Fund HoldingsMarietta Wealth Management, LLC

Total Portfolio Value
$641.49M
Total Bought
$60.34M
Total Sold
$31.63M
Net Transaction
+$28.71M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC(GOOG)79,144154,162+75,01811,94528,0814.38%+16,135
APPLE INC(AAPL)0116,753+116,753024,5913.83%+24,591
LABCORP HOLDINGS INC(LH)019,540+19,54003,9770.62%+3,977
NVIDIA CORPORATION(NVDA)21,523188,273+166,75019,44823,2593.63%+3,811
TEXAS PACIFIC LAND CORPORATI(TPL)03,985+3,98502,9260.46%+2,926
TEXTRON INC(TXT)030,799+30,79902,6440.41%+2,644
COSTCO WHSL CORP NEW(COST)12,76813,975+1,2079,35411,8791.85%+2,524
ISHARES INC
MSCI EMRG CHN
294,798313,165+18,36716,97218,5392.89%+1,568
WASTE MGMT INC DEL(WM)24,69631,094+6,3985,2646,6341.03%+1,370
BROADCOM INC(AVGO)7,3986,899-4999,80611,0771.73%+1,271
CHEVRON CORP NEW(CVX)28,33936,519+8,1804,4705,7120.89%+1,242
PEPSICO INC(PEP)37,96647,817+9,8516,6447,8861.23%+1,242
PALO ALTO NETWORKS INC(PANW)22,08921,993-966,2767,4561.16%+1,180
SCHWAB CHARLES CORP(SCHW)49,39164,396+15,0053,5734,7450.74%+1,172
ELI LILLY & CO(LLY)13,65612,904-75210,62411,6831.82%+1,059
WALMART INC(WMT)156,636154,768-1,8689,42510,4791.63%+1,055
ADOBE INC(ADBE)012,624+12,62407,0131.09%+7,013
MICROSOFT CORP(MSFT)43,39242,902-49018,25619,1752.99%+919
NEXTERA ENERGY INC(NEE)82,18886,103+3,9155,2536,0970.95%+844
WISDOMTREE TR(WT)278,452297,874+19,42212,79213,5802.12%+788
FIDELITY WISE ORIGIN BITCOIN(FBTC)014,470+14,47007590.12%+759
ISHARES TR
CORE MSCI EAFE
172,468184,842+12,37412,80113,4272.09%+626
NETFLIX INC(NFLX)12,71512,318-3977,7228,3131.30%+591
REGENERON PHARMACEUTICALS(REGN)7,7127,624-887,4238,0131.25%+590
SPDR SER TR
ST STR SP600GRWO
58,64466,385+7,7415,1165,7000.89%+584
MAIN STR CAP CORP(MAIN)011,500+11,50005810.09%+581
UNITEDHEALTH GROUP INC(UNH)15,34115,937+5967,5898,1161.27%+527
ISHARES TR61,29370,788+9,4954,4474,9720.78%+525
SPDR SER TR
ST STR SP600SM C
52,35462,091+9,7374,3444,8620.76%+519
VANGUARD INDEX FDS18,62321,385+2,7624,3914,9090.77%+518
AMAZON COM INC(AMZN)70,28968,062-2,22712,67913,1532.05%+474
GOLDMAN SACHS GROUP INC(GS)17,81017,492-3187,4397,9121.23%+473
CISCO SYS INC(CSCO)08,501+8,50104040.06%+404
ORACLE CORP(ORCL)02,634+2,63403720.06%+372
EXXON MOBIL CORP03,222+3,22203710.06%+371
SOUTHERN CO(SO)8,78312,563+3,7806309750.15%+344
CONSTELLATION ENERGY CORP(CEG)01,666+1,66603340.05%+334
ASML HOLDING N V
N Y REGISTRY SHS
8,2368,121-1157,9938,3061.29%+313
LOCKHEED MARTIN CORP(LMT)10,11810,497+3794,6024,9030.76%+301
ISHARES TR65,83664,421-1,4154,9695,2440.82%+275
RTX CORPORATION(RTX)64,88465,560+6766,3286,5821.03%+253
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
93,90998,172+4,2635,4985,7170.89%+218
SPDR SER TR
ST STR P500GRW
32,79932,585-2142,3992,6110.41%+212
AMERICAN EXPRESS CO(AXP)0900+90002080.03%+208
VANGUARD INDEX FDS20,31720,326+94,8715,0740.79%+203
ISHARES TR7,2497,245-43,8113,9650.62%+154
WISDOMTREE TR(WT)88,49988,849+3504,9035,0540.79%+151
VANGUARD INDEX FDS69,75372,490+2,73717,42817,5502.74%+121
COCA COLA CO(KO)5,8687,226+1,3583594600.07%+101
CITIZENS INC023,617+23,6170640.01%+64
ISHARES TR4,1454,560+4154785420.08%+64
