Meridian Investment Counsel
Latest statistics and disclosures from Meridian Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AAPL, MSFT, ADBE, CVX, and represent 19.37% of Meridian Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: MDY, XLU, MDT, IWM, TM, JNJ, RSP, BRK.B, VDC, VOO.
- Started 10 new stock positions in ETR, BPOP, Te Connectivity, FNDA, UNH, IHI, PSA, PSCD, VDC, TSLA.
- Reduced shares in these 10 stocks: AAPL, EWJ, , OHI, TSM, BCSF, MSFT, EFA, SPGI, BIL.
- Sold out of its positions in FAX, ELV, BA, IGR, MFG, GF, OHI, SHEL, SPGI, BIL. TEL.
- Meridian Investment Counsel was a net seller of stock by $-1.9M.
- Meridian Investment Counsel has $331M in assets under management (AUM), dropping by 4.65%.
- Central Index Key (CIK): 0001427351
Tip: Access up to 7 years of quarterly data
Positions held by Meridian Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Meridian Investment Counsel
Meridian Investment Counsel holds 212 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $18M | -2% | 105k | 173.67 |
|
| Apple (AAPL) | 4.3 | $14M | -8% | 61k | 233.00 |
|
| Microsoft Corporation (MSFT) | 3.7 | $12M | -2% | 28k | 430.31 |
|
| Adobe Systems Incorporated (ADBE) | 3.5 | $12M | 22k | 517.78 |
|
|
| Chevron Corporation (CVX) | 2.5 | $8.2M | 55k | 147.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.9 | $6.2M | 125k | 49.70 |
|
|
| FedEx Corporation (FDX) | 1.7 | $5.5M | 20k | 273.68 |
|
|
| Abbvie (ABBV) | 1.7 | $5.5M | -2% | 28k | 197.48 |
|
| Norfolk Southern (NSC) | 1.6 | $5.3M | 21k | 248.50 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.5 | $5.1M | +17% | 64k | 80.78 |
|
| Home Depot (HD) | 1.5 | $4.9M | 12k | 405.20 |
|
|
| Wal-Mart Stores (WMT) | 1.4 | $4.7M | -2% | 59k | 80.75 |
|
| Qualcomm (QCOM) | 1.4 | $4.7M | -2% | 28k | 170.05 |
|
| Travelers Companies (TRV) | 1.4 | $4.7M | 20k | 234.12 |
|
|
| Oracle Corporation (ORCL) | 1.3 | $4.4M | -3% | 26k | 170.40 |
|
| Winnebago Industries (WGO) | 1.3 | $4.4M | 75k | 58.11 |
|
|
| MetLife (MET) | 1.3 | $4.4M | -4% | 53k | 82.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $4.1M | +16% | 23k | 179.16 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $4.0M | -6% | 7.1k | 573.76 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.1 | $3.8M | -2% | 39k | 95.94 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.7M | -3% | 6.5k | 572.44 |
|
| Johnson & Johnson (JNJ) | 1.1 | $3.7M | +19% | 23k | 162.06 |
|
| Bank of America Corporation (BAC) | 1.1 | $3.6M | -3% | 91k | 39.68 |
|
| Comcast Corp Cl A (CMCSA) | 1.1 | $3.6M | 86k | 41.77 |
|
|
| Dupont De Nemours (DD) | 1.1 | $3.6M | 40k | 89.11 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.5M | +18% | 7.6k | 460.26 |
|
| Cbre Group Cl A (CBRE) | 1.0 | $3.4M | -5% | 27k | 124.48 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $3.3M | 7.7k | 423.13 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $2.9M | 19k | 154.02 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $2.8M | +44% | 4.9k | 569.70 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $2.8M | -2% | 23k | 119.07 |
|
| McKesson Corporation (MCK) | 0.8 | $2.7M | 5.4k | 494.42 |
|
|
| Peak (DOC) | 0.8 | $2.6M | -4% | 115k | 22.87 |
|
| Molson Coors Beverage CL B (TAP) | 0.8 | $2.6M | -2% | 45k | 57.52 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.8 | $2.6M | -2% | 27k | 96.38 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.8 | $2.6M | -3% | 75k | 33.86 |
|
| Chubb (CB) | 0.7 | $2.5M | 8.6k | 288.39 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $2.4M | 66k | 37.20 |
|
|
| Verizon Communications (VZ) | 0.7 | $2.4M | -3% | 53k | 44.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.4M | -7% | 4.9k | 488.07 |
|
| Ge Aerospace Com New (GE) | 0.7 | $2.3M | +3% | 12k | 188.57 |
|
| Kinder Morgan (KMI) | 0.7 | $2.3M | +27% | 103k | 22.09 |
|
| Amgen (AMGN) | 0.7 | $2.2M | -4% | 6.8k | 322.21 |
|
| International Business Machines (IBM) | 0.7 | $2.2M | -5% | 9.8k | 221.08 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.1M | 18k | 121.44 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.6 | $2.1M | -2% | 58k | 36.58 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.6 | $2.1M | 69k | 30.44 |
|
|
