Marietta Wealth Management, LLC Reduced Holdings in Q1 2025

Marietta Wealth Management, LLC

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-71.2K
- 43.98%
$154.33 - $206.19 $11M - $14.7M
90.7K $14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51.9K
- 34.69%
$102.49 - $119.96 $5.31M - $6.22M
97.6K $10.2M
VB
Vanguard Small Cap ETF

ETFs
-15.9K
- 19.09%
$217.89 - $252.64 $3.46M - $4.01M
67.3K $14.9M
AVGO
Broadcom Inc.

Technology
-327
- 0.49%
$167.43 - $244.7 $54.7K - $80K
66.7K $11.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.25K
- 19.61%
$283.06 - $421.16 $1.2M - $1.79M
17.4K $4.93M
SBUX
Starbucks Corp

Consumer Cyclical
-16.4K
- 20.19%
$91.75 - $115.81 $1.5M - $1.9M
64.7K $6.35M
MAR
Marriott International Inc

Consumer Cyclical
-150
- 0.79%
$237.01 - $304.45 $35.6K - $45.7K
18.8K $4.47M
DIS
Walt Disney CO

Communication Services
-374
- 0.76%
$96.87 - $114.0 $36.2K - $42.6K
48.6K $4.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.3K
- 34.57%
$54.25 - $57.64 $561K - $596K
19.6K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
-42
- 0.24%
$524.81 - $672.19 $22K - $28.2K
17.7K $9.67M
WMT
Walmart Inc.

Consumer Defensive
-288
- 0.19%
$84.5 - $105.05 $24.3K - $30.3K
151K $13.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-123
- 1.4%
$551.42 - $612.93 $67.8K - $75.4K
8.65K $4.84M
SPYG
Spdr Portfolio

ETFs
-288
- 0.88%
$80.05 - $92.39 $23.1K - $26.6K
32.3K $2.6M
CSWI
Csw Industrials, Inc.

Industrials
-500
- 27.03%
$283.77 - $396.86 $142K - $198K
1.35K $393K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.3K
- 28.2%
$120.29 - $134.6 $156K - $175K
3.3K $402K
ORCL
Oracle Corp

Technology
-36
- 1.35%
$139.81 - $186.47 $5.03K - $6.71K
2.63K $368K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.57K
- 6.7%
$39.96 - $43.3 $62.7K - $68K
21.9K $901K
QCOM
Qualcomm Inc

Technology
-250
- 14.12%
$151.94 - $175.86 $38K - $44K
1.52K $233K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.67%
$4295.4 - $5141.88 $4.3K - $5.14K
59 $271K
ITW
Illinois Tool Works Inc

Industrials
-7
- 0.4%
$244.9 - $274.48 $1.71K - $1.92K
1.73K $429K
XOM
Exxon Mobil Corp

Energy
-349
- 10.52%
$105.44 - $118.93 $36.8K - $41.5K
2.97K $353K
BDX
Becton Dickinson & CO

Healthcare
-7
- 0.34%
$222.79 - $249.08 $1.56K - $1.74K
2.07K $474K
CSCO
Cisco Systems, Inc.

Technology
-94
- 1.94%
$58.74 - $64.87 $5.52K - $6.1K
4.74K $292K
SSBK
Southern States Bancshares, Inc.

Financial Services
-1.55K
- 5.29%
$30.88 - $35.75 $47.9K - $55.4K
27.8K $992K
KO
Coca Cola CO

Consumer Defensive
-570
- 9.13%
$60.81 - $72.32 $34.7K - $41.2K
5.68K $406K
CHD
Church & Dwight CO Inc

Consumer Defensive
-25
- 0.43%
$101.42 - $113.2 $2.54K - $2.83K
5.73K $630K
GE
General Electric CO

Industrials
-23
- 1.92%
$168.59 - $212.13 $3.88K - $4.88K
1.18K $235K
IBM
International Business Machines Corp

Technology
-19
- 0.91%
$217.4 - $264.74 $4.13K - $5.03K
2.08K $516K
ICE
Intercontinental Exchange, Inc.

Financial Services
-436
- 5.79%
$142.8 - $176.36 $62.3K - $76.9K
7.09K $1.22M
NFLX
Netflix Inc

Communication Services
-354
- 2.94%
$828.4 - $1058.6 $293K - $375K
11.7K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
-265
- 0.53%
$225.19 - $279.95 $59.7K - $74.2K
49.5K $12.1M
DE
Deere & CO

Industrials
-202
- 1.45%
$408.57 - $509.27 $82.5K - $103K
13.7K $6.44M
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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