Marietta Wealth Management, LLC Q3 2022 Filing

Filed October 20, 2022

Portfolio Value

$400.7M

Holdings

103

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
116,513$16.1M4.02%
2
MSFTMICROSOFT CORP
45,958$10.7M2.67%
3
IJHISHARES TR
47,647$10.4M2.61%
4
IJRISHARES TR
105,126$9.2M2.29%
5
VOVANGUARD INDEX FDS
47,936$9.0M2.25%
6
QQQINVESCO EXCH TRD SLF IDX FD
415,553$8.7M2.16%
7
VBVANGUARD INDEX FDS
50,565$8.6M2.16%
8
GOOGLALPHABET INC
87,405$8.4M2.09%
9
BSCOINVESCO EXCH TRD SLF IDX FD
400,506$8.2M2.04%
10
BSCPINVESCO EXCH TRD SLF IDX FD
406,270$8.1M2.02%
11
BSCQINVESCO EXCH TRD SLF IDX FD
430,756$8.0M2.00%
12
BSCRINVESCO EXCH TRD SLF IDX FD
422,395$7.9M1.96%
13
AMZNAMAZON COM INC
66,891$7.6M1.89%
14
WMTWALMART INC
54,203$7.0M1.75%
15
HDHOME DEPOT INC
25,108$6.9M1.73%
16
COSTCOSTCO WHSL CORP NEW
13,840$6.5M1.63%
17
TMOTHERMO FISHER SCIENTIFIC INC
12,781$6.5M1.62%
18
UNHUNITEDHEALTH GROUP INC
12,716$6.4M1.60%
19
LINLINDE PLC
23,822$6.4M1.60%
20
IEMGISHARES INC
144,475$6.2M1.55%
21
PEPPEPSICO INC
36,708$6.0M1.50%
22
LLYLILLY ELI & CO
18,285$5.9M1.48%
23
REGNREGENERON PHARMACEUTICALS
8,541$5.9M1.47%
24
SBUXSTARBUCKS CORP
68,725$5.8M1.45%
25
VVISA INC
31,856$5.7M1.41%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
20,804$5.6M1.39%
27
DISDISNEY WALT CO
56,335$5.3M1.33%
28
NEENEXTERA ENERGY INC
66,658$5.2M1.30%
29
BLKCHFBLACKROCK INC
9,327$5.1M1.28%
30
LULULULULEMON ATHLETICA INC
18,189$5.1M1.27%
31
GSGOLDMAN SACHS GROUP INC
16,899$5.0M1.24%
32
BPBP PLC
170,532$4.9M1.22%
33
JPMJPMORGAN CHASE & CO
46,355$4.8M1.21%
34
AQLTISHARES TR
91,564$4.8M1.20%
35
ACNACCENTURE PLC IRELAND
18,638$4.8M1.20%
36
MRKMERCK & CO INC
55,473$4.8M1.19%
37
JNJJOHNSON & JOHNSON
28,562$4.7M1.16%
38
DLSWISDOMTREE TR
90,211$4.6M1.16%
39
NKENIKE INC
52,855$4.4M1.10%
40
RTXRAYTHEON TECHNOLOGIES CORP
53,251$4.4M1.09%
41
NVDANVIDIA CORPORATION
35,897$4.4M1.09%
42
AVGOBROADCOM INC
9,437$4.2M1.05%
43
DVNDEVON ENERGY CORP NEW
67,800$4.1M1.02%
44
CRMSALESFORCE INC
27,597$4.0M0.99%
45
LMTLOCKHEED MARTIN CORP
10,213$3.9M0.98%
46
TTTRANE TECHNOLOGIES PLC
27,008$3.9M0.98%
47
METAMETA PLATFORMS INC
28,783$3.9M0.97%
48
INTUINTUIT
9,732$3.8M0.94%
49
WMWASTE MGMT INC DEL
23,513$3.8M0.94%
50
USMVISHARES TR
56,295$3.7M0.93%
51
DEDEERE & CO
11,037$3.7M0.92%
52
EPSWISDOMTREE TR
93,108$3.6M0.89%
53
VVVANGUARD INDEX FDS
21,642$3.5M0.88%
54
ADBEADOBE SYSTEMS INCORPORATED
12,674$3.5M0.87%
55
ILCGISHARES TR
71,433$3.4M0.86%
56
ATVIEURACTIVISION BLIZZARD INC
45,736$3.4M0.85%
57
AMATAPPLIED MATLS INC
39,397$3.2M0.81%
58
SLYGSPDR SER TR
45,882$3.1M0.78%
59
UPSUNITED PARCEL SERVICE INC
19,334$3.1M0.78%
60
ROPROPER TECHNOLOGIES INC
8,500$3.1M0.76%
61
SPYSPDR S&P 500 ETF TR
8,333$3.0M0.74%
62
NFLXNETFLIX INC
12,216$2.9M0.72%
63
MARMARRIOTT INTL INC NEW
20,093$2.8M0.70%
64
SLYVSPDR SER TR
40,823$2.7M0.68%
65
BXBLACKSTONE INC
32,393$2.7M0.68%
66
ICEINTERCONTINENTAL EXCHANGE IN
28,859$2.6M0.65%
67
IVVISHARES TR
7,179$2.6M0.64%
68
LABORATORY CORP AMER HLDGS
12,221$2.5M0.62%
69
BABOEING CO
20,086$2.4M0.61%
70
IXUSISHARES TR
42,960$2.2M0.55%
71
IMCVISHARES TR
38,619$2.2M0.54%
72
PYPLPAYPAL HLDGS INC
24,657$2.1M0.53%
73
ZTSZOETIS INC
14,188$2.1M0.53%
74
DRIDARDEN RESTAURANTS INC
16,078$2.0M0.51%
75
VOTVANGUARD INDEX FDS
11,464$2.0M0.49%
76
FFORD MTR CO DEL
169,342$1.9M0.47%
77
HALHALLIBURTON CO
75,193$1.9M0.46%
78
SPYGSPDR SER TR
33,181$1.7M0.41%
79
DFACDIMENSIONAL ETF TRUST
71,305$1.6M0.40%
80
IVWISHARES TR
24,228$1.4M0.35%
81
IVEISHARES TR
10,699$1.4M0.34%
82
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.2M0.30%
83
BKNGBOOKING HOLDINGS INC
636$1.0M0.26%
84
DFAXDIMENSIONAL ETF TRUST
51,245$968K0.24%
85
PNFPPINNACLE FINL PARTNERS INC
10,941$887K0.22%
86
DFUVDIMENSIONAL ETF TRUST
27,193$805K0.20%
87
IJKISHARES TR
11,220$707K0.18%
88
BSCMUSDINVESCO EXCH TRD SLF IDX FD
26,588$563K0.14%
89
EFAISHARES TR
9,845$551K0.14%
90
VTIVANGUARD INDEX FDS
2,890$519K0.13%
91
BDXBECTON DICKINSON & CO
2,185$487K0.12%
92
SOSOUTHERN CO
6,892$469K0.12%
93
CHDCHURCH & DWIGHT CO INC
5,803$415K0.10%
94
ITOTISHARES TR
4,343$345K0.09%
95
ITWILLINOIS TOOL WKS INC
1,730$313K0.08%
96
VTVVANGUARD INDEX FDS
2,381$294K0.07%
97
KMXCARMAX INC
4,100$271K0.07%
98
TSLATESLA INC
966$256K0.06%
99
RVL PHARMACEUTICALS PLC
120,000$252K0.06%
100
IBMINTERNATIONAL BUSINESS MACHS
2,076$247K0.06%
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