| BP Sponsored Adr (BP) | 0.6 | $2.1M | -3% | 67k | 31.39 |
|
| L3harris Technologies (LHX) | 0.6 | $2.1M | -3% | 8.8k | 237.87 |
|
| Keurig Dr Pepper (KDP) | 0.6 | $2.0M | +19% | 53k | 37.48 |
|
| MGM Resorts International. (MGM) | 0.6 | $2.0M | -2% | 50k | 39.09 |
|
| Genuine Parts Company (GPC) | 0.6 | $1.9M | 14k | 139.68 |
|
|
| MGIC Investment (MTG) | 0.6 | $1.9M | 74k | 25.60 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.9M | +52% | 8.4k | 220.89 |
|
| Docusign (DOCU) | 0.6 | $1.8M | -3% | 30k | 62.09 |
|
| Tegna (TGNA) | 0.6 | $1.8M | 117k | 15.78 |
|
|
| Pfizer (PFE) | 0.6 | $1.8M | -2% | 63k | 28.94 |
|
| Gilead Sciences (GILD) | 0.5 | $1.8M | -8% | 22k | 83.84 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $1.8M | -4% | 3.0k | 586.52 |
|
| Citigroup Com New (C) | 0.5 | $1.8M | 28k | 62.60 |
|
|
| O-i Glass (OI) | 0.5 | $1.7M | -12% | 132k | 13.12 |
|
| Honeywell International (HON) | 0.5 | $1.7M | 8.3k | 206.71 |
|
|
| Kenvue (KVUE) | 0.5 | $1.7M | -9% | 72k | 23.13 |
|
| Arcbest (ARCB) | 0.5 | $1.7M | -3% | 15k | 108.45 |
|
| Intel Corporation (INTC) | 0.5 | $1.6M | -5% | 67k | 23.46 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.5M | 29k | 52.81 |
|
|
| Spdr Ser Tr Glb Dow Etf (DGT) | 0.5 | $1.5M | 11k | 137.86 |
|
|
| Wells Fargo & Company (WFC) | 0.5 | $1.5M | -8% | 26k | 56.49 |
|
| Nucor Corporation (NUE) | 0.4 | $1.5M | 9.8k | 150.34 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | 8.7k | 167.18 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $1.5M | 13k | 116.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | 6.8k | 210.86 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | -4% | 12k | 117.22 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.4 | $1.4M | -11% | 14k | 98.80 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.4 | $1.3M | +18% | 47k | 28.55 |
|
| Cisco Systems (CSCO) | 0.4 | $1.3M | -3% | 25k | 53.22 |
|
| Toyota Motor Corp Ads (TM) | 0.4 | $1.3M | +96% | 7.1k | 178.57 |
|
| Nextera Energy (NEE) | 0.4 | $1.3M | 15k | 84.53 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | +66% | 2.4k | 527.67 |
|
| Axon Enterprise (AXON) | 0.4 | $1.2M | 3.0k | 399.60 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.4 | $1.2M | 12k | 98.16 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $1.2M | -2% | 23k | 49.92 |
|
| Medtronic SHS (MDT) | 0.3 | $1.1M | +169% | 13k | 90.03 |
|
| Wyndham Hotels And Resorts (WH) | 0.3 | $1.1M | -4% | 14k | 78.14 |
|
| American Electric Power Company (AEP) | 0.3 | $1.1M | 11k | 102.60 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.1M | 6.2k | 179.30 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.3 | $1.1M | -3% | 21k | 53.87 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.0M | 21k | 47.85 |
|
|
| At&t (T) | 0.3 | $988k | -9% | 45k | 22.00 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $979k | 11k | 91.93 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $971k | +15% | 4.1k | 237.21 |
|
| Automatic Data Processing (ADP) | 0.3 | $965k | -2% | 3.5k | 276.73 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.3 | $944k | 71k | 13.39 |
|
|
| Barrick Gold Corp (GOLD) | 0.3 | $935k | 47k | 19.89 |
|
|
| Ge Vernova (GEV) | 0.3 | $925k | +8% | 3.6k | 254.98 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $898k | 854.00 | 1051.24 |
|
|
| CVS Caremark Corporation (CVS) | 0.3 | $867k | -14% | 14k | 62.88 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $861k | 9.8k | 87.80 |
|
|
| Coca-Cola Company (KO) | 0.3 | $834k | -4% | 12k | 71.86 |
|
| Ally Financial (ALLY) | 0.2 | $826k | -9% | 23k | 35.59 |
|
| salesforce (CRM) | 0.2 | $825k | 3.0k | 273.71 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $822k | 6.6k | 123.62 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $812k | 5.7k | 142.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $799k | 901.00 | 886.52 |
|
|
| Spdr Ser Tr Oilgas Equip (XES) | 0.2 | $771k | +55% | 9.5k | 80.77 |
|
| Amazon (AMZN) | 0.2 | $770k | +34% | 4.1k | 186.33 |
|
| Pepsi (PEP) | 0.2 | $759k | -25% | 4.5k | 170.05 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $734k | -19% | 6.1k | 121.16 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $728k | -2% | 8.1k | 90.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $715k | -5% | 4.3k | 165.85 |
