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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 101 | $3,810,935 | 7,249 | 0.00 | 0.00 | -76 | -1.04 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 102 | $3,572,945 | 49,391 | 0.00 | 0.00 | 248 | 0.50 | 03-31-2024 |
| LABORATORY CORP AMER HLDGS | COM NEW | 103 | $2,832,334 | 12,965 | 0.00 | 0.00 | 133 | 1.04 | 03-31-2024 |
| AUTODESK INC | COM | 104 | $2,831,547 | 10,873 | 0.00 | 0.00 | 356 | 3.38 | 03-31-2024 |
