Meridian Wealth Management

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

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Positions held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 199 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.2 $68M 161k 420.10
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Apple (AAPL) 11.0 $66M 386k 171.60
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Amazon (AMZN) 8.5 $51M +2% 282k 180.38
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $29M +2% 70k 420.52
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Ishares Tr Core S&p500 Etf (IVV) 2.9 $18M +10% 33k 525.74
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Advanced Micro Devices (AMD) 2.6 $16M -14% 87k 177.97
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Caterpillar (CAT) 2.3 $14M +7% 37k 366.43
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Ishares Tr Russell 2000 Etf (IWM) 2.1 $13M -4% 60k 210.30
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Novo-nordisk A S Adr (NVO) 2.1 $12M +78% 96k 128.40
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Home Depot (HD) 2.1 $12M 32k 383.60
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Chevron Corporation (CVX) 1.8 $11M +14% 70k 157.74
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International Business Machines (IBM) 1.8 $11M +23% 56k 190.89
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Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $11M +398% 174k 60.91
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Pepsi (PEP) 1.7 $10M +4% 58k 175.01
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $8.1M -10% 158k 51.28
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Johnson & Johnson (JNJ) 1.3 $7.8M -7% 49k 158.19
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Ishares Tr Ishares Semicdtr (SOXX) 1.3 $7.6M +196% 34k 225.92
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Deere & Company (DE) 1.2 $6.9M -2% 17k 411.11
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Ishares Tr Short Treas Bd (SHV) 1.1 $6.6M +31% 60k 110.54
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Eli Lilly & Co. (LLY) 1.1 $6.6M +22% 8.5k 777.98
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Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $6.0M +500% 70k 86.18
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Ishares Tr Core S&p Scp Etf (IJR) 1.0 $5.8M -14% 52k 110.52
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Palo Alto Networks (PANW) 0.9 $5.1M -3% 18k 284.13
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Dow (DOW) 0.9 $5.1M +5% 89k 57.80
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Amgen (AMGN) 0.7 $4.4M +3% 16k 284.33
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Kayne Anderson MLP Investment (KYN) 0.7 $4.3M +3% 434k 10.01
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Applied Materials (AMAT) 0.7 $4.3M -2% 21k 206.23
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Lowe's Companies (LOW) 0.6 $3.9M 15k 254.25
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Emerson Electric (EMR) 0.6 $3.7M +3% 33k 113.42
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FirstEnergy (FE) 0.6 $3.6M +5% 93k 38.62
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Lamar Advertising Cl A (LAMR) 0.6 $3.6M +6% 30k 119.41
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Northrop Grumman Corporation (NOC) 0.6 $3.5M +12% 7.3k 478.67
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Walt Disney Company (DIS) 0.6 $3.5M -23% 29k 122.35
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $3.3M -51% 41k 79.86
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $3.3M NEW 34k 94.66
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General Mills (GIS) 0.5 $3.2M +21% 46k 69.95
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Bristol Myers Squibb (BMY) 0.5 $3.2M 60k 54.26
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Gilead Sciences (GILD) 0.5 $3.1M +3% 42k 73.25
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Digital Realty Trust (DLR) 0.5 $3.0M +7% 21k 144.04
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.9M 8.6k 337.06
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Paychex (PAYX) 0.5 $2.8M +13% 23k 122.80
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Coca-Cola Company (KO) 0.5 $2.7M +2% 45k 61.18
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $2.7M 26k 103.79
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Abbott Laboratories (ABT) 0.4 $2.6M -26% 23k 113.66
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McDonald's Corporation (MCD) 0.4 $2.6M +8% 9.2k 281.94
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $2.6M 63k 41.08
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Boeing Company (BA) 0.4 $2.5M -4% 13k 192.99
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Cadence Design Systems (CDNS) 0.4 $2.4M 7.9k 311.28
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Delta Air Lines Inc Del Com New (DAL) 0.4 $2.4M -9% 50k 47.54
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Lockheed Martin Corporation (LMT) 0.4 $2.4M -8% 5.2k 454.87
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CF Industries Holdings (CF) 0.4 $2.3M 28k 82.50
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $2.3M -13% 19k 115.81
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Ishares Tr Global 100 Etf (IOO) 0.4 $2.2M +15% 25k 89.41
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General Electric 0.3 $1.9M NEW 11k 175.53
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.9M -6% 23k 84.09
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.8M 19k 97.93
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CVS Caremark Corporation (CVS) 0.3 $1.8M -7% 23k 79.76
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $1.7M -3% 8.8k 195.10
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Nucor Corporation (NUE) 0.3 $1.7M 8.7k 191.34
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $1.7M +4% 15k 114.14
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Citigroup Com New (C) 0.3 $1.7M +27% 26k 63.24
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.7M 6.1k 270.80
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $1.5M -7% 40k 38.82
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.5M -18% 19k 81.78
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Ishares Tr National Mun Etf (MUB) 0.2 $1.5M -13% 14k 107.60
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Kla Corp Com New (KLAC) 0.2 $1.5M +2% 2.1k 698.55
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.2 $1.4M NEW 23k 63.17
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Ford Motor Company (F) 0.2 $1.4M -11% 108k 13.28
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Fifth Third Ban (FITB) 0.2 $1.4M -2% 38k 37.21
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BP Sponsored Adr (BP) 0.2 $1.4M 37k 37.68
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.4M -11% 8.7k 158.80
