Marietta Wealth Management, LLC Top Holdings and 13F Report (2025) About Marietta Wealth Management, LLCInvestment ActivityMarietta Wealth Management, LLC has $697.09 million in total holdings as of December 31, 2024.Marietta Wealth Management, LLC owns shares of 108 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Marietta Wealth Management, LLC has purchased 109 new stocks and bought additional shares in 75 stocks.Marietta Wealth Management, LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $30,661,752Apple $29,377,907NVIDIA $24,423,009Vanguard Mid-Cap ETF $20,094,612Vanguard Small-Cap ETF $19,995,956 Largest New Holdings this Quarter iShares Core MSCI Emerging Markets ETF $16,169,296 HoldingSouthern States Bancshares $976,816 HoldingCSW Industrials $652,680 HoldingMcDonald's $208,431 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 309,638 shares (about $16.17M)Palo Alto Networks 22,459 shares (about $4.09M)Texas Pacific Land 1,915 shares (about $2.12M)Adobe 2,732 shares (about $1.21M)Southern States Bancshares 29,325 shares (about $976.82K) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 289,701 shares (about $16.06M)Walmart 4,169 shares (about $376.67K)Blackstone 1,962 shares (about $338.29K)Netflix 324 shares (about $288.79K)PepsiCo 1,848 shares (about $281.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarietta Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$30,661,752$659,523 ▲2.2%161,9744.4%Computer and TechnologyAAPLApple$29,377,907$199,584 ▲0.7%117,3154.2%Computer and TechnologyNVDANVIDIA$24,423,009$5,909 ▼0.0%181,8683.5%Computer and TechnologyVOVanguard Mid-Cap ETF$20,094,612$169,308 ▲0.8%76,0782.9%ETFVBVanguard Small-Cap ETF$19,995,956$92,749 ▲0.5%83,2192.9%ETFMSFTMicrosoft$18,920,789$356,590 ▲1.9%44,8892.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$18,380,103$19,254 ▼-0.1%294,9782.6%ETFIJRiShares Core S&P Small-Cap ETF$17,221,275$75,930 ▲0.4%149,4642.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$16,169,296$16,169,296 ▲New Holding309,6382.3%ETFAVGOBroadcom$15,539,131$239,492 ▼-1.5%67,0252.2%Computer and TechnologyAMZNAmazon.com$15,462,388$80,297 ▲0.5%70,4792.2%Retail/WholesaleIHDGWisdomTree International Hedged Quality Dividend Growth Fund$13,690,138$381,449 ▲2.9%314,9332.0%FinanceIEFAiShares Core MSCI EAFE ETF$13,671,667$289,273 ▲2.2%194,5312.0%ETFWMTWalmart$13,639,886$376,670 ▼-2.7%150,9672.0%Retail/WholesaleCOSTCostco Wholesale$13,130,179$198,831 ▲1.5%14,3301.9%Retail/WholesaleJPMJPMorgan Chase & Co.$11,930,606$127,046 ▼-1.1%49,7711.7%FinanceHDHome Depot$10,741,395$24,895 ▼-0.2%27,6141.5%Retail/WholesaleNFLXNetflix$10,727,036$288,788 ▼-2.6%12,0351.5%Consumer DiscretionaryGSThe Goldman Sachs Group$10,163,604$50,391 ▲0.5%17,7491.5%FinanceLLYEli Lilly and Company$9,946,448$46,320 ▲0.5%12,8841.4%MedicalVVisa$9,741,702$352,072 ▲3.7%30,8241.4%Business ServicesMETAMeta Platforms$9,516,294$190,291 ▼-2.0%16,2531.4%Computer and TechnologyBRK.BBerkshire Hathaway$9,322,610$414,751 ▲4.7%20,5671.3%FinanceLINDE PLC$9,299,498$122,252 ▲1.3%22,2121.3%SHSBXBlackstone$8,997,441$338,290 ▼-3.6%52,1831.3%FinanceUNHUnitedHealth Group$8,798,261$490,675 ▲5.9%17,3931.3%MedicalLULULululemon Athletica$8,283,001$40,153 ▲0.5%21,6601.2%Consumer DiscretionaryPANWPalo Alto Networks$8,259,892$4,086,640 ▲97.9%45,3941.2%Computer and TechnologyCRMSalesforce$8,218,166$103,642 ▲1.3%24,5811.2%Computer and TechnologyRTXRTX$7,831,235$50,338 ▲0.6%67,6741.1%AerospaceACNAccenture$7,593,035$268,064 ▲3.7%21,5841.1%Computer and TechnologyINTUIntuit$7,514,975$165,296 ▲2.2%11,9571.1%Computer and TechnologySBUXStarbucks$7,398,297$8,030 ▲0.1%81,0771.1%Retail/WholesaleTMOThermo Fisher Scientific$7,297,266$368,323 ▲5.3%14,0271.0%MedicalPEPPepsiCo$7,289,761$281,007 ▼-3.7%47,9401.0%Consumer StaplesADBEAdobe$6,938,801$1,214,868 ▲21.2%15,6041.0%Computer and TechnologyTPLTexas Pacific Land$6,691,058$2,117,913 ▲46.3%6,0501.0%EnergyWMWaste Management$6,565,238$71,837 ▲1.1%32,5350.9%Business ServicesASMLASML$6,431,782$555,157 ▲9.4%9,2800.9%Computer and TechnologyNEENextEra Energy$6,360,337$75,991 ▲1.2%88,7200.9%UtilitiesSLYGSPDR S&P 600 Small Cap Growth ETF$6,203,792$108,601 ▲1.8%68,6640.