Fund HoldingsMarietta Wealth Management, LLC

Total Portfolio Value
$605.93M
Total Bought
$30.94M
Total Sold
$36.39M
Net Transaction
-$5.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)23,58121,523-2,05811,67819,4483.21%+7,770
ELI LILLY & CO(LLY)14,92613,656-1,2708,70110,6241.75%+1,923
ISHARES TR58,045291,795+233,75016,08717,7242.93%+1,636
WISDOMTREE TR(WT)266,663278,452+11,78911,19712,7922.11%+1,595
META PLATFORMS INC(META)20,09617,707-2,3897,1138,5981.42%+1,485
AMAZON COM INC(AMZN)73,68870,289-3,39911,19612,6792.09%+1,483
DISNEY WALT CO(DIS)48,73947,963-7764,4015,8690.97%+1,468
ASML HOLDING N V
N Y REGISTRY SHS
8,6628,236-4266,5567,9931.32%+1,436
MICROSOFT CORP(MSFT)44,76943,392-1,37716,83518,2563.01%+1,421
WALMART INC(WMT)51,272156,636+105,3648,0839,4251.56%+1,342
JPMORGAN CHASE & CO(JPM)51,63950,388-1,2518,78410,0931.67%+1,309
VANGUARD INDEX FDS69,31769,753+43616,12617,4282.88%+1,303
BERKSHIRE HATHAWAY INC DEL19,83719,897+607,0758,3671.38%+1,292
VANGUARD INDEX FDS76,54377,050+50716,32917,6132.91%+1,284
NEXTERA ENERGY INC(NEE)65,78382,188+16,4053,9965,2530.87%+1,257
ISHARES INC
MSCI EMRG CHN
284,047294,798+10,75115,73916,9722.80%+1,232
LINDE PLC(LIN)21,26521,424+1598,7349,9481.64%+1,214
ISHARES TR
CORE MSCI EAFE
165,113172,468+7,35511,61612,8012.11%+1,185
DEVON ENERGY CORP NEW(DVN)0106,315+106,31505,3350.88%+5,335
MERCK & CO INC(MRK)53,59953,111-4885,8437,0081.16%+1,165
NETFLIX INC(NFLX)13,61712,715-9026,6307,7221.27%+1,092
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
74,87593,909+19,0344,4425,4980.91%+1,057
RTX CORPORATION(RTX)64,32264,884+5625,4126,3281.04%+916
SPDR S&P 500 ETF TR(SPY)7,6548,642+9883,6384,5200.75%+882
HOME DEPOT INC(HD)25,51625,270-2468,8439,6941.60%+851
ISHARES TR141,199145,371+4,17215,28516,0662.65%+782
WASTE MGMT INC DEL(WM)25,03924,696-3434,4845,2640.87%+779
THERMO FISHER SCIENTIFIC INC(TMO)12,77512,819+446,7817,4511.23%+670
VANGUARD INDEX FDS30,88432,397+1,5134,6175,2760.87%+659
COSTCO WHSL CORP NEW(COST)13,25712,768-4898,7519,3541.54%+604
WISDOMTREE TR(WT)86,53188,499+1,9684,3374,9030.81%+566
BROADCOM INC(AVGO)8,2777,398-8799,2399,8061.62%+566
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
272,712301,603+28,8915,2635,7940.96%+530
REGENERON PHARMACEUTICALS(REGN)7,8537,712-1416,8977,4231.23%+526
GOLDMAN SACHS GROUP INC(GS)17,94317,810-1336,9147,4391.23%+525
INVESCO EXCH TRD SLF IDX FD257,612283,283+25,6715,2695,7870.96%+518
MARRIOTT INTL INC NEW(MAR)18,33618,407+714,1354,6440.77%+509
VANGUARD INDEX FDS20,09920,317+2184,3854,8710.80%+487
ISHARES TR66,12365,836-2874,4844,9690.82%+485
INVESCO EXCH TRD SLF IDX FD254,175274,290+20,1155,3085,7520.95%+443
HALLIBURTON CO(HAL)0114,108+114,10804,4980.74%+4,498
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
273,636298,286+24,6505,3245,7540.95%+430
CHEVRON CORP NEW(CVX)27,30728,339+1,0324,0734,4700.74%+397
VISA INC(V)29,81929,213-6067,7638,1531.35%+389
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
263,740285,679+21,9395,3495,7340.95%+385
SPDR SER TR
ST STR SP600GRWO
56,78858,644+1,8564,7495,1160.84%+366
