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Meridian Wealth Management

Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, QQQ, XOM, MSFT, and represent 20.34% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$20M), SCHB (+$8.0M), HOOD (+$6.2M), SPY (+$6.1M), SCHF (+$5.2M), SCHM, SCHD, SHV, DKNG, SCHA.
Started 51 new stock positions in TT, MRVL, TRV, DFS, VDE, PI, MSI, TM, HOOD, MOO.
Reduced shares in these 10 stocks: NVO (-$8.9M), Arista Networks, DOW, PSQ, , XSVM, PEY, ACGL, TWLO, DFAC.
Sold out of its positions in ABNB, AMT, Arista Networks, GOLD, BHP, BlackRock, CDW, CF, CAVA, CRUS.
Meridian Wealth Management was a net buyer of stock by $112M.
Meridian Wealth Management has $2.1B in assets under management (AUM), dropping by 3.91%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 625 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Meridian Wealth Management has 625 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management Dec. 31, 2024 positions
Download the Meridian Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.1	$109M		808k	134.29	View chart
Apple (AAPL)	4.2	$90M		358k	250.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$81M		159k	511.23	View chart
Exxon Mobil Corporation (XOM)	3.7	$77M		719k	107.57	View chart
Microsoft Corporation (MSFT)	3.5	$73M		174k	421.50	View chart
Amazon (AMZN)	3.3	$70M		321k	219.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$55M	+12%	94k	586.08	View chart
JPMorgan Chase & Co. (JPM)	2.2	$47M		194k	239.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$33M		73k	453.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$30M	+9%	52k	588.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$28M		146k	189.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$27M	+308%	967k	27.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$26M	+14%	359k	71.91	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$23M		56k	410.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$19M	+4%	113k	169.26	View chart
Meta Platforms Cl A (META)	0.9	$18M	+15%	31k	585.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$18M		94k	190.44	View chart
Costco Wholesale Corporation (COST)	0.8	$17M		19k	916.27	View chart
Broadcom (AVGO)	0.8	$17M	+11%	73k	231.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$17M		69k	242.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$16M		29k	538.82	View chart
UnitedHealth (UNH)	0.7	$15M	-4%	30k	505.87	View chart
Intuitive Surgical Com New (ISRG)	0.7	$14M		27k	521.96	View chart
Wal-Mart Stores (WMT)	0.6	$14M	+4%	151k	90.43	View chart
Tesla Motors (TSLA)	0.6	$14M	+14%	34k	403.84	View chart
Caterpillar (CAT)	0.6	$14M		37k	362.76	View chart
Shopify Cl A (SHOP)	0.6	$13M	+9%	126k	106.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$13M	-4%	61k	220.96	View chart
Home Depot (HD)	0.6	$13M	-2%	34k	388.99	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$13M	-3%	252k	51.14	View chart
Abbvie (ABBV)	0.6	$13M	-3%	72k	177.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$13M		204k	62.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$12M	-6%	214k	56.48	View chart
International Business Machines (IBM)	0.6	$12M	-5%	55k	219.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$12M	+213%	517k	22.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$11M		186k	61.34	View chart
Advanced Micro Devices (AMD)	0.5	$11M	-6%	94k	120.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$11M	+2%	47k	242.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$11M	+15%	318k	34.75	View chart
Reddit Cl A (RDDT)	0.5	$11M	+47%	67k	163.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$11M	+91%	589k	18.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$11M	+9%	354k	30.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$11M	+4%	54k	198.18	View chart
Chevron Corporation (CVX)	0.5	$11M	-3%	73k	144.84	View chart
Stock Yards Ban (SYBT)	0.5	$10M	-2%	143k	71.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$10M	+11%	35k	289.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$9.9M	+76%	384k	25.86	View chart
Procter & Gamble Company (PG)	0.5	$9.9M		59k	167.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$9.3M	+2%	22k	425.49	View chart
Aercap Holdings Nv SHS (AER)	0.4	$9.2M	-4%	96k	95.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$9.2M	+105%	83k	110.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$8.8M	+3%	381k	22.98	View chart
salesforce (CRM)	0.4	$8.4M	+5%	25k	334.33	View chart
Pepsi (PEP)	0.4	$8.2M	-4%	54k	152.06	View chart
Merck & Co (MRK)	0.4	$7.8M	-10%	78k	99.48	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.4	$7.7M	+116%	316k	24.38	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$7.5M	+45%	149k	50.47	View chart
