Marietta Wealth Management, LLC Q2 2020 Filing

Filed August 5, 2020

Portfolio Value

$292.7M

Holdings

109

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
32,669$11.9M4.07%
2
QQQInvesco BulletShares 2023 Corporate Bond ETF
409,740$8.9M3.05%
3
MSFTMicrosoft
43,603$8.9M3.03%
4
BSCOInvesco BulletShares 2024 Corporate Bond ETF
395,969$8.7M2.98%
5
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
387,341$8.5M2.89%
6
BSCLInvesco BulletShares 2021 Corporate Bond ETF
370,785$7.9M2.71%
7
BSCKInvesco BulletShares 2020 Corporate Bond ETF
343,547$7.3M2.50%
8
IJHiShares Core S&P Mid-Cap ETF
40,716$7.2M2.47%
9
IJRiShares Core S&P Small-Cap ETF
90,412$6.2M2.11%
10
AMZNAmazon
2,214$6.1M2.09%
11
HDHome Depot
23,983$6.0M2.05%
12
GOOGLAlphabet
3,719$5.3M1.80%
13
AMGNAmgen
22,276$5.3M1.79%
14
ICEIntercontinental Exchange
56,619$5.2M1.77%
15
VVisa
24,125$4.7M1.59%
16
WMTWal-Mart
38,444$4.6M1.57%
17
BACVerizon Communications
82,945$4.6M1.56%
18
DISWalt Disney
40,445$4.5M1.54%
19
VOVanguard Mid-Cap ETF
27,335$4.5M1.53%
20
IEMGiShares Core MSCI Emerging Markets ETF
91,728$4.4M1.49%
21
JNJJohnson & Johnson
30,875$4.3M1.48%
22
NKENike
44,207$4.3M1.48%
23
SBUXStarbucks
57,318$4.2M1.44%
24
GSGoldman Sachs
21,312$4.2M1.44%
25
VBVanguard Small-Cap ETF
27,552$4.0M1.37%
26
INTCIntel
65,543$3.9M1.34%
27
JPMJPMorgan Chase
40,139$3.8M1.29%
28
METAFacebook
16,547$3.8M1.28%
29
PEPPepsiCo
28,355$3.8M1.28%
30
COSTCostco
11,962$3.6M1.24%
31
BRK/BBerkshire Hathaway Class B
20,178$3.6M1.23%
32
TMOThermo Fisher Scientific
9,874$3.6M1.22%
33
CSCOCisco Systems
75,020$3.5M1.20%
34
LINLinde
16,373$3.5M1.19%
35
NSRGYNestle
30,202$3.3M1.14%
36
BMYBristol-Myers Squibb
56,726$3.3M1.14%
37
MCDMcDonald's
18,063$3.3M1.14%
38
UNHUnitedHealth Group
11,250$3.3M1.13%
39
ADBEAdobe
7,586$3.3M1.13%
40
NEENextEra Energy
13,522$3.2M1.11%
41
ACNAccenture
14,971$3.2M1.10%
42
CRMSalesforce.com
17,046$3.2M1.09%
43
LULULululemon Athletica
10,136$3.2M1.08%
44
RSPInvesco S&P 500 Equal Weight ETF
30,947$3.1M1.08%
45
DUKDuke Energy
38,311$3.1M1.05%
46
VFCVF Corp
50,091$3.1M1.04%
47
MDTMedtronic
32,506$3.0M1.02%
48
ILCGiShares Morningstar Large-Cap Growth ETF
12,558$2.9M1.01%
49
NVDANVIDIA
7,690$2.9M1.00%
50
EPSWisdomTree U.S. Earnings 500 ETF
87,597$2.9M0.99%
51
RTXRaytheon Technologies
45,181$2.8M0.95%
52
LabCorp
15,927$2.6M0.90%
53
SPYSPDR S&P 500 ETF
8,488$2.6M0.89%
54
HONHoneywell International
17,898$2.6M0.88%
55
BABoeing
13,997$2.6M0.88%
56
AQLTiShares Core MSCI EAFE ETF
42,327$2.4M0.83%
57
TTTrane Technologies
26,990$2.4M0.82%
58
VLUEiShares Edge MSCI USA Value Factor ETF
33,190$2.4M0.82%
59
MARMarriott International
26,492$2.3M0.78%
60
DLSWisdomTree International SmallCap Dividend ETF
38,446$2.1M0.73%
61
IXUSiShares Core MSCI Total International Stock ETF
35,886$2.0M0.67%
62
IVViShares Core S&P 500 ETF
6,030$1.9M0.64%
63
SLYGSPDR S&P 600 Small Cap Growth ETF
28,204$1.6M0.55%
64
SPYGSPDR S&P 500 Growth ETF
33,791$1.5M0.52%
65
GPNGlobal Payments
8,608$1.5M0.50%
66
MDYGSPDR S&P 400 Mid Cap Growth ETF
26,837$1.4M0.49%
67
BKNGBooking Holdings
872$1.4M0.47%
68
IMCViShares Morningstar Mid-Cap Value ETF
9,856$1.2M0.43%
69
BLKCHFBlackRock
2,082$1.1M0.39%
70
SLYVSPDR S&P 600 Small Cap Value ETF
21,720$1.1M0.36%
71
LMTLockheed Martin
2,885$1.1M0.36%
72
GOOGAlphabet
652$922K0.31%
73
AVGOBroadcom
2,294$724K0.25%
74
EFAiShares MSCI EAFE ETF
11,426$696K0.24%
75
MRKMerck
8,914$689K0.24%
76
BDXBecton Dickinson
2,773$663K0.23%
77
KMBKimberly-Clark
4,565$645K0.22%
78
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$628K0.21%
79
Nikola Corp
8,590$580K0.20%
80
CMCSAComcast
14,853$579K0.20%
81
SOSouthern Company
10,471$543K0.19%
82
BRK-BBerkshire Hathaway Class A
2$535K0.18%
83
BRK-BBerkshire Hathaway Class A 1/100
200$535K0.18%
84
WMWaste Management
5,024$532K0.18%
85
DDominion Energy
6,546$531K0.18%
86
PAYXPaychex
6,584$499K0.17%
87
ABBVAbbVie
4,875$479K0.16%
88
PFEPfizer
13,864$453K0.15%
89
WECWEC Energy Group
5,031$441K0.15%
90
IBMIBM
3,608$436K0.15%
91
EMREmerson Electric
6,754$419K0.14%
92
TFCTruist Financial
11,094$417K0.14%
93
CHDChurch & Dwight
5,393$417K0.14%
94
RYRoyal Bank Of Canada
5,910$401K0.14%
95
KMXCarMax Inc
4,100$367K0.13%
96
TSNTyson Foods Inc
6,082$363K0.12%
97
TAT&T
11,426$345K0.12%
98
ORealty Income Corp
5,683$338K0.12%
99
ITWIllinois Tool Works
1,906$333K0.11%
100
PRUPrudential Financial
4,966$302K0.10%
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