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
48,21049,329+1,1192,8002,8610.45%+61
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
36,41537,200+7852,8152,8750.45%+59
QUALCOMM INC(QCOM)1,8051,80503063600.06%+54
SPDR S&P 500 ETF TR(SPY)8,6428,404-2384,5204,5740.71%+53
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
34,91435,782+8682,8112,8600.45%+49
ISHARES TR
CORE MSCI TOTAL
34,05334,814+7612,3112,3520.37%+41
INTERCONTINENTAL EXCHANGE IN(ICE)7,3507,614+2641,0101,0420.16%+32
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
298,286300,811+2,5255,7545,7820.90%+28
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
72,15872,15802,3052,3260.36%+21
BOOKING HOLDINGS INC(BKNG)595902142340.04%+20
DEVON ENERGY CORP NEW(DVN)106,315112,963+6,6485,3355,3540.83%+20
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
352,545356,053+3,5085,7785,7890.90%+11
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
285,679287,612+1,9335,7345,7380.89%+4
VANGUARD INDEX FDS2,6062,544-626776810.11%+3
INVESCO EXCH TRD SLF IDX FD274,290273,184-1,1065,7525,7530.90%+1
INVESCO EXCH TRD SLF IDX FD283,283282,883-4005,7875,7850.90%-3
CHURCH & DWIGHT CO INC(CHD)5,7535,75306005960.09%-4
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
301,603301,752+1495,7945,7860.90%-8
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
315,281316,789+1,5085,7705,7530.90%-17
NVR INC(NVR)333302672500.04%-17
INTUIT(INTU)11,48411,332-1527,4657,4481.16%-17
JPMORGAN CHASE & CO.(JPM)50,38849,779-60910,09310,0681.57%-24
BECTON DICKINSON & CO(BDX)2,0702,07005124840.08%-28
ISHARES TR11,22011,22001,0249890.15%-35
INTERNATIONAL BUSINESS MACHS(IBM)2,0762,07603963590.06%-37
ISHARES TR10,71710,719+22,0021,9510.30%-51
ILLINOIS TOOL WKS INC(ITW)1,7301,73004644100.06%-54
CARMAX INC(KMX)4,1004,10003573010.05%-56
PINNACLE FINL PARTNERS INC10,94110,94109408760.14%-64
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25,40624,519-8871,0399630.15%-76
JOHNSON & JOHNSON(JNJ)28,61430,300+1,6864,5264,4290.69%-98
META PLATFORMS INC(META)17,70716,839-8688,5988,4911.32%-108
VANGUARD INDEX FDS32,39731,854-5435,2765,1100.80%-166
DEERE & CO(DE)13,60614,475+8695,5895,4080.84%-180
HOME DEPOT INC(HD)25,27027,594+2,3249,6949,4991.48%-195
ISHARES TR24,32219,938-4,3842,0541,8450.29%-209
TRANE TECHNOLOGIES PLC(TT)5,8244,658-1,1661,7481,5320.24%-216
VANGUARD INDEX FDS77,05079,625+2,57517,61317,3612.71%-251
ISHARES TR12,9959,688-3,3071,0387590.12%-279
THERMO FISHER SCIENTIFIC INC(TMO)12,81912,953+1347,4517,1631.12%-288
MARRIOTT INTL INC NEW(MAR)18,40717,889-5184,6444,3250.67%-319
BLACKSTONE INC(BX)52,41353,035+6226,8856,5661.02%-320
MERCK & CO INC(MRK)53,11153,965+8547,0086,6811.04%-327
STARBUCKS CORP(SBUX)68,11375,653+7,5406,2255,8900.92%-335
BLACKROCK INC(BLK)7,8007,790-106,5036,1330.96%-370
BERKSHIRE HATHAWAY INC DEL19,89719,320-5778,3677,8591.23%-508
LINDE PLC(LIN)21,42421,395-299,9489,3881.46%-559
VISA INC(V)29,21328,782-4318,1537,5541.18%-598
ACCENTURE PLC IRELAND
SHS CLASS A
19,25619,991+7356,6746,0650.95%-609
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