589$3.6M0.74%
62
SLYGSPDR SER TR
41,710$3.5M0.73%
63
SPYSPDR S&P 500 ETF TR
7,600$3.4M0.72%
64
IVVISHARES TR
7,391$3.4M0.70%
65
GPNGLOBAL PMTS INC
24,393$3.3M0.70%
66
LABORATORY CORP AMER HLDGS
12,196$3.2M0.67%
67
BKNGBOOKING HOLDINGS INC
1,318$3.1M0.65%
68
ATVIEURACTIVISION BLIZZARD INC
38,094$3.1M0.64%
69
SLYVSPDR SER TR
35,459$3.0M0.62%
70
PRUPRUDENTIAL FINL INC
22,899$2.7M0.57%
71
ZTSZOETIS INC
13,785$2.6M0.54%
72
NFLXNETFLIX INC
6,857$2.6M0.54%
73
DFAXDIMENSIONAL ETF TRUST
101,277$2.5M0.53%
74
IMCVISHARES TR
36,340$2.5M0.52%
75
VOTVANGUARD INDEX FDS
10,344$2.3M0.48%
76
DRIDARDEN RESTAURANTS INC
17,119$2.3M0.48%
77
SPYGSPDR SER TR
33,181$2.2M0.46%
78
PYPLPAYPAL HLDGS INC
18,656$2.2M0.45%
79
IXUSISHARES TR
30,178$2.0M0.42%
80
DFACDIMENSIONAL ETF TRUST
71,305$2.0M0.41%
81
IVWISHARES TR
24,228$1.9M0.39%
82
IVEISHARES TR
10,696$1.7M0.35%
83
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6M0.33%
84
PNFPPINNACLE FINL PARTNERS INC
10,941$1.0M0.21%
85
IJKISHARES TR
11,220$867K0.18%
86
FLOTISHARES TR
16,451$831K0.17%
87
EFAISHARES TR
9,688$713K0.15%
88
VTIVANGUARD INDEX FDS
2,890$658K0.14%
89
BDXBECTON DICKINSON & CO
2,379$633K0.13%
90
CHDCHURCH & DWIGHT INC
5,803$577K0.12%
91
VNQVANGUARD INDEX FDS
4,995$541K0.11%
92
SOSOUTHERN CO
6,892$500K0.10%
93
KMXCARMAX INC
4,100$396K0.08%
94
ITOTISHARES TR
3,925$396K0.08%
95
FDXFEDEX CORP
1,617$374K0.08%
96
ITWILLINOIS TOOL WKS INC
1,730$362K0.08%
97
VTVVANGUARD INDEX FDS
2,381$352K0.07%
98
VIGVANGUARD SPECIALIZED FUNDS
2,130$345K0.07%
99
TSLATESLA INC
310$334K0.07%
100
QCOMQUALCOMM INC
2,050$313K0.07%
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