Marietta Wealth Management, LLC Purchases in Q4 2024

Marietta Wealth Management, LLC

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
310K
New
N/A
310K $16.6M
GOOGL
Alphabet Inc.

Communication Services
3.48K
+ 2.2%
$161.86 - $196.66 $564K - $685K
162K $30.7M
TPL
Texas Pacific Land Corp

Energy
1.92K
+ 46.31%
$915.49 - $1730.0 $1.75M - $3.31M
6.05K $6.69M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
105
+ 0.49%
$260.53 - $404.79 $27.4K - $42.5K
21.7K $8.28M
AMZN
Amazon Com Inc

Consumer Cyclical
366
+ 0.52%
$180.88 - $232.93 $66.2K - $85.3K
70.5K $15.5M
AAPL
Apple Inc.

Technology
797
+ 0.68%
$221.69 - $259.02 $177K - $206K
117K $29.4M
CRM
Salesforce, Inc.

Technology
310
+ 1.28%
$270.87 - $367.87 $84K - $114K
24.6K $8.22M
V
Visa Inc.

Financial Services
1.11K
+ 3.75%
$273.87 - $320.91 $305K - $357K
30.8K $9.74M
GS
Goldman Sachs Group Inc

Financial Services
88
+ 0.5%
$486.1 - $608.57 $42.8K - $53.6K
17.7K $10.2M
SSBK
Southern States Bancshares, Inc.

Financial Services
29.3K
New
$28.7 - $38.0 $842K - $1.11M
29.3K $976K
CSWI
Csw Industrials, Inc.

Industrials
1.85K
New
$352.8 - $432.01 $653K - $799K
1.85K $652K
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 1.54%
$873.59 - $994.69 $190K - $216K
14.3K $13.1M
MAR
Marriott International Inc

Consumer Cyclical
41
+ 0.22%
$246.06 - $292.59 $10.1K - $12K
18.9K $5.28M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.7K
+ 13.18%
$55.73 - $66.16 $373K - $443K
57.5K $3.47M
PANW
Palo Alto Networks Inc

Technology
22.5K
+ 97.92%
$181.96 - $405.9 $4.09M - $9.12M
45.4K $8.26M
VB
Vanguard Small Cap ETF

ETFs
386
+ 0.47%
$233.76 - $261.58 $90.2K - $101K
83.2K $20M
SPY
Spdr S&P 500 ETF Trust

ETFs
347
+ 4.12%
$567.81 - $607.81 $197K - $211K
8.77K $5.14M
VOT
Vanguard Mid Cap Growth Index

ETFs
285
+ 1.29%
$241.48 - $274.89 $68.8K - $78.3K
22.3K $5.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
915
+ 4.66%
$442.29 - $483.08 $405K - $442K
20.6K $9.32M
ADBE
Adobe Inc.

Technology
2.73K
+ 21.22%
$437.39 - $552.96 $1.19M - $1.51M
15.6K $6.94M
INTU
Intuit Inc

Technology
263
+ 2.25%
$602.01 - $706.25 $158K - $186K
12K $7.51M
TSLA
Tesla, Inc.

Consumer Cyclical
80
+ 5.17%
$213.65 - $479.86 $17.1K - $38.4K
1.63K $657K
ACN
Accenture PLC

Technology
762
+ 3.66%
$343.9 - $376.86 $262K - $287K
21.6K $7.59M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.91K
+ 8.17%
$57.78 - $60.4 $457K - $478K
105K $6.07M
MCD
Mcdonalds Corp

Consumer Cyclical
719
New
$288.47 - $316.54 $207K - $228K
719 $208K
VO
Vanguard Mid Cap ETF

ETFs
641
+ 0.85%
$261.5 - $284.63 $168K - $182K
76.1K $20.1M
VV
Vanguard Large Cap ETF

ETFs
174
+ 0.84%
$260.27 - $280.65 $45.3K - $48.8K
20.8K $5.62M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
833
+ 0.92%
$59.58 - $63.93 $49.6K - $53.3K
91.3K $5.58M
VGSH
Vanguard

ETFs
3.07K
+ 6.27%
$58.02 - $58.88 $178K - $181K
52K $3.03M
DE
Deere & CO

Industrials
79
+ 0.57%
$389.45 - $466.0 $30.8K - $36.8K
13.9K $5.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
961
+ 1.51%
$84.34 - $95.14 $81.1K - $91.4K
64.8K $5.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.95K
+ 5.35%
$77.86 - $79.27 $152K - $155K
38.4K $3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.65K
+ 1.26%
$20.6 - $20.71 $75.3K - $75.7K
293K $6.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.69%
$4100.99 - $5300.34 $4.1K - $5.3K
60 $298K
ITOT
Ishares Core S&P Total U.S. St

ETFs
178
+ 4.03%
$124.26 - $134.12 $22.1K - $23.9K
4.6K $591K
CSCO
Cisco Systems, Inc.

Technology
94
+ 1.98%
$52.45 - $60.02 $4.93K - $5.64K
4.84K $286K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.79K
+ 1.23%
$19.38 - $19.58 $73.4K - $74.1K
311K $6.05M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.92K
+ 5.48%
$80.13 - $83.77 $154K - $161K
36.9K $2.96M
CEG
Constellation Energy Corp

Utilities
381
+ 22.87%
$224.28 - $285.52 $85.5K - $109K
2.05K $460K
IBM
International Business Machines Corp

Technology
19
+ 0.92%
$204.9 - $238.04 $3.89K - $4.52K
2.1K $460K
Labcorp Holdings Inc
638
+ 3.1%
N/A
21.3K $0
Linde PLC
292
+ 1.33%
N/A
22.2K $0
ORCL
Oracle Corp

Technology
36
+ 1.37%
$165.41 - $192.43 $5.95K - $6.93K
2.67K $444K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.4%
$253.56 - $278.5 $1.77K - $1.95K
1.74K $440K
XOM
Exxon Mobil Corp

Energy
97
+ 3.01%
$105.51 - $125.37 $10.2K - $12.2K
3.32K $357K
GE
General Electric CO

Industrials
23
+ 1.95%
$159.95 - $194.23 $3.68K - $4.47K
1.2K $200K
MSFT
Microsoft Corp

Technology
846
+ 1.92%
$406.35 - $454.46 $344K - $384K
44.9K $18.9M
BDX
Becton Dickinson & CO

Healthcare
7
+ 0.34%
$220.02 - $243.75 $1.54K - $1.71K
2.08K $471K
NOC
Northrop Grumman Corp

Industrials
522
+ 11.17%
$466.52 - $543.88 $244K - $284K
5.2K $2.44M
Activity Summary
Buys All Purchases 79 New Holdings 4 Increased Positions 75 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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