Marietta Wealth Management, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$681.2M

Holdings

108

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
119,301$26.5M3.89%
2
NVDANVIDIA CORPORATION
187,976$20.4M2.99%
3
VOVANGUARD INDEX FDS
78,106$20.2M2.96%
4
IEMGISHARES INC
356,751$19.3M2.83%
5
MSFTMICROSOFT CORP
47,502$17.8M2.62%
6
IJHISHARES TR
299,576$17.5M2.57%
7
AQLTISHARES TR
205,251$15.5M2.28%
8
VBVANGUARD INDEX FDS
67,330$14.9M2.19%
9
IHDGWISDOMTREE TR
335,502$14.6M2.14%
10
GOOGLALPHABET INC
90,744$14.0M2.06%
11
COSTCOSTCO WHSL CORP NEW
14,369$13.6M1.99%
12
AMZNAMAZON COM INC
71,020$13.5M1.98%
13
WMTWALMART INC
150,679$13.2M1.94%
14
JPMJPMORGAN CHASE & CO.
49,506$12.1M1.78%
15
AVGOBROADCOM INC
66,698$11.2M1.64%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
20,824$11.1M1.63%
17
VVISA INC
31,469$11.0M1.62%
18
HDHOME DEPOT INC
30,066$11.0M1.62%
19
LLYELI LILLY & CO
13,228$10.9M1.60%
20
NFLXNETFLIX INC
11,681$10.9M1.60%
21
LINLINDE PLC
22,839$10.6M1.56%
22
IJRISHARES TR
97,609$10.2M1.50%
23
UNHUNITEDHEALTH GROUP INC
18,889$9.9M1.45%
24
GSGOLDMAN SACHS GROUP INC
17,707$9.7M1.42%
25
METAMETA PLATFORMS INC
16,368$9.4M1.38%
26
RTXRTX CORPORATION
68,097$9.0M1.32%
27
BLKBLACKROCK INC
9,381$8.9M1.30%
28
PEPPEPSICO INC
57,275$8.6M1.26%
29
ADBEADOBE INC
21,326$8.2M1.20%
30
TPLTEXAS PACIFIC LAND CORPORATI
6,100$8.1M1.19%
31
PANWPALO ALTO NETWORKS INC
46,655$8.0M1.17%
32
WMWASTE MGMT INC DEL
34,371$8.0M1.17%
33
INTUINTUIT
12,559$7.7M1.13%
34
BXBLACKSTONE INC
54,995$7.7M1.13%
35
TMOTHERMO FISHER SCIENTIFIC INC
15,392$7.7M1.12%
36
CVXCHEVRON CORP NEW
42,886$7.2M1.05%
37
ACNACCENTURE PLC IRELAND
22,958$7.2M1.05%
38
ASMLASML HOLDING N V
10,475$6.9M1.02%
39
CRMSALESFORCE INC
25,546$6.9M1.01%
40
REGNREGENERON PHARMACEUTICALS
10,778$6.8M1.00%
41
NEENEXTERA ENERGY INC
95,971$6.8M1.00%
42
VGITVANGUARD SCOTTSDALE FDS
113,993$6.8M0.99%
43
LHLABCORP HOLDINGS INC
28,555$6.6M0.98%
44
DEDEERE & CO
13,717$6.4M0.95%
45
SBUXSTARBUCKS CORP
64,706$6.3M0.93%
46
BSCUINVESCO EXCH TRD SLF IDX FD
379,426$6.3M0.92%
47
BSCSINVESCO EXCH TRD SLF IDX FD
307,535$6.3M0.92%
48
BSCVINVESCO EXCH TRD SLF IDX FD
383,631$6.3M0.92%
49
BSCQINVESCO EXCH TRD SLF IDX FD
320,121$6.2M0.92%
50
BSCRINVESCO EXCH TRD SLF IDX FD
