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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
3
1
2
1
0
27
2
0
MARIETTA WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings115

Total Value ($x1000)243,462
Activities
New6

Increased67

Unchanged9

Decreased33

Sold Out6

Top 10 Stock Holdingstotal 24.83%
IJH3.42

IJR2.97

AAPL2.74

BSCL2.31

BSCK2.3

 
MSFT2.27

BSCM2.26

BSCN2.23

BSCJ2.21

IEFA2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
3.42%
CORE S&P MCP ETF
IJR
2.97%
CORE S&P SCP ETF
AAPL
2.74%
COM
BSCL
2.31%
BULSHS 2021 CB
BSCK
2.3%
BULSHS 2020 CB
MSFT
2.27%
COM
BSCM
2.26%
BULSHS 2022 CB
BSCN
2.23%
BULSHS 2023 CB
BSCJ
2.21%
BULSHS 2019 CB
IEFA
2.12%
CORE MSCI EAFE
IEMG
2.01%
CORE MSCI EMKT
HD
1.68%
COM
EZM
1.66%
MDCP EARN FUND
DIS
1.65%
COM DISNEY
GOOGL
1.62%
CAP STK CL A
ICE
1.55%
COM
BRK.B
1.55%
CL B NEW
SLYG
1.49%
S&P 600 SMCP GRW
JNJ
1.46%
COM
V
1.42%
COM CL A
BA
1.42%
COM
SBUX
1.41%
COM
RSP
1.4%
S&P500 EQL WGT
WMT
1.4%
COM
JPM
1.34%
COM
IXUS
1.3%
CORE MSCITOTAL
SLYV
1.28%
S&P 600 SMCP VAL
VZ
1.28%
COM
BBT
1.27%
COM
JKI
1.27%
MRGSTR MD CP VAL
GS
1.26%
COM
MDYG
1.26%
S&P 400 MDCP GRW
EPS
1.25%
EARNING 500 FD
INTC
1.25%
COM
CSCO
1.25%
COM
AMGN
1.24%
COM
NKE
1.24%
CL B
QCOM
1.23%
COM
JKE
1.17%
MRNGSTR LG-CP GR
VFC
1.11%
COM
MCD
1.11%
COM
COST
1.09%
COM
PEP
1.08%
COM
CVX
1.07%
COM
NSRGY
1.05%
COM
DLS
1.03%
INTL SMCAP DIV
VLUE
1.02%
MSCI USAVALFCT
MDT
1.02%
SHS
SPY
1%
TR UNIT
IR
0.96%
SHS
LIN
0.95%
COM
CTSH
0.94%
CL A
RTN
0.88%
COM NEW
FB
0.88%
CL A
ACN
0.87%
SHS CLASS A
AMZN
0.86%
COM
EES
0.84%
SMLCAP EARN FD
PPG
0.8%
COM
NEE
0.77%
COM
LH
0.77%
COM NEW
UNH
0.76%
COM
SCHW
0.76%
COM
HAL
0.75%
COM
BMY
0.73%
COM
LUV
0.71%
COM
BIIB
0.62%
COM
SPYG
0.52%
S&P 500 GROWTH
TMO
0.48%
COM
LMT
0.43%
COM
EFA
0.43%
MSCI EAFE ETF
BLK
0.37%
COM
CBRL
0.36%
COM
ABBV
0.3%
COM
BDX
0.29%
COM
MRK
0.29%
COM
CMI
0.29%
COM
KMB
0.28%
COM
PFE
0.25%
COM
IJK
0.25%
S&P MC 400GR ETF
IVV
0.25%
CORE S&P500 ETF
UL
0.25%
SPON ADR NEW
BERKSHIR...
0.25%
CL A
SO
0.25%
COM
EMR
0.23%
COM
TOT
0.22%
SPONSORED ADR
OGE
0.22%
COM
GM
0.22%
COM
ADM
0.21%
COM
GOOG
0.21%
CAP STK CL C
DEO
0.2%
SPON ADR NEW
RY
0.2%
COM
CWI
0.17%
MSCI ACWI EXUS
CHD
0.17%
COM
IP
0.16%
COM
DUK
0.16%
COM NEW
CELG
0.16%
COM
MET
0.16%
COM
WEC
0.15%
COM
AVGO
0.15%
COM
ITW
0.15%
COM
SCHM
0.14%
US MID-CAP ETF
T
0.14%
COM
TRV
0.14%
COM
WM
0.13%
COM
XOM
0.13%
COM
SCHA
0.12%
US SML CAP ETF
VIG
0.12%
DIV APP ETF
KMX
0.12%
COM
SPLV
0.11%
S&P500 LOW VOL
DRI
0.1%
COM
XLB
0.09%
SBI MATERIALS
FANNIE M...
0.06%
COM
FREDDIE ...
0.06%
COM
WKHS
0.01%
COM NEW
MEDIZONE...
< 0.01%
COM
CVS
0.94%
COM
RPV
0.85%
S&P500 PUR VAL
AGN
0.42%
SHS
MO
0.31%
COM
SCHX
0.15%
US LRG CAP ETF
KHC
0.11%
COM