Marietta Wealth Management, LLC Diversified Active

CIK: 0001697847 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 18, 2023

Total Value ($000): $530,677 (100.0% shares, 0.0% debt)

Holdings (107)

AAPL APPLE INC 4.2%
Value ($000) $22,551 Shares 116,262 Est. Cost $86.97 Unrealized +97.8%
MSFT MICROSOFT CORP 3.0%
Value ($000) $15,851 Shares 46,546 Est. Cost $88.31 Unrealized +247.9%
IJH ISHARES TR 2.8%
Value ($000) $14,677 Shares 56,129 Est. Cost $200.07 Unrealized
VO VANGUARD INDEX FDS 2.7%
Value ($000) $14,330 Shares 65,088 Est. Cost $179.61 Unrealized
VB VANGUARD INDEX FDS 2.6%
Value ($000) $13,851 Shares 69,642 Est. Cost $169.08 Unrealized
IJR ISHARES TR 2.5%
Value ($000) $13,108 Shares 131,541 Est. Cost $93.91 Unrealized
EMXC ISHARES INC 2.2%
Value ($000) $11,424 Shares 219,782 Est. Cost $48.13 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $10,808 Shares 25,549 Est. Cost $17.31 Unrealized +91.7%
AMZN AMAZON COM INC 1.9%
Value ($000) $10,053 Shares 77,117 Est. Cost $120.80 Unrealized -5.5%
GOOG ALPHABET INC 1.9%
Value ($000) $9,876 Shares 82,509 Est. Cost $108.69 Unrealized +5.7%
GOOGL ALPHABET INC 1.9%
Value ($000) $9,876 Shares 82,509 Est. Cost $108.20 Unrealized +5.6%
IEFA ISHARES TR 1.6%
Value ($000) $8,589 Shares 127,251 Est. Cost $64.38 Unrealized
LIN LINDE PLC 1.6%
Value ($000) $8,552 Shares 22,441 Est. Cost $352.90 Unrealized 0.0%
WMT WALMART INC 1.6%
Value ($000) $8,395 Shares 53,411 Est. Cost $29.16 Unrealized +67.9%
IHDG WISDOMTREE TR 1.5%
Value ($000) $8,046 Shares 200,301 Est. Cost $40.17 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $7,990 Shares 25,720 Est. Cost $155.47 Unrealized +77.8%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $7,713 Shares 53,030 Est. Cost $84.76 Unrealized +53.0%
LLY LILLY ELI & CO 1.4%
Value ($000) $7,676 Shares 16,367 Est. Cost $212.41 Unrealized +93.7%
AVGO BROADCOM INC 1.4%
Value ($000) $7,625 Shares 8,790 Est. Cost $32.80 Unrealized +109.6%
V VISA INC 1.4%
Value ($000) $7,576 Shares 31,902 Est. Cost $127.98 Unrealized +75.4%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $7,494 Shares 13,920 Est. Cost $193.09 Unrealized +152.3%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $7,246 Shares 15,077 Est. Cost $287.44 Unrealized +61.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $7,068 Shares 20,726 Est. Cost $215.78 Unrealized +51.3%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $6,829 Shares 13,089 Est. Cost $313.07 Unrealized +71.0%
LULU LULULEMON ATHLETICA INC 1.3%
Value ($000) $6,787 Shares 17,931 Est. Cost $277.55 Unrealized +32.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $6,782 Shares 13,870 Est. Cost $385.43 Unrealized +4.5%
PEP PEPSICO INC 1.2%
Value ($000) $6,595 Shares 35,604 Est. Cost $98.04 Unrealized +74.0%
META META PLATFORMS INC 1.2%
Value ($000) $6,436 Shares 22,428 Est. Cost $181.86 Unrealized +34.7%
SBUX STARBUCKS CORP 1.2%
Value ($000) $6,186 Shares 62,445 Est. Cost $59.61 Unrealized +63.2%
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $6,098 Shares 23,865 Est. Cost $83.64 Unrealized +24.4%
MRK MERCK & CO INC 1.1%
Value ($000) $6,071 Shares 52,612 Est. Cost $65.77 Unrealized +58.8%
ASML ASML HOLDING N V 1.1%
Value ($000) $6,007 Shares 8,289 Est. Cost $546.40 Unrealized
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $5,962 Shares 19,322 Est. Cost $149.34 Unrealized +87.3%
NFLX NETFLIX INC 1.1%
Value ($000) $5,961 Shares 13,533 Est. Cost $32.76 Unrealized +12.4%
