Marietta Wealth Management, LLC Q2 2022 Filing

Filed August 8, 2022

Portfolio Value

$413.6M

Holdings

110

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (110 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
116,311$15.9M3.84%
2
GOOGLALPHABET INC
7,206$15.7M3.80%
3
MSFTMICROSOFT CORP
44,790$11.5M2.78%
4
IJRISHARES TR
110,603$10.2M2.47%
5
QQQINVESCO EXCH TRD SLF IDX FD
443,777$9.3M2.25%
6
IJHISHARES TR
40,719$9.2M2.23%
7
BSCOINVESCO EXCH TRD SLF IDX FD
429,149$8.9M2.15%
8
BSCPINVESCO EXCH TRD SLF IDX FD
419,710$8.6M2.07%
9
BSCQINVESCO EXCH TRD SLF IDX FD
440,945$8.5M2.05%
10
VBVANGUARD INDEX FDS
45,992$8.1M1.96%
11
BSCRINVESCO EXCH TRD SLF IDX FD
393,587$7.6M1.84%
12
AMZNAMAZON COM INC
65,589$7.0M1.68%
13
TMOTHERMO FISHER SCIENTIFIC INC
12,764$6.9M1.68%
14
HDHOME DEPOT INC
25,107$6.9M1.66%
15
VOVANGUARD INDEX FDS
34,612$6.8M1.65%
16
LINLINDE PLC
23,206$6.7M1.61%
17
UNHUNITEDHEALTH GROUP INC
12,949$6.7M1.61%
18
COSTCOSTCO WHSL CORP NEW
13,860$6.6M1.61%
19
WMTWALMART INC
53,446$6.5M1.57%
20
VVISA INC
31,552$6.2M1.50%
21
PEPPEPSICO INC
37,135$6.2M1.50%
22
IEMGISHARES INC
123,041$6.0M1.46%
23
BLKCHFBLACKROCK INC
9,737$5.9M1.43%
24
LLYLILLY ELI & CO
18,140$5.9M1.42%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
20,172$5.5M1.33%
26
NEENEXTERA ENERGY INC
69,597$5.4M1.30%
27
DISDISNEY WALT CO
56,497$5.3M1.29%
28
ICEINTERCONTINENTAL EXCHANGE IN
56,415$5.3M1.28%
29
REGNREGENERON PHARMACEUTICALS
8,907$5.3M1.27%
30
SBUXSTARBUCKS CORP
68,480$5.2M1.26%
31
NKENIKE INC
51,061$5.2M1.26%
32
ACNACCENTURE PLC IRELAND
18,248$5.1M1.23%
33
JNJJOHNSON & JOHNSON
28,285$5.0M1.21%
34
JPMJPMORGAN CHASE & CO
44,007$5.0M1.20%
35
GSGOLDMAN SACHS GROUP INC
16,637$4.9M1.19%
36
BPBP PLC
172,813$4.9M1.18%
37
MRKMERCK & CO INC
53,445$4.9M1.18%
38
LULULULULEMON ATHLETICA INC
17,787$4.8M1.17%
39
NVDANVIDIA CORPORATION
31,561$4.8M1.16%
40
RTXRAYTHEON TECHNOLOGIES CORP
46,841$4.5M1.09%
41
AVGOBROADCOM INC
9,245$4.5M1.09%
42
AQLTISHARES TR
74,449$4.4M1.06%
43
CRMSALESFORCE INC
26,203$4.3M1.05%
44
LMTLOCKHEED MARTIN CORP
10,043$4.3M1.04%
45
DLSWISDOMTREE TR
72,781$4.2M1.03%
46
ADBEADOBE SYSTEMS INCORPORATED
11,505$4.2M1.02%
47
METAMETA PLATFORMS INC
24,673$4.0M0.96%