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$6,071,846$458,664 ▲8.2%104,6870.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$6,045,830$73,562 ▲1.2%311,1600.9%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$6,041,505$75,434 ▲1.3%292,5670.9%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$6,027,614$111,447 ▲1.9%368,2110.9%ManufacturingBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,984,061$31,090 ▲0.5%307,1900.9%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$5,974,915$84,511 ▲1.4%325,7860.9%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,961,500$86,660 ▲1.5%296,1500.9%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$5,913,783$186,758 ▲3.3%368,4600.8%ETFCVXChevron$5,910,341$46,638 ▲0.8%40,8060.8%EnergyDEDeere & Company$5,897,490$33,472 ▲0.6%13,9190.8%IndustrialsREGNRegeneron Pharmaceuticals$5,895,955$444,494 ▲8.2%8,2770.8%MedicalMRKMerck & Co., Inc.$5,866,932$229,401 ▲4.1%58,9760.8%MedicalILCGiShares Morningstar Growth ETF$5,810,821$31,718 ▼-0.5%64,8530.8%ETFVOTVanguard Mid-Cap Growth ETF$5,669,790$72,319 ▲1.3%22,3440.8%ETFSLYVSPDR S&P 600 Small CapValue ETF$5,653,887$83,847 ▲1.5%64,8010.8%ETFVTVVanguard Value ETF$5,623,885$123,760 ▲2.3%33,2180.8%ETFVVVanguard Large-Cap ETF$5,615,246$46,929 ▲0.8%20,8200.8%ETFEPSWisdomTree U.S. LargeCap Fund$5,583,543$50,963 ▲0.9%91,2640.8%FinanceLMTLockheed Martin$5,577,133$357,166 ▲6.8%11,4770.8%AerospaceIMCViShares Morningstar Mid-Cap Value ETF$5,488,260$127,579 ▲2.4%73,9060.8%ETFDISWalt Disney$5,451,555$35,966 ▼-0.7%48,9590.8%Consumer DiscretionaryMARMarriott International$5,276,150$11,437 ▲0.2%18,9150.8%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$5,140,508$203,370 ▲4.1%8,7710.7%FinanceSCHWCharles Schwab$5,124,970$96,213 ▲1.9%69,2470.7%FinanceLABCORP HOLDINGS INC$4,873,279$146,306 ▲3.1%21,2510.7%COM SHSJNJJohnson & Johnson$4,590,312$20,970 ▲0.5%31,7410.7%MedicalIVViShares Core S&P 500 ETF$4,211,325$28,845 ▼-0.7%7,1540.6%ETFCMGChipotle Mexican Grill$3,468,818$404,010 ▲13.2%57,5260.5%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$3,028,094$178,554 ▲6.3%52,0470.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,999,094$152,275 ▲5.3%38,4450.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,958,190$153,797 ▲5.5%36,8530.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,864,2220.0%32,5850.4%ETFDFACDimensional U.S. Core Equity 2 ETF$2,495,9490.0%72,1580.4%ETFNOCNorthrop Grumman$2,437,962$244,969 ▲11.2%5,1950.3%AerospaceIXUSiShares Core MSCI Total International Stock ETF$2,423,436$77,450 ▲3.3%36,6410.3%ManufacturingTXTTextron$2,219,434$257,542 ▼-10.4%29,0160.3%AerospaceIVEiShares S&P 500 Value ETF$2,047,173$573 ▲0.0%10,7250.3%ETFIVWiShares S&P 500 Growth ETF$2,004,405$19,494 ▼-1.0%19,7420.3%ETFTTTrane Technologies$1,723,018$2,585 ▲0.2%4,6650.2%ConstructionEMXCiShares MSCI Emerging Markets ex China ETF$1,657,900$16,063,925 ▼-90.6%29,8990.2%ManufacturingFIDELITY WISE ORIGIN BITCOIN$1,180,4630.0%14,4700.2%SHSICEIntercontinental Exchange$1,121,300$13,262 ▼-1.2%7,5250.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,020,2350.0%11,2200.1%ETFSSBKSouthern States Bancshares$976,816$976,816 ▲New Holding29,3250.1%FinanceDFUVDimensional US Marketwide Value ETF$959,1650.0%23,4400.1%ETFSOSouthern$958,367$5,186 ▲0.5%11,6420.1%UtilitiesVTIVanguard Total Stock Market ETF$737,277$41,733 ▼-5.4%2,5440.1%ETFEFAiShares MSCI EAFE ETF$732,510$21,776 ▼-2.9%9,6880.1%FinanceTSLATesla$657,048$32,307 ▲5.2%1,6270.1%Auto/Tires/TrucksCSWICSW Industrials$652,680$652,680 ▲New Holding1,8500.1%Basic MaterialsCHDChurch & Dwight$602,3970.0%5,7530.1%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$591,607$22,893 ▲4.0%4,6000.1%ETFBDXBecton, Dickinson and Company$471,209$1,588 ▲0.3%2,0770.1%MedicalIBMInternational Business Machines$460,544$4,177 ▲0.9%2,0950.1%Computer and TechnologyCEGConstellation Energy$457,934$85,233 ▲22.9%2,0470.1%EnergyORCLOracle$444,929$5,999 ▲1.4%2,6700.1%Computer and TechnologyITWIllinois Tool Works$440,434$1,775 ▲0.4%1,7370.1%IndustrialsKOCoca-Cola$388,876$1,245 ▲0.3%6,2460.1%Consumer StaplesXOMExxon Mobil$357,025$10,434 ▲3.0%3,3190.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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