Marietta Wealth Management, LLC Incresed Positions in Q3 2025

Marietta Wealth Management, LLC

  • $762 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.13K
+ 1.76%
$202.38 - $256.87 $431K - $547K
123K $31.4M
ORCL
Oracle Corp

Technology
22.2K
+ 841.99%
$218.96 - $328.33 $4.86M - $7.28M
24.8K $6.98M
NVDA
Nvidia Corp

Technology
177
+ 0.09%
$153.3 - $186.58 $27.1K - $33K
189K $35.2M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
38K
+ 49.03%
$87.69 - $96.0 $3.33M - $3.65M
115K $10.9M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
45.3K
+ 55.57%
$76.29 - $80.63 $3.45M - $3.65M
127K $10.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
11.3K
+ 47.04%
$282.75 - $294.19 $3.2M - $3.33M
35.4K $10.4M
ASML
Asml Holding Nv

Technology
1.42K
+ 13.11%
$689.63 - $968.09 $982K - $1.38M
12.3K $11.9M
PANW
Palo Alto Networks Inc

Technology
13.4K
+ 28.23%
$167.06 - $208.19 $2.24M - $2.79M
60.8K $12.4M
NOC
Northrop Grumman Corp

Industrials
2.04K
+ 31.33%
$498.9 - $609.32 $1.02M - $1.24M
8.56K $5.22M
VB
Vanguard Small Cap ETF

ETFs
1.87K
+ 2.7%
$237.58 - $259.17 $443K - $483K
71K $18.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.11K
+ 3.57%
$357.4 - $423.42 $396K - $470K
32.2K $13M
RTX
Raytheon Technologies Corp

Industrials
697
+ 1.01%
$144.19 - $167.33 $101K - $117K
69.5K $11.6M
BX
Blackstone Inc.

Financial Services
1.59K
+ 2.79%
$152.77 - $188.68 $243K - $301K
58.7K $10M
UBER
Uber Technologies, Inc

Technology
12.3K
+ 24.53%
$86.91 - $99.57 $1.06M - $1.22M
62.2K $6.09M
MSFT
Microsoft Corp

Technology
739
+ 1.54%
$491.09 - $535.64 $363K - $396K
48.6K $25.2M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 0.19%
$282.78 - $316.06 $26.6K - $29.7K
49.5K $15.6M
JNJ
Johnson & Johnson

Healthcare
966
+ 2.86%
$155.17 - $185.42 $150K - $179K
34.7K $6.44M
IHDG
Wisdomtree Tr

ETFs
18.7K
+ 5.34%
$43.81 - $46.31 $818K - $864K
368K $17M
UNH
Unitedhealth Group Inc

Healthcare
1.09K
+ 5.2%
$237.77 - $353.61 $258K - $384K
22K $7.58M
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 1.03%
$94.4 - $104.27 $144K - $159K
149K $15.4M
MAR
Marriott International Inc

Consumer Cyclical
4.3K
+ 22.49%
$255.35 - $282.87 $1.1M - $1.22M
23.4K $6.1M
PEP
Pepsico Inc

Consumer Defensive
2.5K
+ 4.2%
$133.81 - $152.16 $334K - $380K
62K $8.71M
NEE
Nextera Energy Inc

Utilities
2.85K
+ 2.86%
$69.77 - $77.54 $199K - $221K
103K $7.74M
CVX
Chevron Corp

Energy
1.47K
+ 3.25%
$145.57 - $161.83 $214K - $238K
46.6K $7.24M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
574
+ 5.01%
$534.91 - $598.71 $307K - $344K
12K $6.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
779
+ 3.75%
$459.11 - $506.91 $358K - $395K
21.5K $10.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.89K
+ 8.56%
$58.97 - $60.36 $583K - $597K
125K $7.53M
VV
Vanguard Large Cap ETF

ETFs
181
+ 0.8%
$285.05 - $309.14 $51.6K - $56K
22.7K $6.99M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.1K
+ 1.12%
$64.14 - $69.37 $70.5K - $76.2K
99.5K $6.86M
SO
Southern CO

Utilities
3.35K
+ 5.1%
$90.83 - $96.0 $304K - $321K
68.9K $6.53M
VTV
Vanguard Value ETF

ETFs
751
+ 2.06%
$175.51 - $186.57 $132K - $140K
37.1K $6.93M
TSLA
Tesla, Inc.

Consumer Cyclical
96
+ 2.83%
$293.94 - $444.72 $28.2K - $42.7K
3.48K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
97
+ 1.34%
$620.67 - $670.08 $60.2K - $65K
7.35K $4.92M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.4K
+ 5.62%
$19.49 - $19.61 $358K - $360K
345K $6.75M
IEMG
Ishares Inc

ETFs
6.91K
+ 1.89%
N/A
373K $20M
CBOE
Cboe Global Markets, Inc.

Financial Services
752
+ 5.0%
$231.35 - $253.24 $174K - $190K
15.8K $3.87M
BSCV
Invesco ETF Self Indexed Fd Tr
17K
+ 4.37%
$16.39 - $16.83 $279K - $286K
407K $6.78M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.8K
+ 4.78%
$20.41 - $20.67 $303K - $307K
325K $6.69M
BSCU
Invesco Exc Self Ind Tr

ETFs
16.6K
+ 4.31%
$16.67 - $17.03 $277K - $283K
403K $6.81M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.5K
+ 4.81%
$19.61 - $19.79 $304K - $307K
338K $6.66M
VGSH
Vanguard

ETFs
5.39K
+ 9.28%
$58.43 - $58.88 $315K - $317K
63.5K $3.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.23K
+ 7.8%
$81.75 - $84.54 $264K - $273K
44.6K $3.75M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.77K
+ 8.85%
$78.96 - $80.04 $298K - $302K
46.3K $3.7M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
14.6K
+ 4.27%
$18.61 - $18.94 $271K - $276K
356K $6.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
261
+ 1.32%
$108.97 - $121.65 $28.4K - $31.8K
20K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 1.4%
$211.65 - $238.24 $213K - $240K
73.2K $16.1M
IXUS
Ishares Tr

ETFs
385
+ 1.08%
$76.35 - $82.58 $29.4K - $31.8K
35.9K $2.97M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
8.9K
+ 43.67%
$24.45 - $24.58 $218K - $219K
29.3K $718K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
9.09K
+ 42.78%
$23.48 - $23.7 $213K - $215K
30.3K $716K
Activity Summary
Buys All Purchases 88 New Holdings 10 Increased Positions 78 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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