48
USMVISHARES TR
55,066$3.9M0.93%
49
EPSWISDOMTREE TR
92,004$3.8M0.91%
50
WMWASTE MGMT INC DEL
24,382$3.7M0.90%
51
DVNDEVON ENERGY CORP NEW
67,224$3.7M0.90%
52
VVVANGUARD INDEX FDS
20,769$3.6M0.87%
53
ATVIEURACTIVISION BLIZZARD INC
44,990$3.5M0.85%
54
ILCGISHARES TR
69,649$3.5M0.84%
55
TTTRANE TECHNOLOGIES PLC
26,697$3.5M0.84%
56
UPSUNITED PARCEL SERVICE INC
18,573$3.4M0.82%
57
ROPROPER TECHNOLOGIES INC
8,179$3.2M0.78%
58
DEDEERE & CO
10,729$3.2M0.78%
59
AMATAPPLIED MATLS INC
34,316$3.1M0.75%
60
IVVISHARES TR
7,766$2.9M0.71%
61
SPYSPDR S&P 500 ETF TR
7,675$2.9M0.70%
62
LABORATORY CORP AMER HLDGS
12,226$2.9M0.69%
63
SLYGSPDR SER TR
38,828$2.7M0.66%
64
MARMARRIOTT INTL INC NEW
20,087$2.7M0.66%
65
BABOEING CO
19,241$2.6M0.64%
66
INTUINTUIT
6,493$2.5M0.61%
67
ZTSZOETIS INC
14,022$2.4M0.58%
68
SLYVSPDR SER TR
33,091$2.4M0.58%
69
IXUSISHARES TR
41,655$2.4M0.57%
70
BKNGBOOKING HOLDINGS INC
1,336$2.3M0.57%
71
DFAXDIMENSIONAL ETF TRUST
101,277$2.2M0.52%
72
HALHALLIBURTON CO
67,991$2.1M0.52%
73
IMCVISHARES TR
34,962$2.1M0.50%
74
FFORD MTR CO DEL
163,129$1.8M0.44%
75
DRIDARDEN RESTAURANTS INC
15,646$1.8M0.43%
76
NFLXNETFLIX INC
9,981$1.7M0.42%
77
SPYGSPDR SER TR
33,181$1.7M0.42%
78
DFACDIMENSIONAL ETF TRUST
71,305$1.7M0.40%
79
PYPLPAYPAL HLDGS INC
23,313$1.6M0.39%
80
VOTVANGUARD INDEX FDS
8,973$1.6M0.38%
81
BSCMUSDINVESCO EXCH TRD SLF IDX FD
70,127$1.5M0.36%
82
IVEISHARES TR
10,699$1.5M0.36%
83
IVWISHARES TR
24,228$1.5M0.35%
84
DFUVDIMENSIONAL ETF TRUST
27,193$859K0.21%
85
FLOTISHARES TR
16,451$821K0.20%
86
PNFPPINNACLE FINL PARTNERS INC
10,941$791K0.19%
87
IJKISHARES TR
11,220$715K0.17%
88
EFAISHARES TR
9,688$605K0.15%
89
VTIVANGUARD INDEX FDS
2,890$545K0.13%
90
CHDCHURCH & DWIGHT CO INC
5,803$538K0.13%
91
BDXBECTON DICKINSON & CO
2,146$529K0.13%
92
SOSOUTHERN CO
6,892$491K0.12%
93
KMXCARMAX INC
4,100$371K0.09%
94
FDXFEDEX CORP
1,617$367K0.09%
95
VWOVANGUARD INTL EQUITY INDEX F
8,520$355K0.09%
96
ITOTISHARES TR
4,182$350K0.08%
97
GPNGLOBAL PMTS INC
3,075$340K0.08%
98
XLCSELECT SECTOR SPDR TR
6,025$327K0.08%
99
ITWILLINOIS TOOL WKS INC
1,730$315K0.08%
100
VTVVANGUARD INDEX FDS
2,381$314K0.08%
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