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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, XOM, QQQ, MSFT, and represent 20.38% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$84M), QQQ (+$77M), MSFT (+$74M), AMZN (+$59M), BRK.B (+$33M), IVV (+$27M), SCHG (+$25M), BND (+$24M), VUG (+$21M), VTV (+$19M).
Started 343 new stock positions in TXN, MTD, F, KLAC, CI, KO, VOO, JIRE, AMAT, VTI.
Reduced shares in these 10 stocks: , V, TBIL, TFLO, VGSH, CRWD, GFS, SPMB, DIA, TIPX.
Sold out of its positions in CBOE, DRSK, LTRN, STEM, DES, WRAP.
Meridian Wealth Management was a net buyer of stock by $1.2B.
Meridian Wealth Management has $2.0B in assets under management (AUM), dropping by 143.17%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 627 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Meridian Wealth Management has 627 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management Sept. 30, 2024 positions
Download the Meridian Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.7	$97M		796k	121.44	View chart
Apple (AAPL)	4.1	$84M	NEW	362k	233.00	View chart
Exxon Mobil Corporation (XOM)	4.1	$83M	+2%	708k	117.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$77M	NEW	158k	488.07	View chart
Microsoft Corporation (MSFT)	3.6	$74M	NEW	171k	430.30	View chart
Amazon (AMZN)	2.9	$59M	NEW	315k	186.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$48M		83k	573.76	View chart
JPMorgan Chase & Co. (JPM)	2.0	$42M	+2%	198k	210.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$33M	NEW	72k	460.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$27M	NEW	47k	576.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$25M	NEW	237k	104.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$24M		143k	165.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$24M	NEW	314k	75.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$21M	NEW	56k	383.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$19M	NEW	108k	174.52	View chart
UnitedHealth (UNH)	0.9	$18M	+13%	31k	584.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$17M	+8%	69k	245.45	View chart
Costco Wholesale Corporation (COST)	0.8	$17M	+11%	19k	886.54	View chart
Advanced Micro Devices (AMD)	0.8	$16M	NEW	100k	164.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$16M	NEW	30k	527.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$16M	+6%	93k	167.19	View chart
Meta Platforms Cl A (META)	0.8	$15M	+5%	27k	572.44	View chart
Novo-nordisk A S Adr (NVO)	0.7	$15M	NEW	127k	119.07	View chart
Abbvie (ABBV)	0.7	$15M	+3%	75k	197.48	View chart
Caterpillar (CAT)	0.7	$15M	NEW	38k	391.12	View chart
Home Depot (HD)	0.7	$14M	NEW	35k	405.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$14M	NEW	64k	220.89	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$14M		261k	52.86	View chart
Intuitive Surgical Com New (ISRG)	0.7	$14M		28k	491.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$13M	+18%	228k	57.83	View chart
International Business Machines (IBM)	0.6	$13M	NEW	58k	220.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$13M	NEW	308k	41.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$13M	NEW	201k	62.32	View chart
Wal-Mart Stores (WMT)	0.6	$12M	NEW	144k	80.84	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$12M	+12%	183k	62.69	View chart
Broadcom (AVGO)	0.6	$11M	+866%	65k	172.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$11M	NEW	218k	51.50	View chart
Chevron Corporation (CVX)	0.5	$11M	NEW	75k	147.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$11M	+24%	45k	243.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$11M	NEW	165k	66.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$11M	NEW	52k	200.78	View chart
Procter & Gamble Company (PG)	0.5	$10M	NEW	58k	173.20	View chart
Merck & Co (MRK)	0.5	$9.9M	+3%	88k	113.56	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$9.7M	+57%	274k	35.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$9.7M	+4%	324k	29.89	View chart
Pepsi (PEP)	0.5	$9.6M	NEW	56k	170.05	View chart
Aercap Holdings Nv SHS (AER)	0.5	$9.6M		101k	94.72	View chart
Shopify Cl A (SHOP)	0.5	$9.3M	+24%	116k	80.14	View chart
Stock Yards Ban (SYBT)	0.4	$9.1M	NEW	147k	61.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$9.1M	-4%	22k	423.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$8.7M	NEW	31k	283.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$8.7M	+22%	369k	23.45	View chart
