Marble Wealth
Latest statistics and disclosures from Marble Wealth's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002110081
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Portfolio Holdings for Marble Wealth
Marble Wealth holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.5 | $61M | 89k | 684.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.3 | $38M | 78k | 487.86 |
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| Apple (AAPL) | 4.6 | $33M | 122k | 271.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $28M | 316k | 89.46 |
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| NVIDIA Corporation (NVDA) | 3.5 | $25M | 136k | 186.50 |
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| Amazon (AMZN) | 3.1 | $22M | 97k | 230.82 |
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| Microsoft Corporation (MSFT) | 3.1 | $22M | 46k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $22M | 71k | 313.00 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.9 | $21M | 343k | 60.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $20M | 32k | 627.13 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.7 | $19M | 493k | 39.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.2 | $16M | 72k | 219.78 |
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| Broadcom (AVGO) | 2.1 | $15M | 43k | 346.10 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 1.6 | $11M | 320k | 35.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $11M | 35k | 313.80 |
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| Wal-Mart Stores (WMT) | 1.4 | $10M | 90k | 111.41 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $8.5M | 26k | 322.22 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $8.1M | 121k | 67.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $8.0M | 67k | 120.18 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $8.0M | 292k | 27.43 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $7.6M | 73k | 104.07 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $7.5M | 39k | 191.56 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $7.3M | 47k | 154.14 |
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| Costco Wholesale Corporation (COST) | 1.0 | $7.0M | 8.1k | 862.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $7.0M | 14k | 502.65 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $6.6M | 55k | 120.34 |
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| Ge Aerospace Com New (GE) | 0.9 | $6.3M | 21k | 308.02 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.8 | $6.0M | 191k | 31.51 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $5.7M | 173k | 32.62 |
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| Home Depot (HD) | 0.7 | $5.3M | 15k | 344.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $4.7M | 7.6k | 614.33 |
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| Southern Company (SO) | 0.6 | $4.4M | 51k | 87.20 |
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| Ares Capital Corporation (ARCC) | 0.6 | $4.2M | 207k | 20.23 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $4.1M | 41k | 99.91 |
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| Meta Platforms Cl A (META) | 0.6 | $4.1M | 6.2k | 660.04 |
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| Abbvie (ABBV) | 0.6 | $4.1M | 18k | 228.49 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $3.9M | 148k | 26.33 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.5 | $3.9M | 34k | 113.86 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.5 | $3.8M | 49k | 77.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.6M | 5.3k | 681.90 |
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| Visa Com Cl A (V) | 0.5 | $3.5M | 10k | 350.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.5M | 8.8k | 396.32 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $3.4M | 91k | 37.40 |
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| Goldman Sachs (GS) | 0.4 | $3.2M | 3.6k | 879.08 |
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| ConocoPhillips (COP) | 0.4 | $3.1M | 34k | 93.61 |
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| McDonald's Corporation (MCD) | 0.4 | $3.1M | 10k | 305.63 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.0M | 4.00 | 754800.00 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.9M | 14k | 206.94 |
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| International Business Machines (IBM) | 0.4 | $2.9M | 9.7k | 296.21 |
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| Ge Vernova (GEV) | 0.4 | $2.8M | 4.3k | 653.52 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $2.7M | 15k | 177.75 |
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| O'reilly Automotive (ORLY) | 0.4 | $2.6M | 28k | 91.21 |
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| Cisco Systems (CSCO) | 0.3 | $2.5M | 33k | 77.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.5M | 38k | 66.00 |
