Marietta Wealth Management, LLC Incresed Positions in Q3 2024

Marietta Wealth Management, LLC

  • $667 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
2.95K
+ 4.07%
$237.84 - $263.83 $701K - $778K
75.4K $19.9M
VB
Vanguard Small Cap ETF

ETFs
3.21K
+ 4.03%
$214.77 - $237.72 $689K - $763K
82.8K $19.6M
WMT
Walmart Inc.

Consumer Defensive
368
+ 0.24%
$66.91 - $81.4 $24.6K - $30K
155K $12.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.55K
+ 3.15%
$105.53 - $118.34 $480K - $538K
149K $17.4M
SBUX
Starbucks Corp

Consumer Cyclical
5.34K
+ 7.05%
$72.51 - $98.6 $387K - $526K
81K $7.9M
BX
Blackstone Inc.

Financial Services
1.11K
+ 2.09%
$120.77 - $159.66 $134K - $177K
54.1K $8.29M
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 0.3%
$333.64 - $405.2 $28K - $34K
27.7K $11.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.77K
+ 3.06%
$57.32 - $62.65 $503K - $549K
295K $18.4M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 2.56%
$99.55 - $123.34 $167K - $207K
67.2K $8.14M
UNH
Unitedhealth Group Inc

Healthcare
486
+ 3.05%
$488.01 - $604.18 $237K - $294K
16.4K $9.6M
IEFA
Ishares Tr

ETFs
5.57K
+ 3.02%
$70.09 - $78.74 $391K - $439K
190K $14.9M
LMT
Lockheed Martin Corp

Industrials
245
+ 2.33%
$460.3 - $584.56 $113K - $143K
10.7K $6.28M
NEE
Nextera Energy Inc

Utilities
1.56K
+ 1.81%
$69.9 - $84.97 $109K - $132K
87.7K $7.41M
ACN
Accenture PLC

Technology
831
+ 4.16%
$295.44 - $355.81 $246K - $296K
20.8K $7.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
332
+ 1.72%
$405.19 - $478.57 $135K - $159K
19.7K $9.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
366
+ 2.83%
$531.86 - $624.21 $195K - $228K
13.3K $8.24M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.44K
+ 2.05%
$56.04 - $62.99 $361K - $405K
320K $19.5M
GS
Goldman Sachs Group Inc

Financial Services
169
+ 0.97%
$459.02 - $510.25 $77.6K - $86.2K
17.7K $8.74M
TPL
Texas Pacific Land Corp

Energy
150
+ 3.76%
$724.86 - $952.13 $109K - $143K
4.14K $3.65M
JNJ
Johnson & Johnson

Healthcare
1.3K
+ 4.28%
$145.48 - $167.38 $189K - $217K
31.6K $5.12M
CRM
Salesforce, Inc.

Technology
1.08K
+ 4.64%
$238.42 - $276.53 $257K - $298K
24.3K $6.64M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.75K
+ 2.82%
$77.23 - $87.97 $135K - $154K
63.8K $5.54M
AVGO
Broadcom Inc.

Technology
61.2K
+ 886.49%
$136.27 - $1745.86 $8.33M - $107M
68.1K $11.7M
COST
Costco Wholesale Corp

Consumer Defensive
138
+ 0.99%
$801.83 - $917.05 $111K - $127K
14.1K $12.5M
V
Visa Inc.

Financial Services
928
+ 3.22%
$253.74 - $291.56 $235K - $271K
29.7K $8.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.08K
+ 1.62%
$85.03 - $94.56 $91.6K - $102K
67.5K $6.28M
PEP
Pepsico Inc

Consumer Defensive
1.97K
+ 4.12%
$161.9 - $179.3 $319K - $353K
49.8K $8.47M
VTV
Vanguard Value ETF

ETFs
633
+ 1.99%
$159.75 - $174.57 $101K - $111K
32.5K $5.67M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.4K
+ 1.98%
$69.7 - $76.81 $97.6K - $108K
72.2K $5.53M
JPM
Jpmorgan Chase & CO

Financial Services
522
+ 1.05%
$194.9 - $224.8 $102K - $117K
50.3K $10.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.53K
+ 19.59%
$233.4 - $302.36 $824K - $1.07M
21.6K $5.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
674
+ 3.15%
$218.05 - $243.47 $147K - $164K
22.1K $5.37M
NFLX
Netflix Inc

Communication Services
41
+ 0.33%
$598.55 - $722.26 $24.5K - $29.6K
12.4K $8.77M
IHDG
Wisdomtree Tr

ETFs
8.28K
+ 2.78%
$42.42 - $46.78 $351K - $388K
306K $14M
PANW
Palo Alto Networks Inc

Technology
942
+ 4.28%
$294.18 - $368.01 $277K - $347K
22.9K $7.84M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.58K
+ 1.78%
$54.33 - $60.04 $86K - $95K
90.4K $5.43M
MAR
Marriott International Inc

Consumer Cyclical
985
+ 5.51%
$211.35 - $255.11 $208K - $251K
18.9K $4.69M
VV
Vanguard Large Cap ETF

ETFs
320
+ 1.57%
$236.92 - $263.4 $75.8K - $84.3K
20.6K $5.44M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.35K
+ 1.5%
$16.19 - $17.05 $86.6K - $91.2K
361K $6.13M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.39K
+ 1.39%
$18.12 - $18.92 $79.5K - $83K
321K $6.04M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.23K
+ 1.47%
$19.92 - $20.67 $84.3K - $87.5K
292K $6M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.24%
$517.38 - $573.86 $10.3K - $11.5K
8.42K $4.83M
CVX
Chevron Corp

Energy
3.97K
+ 10.86%
$137.88 - $161.97 $547K - $642K
40.5K $5.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.78K
+ 1.59%
$19.2 - $19.82 $91.8K - $94.8K
306K $6.03M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.62K
+ 1.86%
$19.2 - $19.63 $108K - $110K
307K $6.01M
TXT
Textron Inc

Industrials
1.58K
+ 5.14%
$83.46 - $94.02 $132K - $149K
32.4K $2.87M
IXUS
Ishares Tr

ETFs
656
+ 1.88%
$64.9 - $73.35 $42.6K - $48.1K
35.5K $2.58M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.03K
+ 2.13%
$20.47 - $20.71 $123K - $125K
289K $5.97M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.03%
$181.06 - $197.17 $543 - $592
10.7K $2.11M
Activity Summary
Buys All Purchases 75 New Holdings 7 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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