Eli Lilly & Co. (LLY)	0.3	$7.3M	+4%	9.5k	772.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$7.3M	+2%	63k	115.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$7.2M	-4%	139k	51.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$7.2M		33k	215.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$7.1M	+205%	260k	27.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$7.0M	+213%	254k	27.71	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$7.0M	-3%	106k	66.11	View chart
Oracle Corporation (ORCL)	0.3	$6.9M	+14%	42k	166.64	View chart
Visa Com Cl A (V)	0.3	$6.9M	+5%	22k	316.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.8M		35k	195.83	View chart
Raytheon Technologies Corp (RTX)	0.3	$6.8M	-8%	59k	115.72	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.5M	+6%	12k	526.59	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$6.5M	+5%	72k	91.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.5M	+3%	81k	80.27	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$6.4M		63k	102.09	View chart
Main Street Capital Corporation (MAIN)	0.3	$6.4M		109k	58.58	View chart
Deere & Company (DE)	0.3	$6.2M	-3%	15k	423.71	View chart
Johnson & Johnson (JNJ)	0.3	$6.2M		43k	144.66	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$6.2M	NEW	166k	37.26	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$6.1M		35k	177.03	View chart
Netflix (NFLX)	0.3	$6.1M	+4%	6.8k	891.36	View chart
Kla Corp Com New (KLAC)	0.3	$5.8M		9.2k	630.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.7M	-8%	65k	87.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$5.7M	+7%	169k	33.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.6M		22k	253.60	View chart
Palo Alto Networks (PANW)	0.3	$5.6M	+96%	31k	181.96	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$5.5M	+7%	229k	24.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$5.5M		71k	78.01	View chart
Kinder Morgan (KMI)	0.3	$5.5M	-10%	201k	27.40	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$5.3M	+28%	53k	100.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$5.3M		54k	98.47	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.2M		52k	101.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$5.1M	+6%	74k	68.94	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.1M	-3%	26k	197.49	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$5.0M	+7%	191k	26.33	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$5.0M		134k	37.12	View chart
Draftkings Com Cl A (DKNG)	0.2	$4.9M	+1674%	130k	37.20	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$4.8M	-5%	381k	12.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.8M		14k	351.80	View chart
Servicenow (NOW)	0.2	$4.7M	+39%	4.4k	1060.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.6M	+8%	19k	240.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$4.5M	-4%	13k	342.15	View chart
D.R. Horton (DHI)	0.2	$4.4M		32k	139.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.4M	-4%	57k	77.27	View chart
Union Pacific Corporation (UNP)	0.2	$4.3M		19k	228.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.3M	-2%	51k	85.68	View chart
Southern Company (SO)	0.2	$4.3M		52k	82.32	View chart
Emerson Electric (EMR)	0.2	$4.3M		35k	123.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$4.3M	+189%	163k	26.07	View chart
Thomson Reuters Corp. (TRI)	0.2	$4.2M		27k	160.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.2M	+64%	26k	159.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$4.1M	-2%	20k	210.45	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.1M		22k	187.51	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$4.1M	+10%	174k	23.47	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.1M	+2%	80k	50.97	View chart
Amgen (AMGN)	0.2	$4.0M	-2%	16k	260.64	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.0M	+20%	63k	63.45	View chart
Gilead Sciences (GILD)	0.2	$4.0M	+2%	44k	92.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.0M		43k	92.45	View chart
Arista Networks Com Shs (ANET)	0.2	$4.0M	NEW	36k	110.53	View chart
Ares Capital Corporation (ARCC)	0.2	$3.9M		180k	21.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.9M	+187%	169k	23.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.9M	-19%	113k	34.59	View chart
Digital Realty Trust (DLR)	0.2	$3.9M		22k	177.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.9M		28k	137.54	View chart
Lamar Advertising Cl A (LAMR)	0.2	$3.9M		32k	121.74	View chart
Roper Industries (ROP)	0.2	$3.8M		7.4k	519.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.7M	+59%	43k	87.33	View chart
EOG Resources (EOG)	0.2	$3.7M	+5%	30k	122.58	View chart