|
| Procter & Gamble Company (PG) | 0.2 | $714k | -15% | 4.1k | 173.20 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $706k | 5.4k | 131.52 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $702k | -12% | 2.7k | 257.69 |
|
| Morgan Stanley Com New (MS) | 0.2 | $702k | -6% | 6.7k | 104.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $667k | 2.4k | 283.16 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $638k | +46% | 2.3k | 282.20 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $634k | +53% | 12k | 51.54 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.2 | $631k | -5% | 6.7k | 94.13 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $630k | -4% | 35k | 17.82 |
|
| Emerson Electric (EMR) | 0.2 | $624k | -16% | 5.7k | 109.37 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.2 | $622k | 24k | 26.03 |
|
|
| Lincoln Electric Holdings (LECO) | 0.2 | $586k | 3.1k | 192.02 |
|
|
| Travel Leisure Ord (TNL) | 0.2 | $583k | -14% | 13k | 46.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $581k | 9.3k | 62.32 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $577k | 11k | 53.45 |
|
|
| Synchrony Financial (SYF) | 0.2 | $577k | -4% | 12k | 49.88 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $571k | 8.8k | 64.86 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $569k | -6% | 7.7k | 73.67 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $551k | +5% | 5.9k | 93.85 |
|
| Lam Research Corporation (LRCX) | 0.2 | $548k | -6% | 672.00 | 816.08 |
|
| Merck & Co (MRK) | 0.2 | $543k | 4.8k | 113.56 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $532k | NEW | 2.4k | 218.48 |
|
| Ishares Msci Germany Etf (EWG) | 0.2 | $528k | -12% | 16k | 33.84 |
|
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.2 | $501k | -4% | 41k | 12.09 |
|
| United States Steel Corporation (X) | 0.2 | $498k | -2% | 14k | 35.33 |
|
| Cintas Corporation (CTAS) | 0.1 | $494k | +300% | 2.4k | 205.88 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $488k | 6.2k | 78.69 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $487k | -40% | 5.8k | 83.63 |
|
| Starbucks Corporation (SBUX) | 0.1 | $484k | 5.0k | 97.48 |
|
|
| Central Securities (CET) | 0.1 | $473k | 10k | 45.84 |
|
|
| Mongodb Cl A (MDB) | 0.1 | $471k | 1.7k | 270.35 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $467k | 810.00 | 576.82 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $454k | -8% | 5.8k | 77.61 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $450k | -25% | 22k | 20.94 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $432k | 3.7k | 115.30 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $431k | +4% | 1.3k | 331.44 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $429k | +5% | 10k | 41.95 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $426k | 2.9k | 145.39 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $420k | -5% | 18k | 23.95 |
|
| Hp (HPQ) | 0.1 | $409k | -7% | 11k | 35.87 |
|
| Corteva (CTVA) | 0.1 | $406k | -19% | 6.9k | 58.79 |
|
| Te Connectivity Ord Shs | 0.1 | $396k | NEW | 2.6k | 150.99 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $395k | 65k | 6.10 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $382k | -12% | 4.7k | 80.49 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $361k | -14% | 5.9k | 61.20 |
|
| Uber Technologies (UBER) | 0.1 | $361k | 4.8k | 75.16 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $360k | 3.7k | 97.42 |
|
|
| Immunitybio (IBRX) | 0.1 | $359k | 96k | 3.72 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $358k | -4% | 43k | 8.25 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $355k | 4.9k | 71.73 |
|
|
| Southern Company (SO) | 0.1 | $343k | 3.8k | 90.18 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $340k | -5% | 17k | 20.46 |
|
| Lincoln National Corporation (LNC) | 0.1 | $337k | -4% | 11k | 31.51 |
|
| ConocoPhillips (COP) | 0.1 | $336k | -14% | 3.2k | 105.28 |
|
| Cenovus Energy (CVE) | 0.1 | $331k | +46% | 20k | 16.73 |
|
| PennantPark Investment (PNNT) | 0.1 | $329k | -2% | 47k | 6.99 |
|
| Pentair SHS (PNR) | 0.1 | $328k | -11% | 3.3k | 97.79 |
|
| Zimmer Holdings (ZBH) | 0.1 | $327k | -3% | 3.0k | 107.95 |
