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  Name: Marietta Wealth Management LLC
  City: Marietta
  State: GA
  Zip: 30060
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $605,936,000
  Total Value Change : $44,561,000
  Securities Held Change : -2
   
All Securities Held : 100
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 51
  Unchanged Positions : 7
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 104 Closed $177.81 $0 0 0% -244,000 -983 0    Auto Manufacturers
   (XLU)1 Year Chart         XLU SPDR Utilities Select 103 Closed $71.27 $0 0 0% -325,000 -5,138 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 102 Closed $204.74 $0 0 0% -526,000 -2,623 0    Closed - End Fund - E...
   (BP)1 Year Chart         BP BP Plc (ADR) 101 Closed $38.10 $0 0 0% -648,000 -18,311 0    Integrated Oil & Gas

      4 Records Found
  1    
Page 1 of 1
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