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| Chevron Corporation (CVX) | 0.3 | $2.4M | 16k | 152.41 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | 2.3k | 1074.52 |
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| Bank of America Corporation (BAC) | 0.3 | $2.3M | 42k | 55.00 |
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| Williams Companies (WMB) | 0.3 | $2.3M | 38k | 60.11 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $2.3M | 28k | 81.17 |
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| Cardinal Health (CAH) | 0.3 | $2.3M | 11k | 205.49 |
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| Apollo Global Mgmt (APO) | 0.3 | $2.3M | 16k | 144.76 |
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| Caterpillar (CAT) | 0.3 | $2.2M | 3.9k | 572.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.2M | 6.5k | 335.26 |
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| Procter & Gamble Company (PG) | 0.3 | $2.2M | 15k | 143.31 |
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| Coca-Cola Company (KO) | 0.3 | $2.1M | 30k | 69.91 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $2.1M | 45k | 46.04 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.1M | 3.5k | 579.44 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.0M | 4.3k | 468.80 |
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| At&t (T) | 0.3 | $1.9M | 75k | 24.84 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.8M | 6.5k | 275.41 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | 9.6k | 183.39 |
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| American Express Company (AXP) | 0.2 | $1.7M | 4.7k | 369.93 |
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| EOG Resources (EOG) | 0.2 | $1.7M | 16k | 105.01 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | 5.1k | 330.10 |
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| Linde SHS (LIN) | 0.2 | $1.7M | 3.9k | 426.36 |
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| Abbott Laboratories (ABT) | 0.2 | $1.7M | 13k | 125.29 |
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| Illinois Tool Works (ITW) | 0.2 | $1.6M | 6.5k | 246.29 |
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| Phillips 66 (PSX) | 0.2 | $1.6M | 12k | 129.04 |
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| Fs Kkr Capital Corp (FSK) | 0.2 | $1.6M | 106k | 14.81 |
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| Verizon Communications (VZ) | 0.2 | $1.6M | 38k | 40.73 |
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| Kinder Morgan (KMI) | 0.2 | $1.5M | 56k | 27.49 |
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| SYSCO Corporation (SYY) | 0.2 | $1.5M | 21k | 73.69 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.5M | 20k | 76.23 |
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| Applied Materials (AMAT) | 0.2 | $1.4M | 5.5k | 256.99 |
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| Oracle Corporation (ORCL) | 0.2 | $1.4M | 7.0k | 194.90 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.4M | 12k | 110.19 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.4M | 8.4k | 160.97 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | 2.3k | 570.86 |
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| Booking Holdings (BKNG) | 0.2 | $1.3M | 248.00 | 5350.45 |
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| Quanta Services (PWR) | 0.2 | $1.3M | 3.1k | 422.04 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.3M | 7.1k | 177.53 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | 2.8k | 449.73 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | 2.5k | 483.73 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.2M | 15k | 82.82 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.2M | 13k | 93.20 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $1.2M | 18k | 65.51 |
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| Gilead Sciences (GILD) | 0.2 | $1.2M | 9.6k | 122.73 |
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| Qualcomm (QCOM) | 0.2 | $1.2M | 6.7k | 171.06 |
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| Merck & Co (MRK) | 0.2 | $1.1M | 11k | 105.26 |
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| Emerson Electric (EMR) | 0.2 | $1.1M | 8.5k | 132.71 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.1M | 926.00 | 1214.53 |
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| M&T Bank Corporation (MTB) | 0.2 | $1.1M | 5.6k | 201.48 |
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| Netflix (NFLX) | 0.2 | $1.1M | 12k | 93.76 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $1.1M | 52k | 21.00 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 9.0k | 117.21 |
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| Globe Life (GL) | 0.1 | $1.0M | 7.4k | 139.85 |
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| Vulcan Materials Company (VMC) | 0.1 | $1.0M | 3.6k | 285.20 |