PEPSICO INC(PEP)36,96637,966+1,0006,2786,6441.10%+366
DEERE & CO(DE)13,07913,606+5275,2305,5890.92%+359
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
291,856315,281+23,4255,4125,7700.95%+357
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
327,146352,545+25,3995,4425,7780.95%+336
ISHARES TR60,94761,293+3464,1274,4470.73%+319
TRANE TECHNOLOGIES PLC(TT)5,8745,824-501,4331,7480.29%+316
ISHARES TR7,3257,249-763,4993,8110.63%+312
VANGUARD INDEX FDS18,63018,623-74,0914,3910.72%+301
AUTODESK INC10,51710,873+3562,5612,8320.47%+271
NVR INC(NVR)033+3302670.04%+267
ISHARES TR24,07724,322+2451,8082,0540.34%+246
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
43,84448,210+4,3662,5572,8000.46%+242
SPDR SER TR
ST STR P500GRW
33,18132,799-3822,1592,3990.40%+240
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
71,30572,158+8532,0842,3050.38%+221
BOOKING HOLDINGS INC(BKNG)059+5902140.04%+214
STARBUCKS CORP(SBUX)62,67968,113+5,4346,0186,2251.03%+207
SCHWAB CHARLES CORP(SCHW)49,14349,391+2483,3813,5730.59%+192
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
33,95036,415+2,4652,6272,8150.46%+189
SALESFORCE INC(CRM)25,05722,472-2,5856,5936,7681.12%+175
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
32,74634,914+2,1682,6622,8110.46%+149
ISHARES TR10,71410,717+31,8632,0020.33%+139
ISHARES TR11,22011,22008891,0240.17%+135
LOCKHEED MARTIN CORP(LMT)9,90910,118+2094,4914,6020.76%+111
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25,80025,406-3949601,0390.17%+79
JOHNSON & JOHNSON(JNJ)28,41228,614+2024,4534,5260.75%+73
BLACKROCK INC(BLK)7,9367,800-1366,4426,5031.07%+60
ISHARES TR12,99512,99509791,0380.17%+59
INTERNATIONAL BUSINESS MACHS(IBM)2,0762,07603403960.07%+57
CHURCH & DWIGHT CO INC(CHD)5,7685,753-155456000.10%+55
INTERCONTINENTAL EXCHANGE IN(ICE)7,5147,350-1649651,0100.17%+45
CARMAX INC(KMX)4,1004,10003153570.06%+43
VANGUARD INDEX FDS2,7152,606-1096446770.11%+33
ISHARES TR4,2734,145-1284504780.08%+28
SPDR SER TR
ST STR SP600SM C
51,81052,354+5444,3164,3440.72%+28
SOUTHERN CO(SO)8,7638,783+206146300.10%+16
COCA COLA CO(KO)5,8685,86803463590.06%+13
ILLINOIS TOOL WKS INC(ITW)1,7301,73004534640.08%+11
QUALCOMM INC(QCOM)2,0501,805-2452963060.05%+9
BECTON DICKINSON & CO(BDX)2,0752,070-55065120.08%+6
PINNACLE FINL PARTNERS INC10,94110,94109549400.16%-15
DARDEN RESTAURANTS INC(DRI)16,80416,427-3772,7612,7460.45%-15
ACCENTURE PLC IRELAND
SHS CLASS A
19,08519,256+1716,6976,6741.10%-23
LABORATORY CORP AMER HLDGS12,83212,965+1332,9172,8320.47%-84
INTUIT(INTU)12,24211,484-7587,6527,4651.23%-187
TESLA INC(TSLA)9830-9832440-244
ISHARES TR
CORE MSCI TOTAL
39,96234,053-5,9092,5952,3110.38%-284
BLACKSTONE INC(BX)54,77552,413-2,3627,1716,8851.14%-286
UNITEDHEALTH GROUP INC(UNH)14,96915,341+3727,8817,5891.25%-292
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,1380-5,1383250-325
ALPHABET INC(GOOG)87,91079,144-8,76612,28911,9451.97%-344
NIKE INC(NKE)43,75046,143+2,3934,7504,3370.72%-413
ISHARES TR2,6230-2,6235260-526
BP PLC(BP)000000
PALO ALTO NETWORKS INC(PANW)23,53222,089-1,4436,9456,2761.04%-669
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