$257 Million is the total value of Marietta Wealth Management, LLC's 111 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | iShares Edge MSCI Min Vol USA ETFmin vol usa etf | $228,000 | – | 3,690 | +100.0% | 0.09% | – |
| DGRO | New | iShares Core Dividend Growth ETFcore div grwth | $216,000 | – | 5,644 | +100.0% | 0.08% | – |
| HDV | New | iShares Core High Dividend ETFcore high dv etf | $212,000 | – | 2,243 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 4.2% |
| ISHARES TR | 31 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 31 | Q2 2024 | 3.0% |
| ISHARES TR | 31 | Q2 2024 | 3.2% |
| ALPHABET INC | 31 | Q2 2024 | 4.4% |
| HOME DEPOT INC | 31 | Q2 2024 | 2.1% |
| Wal-Mart Stores Inc | 31 | Q2 2024 | 1.8% |
| Walt Disney Co | 31 | Q2 2024 | 2.0% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 1.7% |
| VISA INC | 31 | Q2 2024 | 1.7% |
View Marietta Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-08 |
View Marietta Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.