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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

MAR holding history

Marriott International Inc in every 13F filed by David Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MAR overviewAll 13F holders of MARFull Q2 2025 holdings

Shares (Q2 2025)
3,854
Value
$1.05M
% of portfolio
0.8%
Quarters held
3
Since Q4 2024
Holdings of MAR by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,854$1.05M0.8%00.0%UnchangedHolders
Q1 20253,854$918.1K0.8%00.0%UnchangedHolders
Q4 20243,854$1.08M0.9%–No prior filingHolders