Marietta Wealth Management, LLC
Q4 2024 13F Holdings
- Locationmarietta, GA
- Num holdings
108
- Value ($000)
$697,094
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001697847
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $30.66M | 4 % | 161,974 | ||
AAPL APPLE INC | COM | 037833100 | $29.38M | 4 % | 117,315 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $24.42M | 4 % | 181,868 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $20.09M | 3 % | 76,078 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $20.00M | 3 % | 83,219 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.92M | 3 % | 44,889 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.38M | 3 % | 294,978 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.22M | 3 % | 149,464 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.17M | 2 % | 309,638 | ||
AVGO BROADCOM INC | COM | 11135F101 | $15.54M | 2 % | 67,025 |
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