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| Regions Financial Corporation (RF) | 0.1 | $1.0M | 38k | 27.10 |
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| Travelers Companies (TRV) | 0.1 | $1.0M | 3.5k | 290.04 |
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| Advanced Micro Devices (AMD) | 0.1 | $980k | 4.6k | 214.16 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $957k | 1.7k | 566.32 |
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| L3harris Technologies (LHX) | 0.1 | $956k | 3.3k | 293.55 |
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| Rockwell Automation (ROK) | 0.1 | $955k | 2.5k | 389.12 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $946k | 41k | 23.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $937k | 17k | 53.83 |
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| Norfolk Southern (NSC) | 0.1 | $930k | 3.2k | 288.76 |
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| Micron Technology (MU) | 0.1 | $928k | 3.3k | 285.37 |
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| Church & Dwight (CHD) | 0.1 | $914k | 11k | 83.85 |
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| TJX Companies (TJX) | 0.1 | $903k | 5.9k | 153.61 |
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| salesforce (CRM) | 0.1 | $863k | 3.3k | 264.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $850k | 12k | 73.56 |
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| Philip Morris International (PM) | 0.1 | $847k | 5.3k | 160.40 |
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| Blackrock (BLK) | 0.1 | $844k | 788.00 | 1070.97 |
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| Arista Networks Com Shs (ANET) | 0.1 | $843k | 6.4k | 131.02 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $838k | 32k | 26.57 |
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| Ameriprise Financial (AMP) | 0.1 | $837k | 1.7k | 490.33 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $834k | 32k | 26.32 |
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| Waste Management (WM) | 0.1 | $833k | 3.8k | 219.69 |
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| EQT Corporation (EQT) | 0.1 | $829k | 16k | 53.60 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $802k | 4.7k | 171.18 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $791k | 7.4k | 107.11 |
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| Nextera Energy (NEE) | 0.1 | $790k | 9.8k | 80.28 |
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| Pulte (PHM) | 0.1 | $786k | 6.7k | 117.26 |
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| Walt Disney Company (DIS) | 0.1 | $758k | 6.7k | 113.76 |
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| Colgate-Palmolive Company (CL) | 0.1 | $744k | 9.4k | 79.02 |
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| Diamondback Energy (FANG) | 0.1 | $731k | 4.9k | 150.33 |
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| Steel Dynamics (STLD) | 0.1 | $705k | 4.2k | 169.45 |
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| Hca Holdings (HCA) | 0.1 | $683k | 1.5k | 466.95 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $679k | 5.4k | 126.59 |
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| Oneok (OKE) | 0.1 | $677k | 9.2k | 73.50 |
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| Brown & Brown (BRO) | 0.1 | $669k | 8.4k | 79.70 |
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| Viatris (VTRS) | 0.1 | $666k | 54k | 12.45 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $643k | 4.3k | 148.68 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $621k | 12k | 50.79 |
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| Amgen (AMGN) | 0.1 | $619k | 1.9k | 327.33 |
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| Valero Energy Corporation (VLO) | 0.1 | $618k | 3.8k | 162.80 |
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| Aptar (ATR) | 0.1 | $610k | 5.0k | 121.96 |
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| CSX Corporation (CSX) | 0.1 | $609k | 17k | 36.25 |
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| D.R. Horton (DHI) | 0.1 | $606k | 4.2k | 144.02 |
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| Palo Alto Networks (PANW) | 0.1 | $603k | 3.3k | 184.22 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $602k | 2.4k | 250.88 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $601k | 994.00 | 604.77 |
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| Tractor Supply Company (TSCO) | 0.1 | $585k | 12k | 50.01 |
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| Union Pacific Corporation (UNP) | 0.1 | $584k | 2.5k | 231.29 |
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| Sherwin-Williams Company (SHW) | 0.1 | $583k | 1.8k | 323.95 |
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| Pinterest Cl A (PINS) | 0.1 | $577k | 22k | 25.89 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $576k | 656.00 | 878.68 |
