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Home > Institutional Investor > Marietta Wealth Management, Llc > Profile

Instuitional Investor - Marietta Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Marietta Wealth Management, Llc
Portfolio Value $561,377,897
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,763 $21,325,277 3.79%
2.
Microsoft Corp
 MSFT 44,769 $16,834,773 2.99%
3.
Vanguard Index Fds
 76,543 $16,328,822 2.9%
4.
Vanguard Index Fds
 69,317 $16,125,799 2.87%
5.
Ishares Trust
 IEF 58,045 $16,087,173 2.86%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)