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
BSCV
Invesco ETF Self Indexed Fd Tr
11.6K
+ 3.26%
$16.02 - $16.72 $186K - $195K
368K $5.91M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.31K
+ 1.48%
$20.08 - $20.61 $86.4K - $88.7K
296K $5.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.6K
+ 0.52%
$19.42 - $19.76 $31K - $31.5K
307K $5.98M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.72K
+ 2.38%
$73.19 - $81.02 $126K - $139K
73.9K $5.49M
VTV
Vanguard Value ETF

ETFs
731
+ 2.25%
$168.32 - $181.87 $123K - $133K
33.2K $5.62M
CVX
Chevron Corp

Energy
322
+ 0.8%
$141.15 - $162.53 $45.5K - $52.3K
40.8K $5.91M
KO
Coca Cola CO

Consumer Defensive
20
+ 0.32%
$61.74 - $71.71 $1.23K - $1.43K
6.25K $388K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.03%
$189.5 - $206.17 $569 - $619
10.7K $2.05M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.61K
+ 1.43%
$18.28 - $18.87 $84.2K - $87K
326K $5.97M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.2K
+ 1.78%
$89.9 - $100.66 $108K - $121K
68.7K $6.2M
TT
Trane Technologies PLC

Industrials
7
+ 0.15%
$369.35 - $419.14 $2.59K - $2.93K
4.67K $1.72M
BSCU
Invesco Exc Self Ind Tr

ETFs
6.81K
+ 1.88%
$16.32 - $16.99 $111K - $116K
368K $6.03M
WM
Waste Management Inc

Industrials
356
+ 1.11%
$201.79 - $228.46 $71.8K - $81.3K
32.5K $6.57M
IXUS
Ishares Tr

ETFs
1.17K
+ 3.3%
$65.95 - $72.56 $77.2K - $85K
36.6K $2.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
659
+ 0.44%
$113.92 - $127.38 $75.1K - $83.9K
149K $17.2M
IHDG
Wisdomtree Tr

ETFs
8.78K
+ 2.87%
$43.38 - $46.0 $381K - $404K
315K $13.7M
RTX
Raytheon Technologies Corp

Industrials
435
+ 0.65%
$114.45 - $127.21 $49.8K - $55.3K
67.7K $7.83M
SBUX
Starbucks Corp

Consumer Cyclical
88
+ 0.11%
$87.44 - $102.5 $7.69K - $9.02K
81.1K $7.39M
JNJ
Johnson & Johnson

Healthcare
145
+ 0.46%
$143.34 - $165.86 $20.8K - $24K
31.7K $4.59M
MRK
Merck & Co., Inc.

Healthcare
2.31K
+ 4.07%
$96.31 - $114.76 $222K - $265K
59K $5.87M
ASML
Asml Holding Nv

Technology
801
+ 9.45%
$658.43 - $872.27 $527K - $699K
9.28K $6.43M
LMT
Lockheed Martin Corp

Industrials
735
+ 6.84%
$479.66 - $614.62 $353K - $452K
11.5K $5.58M
UNH
Unitedhealth Group Inc

Healthcare
970
+ 5.91%
$485.52 - $625.25 $471K - $606K
17.4K $8.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
708
+ 5.32%
$501.29 - $612.85 $355K - $434K
14K $7.3M
NEE
Nextera Energy Inc

Utilities
1.06K
+ 1.21%
$69.77 - $85.43 $74K - $90.6K
88.7K $6.36M
IEFA
Ishares Tr

ETFs
4.12K
+ 2.16%
$70.06 - $77.43 $288K - $319K
195K $13.7M
LLY
Eli Lilly & CO

Healthcare
60
+ 0.47%
$727.2 - $932.06 $43.6K - $55.9K
12.9K $9.95M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
624
+ 8.15%
$701.85 - $1046.91 $438K - $653K
8.28K $5.9M
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
Track This Portfolio

Track Marietta Wealth Management, LLC Portfolio

Follow Marietta Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marietta Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email