Marietta Wealth Management, LLC Incresed Positions in Q2 2025

Marietta Wealth Management, LLC

  • $727 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
80.7K
+ 88.95%
$144.7 - $178.6 $11.7M - $14.4M
171K $30.2M
NVDA
Nvidia Corp

Technology
507
+ 0.27%
$94.31 - $157.99 $47.8K - $80.1K
188K $29.8M
MSFT
Microsoft Corp

Technology
387
+ 0.81%
$354.56 - $497.45 $137K - $193K
47.9K $23.8M
GS
Goldman Sachs Group Inc

Financial Services
100
+ 0.56%
$462.22 - $707.75 $46.2K - $70.8K
17.8K $12.6M
META
Meta Platforms, Inc.

Communication Services
149
+ 0.91%
$484.66 - $738.09 $72.2K - $110K
16.5K $12.2M
INTU
Intuit Inc

Technology
188
+ 1.5%
$544.07 - $787.63 $102K - $148K
12.7K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 1.64%
$167.32 - $223.3 $195K - $260K
72.2K $15.8M
VO
Vanguard Mid Cap ETF

ETFs
1.64K
+ 2.1%
$228.54 - $279.83 $375K - $459K
79.7K $22.3M
IEFA
Ishares Tr

ETFs
3.07K
+ 1.5%
$67.83 - $84.09 $208K - $258K
208K $17.4M
ASML
Asml Holding Nv

Technology
383
+ 3.66%
$595.37 - $815.24 $228K - $312K
10.9K $8.7M
VB
Vanguard Small Cap ETF

ETFs
1.79K
+ 2.66%
$193.73 - $237.37 $347K - $426K
69.1K $16.4M
DIS
Walt Disney CO

Communication Services
1.76K
+ 3.63%
$81.72 - $124.01 $144K - $219K
50.3K $6.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.93K
+ 0.98%
$51.16 - $62.02 $150K - $182K
303K $18.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.16K
+ 5.06%
$216.28 - $284.39 $251K - $330K
24.1K $6.85M
IHDG
Wisdomtree Tr

ETFs
14K
+ 4.18%
$38.54 - $46.0 $541K - $646K
350K $15.7M
RTX
Raytheon Technologies Corp

Industrials
752
+ 1.1%
$113.75 - $148.48 $85.5K - $112K
68.8K $10.1M
UBER
Uber Technologies, Inc

Technology
150
+ 0.3%
$64.62 - $93.3 $9.69K - $14K
49.9K $4.66M
BX
Blackstone Inc.

Financial Services
2.08K
+ 3.78%
$120.07 - $151.11 $250K - $314K
57.1K $8.54M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.45K
+ 6.09%
$72.61 - $88.75 $323K - $395K
77.5K $6.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
437
+ 5.05%
$496.48 - $617.85 $217K - $270K
9.09K $5.61M
MAR
Marriott International Inc

Consumer Cyclical
365
+ 1.95%
$211.12 - $274.14 $77.1K - $100K
19.1K $5.23M
VV
Vanguard Large Cap ETF

ETFs
344
+ 1.55%
$228.25 - $285.3 $78.5K - $98.1K
22.5K $6.42M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2.13K
+ 2.21%
$52.66 - $64.01 $112K - $136K
98.4K $6.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.96K
+ 4.44%
$45.98 - $56.15 $136K - $166K
69.6K $3.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
747
+ 0.77%
$90.56 - $109.49 $67.6K - $81.8K
98.4K $10.7M
IEMG
Ishares Inc

ETFs
9.7K
+ 2.72%
N/A
366K $19.7M
SYK
Stryker Corp

Healthcare
585
+ 4.75%
$337.37 - $395.63 $197K - $231K
12.9K $5.1M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.69K
+ 6.12%
$65.1 - $75.98 $306K - $357K
81.4K $6.19M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.25%
$498.8 - $620.9 $8.98K - $11.2K
7.25K $4.5M
CRM
Salesforce, Inc.

Technology
974
+ 3.81%
$236.26 - $291.15 $230K - $284K
26.5K $7.23M
HD
Home Depot, Inc.

Consumer Cyclical
1.01K
+ 3.36%
$335.24 - $380.78 $338K - $384K
31.1K $11.4M
TSLA
Tesla, Inc.

Consumer Cyclical
560
+ 19.8%
$221.86 - $362.89 $124K - $203K
3.39K $1.08M
ADBE
Adobe Inc.

Technology
670
+ 3.14%
$340.0 - $420.68 $228K - $282K
22K $8.51M
VTV
Vanguard Value ETF

ETFs
871
+ 2.45%
$153.67 - $176.74 $134K - $154K
36.4K $6.43M
CBOE
Cboe Global Markets, Inc.

Financial Services
826
+ 5.81%
$205.81 - $234.23 $170K - $193K
15K $3.51M
LMT
Lockheed Martin Corp

Industrials
159
+ 1.28%
$430.82 - $486.45 $68.5K - $77.3K
12.5K $5.81M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.83K
+ 2.04%
$18.28 - $18.7 $125K - $128K
342K $6.39M
BSCU
Invesco Exc Self Ind Tr

ETFs
6.71K
+ 1.77%
$16.31 - $16.78 $109K - $113K
386K $6.48M
BSCV
Invesco ETF Self Indexed Fd Tr
5.99K
+ 1.56%
$15.97 - $16.53 $95.7K - $99.1K
390K $6.44M
V
Visa Inc.

Financial Services
75
+ 0.24%
$308.27 - $373.31 $23.1K - $28K
31.5K $11.2M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.73K
+ 2.1%
$19.44 - $19.56 $131K - $132K
327K $6.38M
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
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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