317,910$6.2M0.91%
51
BSCPINVESCO EXCH TRD SLF IDX FD
300,125$6.2M0.91%
52
BSCTINVESCO EXCH TRD SLF IDX FD
334,855$6.2M0.91%
53
VTVVANGUARD INDEX FDS
35,524$6.1M0.90%
54
SLYGSPDR SER TR
73,020$6.1M0.89%
55
SOSOUTHERN CO
64,111$5.9M0.87%
56
ILCGISHARES TR
71,144$5.8M0.85%
57
EPSWISDOMTREE TR
96,322$5.7M0.84%
58
VVVANGUARD INDEX FDS
22,171$5.7M0.84%
59
IMCVISHARES TR
76,747$5.7M0.84%
60
VOTVANGUARD INDEX FDS
22,926$5.6M0.82%
61
LMTLOCKHEED MARTIN CORP
12,382$5.5M0.81%
62
JNJJOHNSON & JOHNSON
32,375$5.4M0.79%
63
LULULULULEMON ATHLETICA INC
17,413$4.9M0.72%
64
SPYSPDR S&P 500 ETF TR
8,648$4.8M0.71%
65
DISDISNEY WALT CO
48,585$4.8M0.70%
66
SYKSTRYKER CORPORATION
12,304$4.6M0.67%
67
MARMARRIOTT INTL INC NEW
18,765$4.5M0.66%
68
IVVISHARES TR
7,231$4.1M0.60%
69
UBERUBER TECHNOLOGIES INC
49,799$3.6M0.53%
70
CMGCHIPOTLE MEXICAN GRILL INC
66,687$3.3M0.49%
71
VGSHVANGUARD SCOTTSDALE FDS
56,785$3.3M0.49%
72
VCITVANGUARD SCOTTSDALE FDS
40,411$3.3M0.48%
73
VCSHVANGUARD SCOTTSDALE FDS
41,675$3.3M0.48%
74
CBOECBOE GLOBAL MKTS INC
14,208$3.2M0.47%
75
NOCNORTHROP GRUMMAN CORP
6,275$3.2M0.47%
76
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.2M0.47%
77
SPYGSPDR SER TR
32,297$2.6M0.38%
78
IXUSISHARES TR
36,966$2.6M0.38%
79
DFACDIMENSIONAL ETF TRUST
72,158$2.4M0.35%
80
IVEISHARES TR
10,727$2.0M0.30%
81
IVWISHARES TR
19,742$1.8M0.27%
82
TTTRANE TECHNOLOGIES PLC
3,718$1.3M0.18%
83
ICEINTERCONTINENTAL EXCHANGE IN
7,089$1.2M0.18%
84
EMXCISHARES INC
19,563$1.1M0.16%
85
FBTCFIDELITY WISE ORIGIN BITCOIN
14,470$1.0M0.15%
86
SSBKSOUTHERN STS BANCSHARES INC
27,775$992K0.15%
87
IJKISHARES TR
11,220$934K0.14%
88
DFUVDIMENSIONAL ETF TRUST
21,870$901K0.13%
89
EFAISHARES TR
9,688$791K0.12%
90
TSLATESLA INC
2,828$732K0.11%
91
VTIVANGUARD INDEX FDS
2,544$699K0.10%
92
CHDCHURCH & DWIGHT CO INC
5,728$630K0.09%
93
IBMINTERNATIONAL BUSINESS MACHS
2,076$516K0.08%
94
BDXBECTON DICKINSON & CO
2,070$474K0.07%
95
ITWILLINOIS TOOL WKS INC
1,730$429K0.06%
96
CEGCONSTELLATION ENERGY CORP
2,055$414K0.06%
97
KOCOCA COLA CO
5,676$406K0.06%
98
ITOTISHARES TR
3,303$402K0.06%
99
CSWCSW INDUSTRIALS INC
1,350$393K0.06%
100
ORCLORACLE CORP
2,634$368K0.05%
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