BLACKROCK INC 1.1%
Value ($000) $5,890 Shares 8,522 Est. Cost $574.19 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $5,875 Shares 59,969 Est. Cost $63.75 Unrealized +44.8%
REGN REGENERON PHARMACEUTICALS 1.1%
Value ($000) $5,777 Shares 8,040 Est. Cost $550.44 Unrealized +39.3%
INTU INTUIT 1.1%
Value ($000) $5,756 Shares 12,563 Est. Cost $406.67 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $5,567 Shares 17,259 Est. Cost $193.54 Unrealized +59.1%
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,531 Shares 274,745 Est. Cost $22.16 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,523 Shares 268,505 Est. Cost $21.53 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,523 Shares 291,504 Est. Cost $21.23 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,515 Shares 260,524 Est. Cost $20.96 Unrealized
CRM SALESFORCE INC 1.0%
Value ($000) $5,449 Shares 25,791 Est. Cost $174.64 Unrealized +15.5%
BSCT INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,346 Shares 297,906 Est. Cost $17.81 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,344 Shares 280,870 Est. Cost $19.31 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,340 Shares 270,448 Est. Cost $19.65 Unrealized
BP BP PLC 1.0%
Value ($000) $5,214 Shares 147,743 Est. Cost $25.58 Unrealized
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $5,186 Shares 69,896 Est. Cost $63.35 Unrealized +10.5%
DIS DISNEY WALT CO 1.0%
Value ($000) $5,179 Shares 58,005 Est. Cost $112.34 Unrealized -17.6%
DE DEERE & CO 1.0%
Value ($000) $5,139 Shares 12,684 Est. Cost $305.45 Unrealized +20.4%
BX BLACKSTONE INC 0.9%
Value ($000) $4,987 Shares 53,646 Est. Cost $84.07 Unrealized -4.7%
NKE NIKE INC 0.9%
Value ($000) $4,948 Shares 44,831 Est. Cost $70.94 Unrealized +56.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $4,822 Shares 29,133 Est. Cost $103.79 Unrealized +43.5%
DVN DEVON ENERGY CORP NEW 0.9%
Value ($000) $4,548 Shares 94,085 Est. Cost $40.47 Unrealized +12.3%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $4,483 Shares 9,738 Est. Cost $297.20 Unrealized +45.2%
SLYG SPDR SER TR 0.8%
Value ($000) $4,319 Shares 56,123 Est. Cost $89.03 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,289 Shares 30,184 Est. Cost $141.24 Unrealized
ILCG ISHARES TR 0.8%
Value ($000) $4,106 Shares 65,856 Est. Cost $78.29 Unrealized
WM WASTE MGMT INC DEL 0.8%
Value ($000) $4,096 Shares 23,620 Est. Cost $102.62 Unrealized +54.7%
BA BOEING CO 0.8%
Value ($000) $4,078 Shares 19,313 Est. Cost $198.82 Unrealized +4.5%
VV VANGUARD INDEX FDS 0.8%
Value ($000) $4,040 Shares 19,930 Est. Cost $162.55 Unrealized
EPS WISDOMTREE TR 0.8%
Value ($000) $3,991 Shares 85,432 Est. Cost $42.18 Unrealized
SLYV SPDR SER TR 0.7%
Value ($000) $3,847 Shares 49,837 Est. Cost $82.12 Unrealized
HAL HALLIBURTON CO 0.7%
Value ($000) $3,657 Shares 110,838 Est. Cost $33.21 Unrealized -10.6%
IMCV ISHARES TR 0.7%
Value ($000) $3,639 Shares 57,127 Est. Cost $76.82 Unrealized
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $3,623 Shares 19,724 Est. Cost $111.57 Unrealized +51.4%
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $3,565 Shares 17,323 Est. Cost $203.06 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $3,557 Shares 19,843 Est. Cost $144.95 Unrealized +6.6%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $3,462 Shares 7,810 Est. Cost $241.26 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3,272 Shares 55,772 Est. Cost $58.60 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $3,243 Shares 7,276 Est. Cost $322.08 Unrealized
