Marietta Wealth Management, LLC Q4 2021 Filing

Filed January 28, 2022

Portfolio Value

$497.8M

Holdings

115

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (115 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
115,478$20.5M4.12%
2
MSFTMICROSOFT CORP
42,439$14.3M2.87%
3
QQQINVESCO EXCH TRD SLF IDX FD
568,808$12.2M2.45%
4
BSCMUSDINVESCO EXCH TRD SLF IDX FD
568,519$12.2M2.44%
5
BSCOINVESCO EXCH TRD SLF IDX FD
553,546$12.1M2.43%
6
IJRISHARES TR
93,493$10.7M2.15%
7
BSCPINVESCO EXCH TRD SLF IDX FD
483,580$10.6M2.13%
8
IJHISHARES TR
37,271$10.6M2.12%
9
BSCQINVESCO EXCH TRD SLF IDX FD
485,328$10.3M2.06%
10
GOOGLALPHABET INC
3,541$10.3M2.06%
11
HDHOME DEPOT INC
23,395$9.7M1.95%
12
VBVANGUARD INDEX FDS
39,956$9.0M1.81%
13
AMZNAMAZON COM INC
2,666$8.9M1.79%
14
NKENIKE INC
52,786$8.8M1.77%
15
VOVANGUARD INDEX FDS
32,622$8.3M1.67%
16
TMOTHERMO FISHER SCIENTIFIC INC
12,383$8.3M1.66%
17
COSTCOSTCO WHSL CORP NEW
14,272$8.1M1.63%
18
NVDANVIDIA CORPORATION
27,063$8.0M1.60%
19
SBUXSTARBUCKS CORP
66,851$7.8M1.57%
20
LINLINDE PLC
22,030$7.6M1.53%
21
IEMGISHARES INC
126,987$7.6M1.53%
22
DISDISNEY WALT CO
49,007$7.6M1.52%
23
ICEINTERCONTINENTAL EXCHANGE IN
55,012$7.5M1.51%
24
VVISA INC
34,362$7.4M1.50%
25
ACNACCENTURE PLC IRELAND
17,920$7.4M1.49%
26
WMTWALMART INC
50,794$7.3M1.48%
27
UNHUNITEDHEALTH GROUP INC
13,418$6.7M1.35%
28
AVGOBROADCOM INC
9,822$6.5M1.31%
29
PEPPEPSICO INC
37,552$6.5M1.31%
30
JPMJPMORGAN CHASE & CO
41,094$6.5M1.31%
31
METAMETA PLATFORMS INC
18,765$6.3M1.27%
32
NEENEXTERA ENERGY INC
66,982$6.3M1.26%
33
BLKCHFBLACKROCK INC
6,758$6.2M1.24%
34
GSGOLDMAN SACHS GROUP INC
15,822$6.1M1.22%
35
LULULULULEMON ATHLETICA INC
14,743$5.8M1.16%
36
CRMSALESFORCE COM INC
21,911$5.6M1.12%
37
ADBEADOBE SYSTEMS INCORPORATED
9,406$5.3M1.07%
38
AQLTISHARES TR
70,174$5.2M1.05%
39
BRK/BBERKSHIRE HATHAWAY INC DEL
17,514$5.2M1.05%
40
DLSWISDOMTREE TR
70,488$5.2M1.04%
41
REGNREGENERON PHARMACEUTICALS
8,180$5.2M1.04%
42
TTTRANE TECHNOLOGIES PLC
25,373$5.1M1.03%
43
AMATAPPLIED MATLS INC
32,341$5.1M1.02%
44
JNJJOHNSON & JOHNSON
28,429$4.9M0.98%
45
RTXRAYTHEON TECHNOLOGIES CORP
51,357$4.4M0.89%
46
BPBP PLC
162,370$4.3M0.87%
47
