Marietta Wealth Management, LLC Purchases in Q2 2025

Marietta Wealth Management, LLC

  • $727 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
1.56K
+ 1.37%
$58.63 - $59.9 $91.7K - $93.7K
116K $6.91M
SO
Southern CO

Utilities
1.46K
+ 2.28%
$84.91 - $92.56 $124K - $135K
65.6K $6.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
917
+ 2.27%
$79.56 - $82.92 $73K - $76K
41.3K $3.43M
NEE
Nextera Energy Inc

Utilities
3.76K
+ 3.92%
$64.11 - $75.0 $241K - $282K
99.7K $6.92M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.31K
+ 1.36%
$19.49 - $19.66 $84.1K - $84.8K
322K $6.33M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.87K
+ 0.93%
$20.16 - $20.49 $57.8K - $58.7K
310K $6.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
904
+ 2.17%
$77.94 - $79.5 $70.5K - $71.9K
42.6K $3.39M
VGSH
Vanguard

ETFs
1.29K
+ 2.27%
$58.32 - $58.95 $75.2K - $76K
58.1K $3.41M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.04K
+ 1.01%
$20.66 - $20.74 $62.8K - $63.1K
303K $6.27M
ACN
Accenture PLC

Technology
1.19K
+ 5.18%
$279.23 - $323.21 $332K - $385K
24.1K $7.22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 1.0%
$108.12 - $135.04 $3.57K - $4.46K
3.34K $450K
NOC
Northrop Grumman Corp

Industrials
245
+ 3.9%
$456.3 - $540.39 $112K - $132K
6.52K $3.26M
ILCG
Ishares Morningstar Growth ETF
574
+ 0.81%
N/A
71.7K $0
Blackrock Inc
300
+ 3.2%
N/A
9.68K $0
Labcorp Holdings Inc
819
+ 2.87%
N/A
29.4K $0
Linde PLC
560
+ 2.45%
N/A
23.4K $0
WM
Waste Management Inc

Industrials
390
+ 1.13%
$216.47 - $242.1 $84.4K - $94.4K
34.8K $7.95M
JNJ
Johnson & Johnson

Healthcare
1.39K
+ 4.29%
$146.36 - $159.82 $203K - $222K
33.8K $5.16M
SBUX
Starbucks Corp

Consumer Cyclical
2.03K
+ 3.13%
$79.69 - $99.41 $162K - $202K
66.7K $6.11M
LLY
Eli Lilly & CO

Healthcare
275
+ 2.08%
$713.71 - $898.95 $196K - $247K
13.5K $10.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.08K
+ 6.2%
$225.56 - $335.19 $243K - $362K
18.5K $4.39M
CVX
Chevron Corp

Energy
2.27K
+ 5.3%
$133.73 - $168.51 $304K - $383K
45.2K $6.47M
PEP
Pepsico Inc

Consumer Defensive
2.25K
+ 3.93%
$128.02 - $151.37 $288K - $341K
59.5K $7.86M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
673
+ 6.24%
$483.07 - $625.6 $325K - $421K
11.5K $6.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.01K
+ 6.54%
$390.26 - $489.06 $393K - $492K
16.4K $6.65M
TPL
Texas Pacific Land Corp

Energy
184
+ 3.02%
$1036.28 - $1430.55 $191K - $263K
6.28K $6.64M
AAPL
Apple Inc.

Technology
1.97K
+ 1.65%
$172.42 - $223.89 $339K - $440K
121K $24.9M
UNH
Unitedhealth Group Inc

Healthcare
1.98K
+ 10.5%
$274.35 - $599.47 $544K - $1.19M
20.9K $6.51M
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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