Marietta Wealth Management, LLC Diversified Active

CIK: 0001697847 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 30, 2024

Total Value ($000): $561,378 (100.0% shares, 0.0% debt)

Holdings (102)

AAPL APPLE INC 3.8%
Value ($000) $21,325 Shares 110,763 Est. Cost $86.97 Unrealized +110.2%
MSFT MICROSOFT CORP 3.0%
Value ($000) $16,835 Shares 44,769 Est. Cost $88.31 Unrealized +296.8%
VB VANGUARD INDEX FDS 2.9%
Value ($000) $16,329 Shares 76,543 Est. Cost $170.87 Unrealized
VO VANGUARD INDEX FDS 2.9%
Value ($000) $16,126 Shares 69,317 Est. Cost $181.22 Unrealized
IJH ISHARES TR 2.9%
Value ($000) $16,087 Shares 58,045 Est. Cost $201.81 Unrealized
EMXC ISHARES INC 2.8%
Value ($000) $15,739 Shares 284,047 Est. Cost $48.63 Unrealized
IJR ISHARES TR 2.7%
Value ($000) $15,285 Shares 141,199 Est. Cost $93.95 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $12,289 Shares 87,910 Est. Cost $110.08 Unrealized +21.1%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $11,678 Shares 23,581 Est. Cost $17.31 Unrealized +167.6%
IEFA ISHARES TR 2.1%
Value ($000) $11,616 Shares 165,113 Est. Cost $64.50 Unrealized
IHDG WISDOMTREE TR 2.0%
Value ($000) $11,197 Shares 266,663 Est. Cost $39.89 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $11,196 Shares 73,688 Est. Cost $120.80 Unrealized +16.0%
AVGO BROADCOM INC 1.6%
Value ($000) $9,239 Shares 8,277 Est. Cost $32.80 Unrealized +181.2%
HD HOME DEPOT INC 1.6%
Value ($000) $8,843 Shares 25,516 Est. Cost $157.12 Unrealized +86.9%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $8,784 Shares 51,639 Est. Cost $84.76 Unrealized +71.0%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $8,751 Shares 13,257 Est. Cost $193.09 Unrealized +197.0%
LIN LINDE PLC 1.6%
Value ($000) $8,734 Shares 21,265 Est. Cost $352.90 Unrealized +8.7%
LLY ELI LILLY & CO 1.5%
Value ($000) $8,701 Shares 14,926 Est. Cost $212.41 Unrealized +170.8%
LULU LULULEMON ATHLETICA INC 1.5%
Value ($000) $8,650 Shares 16,918 Est. Cost $277.55 Unrealized +55.7%
WMT WALMART INC 1.4%
Value ($000) $8,083 Shares 51,272 Est. Cost $29.16 Unrealized +77.1%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $7,881 Shares 14,969 Est. Cost $287.44 Unrealized +77.9%
V VISA INC 1.4%
Value ($000) $7,763 Shares 29,819 Est. Cost $127.98 Unrealized +89.6%
INTU INTUIT 1.4%
Value ($000) $7,652 Shares 12,242 Est. Cost $406.67 Unrealized +33.9%
ADBE ADOBE INC 1.3%
Value ($000) $7,396 Shares 12,397 Est. Cost $385.43 Unrealized +49.6%
BX BLACKSTONE INC 1.3%
Value ($000) $7,171 Shares 54,775 Est. Cost $84.44 Unrealized +20.9%
META META PLATFORMS INC 1.3%
Value ($000) $7,113 Shares 20,096 Est. Cost $181.86 Unrealized +77.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $7,075 Shares 19,837 Est. Cost $215.78 Unrealized +62.7%
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $6,945 Shares 23,532 Est. Cost $83.64 Unrealized +59.9%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $6,914 Shares 17,943 Est. Cost $197.33 Unrealized +61.0%
REGN REGENERON PHARMACEUTICALS 1.2%
Value ($000) $6,897 Shares 7,853 Est. Cost $550.44 Unrealized +48.8%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $6,781 Shares 12,775 Est. Cost $313.07 Unrealized +53.6%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $6,697 Shares 19,085 Est. Cost $149.34 Unrealized +109.4%
NFLX NETFLIX INC 1.2%
Value ($000) $6,630 Shares 13,617 Est. Cost $32.76 Unrealized +33.3%
CRM SALESFORCE INC 1.2%
Value ($000) $6,593 Shares 25,057 Est. Cost $174.64 Unrealized +28.0%
ASML ASML HOLDING N V 1.2%
Value ($000) $6,556 Shares 8,662 Est. Cost $547.82 Unrealized
BLACKROCK INC 1.1%
Value ($000) $6,442 Shares 7,936 Est. Cost $574.19 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $6,278 Shares 36,966 Est. Cost $100.53 Unrealized +52.9%
SBUX STARBUCKS CORP 1.1%
Value ($000) $6,018 Shares 62,679 Est. Cost $59.61 Unrealized +54.7%
MRK MERCK & CO INC 1.0%
Value ($000) $5,843 Shares 53,599 Est. Cost $66.26 Unrealized +46.1%
BSCU INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,442 Shares 327,146 Est. Cost $15.58 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,412 Shares 291,856 Est. Cost $17.81 Unrealized
RTX RTX CORPORATION 1.0%
Value ($000) $5,412 Shares 64,322 Est. Cost $64.73 Unrealized +16.8%
BSCS INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $5,349 Shares 263,740 Est. Cost $19.65 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $5,324 Shares 273,636 Est. Cost $19.31 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $5,308 Shares 254,175 Est. Cost $21.53 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $5,269 Shares 257,612 Est. Cost $22.16 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $5,263 Shares 272,712 Est. Cost $21.23 Unrealized
DE DEERE & CO 0.9%
Value ($000) $5,230 Shares 13,079 Est. Cost $307.42 Unrealized +18.8%
BA BOEING CO 0.9%
Value ($000) $5,140 Shares 19,720 Est. Cost $199.12 Unrealized +7.4%
NKE NIKE INC 0.8%
