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 |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 51 | $6,224,868 | 68,113 | 0.00 | 0.00 | 5,434 | 8.67 | 03-31-2024 |
| ADOBE INC | COM | 52 | $6,088,850 | 12,067 | 0.00 | 0.00 | -330 | -2.66 | 03-31-2024 |
| DISNEY WALT CO | COM | 53 | $5,868,795 | 47,963 | 0.00 | 0.00 | -776 | -1.59 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 54 | $5,793,785 | 301,603 | 0.00 | 0.00 | 28,891 | 10.59 | 03-31-2024 |
