Marietta Wealth Management, LLC Purchases in Q1 2025

Marietta Wealth Management, LLC

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
52.5K
+ 450.69%
$80.96 - $92.96 $4.25M - $4.88M
64.1K $5.9M
SYK
Stryker Corp

Healthcare
12.3K
New
$355.18 - $399.9 $4.37M - $4.92M
12.3K $4.58M
UBER
Uber Technologies, Inc

Technology
49.8K
New
$63.17 - $81.49 $3.15M - $4.06M
49.8K $3.63M
CBOE
Cboe Global Markets, Inc.

Financial Services
14.2K
New
$190.84 - $226.29 $2.71M - $3.22M
14.2K $3.22M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
IEMG
Ishares Inc

ETFs
47.1K
+ 15.22%
N/A
357K $19.1M
IEFA
Ishares Tr

ETFs
10.7K
+ 5.51%
$69.57 - $78.65 $746K - $843K
205K $15.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
257
+ 1.25%
$442.66 - $534.52 $114K - $137K
20.8K $11.1M
WM
Waste Management Inc

Industrials
1.84K
+ 5.64%
$200.54 - $233.78 $368K - $429K
34.4K $7.96M
TPL
Texas Pacific Land Corp

Energy
50
+ 0.83%
$1180.08 - $1431.01 $59K - $71.6K
6.1K $8.08M
V
Visa Inc.

Financial Services
645
+ 2.09%
$306.92 - $362.71 $198K - $234K
31.5K $11M
CVX
Chevron Corp

Energy
2.08K
+ 5.1%
$146.71 - $167.97 $305K - $349K
42.9K $7.17M
ADBE
Adobe Inc.

Technology
5.72K
+ 36.67%
$377.84 - $464.11 $2.16M - $2.66M
21.3K $8.18M
RTX
Raytheon Technologies Corp

Industrials
423
+ 0.63%
$114.1 - $135.66 $48.3K - $57.4K
68.1K $9.02M
UNH
Unitedhealth Group Inc

Healthcare
1.5K
+ 8.6%
$461.52 - $548.18 $690K - $820K
18.9K $9.89M
LLY
Eli Lilly & CO

Healthcare
344
+ 2.67%
$725.72 - $929.72 $250K - $320K
13.2K $10.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.5K
+ 30.22%
$634.14 - $744.83 $1.59M - $1.86M
10.8K $6.84M
IHDG
Wisdomtree Tr

ETFs
20.6K
+ 6.53%
$43.4 - $47.51 $893K - $977K
336K $14.6M
JNJ
Johnson & Johnson

Healthcare
634
+ 2.0%
$142.06 - $167.7 $90.1K - $106K
32.4K $5.37M
NOC
Northrop Grumman Corp

Industrials
1.08K
+ 20.79%
$433.45 - $513.82 $468K - $555K
6.28K $3.21M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.31K
+ 8.89%
$57.44 - $59.4 $535K - $553K
114K $6.77M
VTV
Vanguard Value ETF

ETFs
2.31K
+ 6.94%
$167.73 - $179.21 $387K - $413K
35.5K $6.14M
ASML
Asml Holding Nv

Technology
1.2K
+ 12.88%
$662.63 - $776.99 $792K - $929K
10.5K $6.94M
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 0.27%
$890.62 - $1076.86 $34.7K - $42K
14.4K $13.6M
NEE
Nextera Energy Inc

Utilities
7.25K
+ 8.17%
$66.96 - $76.16 $486K - $552K
96K $6.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.37K
+ 9.73%
$497.6 - $606.74 $679K - $828K
15.4K $7.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.56K
+ 9.65%
$79.17 - $82.04 $282K - $292K
40.4K $3.3M
BSCV
Invesco ETF Self Indexed Fd Tr
15.2K
+ 4.12%
$15.87 - $16.38 $241K - $249K
384K $6.26M
VGSH
Vanguard

ETFs
4.74K
+ 9.1%
$58.07 - $58.69 $275K - $278K
56.8K $3.33M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.4K
+ 3.84%
$20.05 - $20.4 $228K - $232K
308K $6.26M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.23K
+ 8.4%
$77.7 - $78.94 $251K - $255K
41.7K $3.29M
HD
Home Depot, Inc.

Consumer Cyclical
2.45K
+ 8.88%
$347.25 - $424.87 $851K - $1.04M
30.1K $11M
BSCU
Invesco Exc Self Ind Tr

ETFs
11.2K
+ 3.05%
$16.2 - $16.64 $182K - $187K
379K $6.29M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.7K
+ 3.49%
$19.43 - $19.62 $208K - $210K
318K $6.23M
EXC
Exelon Corp

Utilities
5.04K
New
$37.3 - $46.08 $188K - $232K
5.04K $232K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.07K
+ 2.78%
$18.18 - $18.58 $165K - $169K
335K $6.2M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.84K
+ 3.84%
$71.9 - $77.57 $204K - $220K
76.7K $5.69M
INTU
Intuit Inc

Technology
602
+ 5.03%
$555.63 - $630.23 $334K - $379K
12.6K $7.71M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.96K
+ 2.88%
$19.42 - $19.54 $174K - $175K
320K $6.24M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.56K
+ 2.58%
$20.64 - $20.73 $156K - $157K
300K $6.21M
IXUS
Ishares Tr

ETFs
325
+ 0.89%
$65.06 - $72.31 $21.1K - $23.5K
37K $2.58M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.06K
+ 5.54%
$58.38 - $64.16 $295K - $325K
96.3K $5.71M
VO
Vanguard Mid Cap ETF

ETFs
2.03K
+ 2.67%
$251.87 - $277.95 $511K - $564K
78.1K $20.2M
VV
Vanguard Large Cap ETF

ETFs
1.35K
+ 6.49%
$253.32 - $282.66 $342K - $382K
22.2K $5.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 73.82%
$222.15 - $428.22 $267K - $514K
2.83K $732K
Linde PLC
627
+ 2.82%
N/A
22.8K $0
ILCG
Ishares Morningstar Growth ETF
6.29K
+ 9.7%
N/A
71.1K $0
Blackrock Inc
9.38K
New
N/A
9.38K $0
Labcorp Holdings Inc
7.3K
+ 34.37%
N/A
28.6K $0
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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