Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
36
2
1
2
1
0
26
2
0
MARIETTA WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings115

Total Value ($x1000)209,056
Activities
New4

Increased60

Unchanged9

Decreased42

Sold Out9

Top 10 Stock Holdingstotal 24.02%
IJH3.26

IJR2.89

RSP2.83

AAPL2.68

MSFT2.29

 
BSCK2.06

BSCL2.05

BSCJ2.04

BSCM1.99

BSCN1.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
3.26%
CORE S&P MCP ETF
IJR
2.89%
CORE S&P SCP ETF
RSP
2.83%
S&P500 EQL WGT
AAPL
2.68%
COM
MSFT
2.29%
COM
BSCK
2.06%
BULSHS 2020 CB
BSCL
2.05%
BULSHS 2021 CB
BSCJ
2.04%
BULSHS 2019 CB
BSCM
1.99%
BULSHS 2022 CB
BSCN
1.93%
BULSHS 2023 CB
IEFA
1.89%
CORE MSCI EAFE
EZM
1.81%
MDCP EARN FUND
DIS
1.78%
COM DISNEY
ICE
1.69%
COM
HD
1.64%
COM
SLYG
1.63%
S&P 600 SMCP GRW
QCOM
1.58%
COM
GOOGL
1.57%
CAP STK CL A
IXUS
1.53%
CORE MSCITOTAL
WMT
1.53%
COM
BRK.B
1.53%
CL B NEW
JNJ
1.51%
COM
AMGN
1.45%
COM
JPM
1.42%
COM
SBUX
1.42%
COM
JKI
1.41%
MRGSTR MD CP VAL
BA
1.4%
COM
V
1.39%
COM CL A
SLYV
1.34%
S&P 600 SMCP VAL
EPS
1.34%
EARNING 500 FD
MDYG
1.32%
S&P 400 MDCP GRW
NKE
1.28%
CL B
BBT
1.26%
COM
MCD
1.21%
COM
INTC
1.2%
COM
VZ
1.16%
COM
MDT
1.1%
SHS
GS
1.09%
COM
PEP
1.08%
COM
CVX
1.05%
COM
VFC
1.04%
COM
CSCO
1.04%
COM
COST
1.02%
COM
IEMG
1.02%
CORE MSCI EMKT
SPY
0.98%
TR UNIT
CVS
0.94%
COM
JKE
0.92%
MRNGSTR LG-CP GR
IR
0.91%
SHS
DLS
0.9%
INTL SMCAP DIV
LIN
0.86%
COM
EES
0.86%
SMLCAP EARN FD
CTSH
0.86%
CL A
RPV
0.85%
S&P500 PUR VAL
NSRGY
0.83%
COM
SO
0.81%
COM
AMZN
0.8%
COM
BIIB
0.8%
COM
RTN
0.79%
COM NEW
SCHW
0.78%
COM
PPG
0.77%
COM
ACN
0.76%
SHS CLASS A
FB
0.72%
CL A
IVV
0.63%
CORE S&P500 ETF
LUV
0.62%
COM
HAL
0.58%
COM
LH
0.55%
COM NEW
SPYG
0.53%
S&P 500 GROWTH
TMO
0.46%
COM
EFA
0.46%
MSCI EAFE ETF
LMT
0.44%
COM
AGN
0.42%
SHS
ABBV
0.4%
COM
CBRL
0.4%
COM
BLK
0.39%
COM
CWI
0.34%
MSCI ACWI EXUS
BDX
0.33%
COM
MRK
0.33%
COM
T
0.32%
COM
MO
0.31%
COM
SCHM
0.31%
US MID-CAP ETF
PFE
0.31%
COM
CMI
0.3%
COM
BERKSHIR...
0.29%
CL A
KMB
0.28%
COM
SCHA
0.28%
US SML CAP ETF
IJK
0.26%
S&P MC 400GR ETF
UL
0.25%
SPON ADR NEW
TOT
0.23%
SPONSORED ADR
RY
0.23%
COM
GM
0.22%
COM
GOOG
0.21%
CAP STK CL C
EMR
0.21%
COM
SPLV
0.21%
S&P500 LOW VOL
ADM
0.21%
COM
XOM
0.2%
COM
OGE
0.2%
COM
DEO
0.2%
SPON ADR NEW
CHD
0.18%
COM
ITW
0.16%
COM
TRV
0.16%
COM
MET
0.16%
COM
WM
0.16%
COM
SCHX
0.15%
US LRG CAP ETF
UNH
0.15%
COM
XLB
0.14%
SBI MATERIALS
DUK
0.14%
COM NEW
IP
0.13%
COM
WEC
0.12%
COM
KMX
0.12%
COM
CELG
0.12%
COM
KHC
0.11%
COM
VIG
0.11%
DIV APP ETF
FREDDIE ...
0.03%
COM
FANNIE M...
0.03%
COM
MEDIZONE...
< 0.01%
COM
PX
0.84%
COM
TSM
0.75%
SPONSORED ADR
TRP
0.74%
COM
AET
0.34%
COM
NVS
0.31%
SPONSORED ADR
GPC
0.2%
COM
EEM
0.17%
MSCI EMG MKT ETF
SLB
0.1%
COM
GD
0.09%
COM