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
VTI
Vanguard Total Stock Market Et

ETFs
144
+ 5.66%
$255.18 - $283.2 $36.7K - $40.8K
2.69K $761K
EFA
Ishares Tr Msci Eafe ETF

ETFs
288
+ 2.97%
$75.32 - $84.37 $21.7K - $24.3K
9.98K $834K
WM
Waste Management Inc

Industrials
1.09K
+ 3.49%
$196.96 - $223.45 $214K - $242K
32.2K $6.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 0.38%
$1024.09 - $1201.76 $29.7K - $34.9K
7.65K $8.05M
CIA
Citizens, Inc.

Financial Services
177
+ 0.75%
$2.39 - $3.62 $423 - $641
23.8K $86K
DIS
Walt Disney CO

Communication Services
1.73K
+ 3.63%
$85.6 - $98.61 $148K - $170K
49.3K $4.74M
Labcorp Holdings Inc
1.07K
+ 5.49%
N/A
20.6K $0
ILCG
Ishares Morningstar Growth ETF
786
+ 1.22%
N/A
65.2K $0
Linde PLC
525
+ 2.45%
N/A
21.9K $0
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 3.01%
$161.02 - $200.0 $330K - $410K
70.1K $13.1M
MSFT
Microsoft Corp

Technology
1.14K
+ 2.66%
$395.15 - $467.56 $451K - $533K
44K $18.9M
MRK
Merck & Co., Inc.

Healthcare
2.71K
+ 5.01%
$111.15 - $128.97 $301K - $349K
56.7K $6.44M
SCHW
Schwab Charles Corp

Financial Services
3.55K
+ 5.51%
$61.74 - $76.08 $219K - $270K
67.9K $4.4M
ADBE
Adobe Inc.

Technology
248
+ 1.96%
$508.13 - $586.55 $126K - $145K
12.9K $6.66M
DVN
Devon Energy Corp

Energy
10.7K
+ 9.48%
$37.87 - $48.65 $405K - $521K
124K $4.84M
ASML
Asml Holding Nv

Technology
358
+ 4.41%
$749.82 - $1098.95 $268K - $393K
8.48K $7.07M
GOOGL
Alphabet Inc.

Communication Services
4.33K
+ 2.81%
$148.65 - $191.18 $643K - $827K
158K $26.3M
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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