Marietta Wealth Management, LLC Q2 2024 Filing

Filed July 19, 2024

Portfolio Value

$641.5B

Holdings

106

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
154,162$28.1B4.38%
2
AAPLAPPLE INC
116,753$24.6B3.83%
3
NVDANVIDIA CORPORATION
188,273$23.3B3.63%
4
MSFTMICROSOFT CORP
42,902$19.2B2.99%
5
EMXCISHARES INC
313,165$18.5B2.89%
6
VOVANGUARD INDEX FDS
72,490$17.5B2.74%
7
VBVANGUARD INDEX FDS
79,625$17.4B2.71%
8
IJHISHARES TR
286,519$16.8B2.61%
9
IJRISHARES TR
144,257$15.4B2.40%
10
IHDGWISDOMTREE TR
297,874$13.6B2.12%
11
AQLTISHARES TR
184,842$13.4B2.09%
12
AMZNAMAZON COM INC
68,062$13.2B2.05%
13
COSTCOSTCO WHSL CORP NEW
13,975$11.9B1.85%
14
LLYELI LILLY & CO
12,904$11.7B1.82%
15
AVGOBROADCOM INC
6,899$11.1B1.73%
16
WMTWALMART INC
154,768$10.5B1.63%
17
JPMJPMORGAN CHASE & CO.
49,779$10.1B1.57%
18
HDHOME DEPOT INC
27,594$9.5B1.48%
19
LINLINDE PLC
21,395$9.4B1.46%
20
METAMETA PLATFORMS INC
16,839$8.5B1.32%
21
NFLXNETFLIX INC
12,318$8.3B1.30%
22
ASMLASML HOLDING N V
8,121$8.3B1.29%
23
UNHUNITEDHEALTH GROUP INC
15,937$8.1B1.27%
24
REGNREGENERON PHARMACEUTICALS
7,624$8.0B1.25%
25
GSGOLDMAN SACHS GROUP INC
17,492$7.9B1.23%
26
PEPPEPSICO INC
47,817$7.9B1.23%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
19,320$7.9B1.23%
28
VVISA INC
28,782$7.6B1.18%
29
PANWPALO ALTO NETWORKS INC
21,993$7.5B1.16%
30
INTUINTUIT
11,332$7.4B1.16%
31
TMOTHERMO FISHER SCIENTIFIC INC
12,953$7.2B1.12%
32
ADBEADOBE INC
12,624$7.0B1.09%
33
MRKMERCK & CO INC
53,965$6.7B1.04%
34
WMWASTE MGMT INC DEL
31,094$6.6B1.03%
35
RTXRTX CORPORATION
65,560$6.6B1.03%
36
BXBLACKSTONE INC
53,035$6.6B1.02%
37
BLKCHFBLACKROCK INC
7,790$6.1B0.96%
38
NEENEXTERA ENERGY INC
86,103$6.1B0.95%
39
ACNACCENTURE PLC IRELAND
19,991$6.1B0.95%
40
CRMSALESFORCE INC
23,195$6.0B0.93%
41
SBUXSTARBUCKS CORP
75,653$5.9B0.92%
42
BSCUINVESCO EXCH TRD SLF IDX FD
356,053$5.8B0.90%
43
BSCQINVESCO EXCH TRD SLF IDX FD
301,752$5.8B0.90%
44
BSCPINVESCO EXCH TRD SLF IDX FD
282,883$5.8B0.90%
45
BSCRINVESCO EXCH TRD SLF IDX FD
300,811$5.8B0.90%
46
BSCOINVESCO EXCH TRD SLF IDX FD
273,184$5.8B0.90%
47
BSCTINVESCO EXCH TRD SLF IDX FD
316,789$5.8B0.90%
48
BSCSINVESCO EXCH TRD SLF IDX FD
287,612$5.7B0.89%
49
VGITVANGUARD SCOTTSDALE FDS
