Fund HoldingsMarietta Wealth Management, LLC

Total Portfolio Value
$766.89M
Total Bought
$90.94M
Total Sold
$17.73M
Net Transaction
+$73.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ALPHABET INC(GOOG)0171,463+171,463030,2163.94%+30,216
NVIDIA CORPORATION(NVDA)0188,483+188,483029,7783.88%+29,778
BROADCOM INC(AVGO)066,057+66,057018,2092.37%+18,209
MICROSOFT CORP(MSFT)47,50247,889+38717,83223,8213.11%+5,989
NETFLIX INC(NFLX)11,68111,289-39210,89315,1171.97%+4,225
GOLDMAN SACHS GROUP INC(GS)17,70717,807+1009,67312,6031.64%+2,930
META PLATFORMS INC(META)16,36816,517+1499,43412,1911.59%+2,757
ISHARES INC
CORE MSCI EMKT
356,751366,452+9,70119,25421,9982.87%+2,744
INTUIT(INTU)12,55912,747+1887,71110,0401.31%+2,329
AMAZON COM INC(AMZN)072,185+72,185015,8372.07%+15,837
JPMORGAN CHASE & CO.(JPM)49,50649,395-11112,14414,3201.87%+2,176
VANGUARD INDEX FDS78,10679,747+1,64120,20022,3162.91%+2,116
ISHARES TR
CORE MSCI EAFE
205,251208,321+3,07015,52717,3912.27%+1,863
ASML HOLDING N V
N Y REGISTRY SHS
10,47510,858+3836,9418,7011.13%+1,760
PALO ALTO NETWORKS INC(PANW)46,65547,424+7697,9619,7051.27%+1,744
VANGUARD INDEX FDS069,123+69,123016,3812.14%+16,381
DISNEY WALT CO(DIS)48,58550,348+1,7634,7956,2440.81%+1,448
ISHARES TR299,576302,507+2,93117,48018,7622.45%+1,281
BLACKROCK INC(BLK)9,3819,681+3008,87910,1581.32%+1,279
VANGUARD INDEX FDS22,92624,086+1,1605,6096,8500.89%+1,241
WALMART INC(WMT)150,679147,791-2,88813,22814,4511.88%+1,223
ISHARES TR71,14471,718+5745,7626,9490.91%+1,188
WISDOMTREE TR(WT)335,502349,541+14,03914,56115,7472.05%+1,186
LABCORP HOLDINGS INC(LH)28,55529,374+8196,6467,7111.01%+1,065
RTX CORPORATION(RTX)68,09768,849+7529,02010,0531.31%+1,033
UBER TECHNOLOGIES INC(UBER)49,79949,949+1503,6284,6600.61%+1,032
BLACKSTONE INC(BX)057,074+57,07408,5371.11%+8,537
SPDR SERIES TRUST
ST STR SP600GRWO
73,02077,469+4,4496,0616,8750.90%+815
SPDR S&P 500 ETF TR(SPY)8,6489,085+4374,8385,6130.73%+776
MARRIOTT INTL INC NEW(MAR)18,76519,130+3654,4705,2270.68%+757
VANGUARD INDEX FDS22,17122,515+3445,6996,4240.84%+725
WISDOMTREE TR(WT)96,32298,447+2,1255,7106,3020.82%+592
CHIPOTLE MEXICAN GRILL INC(CMG)66,68769,648+2,9613,3483,9110.51%+562
ISHARES TR098,356+98,356010,7491.40%+10,749
STRYKER CORPORATION(SYK)12,30412,889+5854,5805,0990.66%+519
COSTCO WHSL CORP NEW(COST)14,36914,243-12613,59014,1001.84%+510
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 31 MUN
024,351+24,35105020.07%+502
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
021,380+21,38005020.07%+502
INVESCO EXCH TRD SLF IDX FD
BULSHS 2029 MUNI
022,085+22,08505020.07%+502
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
023,327+23,32705020.07%+502
INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
021,583+21,58305010.07%+501
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
021,245+21,24505010.07%+501
INVESCO EXCH TRD SLF IDX FD020,380+20,38005000.07%+500
ISHARES TR76,74781,441+4,6945,6946,1880.81%+494
DEERE & CO(DE)13,71713,628-896,4386,9300.90%+492
SPDR SERIES TRUST
ST STR P500GRW
32,29732,29702,5963,0790.40%+483
ISHARES TR7,2317,249+184,0634,5010.59%+438
SALESFORCE INC(CRM)026,520+26,52007,2320.94%+7,232
HOME DEPOT INC(HD)30,06631,075+1,00911,01911,3931.49%+374
