Marietta Wealth Management, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $591 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.4M, Apple Inc. with a value of $19M, Microsoft Corp with a value of $18.3M, Ishares Core S&P Mid Cap ETF with a value of $17.7M, and Vanguard Small Cap ETF with a value of $17.6M.
Examining the 13F form we can see an increase of $42.9M in the current position value, from $548M to 591M.
Below you can find more details about Marietta Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$591 Million
ETFs: $223 Million
Technology: $111 Million
Financial Services: $53 Million
Healthcare: $48 Million
Consumer Cyclical: $47.5 Million
Communication Services: $34.1 Million
Industrials: $27.9 Million
Consumer Defensive: $26.4 Million
Other: $20.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more