EPSWISDOMTREE TR
85,730$4.3M0.87%
48
ILCGISHARES TR
58,673$4.2M0.85%
49
WMWASTE MGMT INC DEL
24,521$4.1M0.82%
50
USMVISHARES TR
50,526$4.1M0.82%
51
VVVANGUARD INDEX FDS
18,451$4.1M0.82%
52
HONHONEYWELL INTL INC
19,372$4.0M0.81%
53
LABORATORY CORP AMER HLDGS
12,219$3.8M0.77%
54
ROPROPER TECHNOLOGIES INC
7,772$3.8M0.77%
55
UPSUNITED PARCEL SERVICE INC
17,834$3.8M0.77%
56
CMCSACOMCAST CORP NEW
75,062$3.8M0.76%
57
SPYSPDR S&P 500 ETF TR
7,668$3.6M0.73%
58
MARMARRIOTT INTL INC NEW
21,532$3.6M0.71%
59
IVVISHARES TR
7,429$3.5M0.71%
60
MDTMEDTRONIC PLC
33,686$3.5M0.70%
61
SLYGSPDR SER TR
37,284$3.5M0.70%
62
LLYLILLY ELI & CO
12,491$3.5M0.69%
63
LMTLOCKHEED MARTIN CORP
9,436$3.4M0.67%
64
ZTSZOETIS INC
13,736$3.4M0.67%
65
MRKMERCK & CO INC
40,293$3.1M0.62%
66
BKNGBOOKING HOLDINGS INC
1,248$3.0M0.60%
67
SLYVSPDR SER TR
32,060$2.7M0.55%
68
DFAXDIMENSIONAL ETF TRUST
102,496$2.7M0.54%
69
DEDEERE & CO
7,529$2.6M0.52%
70
PRUPRUDENTIAL FINL INC
23,552$2.5M0.51%
71
BABOEING CO
12,548$2.5M0.51%
72
SPYGSPDR SER TR
33,631$2.4M0.49%
73
VOTVANGUARD INDEX FDS
9,316$2.4M0.48%
74
IMCVISHARES TR
34,643$2.4M0.48%
75
PYPLPAYPAL HLDGS INC
12,519$2.4M0.47%
76
DRIDARDEN RESTAURANTS INC
15,279$2.3M0.46%
77
GPNGLOBAL PMTS INC
17,002$2.3M0.46%
78
IXUSISHARES TR
31,863$2.3M0.45%
79
DVNDEVON ENERGY CORP NEW
49,834$2.2M0.44%
80
DFACDIMENSIONAL ETF TRUST
71,630$2.1M0.42%
81
IVWISHARES TR
24,228$2.0M0.41%
82
GOOGALPHABET INC
664$1.9M0.39%
83
FLOTISHARES TR
33,048$1.7M0.34%
84
IVEISHARES TR
10,667$1.7M0.34%
85
ATVIEURACTIVISION BLIZZARD INC
21,070$1.4M0.28%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.4M0.27%
87
PNFPPINNACLE FINL PARTNERS INC
10,941$1.0M0.21%
88
VNQVANGUARD INDEX FDS
8,993$1.0M0.21%
89
PAYXPAYCHEX INC
7,323$1.0M0.20%
90
IJKISHARES TR
11,220$957K0.19%
91
EFAISHARES TR
9,938$782K0.16%
92
AMGNAMGEN INC
3,165$712K0.14%
93
TFCTRUIST FINL CORP
11,094$650K0.13%
94
VFCV F CORP
8,655$634K0.13%
95
BDXBECTON DICKINSON & CO
2,399$603K0.12%
96
CHDCHURCH & DWIGHT CO INC
5,803$595K0.12%
97
KMXCARMAX INC
4,100$534K0.11%
98
SOSOUTHERN CO
6,892$473K0.10%
99
VBRVANGUARD INDEX FDS
373$447K0.09%
100
ITWILLINOIS TOOL WKS INC
1,730$427K0.09%
Page 1 of 2Next