Eli Lilly & Co. (LLY)	0.4	$8.0M	NEW	9.0k	885.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$7.8M	NEW	34k	230.59	View chart
Raytheon Technologies Corp (RTX)	0.4	$7.8M	NEW	64k	121.15	View chart
Tesla Motors (TSLA)	0.4	$7.7M	-4%	30k	261.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$7.7M	NEW	146k	52.66	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.4	$7.3M	NEW	146k	49.61	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$7.3M	+4%	110k	66.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.2M	NEW	62k	116.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$7.2M	NEW	85k	84.53	View chart
Kla Corp Com New (KLAC)	0.3	$7.1M	NEW	9.2k	774.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.9M	NEW	35k	198.06	View chart
Johnson & Johnson (JNJ)	0.3	$6.9M	NEW	43k	162.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$6.7M	NEW	81k	83.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.6M	+2%	79k	83.75	View chart
salesforce (CRM)	0.3	$6.5M	+3%	24k	273.71	View chart
Deere & Company (DE)	0.3	$6.3M	NEW	15k	417.34	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$6.3M	+7%	157k	39.82	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$6.2M	+15%	68k	91.81	View chart
Oracle Corporation (ORCL)	0.3	$6.2M	+36%	36k	170.40	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$6.1M	NEW	63k	95.94	View chart
D.R. Horton (DHI)	0.3	$6.0M		31k	190.77	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.9M	-4%	71k	82.94	View chart
Mastercard Incorporated Cl A (MA)	0.3	$5.7M		12k	493.82	View chart
Visa Com Cl A (V)	0.3	$5.7M	-18%	21k	274.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$5.6M	+3%	71k	79.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$5.6M	+530%	135k	41.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$5.6M	+50%	55k	102.58	View chart
Main Street Capital Corporation (MAIN)	0.3	$5.5M	-2%	109k	50.14	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$5.4M	+7%	35k	155.84	View chart
Palo Alto Networks (PANW)	0.3	$5.3M	NEW	16k	341.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.3M	NEW	22k	243.36	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$5.2M	-10%	103k	50.60	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$5.2M	+6%	212k	24.46	View chart
Amgen (AMGN)	0.3	$5.1M	NEW	16k	322.21	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.1M	+2%	51k	98.68	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$5.0M		178k	28.41	View chart
Kinder Morgan (KMI)	0.2	$5.0M	-3%	224k	22.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.8M		141k	34.29	View chart
Dow (DOW)	0.2	$4.8M	NEW	87k	54.63	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.7M	+2%	13k	353.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$4.7M	+4%	70k	67.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.7M	NEW	60k	78.69	View chart
Union Pacific Corporation (UNP)	0.2	$4.7M	NEW	19k	246.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$4.7M	NEW	27k	173.67	View chart
Southern Company (SO)	0.2	$4.6M	NEW	52k	90.18	View chart
Netflix (NFLX)	0.2	$4.6M	+4%	6.5k	709.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.6M		52k	87.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$4.5M	NEW	57k	80.37	View chart
Thomson Reuters Corp. (TRI)	0.2	$4.5M	NEW	26k	170.60	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.5M	NEW	22k	206.57	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$4.5M	NEW	40k	110.63	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$4.5M	NEW	405k	11.00	View chart
FirstEnergy (FE)	0.2	$4.4M	NEW	99k	44.35	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.3M		28k	153.88	View chart
Lamar Advertising Cl A (LAMR)	0.2	$4.3M	NEW	32k	133.60	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$4.2M	+7%	192k	21.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.2M	NEW	43k	98.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.2M	NEW	18k	237.19	View chart
Northrop Grumman Corporation (NOC)	0.2	$4.1M	NEW	7.7k	528.08	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$4.1M	NEW	41k	99.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$4.0M		20k	200.85	View chart
Roper Industries (ROP)	0.2	$4.0M	NEW	7.2k	556.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.0M	+10%	78k	51.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.0M	NEW	59k	67.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$3.9M	-12%	14k	280.47	View chart
Nextera Energy Unit 09/01/2025 (NEE.PR)	0.2	$3.9M	-4%	83k	46.36	View chart
General Mills (GIS)	0.2	$3.8M	NEW	52k	73.81	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$3.8M	+45%	157k	24.05	View chart