Northrop Grumman Corporation (NOC)	0.2	$3.6M		7.7k	469.30	View chart
Paychex (PAYX)	0.2	$3.6M	+3%	26k	140.22	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$3.6M		61k	59.06	View chart
FirstEnergy (FE)	0.2	$3.6M	-8%	90k	39.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.6M	+68%	44k	81.98	View chart
O'reilly Automotive (ORLY)	0.2	$3.5M	+4%	3.0k	1185.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.4M	+9%	45k	75.61	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$3.4M	+10%	279k	12.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.4M	+77%	27k	126.75	View chart
General Mills (GIS)	0.2	$3.4M		53k	63.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.3M		8.3k	401.56	View chart
S&p Global (SPGI)	0.2	$3.3M	-5%	6.7k	498.01	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$3.3M		47k	71.04	View chart
Waters Corporation (WAT)	0.2	$3.3M		8.9k	370.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$3.3M		81k	40.41	View chart
Nextera Energy Unit 09/01/2025 (NEE.PR)	0.2	$3.2M	-5%	79k	40.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.2M		63k	50.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.1M	+6%	24k	127.57	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.0M	-15%	16k	184.88	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$3.0M	+26%	40k	74.49	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.0M	+198%	127k	23.68	View chart
Unilever Spon Adr New (UL)	0.1	$3.0M		53k	56.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.0M	+27%	6.1k	485.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.9M	+11%	11k	264.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.9M	+2%	61k	47.83	View chart
Bristol Myers Squibb (BMY)	0.1	$2.9M		51k	56.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.9M	+43%	6.5k	444.70	View chart
Public Service Enterprise (PEG)	0.1	$2.9M	+2%	34k	84.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.9M		25k	115.18	View chart
Ge Aerospace Com New (GE)	0.1	$2.8M	+53%	17k	166.79	View chart
Lowe's Companies (LOW)	0.1	$2.8M	-6%	11k	246.79	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$2.8M		50k	56.14	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.7M		48k	56.51	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.7M		73k	37.17	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$2.6M	-35%	124k	21.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.6M		62k	41.82	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.5M	NEW	38k	67.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.5M	-2%	4.5k	569.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.5M	NEW	22k	113.61	View chart
Coca-Cola Company (KO)	0.1	$2.5M		41k	62.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.5M	+26%	36k	70.28	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.5M	+77%	70k	35.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.5M	+77%	31k	78.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.4M	-21%	43k	57.41	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.4M		154k	15.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.4M		11k	223.47	View chart
Applied Materials (AMAT)	0.1	$2.4M	-9%	15k	162.63	View chart
Pfizer (PFE)	0.1	$2.3M	-5%	86k	26.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.3M	-17%	13k	175.23	View chart
Booking Holdings (BKNG)	0.1	$2.2M	+4%	451.00	4969.10	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M	+35%	18k	125.72	View chart
Cadence Design Systems (CDNS)	0.1	$2.2M		7.4k	300.47	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.2M	-5%	19k	115.55	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.1M		110k	19.59	View chart
McDonald's Corporation (MCD)	0.1	$2.1M		7.4k	289.89	View chart
Sanofi Sponsored Adr (SNY)	0.1	$2.1M	+3%	44k	48.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.1M	-13%	36k	58.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.1M	NEW	17k	123.53	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.0M	-81%	23k	86.02	View chart
Qualcomm (QCOM)	0.1	$2.0M	+37%	13k	152.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.9M	-2%	40k	48.12	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.9M	+3%	8.2k	232.53	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$1.9M	-6%	31k	60.34	View chart
Philip Morris International (PM)	0.1	$1.9M	+2%	16k	120.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.9M	-19%	43k	44.04	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.9M	-3%	16k	117.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M		19k	96.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.9M	-6%	12k	161.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.8M		21k	88.40	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	-8%	16k	113.11	View chart
