HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
21,523 | -2,058 | $19,448 |
| NVDA | 21,523 | -2,058 | $19,448 |
| APPLE INC |
110,639 | -124 | $18,972 |
| AAPL | 110,639 | -124 | $18,972 |
| MICROSOFT CORP |
43,392 | -1,377 | $18,256 |
| MSFT | 43,392 | -1,377 | $18,256 |
| ISHARES TR (IJH) |
291,795 | +233,750 | $17,724 |
| IJH | 291,795 | +233,750 | $17,724 |
| VANGUARD INDEX FDS (VB) |
77,050 | +507 | $17,613 |
| VB | 77,050 | +507 | $17,613 |
| VANGUARD INDEX FDS (VO) |
69,753 | +436 | $17,428 |
| VO | 69,753 | +436 | $17,428 |
| ISHARES INC (EMXC) |
294,798 | +10,751 | $16,972 |
| EMXC | 294,798 | +10,751 | $16,972 |
| ISHARES TR (IJR) |
145,371 | +4,172 | $16,066 |
| IJR | 145,371 | +4,172 | $16,066 |
| ISHARES TR (IEFA) |
172,468 | +7,355 | $12,801 |
| IEFA | 172,468 | +7,355 | $12,801 |
| WISDOMTREE TR |
278,452 | +11,789 | $12,792 |
| IHDG | 278,452 | +11,789 | $12,792 |
| AMAZON COM INC |
70,289 | -3,399 | $12,679 |
| AMZN | 70,289 | -3,399 | $12,679 |
| ALPHABET INC |
79,144 | -8,766 | $11,945 |
| GOOGL | 79,144 | -8,766 | $11,945 |
| ELI LILLY & CO |
13,656 | -1,270 | $10,624 |
| LLY | 13,656 | -1,270 | $10,624 |
| JPMORGAN CHASE & CO |
50,388 | -1,251 | $10,093 |
| JPM | 50,388 | -1,251 | $10,093 |
| LINDE PLC |
21,424 | +159 | $9,948 |
| LIN | 21,424 | +159 | $9,948 |
| BROADCOM INC |
7,398 | -879 | $9,806 |
| AVGO | 7,398 | -879 | $9,806 |
| HOME DEPOT INC |
25,270 | -246 | $9,694 |
| HD | 25,270 | -246 | $9,694 |
| WALMART INC |
156,636 | +105,364 | $9,425 |
| WMT | 156,636 | +105,364 | $9,425 |
| COSTCO WHSL CORP NEW |
12,768 | -489 | $9,354 |
| COST | 12,768 | -489 | $9,354 |
| META PLATFORMS INC |
17,707 | -2,389 | $8,598 |
| META | 17,707 | -2,389 | $8,598 |
 BERKSHIRE HATHAWAY INC DEL |
$8,367 | ||
| BRK.B | 19,897 | +60 | $8,367 |
| VISA INC |
29,213 | -606 | $8,153 |
| V | 29,213 | -606 | $8,153 |
| ASML HOLDING N V |
8,236 | -426 | $7,993 |
| ASML | 8,236 | -426 | $7,993 |
| NETFLIX INC |
12,715 | -902 | $7,722 |
| NFLX | 12,715 | -902 | $7,722 |
| UNITEDHEALTH GROUP INC |
15,341 | +372 | $7,589 |
| UNH | 15,341 | +372 | $7,589 |
| INTUIT |
11,484 | -758 | $7,465 |
| INTU | 11,484 | -758 | $7,465 |
| THERMO FISHER SCIENTIFIC INC |
12,819 | +44 | $7,451 |
| TMO | 12,819 | +44 | $7,451 |
| GOLDMAN SACHS GROUP INC |
17,810 | -133 | $7,439 |
| GS | 17,810 | -133 | $7,439 |
| REGENERON PHARMACEUTICALS |
7,712 | -141 | $7,423 |
| REGN | 7,712 | -141 | $7,423 |
| MERCK & CO INC |
53,111 | -488 | $7,008 |
| MRK | 53,111 | -488 | $7,008 |
| BLACKSTONE INC |
52,413 | -2,362 | $6,885 |
| BX | 52,413 | -2,362 | $6,885 |
| SALESFORCE INC |
22,472 | -2,585 | $6,768 |
| CRM | 22,472 | -2,585 | $6,768 |
| ACCENTURE PLC IRELAND |
19,256 | +171 | $6,674 |
| ACN | 19,256 | +171 | $6,674 |
| PEPSICO INC |
37,966 | +1,000 | $6,644 |
| PEP | 37,966 | +1,000 | $6,644 |
| BLACKROCK INC |
7,800 | -136 | $6,503 |
| BLK | 7,800 | -136 | $6,503 |
| LULULEMON ATHLETICA INC |
16,354 | -564 | $6,389 |
| LULU | 16,354 | -564 | $6,389 |
| RTX CORPORATION |
64,884 | +562 | $6,328 |
| RTX | 64,884 | +562 | $6,328 |
| PALO ALTO NETWORKS INC |
22,089 | -1,443 | $6,276 |
| PANW | 22,089 | -1,443 | $6,276 |
| STARBUCKS CORP |
68,113 | +5,434 | $6,225 |
| SBUX | 68,113 | +5,434 | $6,225 |
| ADOBE INC |
12,067 | -330 | $6,089 |
| ADBE | 12,067 | -330 | $6,089 |
| DISNEY WALT CO |
47,963 | -776 | $5,869 |
| DIS | 47,963 | -776 | $5,869 |
| INVESCO EXCH TRD SLF IDX FD |
301,603 | +28,891 | $5,794 |
| BSCQ | 301,603 | +28,891 | $5,794 |
| INVESCO EXCH TRD SLF IDX FD |
283,283 | +25,671 | $5,787 |
| BSCP | 283,283 | +25,671 | $5,787 |
| INVESCO EXCH TRD SLF IDX FD |
352,545 | +25,399 | $5,778 |
| BSCU | 352,545 | +25,399 | $5,778 |
| INVESCO EXCH TRD SLF IDX FD |
315,281 | +23,425 | $5,770 |
| BSCT | 315,281 | +23,425 | $5,770 |
| INVESCO EXCH TRD SLF IDX FD |
298,286 | +24,650 | $5,754 |
| BSCR | 298,286 | +24,650 | $5,754 |
| INVESCO EXCH TRD SLF IDX FD |
274,290 | +20,115 | $5,752 |
| BSCO | 274,290 | +20,115 | $5,752 |
| INVESCO EXCH TRD SLF IDX FD |
285,679 | +21,939 | $5,734 |
| BSCS | 285,679 | +21,939 | $5,734 |
| DEERE & CO |
13,606 | +527 | $5,589 |
| DE | 13,606 | +527 | $5,589 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
93,909 | +19,034 | $5,498 |
| VGIT | 93,909 | +19,034 | $5,498 |
See Full List: All Stocks Held By Marietta Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Marietta Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $605,936 At 12/31/2023: $561,375 Marietta Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marietta Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