Emerson Electric (EMR)	0.2	$3.8M	NEW	34k	109.37	View chart
Ares Capital Corporation (ARCC)	0.2	$3.7M		177k	20.94	View chart
S&p Global (SPGI)	0.2	$3.7M	+12%	7.1k	516.59	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$3.7M	NEW	47k	78.39	View chart
Digital Realty Trust (DLR)	0.2	$3.6M	NEW	22k	161.83	View chart
Gilead Sciences (GILD)	0.2	$3.6M	NEW	42k	83.84	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$3.6M	-5%	61k	58.27	View chart
EOG Resources (EOG)	0.2	$3.6M	+7%	29k	122.93	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$3.5M		252k	13.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.4M	NEW	41k	83.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$3.4M	NEW	54k	63.00	View chart
Unilever Spon Adr New (UL)	0.2	$3.4M	NEW	53k	64.96	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$3.4M	NEW	19k	174.50	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$3.4M	+8%	82k	41.16	View chart
Paychex (PAYX)	0.2	$3.4M	NEW	25k	134.19	View chart
Lowe's Companies (LOW)	0.2	$3.3M	NEW	12k	270.85	View chart
O'reilly Automotive (ORLY)	0.2	$3.3M	+3%	2.8k	1151.60	View chart
Applied Materials (AMAT)	0.2	$3.3M	NEW	16k	202.05	View chart
Arista Networks (ANET)	0.2	$3.2M	NEW	8.5k	383.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.2M	NEW	62k	51.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.2M	NEW	8.4k	375.39	View chart
Waters Corporation (WAT)	0.2	$3.2M	NEW	8.8k	359.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.1M	NEW	59k	52.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$3.1M	+69%	52k	59.23	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.2	$3.1M	+12%	50k	62.06	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.0M	NEW	42k	71.76	View chart
Reddit Cl A (RDDT)	0.1	$3.0M	+29%	46k	65.92	View chart
Public Service Enterprise (PEG)	0.1	$3.0M	NEW	33k	89.21	View chart
Coca-Cola Company (KO)	0.1	$3.0M	NEW	41k	71.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.9M	NEW	23k	128.18	View chart
Servicenow (NOW)	0.1	$2.8M	+6%	3.2k	894.42	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.8M	NEW	25k	112.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.8M	NEW	61k	45.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.8M	+19%	16k	179.16	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.8M	+6%	47k	58.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.8M	NEW	4.8k	584.55	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.8M	NEW	152k	18.16	View chart
Bristol Myers Squibb (BMY)	0.1	$2.7M	NEW	52k	51.78	View chart
Pfizer (PFE)	0.1	$2.7M	NEW	92k	28.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.6M	NEW	27k	98.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M	NEW	9.9k	263.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.6M		4.6k	569.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.5M	NEW	53k	47.84	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$2.5M		64k	39.44	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.5M	+13%	72k	34.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.5M	-19%	42k	59.02	View chart
Sanofi Sponsored Adr (SNY)	0.1	$2.4M	+13%	42k	57.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.4M	NEW	20k	119.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.4M	NEW	16k	151.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.4M		4.5k	517.78	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	NEW	7.5k	304.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.2M	-5%	28k	78.05	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$2.2M	NEW	32k	68.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.2M		11k	199.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.2M	NEW	26k	83.15	View chart
Ge Aerospace Com New (GE)	0.1	$2.1M	NEW	11k	188.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.1M	NEW	12k	167.54	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$2.0M	NEW	16k	127.10	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	NEW	18k	114.01	View chart
Progressive Corporation (PGR)	0.1	$2.0M	NEW	7.8k	253.77	View chart
Cadence Design Systems (CDNS)	0.1	$2.0M	NEW	7.3k	271.03	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$2.0M		16k	124.56	View chart
Verizon Communications (VZ)	0.1	$1.9M		43k	44.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M	NEW	19k	101.26	View chart
Axsome Therapeutics (AXSM)	0.1	$1.9M		21k	89.87	View chart
Pulte (PHM)	0.1	$1.9M	NEW	13k	143.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.9M	+2%	19k	96.95	View chart
