Marietta Wealth Management, LLC Reduced Holdings in Q3 2024

Marietta Wealth Management, LLC

  • $667 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-46.7K
- 94.52%
$71.09 - $89.44 $3.32M - $4.18M
2.71K $239K
NVDA
Nvidia Corp

Technology
-6.36K
- 3.38%
$98.91 - $134.91 $629K - $858K
182K $22.1M
LLY
Eli Lilly & CO

Healthcare
-80
- 0.62%
$772.14 - $960.02 $61.8K - $76.8K
12.8K $11.4M
CSCO
Cisco Systems, Inc.

Technology
-3.76K
- 44.23%
$44.74 - $53.22 $168K - $200K
4.74K $252K
QCOM
Qualcomm Inc

Technology
-35
- 1.94%
$156.12 - $209.64 $5.46K - $7.34K
1.77K $300K
KO
Coca Cola CO

Consumer Defensive
-1K
- 13.84%
$62.69 - $73.01 $62.7K - $73K
6.23K $447K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-138
- 3.03%
$113.41 - $125.62 $15.7K - $17.3K
4.42K $555K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.08K
- 4.4%
$38.51 - $41.69 $41.6K - $45K
23.4K $977K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-707
- 1.9%
$76.94 - $79.54 $54.4K - $56.2K
36.5K $2.9M
VGSH
Vanguard

ETFs
-351
- 0.71%
$57.74 - $59.13 $20.3K - $20.8K
49K $2.89M
VCIT
Vanguard Intermediate Term Cor

ETFs
-845
- 2.36%
$79.29 - $84.02 $67K - $71K
34.9K $2.93M
SO
Southern CO

Utilities
-984
- 7.83%
$77.0 - $90.52 $75.8K - $89.1K
11.6K $1.04M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.39K
- 1.42%
$57.8 - $60.8 $80.5K - $84.7K
96.8K $5.85M
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 0.58%
$520.18 - $576.82 $21.8K - $24.2K
7.2K $4.15M
DE
Deere & CO

Industrials
-635
- 4.39%
$344.84 - $418.0 $219K - $265K
13.8K $5.78M
META
Meta Platforms, Inc.

Communication Services
-261
- 1.55%
$453.41 - $572.44 $118K - $149K
16.6K $9.49M
AAPL
Apple Inc.

Technology
-235
- 0.2%
$207.23 - $234.82 $48.7K - $55.2K
117K $27.1M
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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