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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 151 | $677,299 | 2,606 | 0.00 | 0.00 | -109 | -4.01 | 03-31-2024 |
| BP PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -133,522 | -87.94 | 03-31-2024 |
| SOUTHERN CO | COM | 153 | $630,096 | 8,783 | 0.00 | 0.00 | 20 | 0.23 | 03-31-2024 |
| CHURCH & DWIGHT CO INC | COM | 154 | $600,095 | 5,753 | 0.00 | 0.00 | -15 | -0.26 | 03-31-2024 |
