Marietta Wealth Management, LLC Q4 2019 Filing

Filed February 7, 2020

Portfolio Value

$303.3M

Holdings

114

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
IJHiShares Core S&P Mid-Cap ETF
49,400$10.2M3.35%
2
AAPLApple
34,305$10.1M3.32%
3
IJRiShares Core S&P Small-Cap ETF
105,072$8.8M2.90%
4
QQQInvesco BulletShares 2023 Corporate Bond ETF
350,804$7.5M2.46%
5
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
345,868$7.4M2.45%
6
BSCLInvesco BulletShares 2021 Corporate Bond ETF
347,110$7.4M2.43%
7
BSCKInvesco BulletShares 2020 Corporate Bond ETF
341,192$7.3M2.39%
8
MSFTMicrosoft
45,457$7.2M2.36%
9
IEMGiShares Core MSCI Emerging Markets ETF
128,555$6.9M2.28%
10
BSCOInvesco BulletShares 2024 Corporate Bond ETF
311,698$6.7M2.21%
11
AMGNAmgen
21,648$5.2M1.72%
12
HDHome Depot
22,930$5.0M1.65%
13
ICEIntercontinental Exchange
53,784$5.0M1.64%
14
DISWalt Disney
33,888$4.9M1.62%
15
GOOGLAlphabet
3,590$4.8M1.59%
16
JPMJPMorgan Chase
33,957$4.7M1.56%
17
BRK/BBerkshire Hathaway Class B
20,725$4.7M1.55%
18
EZMWisdomTree MidCap Earnings ETF
110,078$4.6M1.53%
19
BACVerizon Communications
74,359$4.6M1.51%
20
WMTWal-Mart
37,257$4.4M1.46%
21
IXUSiShares Core MSCI Total International Stock ETF
70,893$4.4M1.45%
22
VVisa
22,829$4.3M1.41%
23
JNJJohnson & Johnson
29,107$4.2M1.40%
24
TFCTruist Financial
73,735$4.2M1.37%
25
NKENike
40,606$4.1M1.36%
26
SBUXStarbucks
46,702$4.1M1.35%
27
GSGoldman Sachs
17,451$4.0M1.32%
28
RSPInvesco S&P 500 Equal Weight ETF
34,453$4.0M1.31%
29
INTCIntel
65,186$3.9M1.29%
30
AQLTiShares Core MSCI EAFE ETF
58,837$3.8M1.27%
31
EESWisdomTree US SmallCap Earnings ETF
99,032$3.8M1.26%
32
EPSWisdomTree U.S. Earnings 500 ETF
99,030$3.6M1.20%
33
VFCVF Corp
36,001$3.6M1.18%
34
BABoeing
10,770$3.5M1.16%
35
DLSWisdomTree International SmallCap Dividend ETF
48,860$3.5M1.15%
36
BMYBristol-Myers Squibb
54,044$3.5M1.14%
37
COSTCostco
11,552$3.4M1.12%
38
MDTMedtronic
29,697$3.4M1.11%
39
SLYGSPDR S&P 600 Small Cap Growth ETF
51,846$3.3M1.10%
40
PEPPepsiCo
24,039$3.3M1.08%
41
ILCGiShares Morningstar Large-Cap Growth ETF
15,604$3.3M1.08%
42
MCDMcDonald's
16,233$3.2M1.06%
43
LINLinde
15,051$3.2M1.06%
44
VLUEiShares Edge MSCI USA Value Factor ETF
35,118$3.2M1.04%
45
IMCViShares Morningstar Mid-Cap Value ETF
18,581$3.1M1.03%
46
CSCOCisco Systems
65,116$3.1M1.03%
47
MDYGSPDR S&P 400 Mid Cap Growth ETF
54,520$3.1M1.03%
48
NEENextEra Energy
12,823$3.1M1.02%
49
NSRGYNestle
28,522$3.1M1.02%
50
RTN1USDRaytheon
13,927$3.1M1.01%
51
METAFacebook
14,840$3.0M1.00%
52
CVXChevron
25,165$3.0M1.00%
53
UNHUnitedHealth Group
10,286$3.0M1.00%
54
AMZNAmazon
1,631$3.0M0.99%
55
IRIngersoll-Rand
22,033$2.9M0.97%
56
SLYVSPDR S&P 600 Small Cap Value ETF
43,840$2.9M0.95%
57
ACNAccenture
13,283$2.8M0.92%
58
SPYSPDR S&P 500 ETF
8,508$2.7M0.90%
59
PPGPPG Industries
18,967$2.5M0.83%
60
DUKDuke Energy
26,736$2.4M0.80%
61
LabCorp
13,980$2.4M0.78%
62
GLWCorning
79,396$2.3M0.76%
63
CRMSalesforce.com
13,983$2.3M0.75%
64
LUVSouthwest Airlines
41,174$2.2M0.73%
65
FDXFedEx
14,385$2.2M0.72%
66
COPConocoPhillips
32,877$2.1M0.70%
67
SPYGSPDR S&P 500 Growth ETF
33,928$1.4M0.47%
68
TMOThermo Fisher Scientific
4,064$1.3M0.44%
69
LMTLockheed Martin
3,230$1.3M0.41%
70
BLKCHFBlackRock
2,269$1.1M0.38%
71
EFAiShares MSCI EAFE ETF
12,863$893K0.29%
72
GOOGAlphabet
653$873K0.29%
73
MRKMerck
9,576$871K0.29%
74
CBRLCracker Barrel
5,620$864K0.28%
75
BDXBecton Dickinson
2,865$779K0.26%
76
IVViShares Core S&P 500 ETF
2,235$722K0.24%
77
KMBKimberly-Clark
5,079$699K0.23%
78
CMCSAComcast
15,153$681K0.22%
79
BRK-BBerkshire Hathaway Class A
2$679K0.22%
80
BRK-BBerkshire Hathaway Class A 1/100
200$679K0.22%
81
IJKiShares S&P Mid-Cap 400 Growth ETF
2,805$668K0.22%
82
SOSouthern Company
10,032$639K0.21%
83
PFEPfizer
16,030$628K0.21%
84
EMREmerson Electric
7,405$565K0.19%
85
RYRoyal Bank Of Canada
6,610$524K0.17%
86
ADMArcher Daniels Midland
10,913$506K0.17%
87
OGEOGE Energy
11,363$505K0.17%
88
DEODiageo
2,967$500K0.16%
89
AVGOBroadcom
1,558$492K0.16%
90
CMICummins
2,726$488K0.16%
91
CWISPDR MSCI ACWI ex-US ETF
18,620$480K0.16%
92
PAYXPaychex
5,319$452K0.15%
93
DDominion Energy
5,370$445K0.15%
94
TAT&T
11,308$442K0.15%
95
ULUnilever
7,691$440K0.15%
96
ITWIllinois Tool Works
2,423$435K0.14%
97
WECWEC Energy Group
4,583$423K0.14%
98
IPInternational Paper
8,843$407K0.13%
99
CHDChurch & Dwight
5,668$399K0.13%
100
GMGeneral Motors
10,562$387K0.13%
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