Marietta Wealth Management, LLC Reduced Holdings in Q4 2024

Marietta Wealth Management, LLC

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-290K
- 90.64%
$55.45 - $61.08 $16.1M - $17.7M
29.9K $1.66M
PEP
Pepsico Inc

Consumer Defensive
-1.85K
- 3.71%
$151.29 - $176.1 $280K - $325K
47.9K $7.29M
TXT
Textron Inc

Industrials
-3.37K
- 10.4%
$75.82 - $90.32 $255K - $304K
29K $2.22M
HD
Home Depot, Inc.

Consumer Cyclical
-64
- 0.23%
$385.02 - $431.37 $24.6K - $27.6K
27.6K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-288
- 2.89%
$75.1 - $82.99 $21.6K - $23.9K
9.69K $732K
ICE
Intercontinental Exchange, Inc.

Financial Services
-89
- 1.17%
$148.29 - $166.93 $13.2K - $14.9K
7.53K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
-144
- 5.36%
$280.04 - $302.45 $40.3K - $43.6K
2.54K $737K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-309
- 0.1%
$61.68 - $67.87 $19.1K - $21K
295K $18.4M
ILCG
Ishares Morningstar Growth ETF
-354
- 0.54%
N/A
64.9K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-49
- 0.68%
$570.51 - $610.59 $28K - $29.9K
7.15K $4.21M
META
Meta Platforms, Inc.

Communication Services
-325
- 1.96%
$554.08 - $632.68 $180K - $206K
16.3K $9.59M
BX
Blackstone Inc.

Financial Services
-1.96K
- 3.62%
$148.45 - $199.05 $291K - $391K
52.2K $9M
DIS
Walt Disney CO

Communication Services
-323
- 0.66%
$92.39 - $117.6 $29.8K - $38K
49K $5.45M
WMT
Walmart Inc.

Consumer Defensive
-4.17K
- 2.69%
$79.1 - $95.7 $330K - $399K
151K $13.6M
JPM
Jpmorgan Chase & CO

Financial Services
-530
- 1.05%
$205.18 - $250.29 $109K - $133K
49.8K $11.9M
NFLX
Netflix Inc

Communication Services
-324
- 2.62%
$687.65 - $936.56 $223K - $303K
12K $10.7M
NVDA
Nvidia Corp

Technology
-44
- 0.02%
$117.0 - $148.88 $5.15K - $6.55K
182K $24.4M
AVGO
Broadcom Inc.

Technology
-1.03K
- 1.52%
$159.67 - $250.0 $165K - $258K
67K $15.5M
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
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