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| Boston Scientific Corporation (BSX) | 0.1 | $571k | 6.0k | 95.35 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $570k | 5.7k | 99.53 |
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| Deere & Company (DE) | 0.1 | $546k | 1.2k | 465.67 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $540k | 2.4k | 227.53 |
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| Nucor Corporation (NUE) | 0.1 | $529k | 3.2k | 163.12 |
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| NVR (NVR) | 0.1 | $528k | 72.00 | 7336.32 |
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| Metropcs Communications (TMUS) | 0.1 | $528k | 2.6k | 203.02 |
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| Honeywell International (HON) | 0.1 | $519k | 2.7k | 195.11 |
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| PNC Financial Services (PNC) | 0.1 | $513k | 2.5k | 208.73 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $506k | 4.2k | 119.76 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $504k | 3.5k | 143.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $504k | 1.1k | 473.47 |
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| Analog Devices (ADI) | 0.1 | $495k | 1.8k | 271.21 |
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| Citigroup Com New (C) | 0.1 | $494k | 4.2k | 116.68 |
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| Intuit (INTU) | 0.1 | $480k | 725.00 | 662.22 |
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| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $475k | 5.2k | 91.01 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $467k | 16k | 29.89 |
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| Bristol Myers Squibb (BMY) | 0.1 | $462k | 8.6k | 53.94 |
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| Altria (MO) | 0.1 | $459k | 8.0k | 57.66 |
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| W.W. Grainger (GWW) | 0.1 | $458k | 454.00 | 1008.10 |
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| Progressive Corporation (PGR) | 0.1 | $457k | 2.0k | 227.68 |
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| Gray Television (GTN) | 0.1 | $455k | 94k | 4.84 |
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| Cme (CME) | 0.1 | $452k | 1.7k | 273.12 |
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| American Electric Power Company (AEP) | 0.1 | $449k | 3.9k | 115.32 |
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| Pepsi (PEP) | 0.1 | $448k | 3.1k | 143.54 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $442k | 2.5k | 173.46 |
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| Lowe's Companies (LOW) | 0.1 | $441k | 1.8k | 241.14 |
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| Nasdaq Omx (NDAQ) | 0.1 | $441k | 4.5k | 97.13 |
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| Mid-America Apartment (MAA) | 0.1 | $439k | 3.2k | 138.90 |
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| Constellation Energy (CEG) | 0.1 | $439k | 1.2k | 353.38 |
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| Chubb (CB) | 0.1 | $438k | 1.4k | 312.09 |
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| Stryker Corporation (SYK) | 0.1 | $438k | 1.2k | 351.34 |
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| Danaher Corporation (DHR) | 0.1 | $433k | 1.9k | 228.96 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $427k | 2.7k | 160.79 |
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| Monster Beverage Corp (MNST) | 0.1 | $422k | 5.5k | 76.67 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $420k | 1.4k | 308.93 |
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| AmerisourceBergen (COR) | 0.1 | $419k | 1.2k | 337.78 |
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| Packaging Corporation of America (PKG) | 0.1 | $417k | 2.0k | 206.28 |
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| International Paper Company (IP) | 0.1 | $415k | 11k | 39.39 |
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| Intel Corporation (INTC) | 0.1 | $413k | 11k | 36.90 |
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| Koppers Holdings (KOP) | 0.1 | $409k | 15k | 27.08 |
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| MercadoLibre (MELI) | 0.1 | $407k | 202.00 | 2014.26 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $392k | 865.00 | 453.14 |
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| CVS Caremark Corporation (CVS) | 0.1 | $392k | 4.9k | 79.36 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $392k | 5.5k | 71.79 |
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| Servicenow (NOW) | 0.1 | $390k | 2.5k | 153.20 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $387k | 6.0k | 64.42 |
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| S&p Global (SPGI) | 0.1 | $386k | 738.00 | 522.66 |
