Marietta Wealth Management, LLC Q3 2020 Filing

Filed November 4, 2020

Portfolio Value

$320.7M

Holdings

101

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
111,140$12.9M4.01%
2
QQQInvesco BulletShares 2023 Corporate Bond ETF
451,062$9.8M3.06%
3
BSCOInvesco BulletShares 2024 Corporate Bond ETF
439,032$9.7M3.04%
4
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
441,293$9.6M3.01%
5
BSCPInvesco BulletShares 2025 Corporate Bond ETF
408,587$9.1M2.85%
6
MSFTMicrosoft
42,725$9.0M2.80%
7
BSCLInvesco BulletShares 2021 Corporate Bond ETF
406,449$8.7M2.70%
8
IJHiShares Core S&P Mid-Cap ETF
36,251$6.7M2.09%
9
AMZNAmazon
2,116$6.7M2.08%
10
HDHome Depot
22,811$6.3M1.98%
11
IJRiShares Core S&P Small-Cap ETF
85,389$6.0M1.87%
12
NKENike
46,123$5.8M1.81%
13
WMTWal-Mart
41,106$5.8M1.79%
14
IEMGiShares Core MSCI Emerging Markets ETF
104,383$5.5M1.72%
15
GOOGLAlphabet
3,623$5.3M1.66%
16
VVisa
26,329$5.3M1.64%
17
DISWalt Disney
41,745$5.2M1.62%
18
SBUXStarbucks
59,416$5.1M1.59%
19
ICEIntercontinental Exchange
48,893$4.9M1.53%
20
TMOThermo Fisher Scientific
11,036$4.9M1.52%
21
AMGNAmgen
18,345$4.7M1.45%
22
COSTCostco
12,717$4.5M1.41%
23
VOVanguard Mid-Cap ETF
24,637$4.3M1.35%
24
METAFacebook
16,006$4.2M1.31%
25
VBVanguard Small-Cap ETF
26,995$4.2M1.29%
26
CRMSalesforce.com
16,386$4.1M1.28%
27
PEPPepsiCo
28,945$4.0M1.25%
28
JPMJPMorgan Chase
41,049$4.0M1.23%
29
MCDMcDonald's
17,939$3.9M1.23%
30
LINLinde
16,051$3.8M1.19%
31
JNJJohnson & Johnson
25,646$3.8M1.19%
32
NVDANVIDIA
7,019$3.8M1.18%
33
VFCVF Corp
53,880$3.8M1.18%
34
ADBEAdobe
7,632$3.7M1.17%
35
GSGoldman Sachs
17,905$3.6M1.12%
36
ACNAccenture
15,708$3.5M1.11%
37
BMYBristol-Myers Squibb
55,739$3.4M1.05%
38
UNHUnitedHealth Group
10,765$3.4M1.05%
39
LULULululemon Athletica
9,883$3.3M1.01%
40
BLKCHFBlackRock
5,633$3.2M0.99%
41
CMCSAComcast
68,404$3.2M0.99%
42
NSRGYNestle
26,467$3.2M0.98%
43
MARMarriott International
33,684$3.1M0.97%
44
ILCGiShares Morningstar Large-Cap Growth ETF
11,604$3.1M0.97%
45
TTTrane Technologies
25,566$3.1M0.97%
46
MDTMedtronic
29,438$3.1M0.95%
47
DUKDuke Energy
34,045$3.0M0.94%
48
EPSWisdomTree U.S. Earnings 500 ETF
84,410$3.0M0.93%
49
HONHoneywell International
18,101$3.0M0.93%
50
AVGOBroadcom
8,140$3.0M0.92%
51
BRK/BBerkshire Hathaway Class B
13,797$2.9M0.92%
52
AQLTiShares Core MSCI EAFE ETF
48,042$2.9M0.90%
53
USMViShares Edge MSCI Min Vol USA ETF
43,732$2.8M0.87%
54
VVVanguard Large-Cap ETF
17,795$2.8M0.87%
55
DLSWisdomTree International SmallCap Dividend ETF
46,290$2.8M0.86%
56
NEENextEra Energy
9,864$2.7M0.85%
57
SPYSPDR S&P 500 ETF
7,928$2.7M0.83%
58
CSCOCisco Systems
67,262$2.6M0.83%
59
LMTLockheed Martin
6,837$2.6M0.82%
60
RTXRaytheon Technologies
45,155$2.6M0.81%
61
IVViShares Core S&P 500 ETF
6,851$2.3M0.72%
62
MRKMerck
27,704$2.3M0.72%
63
BABoeing
13,390$2.2M0.69%
64
LabCorp
11,693$2.2M0.69%
65
WMWaste Management
19,305$2.2M0.68%
66
PAYXPaychex
26,494$2.1M0.66%
67
PFEPfizer
57,404$2.1M0.66%
68
IXUSiShares Core MSCI Total International Stock ETF
34,673$2.0M0.63%
69
BKNGBooking Holdings
1,052$1.8M0.56%
70
GPNGlobal Payments
9,979$1.8M0.55%
71
ORealty Income Corp
28,323$1.7M0.54%
72
SPYGSPDR S&P 500 Growth ETF
33,679$1.7M0.53%
73
SLYGSPDR S&P 600 Small Cap Growth ETF
27,954$1.6M0.51%
74
TSNTyson Foods Inc
21,829$1.3M0.40%
75
MDYGSPDR S&P 400 Mid Cap Growth ETF
22,452$1.3M0.40%
76
PRUPrudential Financial
19,338$1.2M0.38%
77
IMCViShares Morningstar Mid-Cap Value ETF
9,282$1.2M0.38%
78
SLYVSPDR S&P 600 Small Cap Value ETF
22,949$1.1M0.36%
79
BACVerizon Communications
16,186$963K0.30%
80
BRK-BBerkshire Hathaway Class A
3$960K0.30%
81
GOOGAlphabet
628$923K0.29%
82
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$671K0.21%
83
BRK-BBerkshire Hathaway Class A 1/100
200$640K0.20%
84
EFAiShares MSCI EAFE ETF
9,938$633K0.20%
85
INTCIntel
11,108$575K0.18%
86
BDXBecton Dickinson
2,463$573K0.18%
87
SOSouthern Company
10,471$568K0.18%
88
CHDChurch & Dwight
5,293$496K0.15%
89
TFCTruist Financial
11,094$422K0.13%
90
BSCKInvesco BulletShares 2020 Corporate Bond ETF
19,618$416K0.13%
91
FDXFedEx
1,617$407K0.13%
92
KMXCarMax Inc
4,100$377K0.12%
93
TAT&T
13,118$374K0.12%
94
ITWIllinois Tool Works
1,791$346K0.11%
95
VIGVanguard Dividend Appreciation ETF
2,125$273K0.09%
96
AMATApplied Materials
4,366$260K0.08%
97
QCOMQualcomm
2,065$243K0.08%
98
RSPInvesco S&P 500 Equal Weight ETF
2,087$226K0.07%
99
VTIVanguard Total Stock Market ETF
1,270$216K0.07%
100
Nikola Corp
10,408$213K0.07%
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