|
| Union Pacific Corporation (UNP) | 0.1 | $325k | -7% | 1.3k | 246.48 |
|
| Tapestry (TPR) | 0.1 | $320k | 6.8k | 46.98 |
|
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $317k | -53% | 19k | 16.60 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $309k | -61% | 4.3k | 71.54 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $305k | 1.5k | 202.76 |
|
|
| Dow (DOW) | 0.1 | $302k | -6% | 5.5k | 54.63 |
|
| Genworth Finl Com Shs (GNW) | 0.1 | $301k | 44k | 6.85 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $300k | 3.3k | 91.31 |
|
|
| Draftkings Com Cl A (DKNG) | 0.1 | $297k | -16% | 7.6k | 39.20 |
|
| Advanced Micro Devices (AMD) | 0.1 | $291k | 1.8k | 164.08 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $289k | 3.3k | 88.14 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $285k | 4.0k | 71.76 |
|
|
| 3M Company (MMM) | 0.1 | $278k | -15% | 2.0k | 136.70 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $276k | -16% | 6.1k | 45.32 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $273k | -23% | 3.8k | 71.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $264k | 3.9k | 67.85 |
|
|
| TJX Companies (TJX) | 0.1 | $259k | 2.2k | 117.54 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $252k | NEW | 4.3k | 59.22 |
|
| Abbott Laboratories (ABT) | 0.1 | $249k | 2.2k | 114.01 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $249k | 2.3k | 109.53 |
|
|
| Walt Disney Company (DIS) | 0.1 | $248k | 2.6k | 96.19 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.1 | $247k | -9% | 61k | 4.07 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $247k | -33% | 25k | 10.02 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $243k | -11% | 492.00 | 493.80 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $242k | 14k | 17.31 |
|
|
| Enbridge (ENB) | 0.1 | $241k | -5% | 5.9k | 40.61 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $239k | 6.0k | 39.82 |
|
|
| Entergy Corporation (ETR) | 0.1 | $237k | NEW | 1.8k | 131.61 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $237k | 630.00 | 375.38 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $231k | 3.2k | 73.23 |
|
|
| Tesla Motors (TSLA) | 0.1 | $230k | NEW | 880.00 | 261.63 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $230k | 4.4k | 52.66 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $229k | 6.0k | 38.08 |
|
|
| Popular Com New (BPOP) | 0.1 | $226k | NEW | 2.3k | 100.27 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $216k | 2.8k | 78.37 |
|
|
| Public Storage (PSA) | 0.1 | $211k | NEW | 580.00 | 363.87 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD) | 0.1 | $209k | NEW | 1.9k | 110.90 |
|
| UnitedHealth (UNH) | 0.1 | $208k | NEW | 356.00 | 584.68 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $204k | NEW | 3.4k | 59.57 |
|
| Cohen & Steers Total Return Real (RFI) | 0.1 | $182k | 14k | 13.09 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $112k | -30% | 14k | 8.07 |
|
| Ellsworth Fund (ECF) | 0.0 | $100k | 11k | 8.99 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $96k | -12% | 11k | 8.96 |
|
| Transocean Registered Shs (RIG) | 0.0 | $64k | 15k | 4.25 |
|
Past Filings by Meridian Investment Counsel
SEC 13F filings are viewable for Meridian Investment Counsel going back to 2013
- Meridian Investment Counsel 2024 Q3 filed Nov. 6, 2024
- Meridian Investment Counsel 2024 Q2 filed July 19, 2024
- Meridian Investment Counsel 2024 Q1 filed May 13, 2024
- Meridian Investment Counsel 2023 Q4 filed Feb. 9, 2024
- Meridian Investment Counsel 2023 Q3 filed Nov. 3, 2023
- Meridian Investment Counsel 2023 Q2 filed Aug. 9, 2023
- Meridian Investment Counsel 2023 Q1 filed May 5, 2023
- Meridian Investment Counsel 2022 Q4 filed Feb. 6, 2023
- Meridian Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Meridian Investment Counsel 2022 Q2 filed Aug. 11, 2022
- Meridian Investment Counsel 2022 Q1 filed May 11, 2022
- Meridian Investment Counsel 2021 Q4 filed Feb. 14, 2022
- Meridian Investment Counsel 2021 Q3 filed Oct. 27, 2021
- Meridian Investment Counsel 2021 Q2 filed July 23, 2021
- Meridian Investment Counsel 2021 Q1 filed May 3, 2021
- Meridian Investment Counsel 2020 Q4 filed Feb. 3, 2021