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| Darden Restaurants (DRI) | 0.1 | $385k | 2.1k | 183.99 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $381k | 1.9k | 203.42 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $370k | 9.8k | 37.96 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $361k | 271.00 | 1330.44 |
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| Travel Leisure Ord (TNL) | 0.0 | $354k | 5.0k | 70.53 |
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| Lennar Corp Cl A (LEN) | 0.0 | $348k | 3.4k | 102.81 |
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| Intercontinental Exchange (ICE) | 0.0 | $339k | 2.1k | 161.99 |
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| Copart (CPRT) | 0.0 | $338k | 8.6k | 39.15 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $328k | 2.1k | 154.81 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $328k | 1.0k | 323.01 |
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| eBay (EBAY) | 0.0 | $327k | 3.8k | 87.09 |
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| Eaton Corp SHS (ETN) | 0.0 | $327k | 1.0k | 318.42 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $326k | 1.5k | 217.03 |
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| Medtronic SHS (MDT) | 0.0 | $324k | 3.4k | 96.05 |
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| Marsh & McLennan Companies | 0.0 | $320k | 1.7k | 185.53 |
|
|
| Construction Partners Com Cl A (ROAD) | 0.0 | $318k | 2.9k | 108.56 |
|
|
| Uber Technologies (UBER) | 0.0 | $313k | 3.8k | 81.70 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $311k | 7.6k | 41.12 |
|
|
| Capital One Financial (COF) | 0.0 | $311k | 1.3k | 242.33 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $309k | 2.5k | 123.27 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $307k | 3.3k | 91.94 |
|
|
| General Motors Company (GM) | 0.0 | $305k | 3.7k | 81.32 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $302k | 4.1k | 74.18 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $299k | 3.6k | 83.76 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $293k | 2.0k | 148.98 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $290k | 2.1k | 135.17 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $289k | 1.0k | 283.43 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $285k | 9.6k | 29.61 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $284k | 3.0k | 94.17 |
|
|
| McKesson Corporation (MCK) | 0.0 | $278k | 339.00 | 820.52 |
|
|
| Ford Motor Company (F) | 0.0 | $274k | 21k | 13.12 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $265k | 1.0k | 257.18 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $257k | 4.8k | 53.36 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $256k | 5.0k | 51.60 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $256k | 1.2k | 204.95 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $256k | 759.00 | 336.86 |
|
|
| Msci (MSCI) | 0.0 | $255k | 444.00 | 574.23 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $255k | 4.4k | 58.38 |
|
|
| Generac Holdings (GNRC) | 0.0 | $250k | 1.8k | 136.40 |
|
|
| Target Corporation (TGT) | 0.0 | $249k | 2.5k | 97.74 |
|
|
| Simon Property (SPG) | 0.0 | $249k | 1.3k | 185.16 |
|
|
| 3M Company (MMM) | 0.0 | $248k | 1.6k | 160.13 |
|
|
| Ecolab (ECL) | 0.0 | $248k | 946.00 | 262.49 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $246k | 917.00 | 268.44 |
|
|
| Paccar (PCAR) | 0.0 | $244k | 2.2k | 109.49 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $240k | 2.7k | 88.71 |
|
|
| Entergy Corporation (ETR) | 0.0 | $236k | 2.6k | 92.43 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $231k | 1.3k | 184.48 |
|
|
| Republic Services (RSG) | 0.0 | $230k | 1.1k | 212.00 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $228k | 586.00 | 389.53 |
|
|
| Wec Energy Group (WEC) | 0.0 | $228k | 2.2k | 105.48 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $223k | 3.2k | 70.13 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $222k | 4.8k | 46.74 |
|
|
| American Tower Reit (AMT) | 0.0 | $222k | 1.3k | 175.52 |
|
|
| Cummins (CMI) | 0.0 | $222k | 435.00 | 510.34 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $219k | 4.8k | 45.64 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $214k | 635.00 | 336.97 |
|
|
| First Us Bancshares (FUSB) | 0.0 | $214k | 15k | 13.97 |
|
|
| Autodesk (ADSK) | 0.0 | $210k | 709.00 | 295.96 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $209k | 2.1k | 99.84 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $208k | 595.00 | 350.07 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $205k | 3.3k | 62.47 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $202k | 647.00 | 312.58 |
|
|
| Enbridge (ENB) | 0.0 | $201k | 4.2k | 47.83 |
|
|
| Valley National Ban (VLY) | 0.0 | $153k | 13k | 11.68 |
|
|
| United Ins Hldgs (ACIC) | 0.0 | $132k | 10k | 12.63 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $93k | 19k | 5.00 |
|
Past Filings by Marble Wealth
SEC 13F filings are viewable for Marble Wealth going back to 2025
- Marble Wealth 2025 Q4 filed Feb. 10, 2026