Philip Morris International (PM)	0.1	$1.8M	NEW	15k	121.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.8M	+2%	41k	45.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.8M	NEW	21k	88.14	View chart
Waste Management (WM)	0.1	$1.8M		8.8k	207.59	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.8M	-9%	19k	97.79	View chart
Booking Holdings (BKNG)	0.1	$1.8M	+20%	430.00	4212.65	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.8M	+4%	17k	109.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.8M	NEW	23k	78.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.8M	-6%	7.9k	225.77	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.8M	NEW	8.1k	220.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.8M	NEW	15k	117.29	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.7M		108k	16.05	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$1.7M	-19%	76k	22.53	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$1.7M	NEW	33k	50.72	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.7M	+9%	64k	26.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.6M	+9%	10k	162.91	View chart
Walt Disney Company (DIS)	0.1	$1.6M	NEW	17k	96.19	View chart
Qualcomm (QCOM)	0.1	$1.6M	NEW	9.6k	168.70	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.6M	-7%	18k	90.17	View chart
Citigroup Com New (C)	0.1	$1.6M	NEW	26k	62.60	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$1.6M	-3%	29k	54.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+221%	2.7k	586.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.6M		14k	115.30	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$1.6M	NEW	38k	41.19	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.5M		57k	26.95	View chart
Boeing Company (BA)	0.1	$1.5M	NEW	10k	152.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.5M	NEW	5.3k	284.01	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	NEW	2.4k	631.83	View chart
Nextera Energy (NEE)	0.1	$1.5M	-8%	18k	84.53	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	NEW	14k	108.63	View chart
Chubb (CB)	0.1	$1.5M		5.0k	288.39	View chart
United Sts Oil Units (USO)	0.1	$1.4M	-12%	21k	69.92	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$1.4M		48k	30.15	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.4M	+141%	39k	36.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.4M	NEW	18k	80.30	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$1.4M	-34%	28k	50.04	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	NEW	4.3k	321.95	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	NEW	13k	104.24	View chart
DaVita (DVA)	0.1	$1.4M	+14%	8.3k	163.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.4M	NEW	8.2k	166.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.4M	+4%	36k	37.56	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.3M	NEW	23k	58.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M	NEW	4.2k	314.40	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$1.3M	NEW	12k	114.97	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M	NEW	16k	82.53	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	NEW	9.7k	136.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	NEW	4.9k	267.38	View chart
At&t (T)	0.1	$1.3M		59k	22.00	View chart
Pool Corporation (POOL)	0.1	$1.3M		3.4k	376.80	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.3M	NEW	14k	91.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M	NEW	4.8k	263.29	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.3M		15k	83.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.3M	NEW	9.6k	131.92	View chart
Kroger (KR)	0.1	$1.3M	NEW	22k	57.30	View chart
Cigna Corp (CI)	0.1	$1.3M	NEW	3.6k	346.45	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.3M	-2%	13k	100.70	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+7%	22k	57.41	View chart
Honeywell International (HON)	0.1	$1.2M	NEW	6.0k	206.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	NEW	13k	97.42	View chart
General Dynamics Corporation (GD)	0.1	$1.2M	NEW	4.1k	302.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.2M	+21%	12k	100.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.2M	NEW	13k	95.95	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.2M	NEW	28k	42.77	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 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
Meridian Wealth Management 2020 Q4 filed Jan. 19, 2021

View all past filings

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