Value ($000) $4,750 Shares 43,750 Est. Cost $70.94 Unrealized +45.2%
SLYG SPDR SER TR 0.8%
Value ($000) $4,749 Shares 56,788 Est. Cost $88.50 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $4,617 Shares 30,884 Est. Cost $141.18 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $4,491 Shares 9,909 Est. Cost $300.77 Unrealized +38.8%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $4,484 Shares 25,039 Est. Cost $105.23 Unrealized +54.4%
ILCG ISHARES TR 0.8%
Value ($000) $4,484 Shares 66,123 Est. Cost $78.29 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $4,453 Shares 28,412 Est. Cost $103.79 Unrealized +38.3%
VGIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $4,442 Shares 74,875 Est. Cost $58.56 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $4,401 Shares 48,739 Est. Cost $112.34 Unrealized -23.3%
VV VANGUARD INDEX FDS 0.8%
Value ($000) $4,385 Shares 20,099 Est. Cost $163.24 Unrealized
EPS WISDOMTREE TR 0.8%
Value ($000) $4,337 Shares 86,531 Est. Cost $42.29 Unrealized
SLYV SPDR SER TR 0.8%
Value ($000) $4,316 Shares 51,810 Est. Cost $81.72 Unrealized
DVN DEVON ENERGY CORP NEW 0.7%
Value ($000) $4,156 Shares 91,754 Est. Cost $40.85 Unrealized +3.8%
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $4,135 Shares 18,336 Est. Cost $111.57 Unrealized +77.9%
IMCV ISHARES TR 0.7%
Value ($000) $4,127 Shares 60,947 Est. Cost $76.00 Unrealized
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $4,091 Shares 18,630 Est. Cost $203.08 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $4,073 Shares 27,307 Est. Cost $137.80 Unrealized 0.0%
HAL HALLIBURTON CO 0.7%
Value ($000) $4,063 Shares 112,382 Est. Cost $33.29 Unrealized +9.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $3,996 Shares 65,783 Est. Cost $63.43 Unrealized -15.7%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $3,638 Shares 7,654 Est. Cost $241.26 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $3,499 Shares 7,325 Est. Cost $322.08 Unrealized
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $3,381 Shares 49,143 Est. Cost $62.80 Unrealized -10.6%
LABORATORY CORP AMER HLDGS 0.5%
Value ($000) $2,917 Shares 12,832 Est. Cost $168.55 Unrealized
DRI DARDEN RESTAURANTS INC 0.5%
Value ($000) $2,761 Shares 16,804 Est. Cost $127.41 Unrealized +11.3%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,662 Shares 32,746 Est. Cost $77.78 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,627 Shares 33,950 Est. Cost $75.35 Unrealized
IXUS ISHARES TR 0.5%
Value ($000) $2,595 Shares 39,962 Est. Cost $58.04 Unrealized
ADSK AUTODESK INC 0.5%
Value ($000) $2,561 Shares 10,517 Est. Cost $210.50 Unrealized +2.6%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,557 Shares 43,844 Est. Cost $57.85 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $2,159 Shares 33,181 Est. Cost $54.16 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $2,084 Shares 71,305 Est. Cost $26.97 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,863 Shares 10,714 Est. Cost $141.26 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,808 Shares 24,077 Est. Cost $65.12 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,433 Shares 5,874 Est. Cost $97.05 Unrealized +121.1%
EFA ISHARES TR 0.2%
Value ($000) $979 Shares 12,995 Est. Cost $63.25 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $965 Shares 7,514 Est. Cost $65.29 Unrealized +69.1%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $960 Shares 25,800 Est. Cost $31.59 Unrealized
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $954 Shares 10,941 Est. Cost $88.66 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $889 Shares 11,220 Est. Cost $103.34 Unrealized
BP BP PLC 0.1%
Value ($000) $648 Shares 18,311 Est. Cost $25.94 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $644 Shares 2,715 Est. Cost $200.04 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $614 Shares 8,763 Est. Cost $47.42 Unrealized +34.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $545 Shares 5,768 Est. Cost $50.60 Unrealized +76.4%
IWM ISHARES TR 0.1%
Value ($000) $526 Shares 2,623 Est. Cost $200.71 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $506 Shares 2,075 Est. Cost $150.75 Unrealized +56.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $453 Shares 1,730 Est. Cost $98.98 Unrealized +129.7%
ITOT ISHARES TR 0.1%
Value ($000) $450 Shares 4,273 Est. Cost $94.67 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $346 Shares 5,868 Est. Cost $53.26 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $340 Shares 2,076 Est. Cost $112.12 Unrealized +26.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $325 Shares 5,138 Est. Cost $63.33 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $315 Shares 4,100 Est. Cost $66.77 Unrealized +0.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $296 Shares 2,050 Est. Cost $98.23 Unrealized +20.5%
TSLA TESLA INC 0.0%
Value ($000) $244 Shares 983 Est. Cost $174.45 Unrealized +36.2%