Marietta Wealth Management, LLC Q2 2023 Filing

Filed July 18, 2023

Portfolio Value

$530.7B

Holdings

107

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
116,262$22.6B4.25%
2
MSFTMICROSOFT CORP
46,546$15.9B2.99%
3
IJHISHARES TR
56,129$14.7B2.77%
4
VOVANGUARD INDEX FDS
65,088$14.3B2.70%
5
VBVANGUARD INDEX FDS
69,642$13.9B2.61%
6
IJRISHARES TR
131,541$13.1B2.47%
7
EMXCISHARES INC
219,782$11.4B2.15%
8
NVDANVIDIA CORPORATION
25,549$10.8B2.04%
9
AMZNAMAZON COM INC
77,117$10.1B1.89%
10
GOOGALPHABET INC
82,509$9.9B1.86%
11
GOOGLALPHABET INC
82,509$9.9B1.86%
12
AQLTISHARES TR
127,251$8.6B1.62%
13
LINLINDE PLC
22,441$8.6B1.61%
14
WMTWALMART INC
53,411$8.4B1.58%
15
IHDGWISDOMTREE TR
200,301$8.0B1.52%
16
HDHOME DEPOT INC
25,720$8.0B1.51%
17
JPMJPMORGAN CHASE & CO
53,030$7.7B1.45%
18
LLYLILLY ELI & CO
16,367$7.7B1.45%
19
AVGOBROADCOM INC
8,790$7.6B1.44%
20
VVISA INC
31,902$7.6B1.43%
21
COSTCOSTCO WHSL CORP NEW
13,920$7.5B1.41%
22
UNHUNITEDHEALTH GROUP INC
15,077$7.2B1.37%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
20,726$7.1B1.33%
24
TMOTHERMO FISHER SCIENTIFIC INC
13,089$6.8B1.29%
25
LULULULULEMON ATHLETICA INC
17,931$6.8B1.28%
26
ADBEADOBE SYSTEMS INCORPORATED
13,870$6.8B1.28%
27
PEPPEPSICO INC
35,604$6.6B1.24%
28
METAMETA PLATFORMS INC
22,428$6.4B1.21%
29
SBUXSTARBUCKS CORP
62,445$6.2B1.17%
30
PANWPALO ALTO NETWORKS INC
23,865$6.1B1.15%
31
MRKMERCK & CO INC
52,612$6.1B1.14%
32
ASMLASML HOLDING N V
8,289$6.0B1.13%
33
ACNACCENTURE PLC IRELAND
19,322$6.0B1.12%
34
NFLXNETFLIX INC
13,533$6.0B1.12%
35
BLKCHFBLACKROCK INC
8,522$5.9B1.11%
36
RTXRAYTHEON TECHNOLOGIES CORP
59,969$5.9B1.11%
37
REGNREGENERON PHARMACEUTICALS
8,040$5.8B1.09%
38
INTUINTUIT
12,563$5.8B1.08%
39
GSGOLDMAN SACHS GROUP INC
17,259$5.6B1.05%
40
BSCPINVESCO EXCH TRD SLF IDX FD
274,745$5.5B1.04%
41
BSCOINVESCO EXCH TRD SLF IDX FD
268,505$5.5B1.04%
42
BSCQINVESCO EXCH TRD SLF IDX FD
291,504$5.5B1.04%
43
QQQINVESCO EXCH TRD SLF IDX FD
260,524$5.5B1.04%
44
CRMSALESFORCE INC
25,791$5.4B1.03%
45
BSCTINVESCO EXCH TRD SLF IDX FD
297,906$5.3B1.01%
46
BSCRINVESCO EXCH TRD SLF IDX FD
280,870$5.3B1.01%
47
BSCSINVESCO EXCH TRD SLF IDX FD
270,448$5.3B1.01%
48
BPBP PLC
147,743$5.2B0.98%
49