98,172$5.7B0.89%
50
CVXCHEVRON CORP NEW
36,519$5.7B0.89%
51
SLYGSPDR SER TR
66,385$5.7B0.89%
52
DEDEERE & CO
14,475$5.4B0.84%
53
LULULULULEMON ATHLETICA INC
18,024$5.4B0.84%
54
DVNDEVON ENERGY CORP NEW
112,963$5.4B0.83%
55
ILCGISHARES TR
64,421$5.2B0.82%
56
VTVVANGUARD INDEX FDS
31,854$5.1B0.80%
57
VVVANGUARD INDEX FDS
20,326$5.1B0.79%
58
EPSWISDOMTREE TR
88,849$5.1B0.79%
59
IMCVISHARES TR
70,788$5.0B0.78%
60
VOTVANGUARD INDEX FDS
21,385$4.9B0.77%
61
LMTLOCKHEED MARTIN CORP
10,497$4.9B0.76%
62
SLYVSPDR SER TR
62,091$4.9B0.76%
63
SCHWSCHWAB CHARLES CORP
64,396$4.7B0.74%
64
DISDISNEY WALT CO
47,557$4.7B0.74%
65
SPYSPDR S&P 500 ETF TR
8,404$4.6B0.71%
66
JNJJOHNSON & JOHNSON
30,300$4.4B0.69%
67
MARMARRIOTT INTL INC NEW
17,889$4.3B0.67%
68
LHLABCORP HOLDINGS INC
19,540$4.0B0.62%
69
IVVISHARES TR
7,245$4.0B0.62%
70
NKENIKE INC
49,448$3.7B0.58%
71
TPLTEXAS PACIFIC LAND CORPORATI
3,985$2.9B0.46%
72
VCSHVANGUARD SCOTTSDALE FDS
37,200$2.9B0.45%
73
VGSHVANGUARD SCOTTSDALE FDS
49,329$2.9B0.45%
74
VCITVANGUARD SCOTTSDALE FDS
35,782$2.9B0.45%
75
TXTTEXTRON INC
30,799$2.6B0.41%
76
SPYGSPDR SER TR
32,585$2.6B0.41%
77
IXUSISHARES TR
34,814$2.4B0.37%
78
DFACDIMENSIONAL ETF TRUST
72,158$2.3B0.36%
79
IVEISHARES TR
10,719$2.0B0.30%
80
IVWISHARES TR
19,938$1.8B0.29%
81
TTTRANE TECHNOLOGIES PLC
4,658$1.5B0.24%
82
ICEINTERCONTINENTAL EXCHANGE IN
7,614$1.0B0.16%
83
IJKISHARES TR
11,220$988.6M0.15%
84
SOSOUTHERN CO
12,563$974.5M0.15%
85
DFUVDIMENSIONAL ETF TRUST
24,519$962.9M0.15%
86
PNFPPINNACLE FINL PARTNERS INC
10,941$875.7M0.14%
87
FBTCFIDELITY WISE ORIGIN BITCOIN
14,470$759.1M0.12%
88
EFAISHARES TR
9,688$758.9M0.12%
89
VTIVANGUARD INDEX FDS
2,544$680.5M0.11%
90
CHDCHURCH & DWIGHT CO INC
5,753$596.5M0.09%
91
MAINMAIN STR CAP CORP
11,500$580.6M0.09%
92
ITOTISHARES TR
4,560$541.6M0.08%
93
BDXBECTON DICKINSON & CO
2,070$483.8M0.08%
94
KOCOCA COLA CO
7,226$459.9M0.07%
95
ITWILLINOIS TOOL WKS INC
1,730$409.9M0.06%
96
CSCOCISCO SYS INC
8,501$403.9M0.06%
97
ORCLORACLE CORP
2,634$371.9M0.06%
98
XOMEXXON MOBIL CORP
3,222$370.9M0.06%
99
QCOMQUALCOMM INC
1,805$359.5M0.06%
100
IBMINTERNATIONAL BUSINESS MACHS
2,076$359.0M0.06%
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