Marietta Wealth Management, LLC Portfolio Holdings
Marietta Wealth Management, LLC
- $676 Million
- Q4 2024
Marietta Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $676 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.7M, Apple Inc. with a value of $29.4M, Nvidia Corp with a value of $24.4M, Vanguard Mid Cap ETF with a value of $20.1M, and Vanguard Small Cap ETF with a value of $20M.
Examining the 13F form we can see an increase of $9.53M in the current position value, from $667M to 676M.
Below you can find more details about Marietta Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$676 Million
ETFs: $237 Million
Technology: $135 Million
Financial Services: $57.7 Million
Communication Services: $56.4 Million
Consumer Cyclical: $52.1 Million
Healthcare: $42.9 Million
Consumer Defensive: $35 Million
Industrials: $33.5 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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