LINDE PLC(LIN)22,83923,399+56010,63510,9781.43%+344
TESLA INC(TSLA)2,8283,388+5607331,0760.14%+343
TRANE TECHNOLOGIES PLC(TT)3,7183,648-701,2531,5960.21%+343
ISHARES TR19,74219,74201,8332,1740.28%+341
ADOBE INC(ADBE)21,32621,996+6708,1798,5101.11%+331
FIDELITY WISE ORIGIN BITCOIN(FBTC)14,47014,47001,0411,3600.18%+319
VANGUARD INDEX FDS35,52436,395+8716,1366,4330.84%+296
CBOE GLOBAL MKTS INC(CBOE)14,20815,034+8263,2153,5060.46%+291
LOCKHEED MARTIN CORP(LMT)12,38212,541+1595,5315,8080.76%+277
PALANTIR TECHNOLOGIES INC(PLTR)02,020+2,02002750.04%+275
CONSTELLATION ENERGY CORP(CEG)2,0552,041-144146590.09%+244
ORACLE CORP(ORCL)2,6342,63403685760.08%+208
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
72,15872,15802,3802,5860.34%+206
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
334,855341,689+6,8346,2056,3900.83%+185
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
379,426386,136+6,7106,2956,4790.84%+185
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
383,631389,625+5,9946,2576,4410.84%+183
VISA INC(V)31,46931,544+7511,02911,2001.46%+171
ISHARES TR
CORE MSCI TOTAL
36,96635,537-1,4292,5812,7470.36%+167
ISHARES INC
MSCI EMRG CHN
19,56319,56301,0781,2350.16%+157
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
320,121326,850+6,7296,2366,3800.83%+144
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
113,993115,557+1,5646,7716,9110.90%+140
SOUTHERN CO(SO)64,11165,571+1,4605,8956,0210.79%+126
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
40,41141,328+9173,3043,4270.45%+123
NEXTERA ENERGY INC(NEE)95,97199,729+3,7586,8036,9230.90%+120
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
317,910322,223+4,3136,2286,3320.83%+104
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
307,535310,401+2,8666,2586,3600.83%+102
INTERNATIONAL BUSINESS MACHS(IBM)2,0762,07605166120.08%+96
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
41,67542,579+9043,2903,3850.44%+95
ISHARES TR11,22011,22009341,0210.13%+86
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
56,78558,074+1,2893,3333,4140.45%+81
ISHARES TR9,6889,68807928660.11%+74
VANGUARD INDEX FDS2,5442,54406997730.10%+74
BOOKING HOLDINGS INC(BKNG)595902723420.04%+70
GE AEROSPACE(GE)1,1771,17702353030.04%+67
INVESCO EXCH TRD SLF IDX FD300,125303,166+3,0416,2076,2690.82%+63
ACCENTURE PLC IRELAND
SHS CLASS A
22,95824,148+1,1907,1647,2180.94%+54
ISHARES TR10,72710,729+22,0442,0970.27%+52
ISHARES TR3,3033,336+334034500.06%+47
NORTHROP GRUMMAN CORP(NOC)6,2756,520+2453,2133,2600.43%+47
INTERCONTINENTAL EXCHANGE IN(ICE)7,0896,880-2091,2231,2620.16%+39
CISCO SYS INC(CSCO)4,7414,74102933290.04%+36
SOUTHERN STS BANCSHARES INC27,77527,77509931,0100.13%+17
QUALCOMM INC(QCOM)1,5201,52002332420.03%+9
ILLINOIS TOOL WKS INC(ITW)1,7301,73004294280.06%-1
WASTE MGMT INC DEL(WM)34,37134,761+3907,9577,9541.04%-3
CSW INDUSTRIALS INC(CSW)1,3501,35003943870.05%-6
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
21,87020,970-9009018870.12%-15
EXELON CORP(EXC)5,0415,000-412322170.03%-15
COCA COLA CO(KO)5,6765,442-2344073850.05%-21
CITIZENS INC23,79423,7940108830.01%-25
EXXON MOBIL CORP2,9702,97003533200.04%-33
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