LABORATORY CORP AMER HLDGS 0.6%
Value ($000) $3,044 Shares 12,612 Est. Cost $168.19 Unrealized
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $2,934 Shares 51,773 Est. Cost $62.90 Unrealized -19.8%
DRI DARDEN RESTAURANTS INC 0.5%
Value ($000) $2,688 Shares 16,088 Est. Cost $126.64 Unrealized +14.2%
F FORD MTR CO DEL 0.5%
Value ($000) $2,638 Shares 174,326 Est. Cost $10.56 Unrealized +1.3%
IXUS ISHARES TR 0.5%
Value ($000) $2,632 Shares 42,029 Est. Cost $58.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,282 Shares 30,159 Est. Cost $75.34 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,246 Shares 28,416 Est. Cost $77.88 Unrealized
MRNA MODERNA INC 0.4%
Value ($000) $2,233 Shares 18,377 Est. Cost $155.56 Unrealized -14.2%
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,230 Shares 38,636 Est. Cost $57.87 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $2,024 Shares 33,181 Est. Cost $54.16 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,936 Shares 71,305 Est. Cost $26.97 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,726 Shares 10,709 Est. Cost $141.26 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,697 Shares 24,077 Est. Cost $65.12 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,553 Shares 3 Est. Cost $497809.40 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,238 Shares 6,474 Est. Cost $97.05 Unrealized +77.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,212 Shares 10,720 Est. Cost $65.29 Unrealized +60.4%
EFA ISHARES TR 0.2%
Value ($000) $942 Shares 12,995 Est. Cost $63.25 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $890 Shares 25,800 Est. Cost $31.59 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $842 Shares 11,220 Est. Cost $103.34 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $640 Shares 6,389 Est. Cost $50.60 Unrealized +80.4%
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $620 Shares 10,941 Est. Cost $88.66 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $610 Shares 2,770 Est. Cost $200.04 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $602 Shares 8,573 Est. Cost $42.75 Unrealized +52.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $548 Shares 2,075 Est. Cost $150.75 Unrealized +60.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $433 Shares 1,730 Est. Cost $98.98 Unrealized +121.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $432 Shares 160 Est. Cost $1816.91 Unrealized +43.1%
ITOT ISHARES TR 0.1%
Value ($000) $408 Shares 4,167 Est. Cost $94.69 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $364 Shares 6,124 Est. Cost $63.45 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $343 Shares 4,100 Est. Cost $66.77 Unrealized +9.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $278 Shares 2,076 Est. Cost $112.12 Unrealized +5.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $262 Shares 2,198 Est. Cost $98.23 Unrealized +10.3%
TSLA TESLA INC 0.0%
Value ($000) $257 Shares 983 Est. Cost $174.45 Unrealized +14.6%
RVLPQ RVL PHARMACEUTICALS PLC 0.0%
Value ($000) $67 Shares 120,000 Est. Cost $1.43 Unrealized -38.3%
CYBIN INC 0.0%
Value ($000) $8 Shares 20,500 Est. Cost $0.38 Unrealized
THE BEACHBODY COMPANY INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.42 Unrealized