NEENEXTERA ENERGY INC
69,896$5.2B0.98%
50
DISDISNEY WALT CO
58,005$5.2B0.98%
51
DEDEERE & CO
12,684$5.1B0.97%
52
BXBLACKSTONE INC
53,646$5.0B0.94%
53
NKENIKE INC
44,831$4.9B0.93%
54
JNJJOHNSON & JOHNSON
29,133$4.8B0.91%
55
DVNDEVON ENERGY CORP NEW
94,085$4.5B0.86%
56
LMTLOCKHEED MARTIN CORP
9,738$4.5B0.84%
57
SLYGSPDR SER TR
56,123$4.3B0.81%
58
VTVVANGUARD INDEX FDS
30,184$4.3B0.81%
59
ILCGISHARES TR
65,856$4.1B0.77%
60
WMWASTE MGMT INC DEL
23,620$4.1B0.77%
61
BABOEING CO
19,313$4.1B0.77%
62
VVVANGUARD INDEX FDS
19,930$4.0B0.76%
63
EPSWISDOMTREE TR
85,432$4.0B0.75%
64
SLYVSPDR SER TR
49,837$3.8B0.72%
65
HALHALLIBURTON CO
110,838$3.7B0.69%
66
IMCVISHARES TR
57,127$3.6B0.69%
67
MARMARRIOTT INTL INC NEW
19,724$3.6B0.68%
68
VOTVANGUARD INDEX FDS
17,323$3.6B0.67%
69
UPSUNITED PARCEL SERVICE INC
19,843$3.6B0.67%
70
SPYSPDR S&P 500 ETF TR
7,810$3.5B0.65%
71
VGITVANGUARD SCOTTSDALE FDS
55,772$3.3B0.62%
72
IVVISHARES TR
7,276$3.2B0.61%
73
LABORATORY CORP AMER HLDGS
12,612$3.0B0.57%
74
SCHWSCHWAB CHARLES CORP
51,773$2.9B0.55%
75
DRIDARDEN RESTAURANTS INC
16,088$2.7B0.51%
76
FFORD MTR CO DEL
174,326$2.6B0.50%
77
IXUSISHARES TR
42,029$2.6B0.50%
78
VCSHVANGUARD SCOTTSDALE FDS
30,159$2.3B0.43%
79
VCITVANGUARD SCOTTSDALE FDS
28,416$2.2B0.42%
80
MRNAMODERNA INC
18,377$2.2B0.42%
81
VGSHVANGUARD SCOTTSDALE FDS
38,636$2.2B0.42%
82
SPYGSPDR SER TR
33,181$2.0B0.38%
83
DFACDIMENSIONAL ETF TRUST
71,305$1.9B0.36%
84
IVEISHARES TR
10,709$1.7B0.33%
85
IVWISHARES TR
24,077$1.7B0.32%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.6B0.29%
87
TTTRANE TECHNOLOGIES PLC
6,474$1.2B0.23%
88
ICEINTERCONTINENTAL EXCHANGE IN
10,720$1.2B0.23%
89
EFAISHARES TR
12,995$942.1M0.18%
90
DFUVDIMENSIONAL ETF TRUST
25,800$890.1M0.17%
91
IJKISHARES TR
11,220$841.5M0.16%
92
CHDCHURCH & DWIGHT CO INC
6,389$640.4M0.12%
93
PNFPPINNACLE FINL PARTNERS INC
10,941$619.8M0.12%
94
VTIVANGUARD INDEX FDS
2,770$610.2M0.11%
95
SOSOUTHERN CO
8,573$602.3M0.11%
96
BDXBECTON DICKINSON & CO
2,075$547.8M0.10%
97
ITWILLINOIS TOOL WKS INC
1,730$432.8M0.08%
98
BKNGBOOKING HOLDINGS INC
160$432.1M0.08%
99
ITOTISHARES TR
4,167$407.7M0.08%
100
DLSWISDOMTREE TR
6,124$364.1M0.07%
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