Progressive Corporation (PGR)	0.1	$1.8M	-2%	7.7k	239.62	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-3%	17k	111.35	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.8M	-4%	7.8k	235.27	View chart
Citigroup Com New (C)	0.1	$1.8M		26k	70.39	View chart
Verizon Communications (VZ)	0.1	$1.8M	+4%	45k	39.96	View chart
Axsome Therapeutics (AXSM)	0.1	$1.8M		21k	84.61	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.8M		18k	95.47	View chart
Waste Management (WM)	0.1	$1.8M		8.7k	201.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.7M	+9%	70k	24.99	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.7M	+5%	19k	92.51	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$1.7M	-5%	88k	19.84	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.1	$1.7M	NEW	41k	41.85	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.7M		23k	74.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.7M		2.7k	621.78	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.7M	+13%	20k	81.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.7M	-7%	18k	92.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.7M	+36%	17k	100.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.7M	-3%	22k	74.73	View chart
Boeing Company (BA)	0.1	$1.7M	-6%	9.3k	177.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.6M	-7%	21k	75.63	View chart
United Sts Oil Units (USO)	0.1	$1.6M		21k	75.55	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	+2%	5.4k	287.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M		2.4k	636.04	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$1.5M		38k	40.48	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.5M	+3%	59k	25.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	+3%	14k	106.55	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M		14k	107.74	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$1.5M	-11%	14k	103.39	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.5M	+8%	14k	108.24	View chart
Pulte (PHM)	0.1	$1.4M		13k	108.90	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	-3%	4.2k	343.43	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$1.4M	+593%	55k	25.68	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$1.4M		48k	29.22	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	+8%	32k	43.95	View chart
Enovix Corp (ENVX)	0.1	$1.4M	+11%	128k	10.87	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.4M		9.9k	139.49	View chart
At&t (T)	0.1	$1.4M		60k	22.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M		8.3k	164.16	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.4M		16k	84.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M		4.2k	322.17	View chart
Marriott Intl Cl A (MAR)	0.1	$1.3M		4.8k	278.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.3M	+6%	39k	34.13	View chart
Kroger (KR)	0.1	$1.3M		22k	61.15	View chart
Honeywell International (HON)	0.1	$1.3M	-2%	5.8k	225.91	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.3M		28k	46.26	View chart
DaVita (DVA)	0.1	$1.3M	+4%	8.7k	149.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M		4.8k	269.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M	+55%	14k	96.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	-4%	4.6k	280.08	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$1.3M		12k	111.95	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$1.3M	NEW	17k	77.04	View chart
Cisco Systems (CSCO)	0.1	$1.3M	+2%	22k	59.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	+12%	14k	89.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.3M		14k	90.93	View chart

Past Filings by Meridian Wealth Management

SEC 13F filings are viewable for Meridian Wealth Management going back to 2016

Meridian Wealth Management 2024 Q4 filed Feb. 6, 2025
Meridian Wealth Management 2024 Q3 filed Nov. 12, 2024
Meridian Wealth Management 2024 Q2 filed Aug. 8, 2024
Meridian Wealth Management 2024 Q1 filed April 25, 2024
Meridian Wealth Management 2023 Q4 filed Feb. 8, 2024
Meridian Wealth Management 2023 Q3 filed Oct. 17, 2023
Meridian Wealth Management 2023 Q2 filed Aug. 2, 2023
Meridian Wealth Management 2023 Q1 filed May 15, 2023
Meridian Wealth Management 2022 Q4 filed Feb. 14, 2023
Meridian Wealth Management 2022 Q3 filed Nov. 14, 2022
Meridian Wealth Management 2022 Q2 filed Aug. 5, 2022
Meridian Wealth Management 2022 Q1 filed May 12, 2022
Meridian Wealth Management 2021 Q4 filed Jan. 27, 2022
Meridian Wealth Management 2021 Q3 filed Oct. 15, 2021
Meridian Wealth Management 2021 Q2 filed July 22, 2021
Meridian Wealth Management 2021 Q1 filed May 7, 2021

View all past filings

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