Marietta Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Marietta Wealth Management, LLC | Institutional Filer | ▼ 2.67% | $841.4M | 129 |
Current Portfolio Holdings
Showing all 129 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 189K | $33.0M | 3.92% |
| 2 | AAPL | Apple Inc. | Technology | 123K | $31.3M | 3.72% |
| 3 | VO | VANGUARD INDEX FDS | — | 80K | $23.0M | 2.74% |
| 4 | GOOGL | Alphabet Inc. | Technology | 80K | $23.0M | 2.73% |
| 5 | AVGO | Broadcom Inc. | Technology | 64K | $19.9M | 2.36% |
| 6 | MSFT | Microsoft Corporation | Technology | 52K | $19.4M | 2.30% |
| 7 | AVEM | AMERICAN CENTY ETF TR | — | 240K | $19.4M | 2.30% |
| 8 | VB | VANGUARD INDEX FDS | — | 72K | $18.8M | 2.23% |
| 9 | WMT | Walmart Inc. | Consumer Defensive | 148K | $18.4M | 2.19% |
| 10 | IHDG | WISDOMTREE TR | — | 376K | $18.1M | 2.15% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 82K | $17.1M | 2.03% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 16K | $15.7M | 1.86% |
| 13 | ASML | ASML Holding N.V. | Technology | 12K | $15.6M | 1.86% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 51K | $14.9M | 1.77% |
| 15 | IJH | ISHARES TR | — | 220K | $14.9M | 1.77% |
Showing 1 to 15 of 129 holdings