Marietta Wealth Management, LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$443.2M

Holdings

115

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (115 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
115,665$15.8M3.57%
2
MSFTMicrosoft
43,566$11.8M2.66%
3
QQQInvesco BulletShares 2023 Corporate Bond ETF
518,840$11.3M2.54%
4
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
515,486$11.1M2.51%
5
BSCOInvesco BulletShares 2024 Corporate Bond ETF
501,226$11.1M2.51%
6
BSCPInvesco BulletShares 2025 Corporate Bond ETF
490,524$10.9M2.47%
7
BSCQInvesco BulletShares 2026 Corporate Bond ETF
467,700$10.1M2.27%
8
IJHiShares Core S&P Mid-Cap ETF
34,972$9.4M2.12%
9
IJRiShares Core S&P Small-Cap ETF
80,631$9.1M2.06%
10
GOOGLAlphabet
3,659$8.9M2.02%
11
IEMGiShares Core MSCI Emerging Markets ETF
129,437$8.7M1.96%
12
AMZNAmazon.com
2,492$8.6M1.93%
13
NKENike
50,275$7.8M1.75%
14
HDHome Depot
24,002$7.7M1.73%
15
DISWalt Disney
41,097$7.2M1.63%
16
VVisa
30,561$7.1M1.61%
17
SBUXStarbucks
63,070$7.1M1.59%
18
VOVanguard Mid-Cap ETF
28,990$6.9M1.55%
19
NVDANVIDIA
8,522$6.8M1.54%
20
VBVanguard Small-Cap ETF
30,040$6.8M1.53%
21
WMTWalmart Inc
47,873$6.8M1.52%
22
ICEIntercontinental Exchange
52,744$6.3M1.41%
23
TMOThermo Fisher Scientific
12,307$6.2M1.40%
24
METAFacebook
17,846$6.2M1.40%
25
JPMJPMorgan Chase
38,990$6.1M1.37%
26
LINLinde
20,341$5.9M1.33%
27
COSTCostco Wholesale
14,746$5.8M1.32%
28
GSGoldman Sachs Group
15,318$5.8M1.31%
29
LULULululemon Athletica
15,019$5.5M1.24%
30
ADBEAdobe
9,337$5.5M1.23%
31
BLKCHFBlackRock
6,198$5.4M1.22%
32
ACNAccenture
18,075$5.3M1.20%
33
AMGNAmgen
21,338$5.2M1.17%
34
CRMSalesforce.com
21,008$5.1M1.16%
35
PEPPepsiCo
34,169$5.1M1.14%
36
UNHUnitedHealth Group
12,323$4.9M1.11%
37
BRK/BBerkshire Hathaway Class B
17,116$4.8M1.07%
38
NEENextEra Energy
63,104$4.6M1.04%
39
AVGOBroadcom
9,644$4.6M1.04%
40
TTTrane Technologies
24,755$4.6M1.03%
41
DLSWisdomTree International SmallCap Dividend ETF
59,173$4.4M1.00%
42
AQLTiShares Core MSCI EAFE ETF
58,770$4.4M0.99%
43
JNJJohnson & Johnson
26,646$4.4M0.99%
44
CMCSAComcast
74,945$4.3M0.96%
45
ILCGiShares Morningstar Large-Cap Growth ETF
62,700$4.1M0.92%
46
RTXRaytheon Technologies
47,583$4.1M0.92%
47
AMATApplied Materials
28,434$4.0M0.91%
48
EPSWisdomTree U.S. Earnings 500 ETF
85,806$4.0M0.89%
49
HONHoneywell International
17,908$3.9M0.89%
50
MDTMedtronic
30,975$3.8M0.87%
51
VVVanguard Large-Cap ETF
18,793$3.8M0.85%
52
BPBP PLC
137,349$3.6M0.82%
53
USMViShares Edge MSCI Min Vol USA ETF
49,286$3.6M0.82%
54
NSRGYNestle
28,642$3.6M0.81%
55
SPYSPDR S&P 500 ETF
7,728$3.3M0.75%
56
LabCorp
11,801$3.3M0.73%
57
WMWaste Management
23,212$3.3M0.73%
58
BABoeing
13,509$3.2M0.73%
59
PAYXPaychex
30,060$3.2M0.73%
60
ROPRoper Technologies
6,855$3.2M0.73%
61
LMTLockheed Martin
8,489$3.2M0.72%
62
IVViShares Core S&P 500 ETF
7,317$3.1M0.71%
63
MRKMerck
37,110$2.9M0.65%
64
MARMarriott International
20,695$2.8M0.64%
65
LLYEli Lilly
11,710$2.7M0.61%
66
SLYGSPDR S&P 600 Small Cap Growth ETF
30,192$2.7M0.60%
67
REGNRegeneron Pharmaceuticals
4,769$2.7M0.60%
68
IXUSiShares Core MSCI Total International Stock ETF
35,159$2.6M0.58%
69
BKNGBooking Holdings
1,168$2.6M0.58%
70
UPSUnited Parcel Service
11,948$2.5M0.56%
71
ZTSZoetis
13,288$2.5M0.56%
72
PRUPrudential Financial
21,742$2.2M0.50%
73
DEDeere & Co
6,277$2.2M0.50%
74
ATVIEURActivision Blizzard
22,749$2.2M0.49%
75
SPYGSPDR S&P 500 Growth ETF
33,631$2.1M0.48%
76
GPNGlobal Payments
11,296$2.1M0.48%
77
SLYVSPDR S&P 600 Small Cap Value ETF
23,236$2.0M0.45%
78
VOTVanguard Mid-Cap Growth ETF
8,297$2.0M0.44%
79
IMCViShares Morningstar Mid-Cap Value ETF
30,378$2.0M0.44%
80
TSNTyson Foods
26,055$1.9M0.43%
81
DFACDFA T.A. US Core Equity 2 I
71,140$1.9M0.43%
82
IVWiShares S&P 500 Growth
24,228$1.8M0.40%
83
GOOGAlphabet
666$1.7M0.38%
84
IVEiShares S&P 500 Value
10,596$1.6M0.35%
85
VFCVF Corp
17,453$1.4M0.32%
86
FLOTIshares Floating Rate
26,083$1.3M0.30%
87
BRK-BBerkshire Hathaway Class A
3$1.3M0.28%
88
BMYBristol-Myers Squibb
16,582$1.1M0.25%
89
PNFPPinnacle Financial Partners
10,941$966K0.22%
90
IJKiShares S&P Mid-Cap 400 Growth ETF
11,220$908K0.20%
91
VNQVanguard REIT ETF
8,855$901K0.20%
92
BRK-BBerkshire Hathaway Class A 1/100
200$837K0.19%
93
EFAiShares MSCI EAFE ETF
9,938$784K0.18%
94
BSCLInvesco BulletShares 2021 Corporate Bond ETF
36,955$780K0.18%
95
TFCTruist Financial
11,094$616K0.14%
96
BDXBecton Dickinson
2,399$583K0.13%
97
KMXCarMax Inc
4,100$530K0.12%
98
BACVerizon Communications
9,290$521K0.12%
99
INTCIntel
9,268$520K0.12%
100
FDXFedEx
1,637$488K0.11%
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