Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARIETTA WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 100 | 605,934,305 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $19,447,733 | 21,523 | 0.00 | 0.00 | -2,058 | -8.73 | 03-31-2024 |
| APPLE INC | COM | 2 | $18,972,379 | 110,639 | 0.00 | 0.00 | -124 | -0.11 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $18,255,795 | 43,392 | 0.00 | 0.00 | -1,377 | -3.08 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $17,723,601 | 291,795 | 0.00 | 0.00 | 233,750 | 402.70 | 03-31-2024 |
