Marietta Wealth Management, LLC Q2 2017 Filing

Filed August 11, 2017

Portfolio Value

$164.6M

Holdings

116

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (116 positions)

#StockSharesValue% PortfolioType
1
EFAiShares MSCI EAFE ETF
87,409$5.7M3.46%
2
AAPLApple
35,529$5.1M3.11%
3
IJHiShares Core S&P Mid-Cap ETF
27,126$4.7M2.87%
4
IJRiShares Core S&P Small-Cap ETF
57,785$4.1M2.46%
5
SLYVSPDR S&P 600 Small Cap Value ETF
31,115$3.7M2.26%
6
EZMWisdomTree MidCap Earnings ETF
99,249$3.6M2.16%
7
MSFTMicrosoft
49,280$3.4M2.06%
8
IMCViShares Morningstar Mid-Cap Value ETF
21,778$3.2M1.96%
9
SLYGSPDR S&P 600 Small Cap Growth ETF
13,916$3.0M1.83%
10
QCOMQualcomm
53,795$3.0M1.80%
11
JNJJohnson & Johnson
22,114$2.9M1.78%
12
DISWalt Disney
27,223$2.9M1.76%
13
ICEIntercontinental Exchange
41,145$2.7M1.65%
14
JPMJPMorgan Chase
29,541$2.7M1.64%
15
BBTUSDBB&T
58,994$2.7M1.63%
16
GSGoldman Sachs
11,849$2.6M1.60%
17
VFCVF Corp
45,383$2.6M1.59%
18
Aetna
17,106$2.6M1.58%
19
GOOGLAlphabet
2,691$2.5M1.52%
20
HDHome Depot
15,826$2.4M1.48%
21
BABoeing
11,924$2.4M1.43%
22
NKENike
38,827$2.3M1.39%
23
VVisa
24,240$2.3M1.38%
24
AMGNAmgen
13,162$2.3M1.38%
25
GEGeneral Electric
82,527$2.2M1.35%
26
EEMiShares MSCI Emerging Markets ETF
53,314$2.2M1.34%
27
SPYSPDR S&P 500
9,089$2.2M1.34%
28
BRK/BBerkshire Hathaway Class B
12,466$2.1M1.28%
29
Guggenheim S&P 500 Equal Weight ETF
22,303$2.1M1.26%
30
CVSCVS Health
24,804$2.0M1.21%
31
SLBSchlumberger
30,181$2.0M1.21%
32
TRPTransCanada
41,315$2.0M1.20%
33
SOSouthern Company
41,035$2.0M1.19%
34
CVXChevron
18,810$2.0M1.19%
35
WMTWal-Mart
25,813$2.0M1.19%
36
SBUXStarbucks
33,216$1.9M1.18%
37
CTSHCognizant Technology Solutions
28,727$1.9M1.16%
38
DLSWisdomTree International SmallCap Dividend ETF
27,422$1.9M1.16%
39
PEPPepsiCo
16,479$1.9M1.16%
40
XOMExxon Mobil
23,344$1.9M1.15%
41
EPSWisdomTree Earnings 500 ETF
21,239$1.8M1.08%
42
SPTSSPDR Bloomberg Barclays ST Treasury
56,624$1.7M1.04%
43
IRIngersoll-Rand
18,669$1.7M1.04%
44
MDYGSPDR S&P 400 Mid Cap Growth ETF
11,882$1.7M1.03%
45
NSRGYNestle
19,148$1.7M1.01%
46
PXGBXPraxair
12,498$1.7M1.01%
47
Allergan
6,491$1.6M0.96%
48
RTN1USDRaytheon
9,063$1.5M0.89%
49
Guggenheim S&P 500 Pure Value ETF
24,516$1.5M0.89%
50
SCHWCharles Schwab
32,416$1.4M0.85%
51
ACNAccenture
11,091$1.4M0.83%
52
PPGPPG Industries
12,310$1.4M0.82%
53
COSTCostco
8,418$1.3M0.82%
54
LUVSouthwest Airlines
21,277$1.3M0.80%
55
MOAltria Group
16,903$1.3M0.76%
56
MDTMedtronic
14,022$1.2M0.76%
57
BACVerizon Communications
27,579$1.2M0.75%
58
METAFacebook
7,968$1.2M0.73%
59
INTCIntel
35,325$1.2M0.72%
60
MCDMcDonald's
6,891$1.1M0.64%
61
IBMIBM
6,821$1.0M0.64%
62
TSMTaiwan Semiconductor Manufacturing
29,737$1.0M0.63%
63
TAT&T
26,905$1.0M0.62%
64
SPYGSPDR S&P 500 Growth ETF
8,482$1.0M0.61%
65
CBRLCracker Barrel
5,822$974K0.59%
66
ILCGiShares Morningstar Large-Cap Growth ETF
6,752$940K0.57%
67
BLKCHFBlackRock
2,145$906K0.55%
68
BONDPIMCO Total Return Active
8,486$900K0.55%
69
LMTLockheed Martin
3,020$838K0.51%
70
NVSNNovartis
9,420$786K0.48%
71
TMOThermo Fisher Scientific
4,346$758K0.46%
72
ABBVAbbVie
9,969$723K0.44%
73
RYRoyal Bank Of Canada
9,813$712K0.43%
74
BDXBecton Dickinson
3,577$698K0.42%
75
CSCOCisco Systems
22,174$694K0.42%
76
GMGeneral Motors
18,084$632K0.38%
77
CLSCA
18,041$622K0.38%
78
MRKMerck
9,596$615K0.37%
79
CMICummins
3,602$584K0.35%
80
ULUnilever
10,645$576K0.35%
81
HYGiShares iBoxx High Yield Corporate Bond
6,294$556K0.34%
82
PFEPfizer
16,420$552K0.34%
83
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$552K0.34%
84
CELGCelgene
4,141$538K0.33%
85
TTENTotal
10,783$535K0.33%
86
TRVTravelers Companies
4,183$529K0.32%
87
ADMArcher Daniels Midland
12,703$526K0.32%
88
KOCoca-Cola
11,552$518K0.31%
89
BRK-BBerkshire Hathaway Class A 1/100
200$509K0.31%
90
GPCGenuine Parts
5,235$486K0.30%
91
ITWIllinois Tool Works
3,284$470K0.29%
92
METMetLife
8,215$451K0.27%
93
DEODiageo
3,611$433K0.26%
94
OGEOGE Energy
12,326$429K0.26%
95
PDCOEURPatterson Companies
8,676$407K0.25%
96
WMWaste Management
5,010$367K0.22%
97
SCHXSchwab US Large Cap ETF
6,190$358K0.22%
98
XLBMaterials Select Sector SPDR
6,307$339K0.21%
99
DUKDuke Energy
3,943$330K0.20%
100
CHDChurch & Dwight
6,268$325K0.20%
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