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Cigna Corp (CI) 0.2 $1.4M 3.7k 363.19
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Barrick Gold Corp (GOLD) 0.2 $1.3M -2% 81k 16.55
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Micron Technology (MU) 0.2 $1.3M 11k 117.89
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Ishares Tr Europe Etf (IEV) 0.2 $1.3M 23k 55.67
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Honeywell International (HON) 0.2 $1.3M 6.2k 205.24
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.3M -7% 14k 91.25
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $1.3M -3% 10k 125.32
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Kroger (KR) 0.2 $1.3M -4% 22k 57.13
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.3M -4% 9.3k 135.06
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Morgan Stanley Com New (MS) 0.2 $1.2M -3% 13k 94.16
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Marriott Intl Cl A (MAR) 0.2 $1.2M -3% 4.9k 252.31
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Ishares Tr Global Tech Etf (IXN) 0.2 $1.2M 16k 74.81
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Humana (HUM) 0.2 $1.2M 3.5k 346.74
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Bank of America Corporation (BAC) 0.2 $1.2M -5% 31k 37.92
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Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.2 $1.2M +18% 12k 102.12
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General Dynamics Corporation (GD) 0.2 $1.2M -26% 4.2k 282.49
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $1.1M -6% 9.5k 117.21
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $1.1M 28k 38.47
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Ishares Tr Select Divid Etf (DVY) 0.2 $1.0M -5% 8.5k 123.19
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PNC Financial Services (PNC) 0.2 $974k +3% 6.0k 161.59
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Canadian Natl Ry (CNI) 0.2 $965k 7.3k 131.71
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $960k -12% 10k 94.62
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Fidelity Wise Origin Bitcoin SHS 0.2 $948k NEW 15k 62.06
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Intel Corporation (INTC) 0.2 $947k +2% 22k 44.06
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $940k -17% 5.2k 179.12
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Colgate-Palmolive Company (CL) 0.2 $932k -4% 10k 90.05
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $919k 8.9k 103.79
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Fiserv (FI) 0.1 $886k 5.5k 159.82
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Lam Research Corporation (LRCX) 0.1 $881k 907.00 971.07
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Anthem (ELV) 0.1 $879k +37% 1.7k 518.54
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $837k +15% 8.9k 93.71
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Intuit (INTU) 0.1 $823k +2% 1.3k 650.03
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Enovix Corp (ENVX) 0.1 $800k +15% 100k 8.01
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Automatic Data Processing (ADP) 0.1 $793k 3.2k 249.74
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Dollar General (DG) 0.1 $787k +23% 5.0k 156.06
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Astrazeneca Sponsored Adr (AZN) 0.1 $755k +22% 11k 67.75
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Illinois Tool Works (ITW) 0.1 $742k 2.8k 268.33
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $735k -2% 8.7k 84.44
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Halliburton Company (HAL) 0.1 $730k -5% 19k 39.42
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Clorox Company (CLX) 0.1 $718k 4.7k 153.12
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Arista Networks (ANET) 0.1 $702k +20% 2.4k 289.98
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Oneok (OKE) 0.1 $701k 8.7k 80.17
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Occidental Petroleum Corporation (OXY) 0.1 $700k -33% 11k 64.99
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Mondelez Intl Cl A (MDLZ) 0.1 $697k 10k 70.00
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American Express Company (AXP) 0.1 $686k -2% 3.0k 227.66
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $683k 2.4k 288.03
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Chipotle Mexican Grill (CMG) 0.1 $680k +4% 234.00 2906.77
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Ishares Tr Ishares Biotech (IBB) 0.1 $678k 4.9k 137.22
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Ecolab (ECL) 0.1 $677k 2.9k 230.90
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Ishares Tr Us Industrials (IYJ) 0.1 $655k -2% 5.2k 125.70
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $624k 4.0k 155.83
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Ishares Gold Tr Ishares New (IAU) 0.1 $622k -8% 15k 42.01
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Ishares Em Mkts Div Etf (DVYE) 0.1 $617k -52% 24k 26.16
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $613k +143% 8.4k 73.27
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Cibc Cad (CM) 0.1 $613k 12k 50.72
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Parker-Hannifin Corporation (PH) 0.1 $610k 1.1k 555.80
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Carlisle Companies (CSL) 0.1 $579k 1.5k 391.85
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $574k -6% 6.3k 90.44
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Mccormick & Co Com Non Vtg (MKC) 0.1 $548k 7.1k 76.81
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Ishares Tr Us Consum Discre (IYC) 0.1 $540k 6.6k 81.97
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Cabot Oil & Gas Corporation (CTRA) 0.1 $527k +3% 19k 27.88
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AutoZone (AZO) 0.1 $523k -49% 166.00 3151.65
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Ishares Tr Eafe Value Etf (EFV) 0.1 $523k -2% 9.6k 54.40
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $509k 8.7k 58.59
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $507k -3% 4.8k 104.73
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Lauder Estee Cos Cl A (EL) 0.1 $497k +15% 3.2k 154.15
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Danaher Corporation (DHR) 0.1 $487k 2.0k 249.72
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Ishares Msci Eurzone Etf (EZU) 0.1 $487k -32% 9.5k 51.06
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Copart (CPRT) 0.1 $477k +2% 8.2k 57.92
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American Electric Power Company (AEP) 0.1 $464k -14% 5.4k 86.10
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Norfolk Southern (NSC) 0.1 $458k 1.8k 254.87
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Fs Kkr Capital Corp (FSK) 0.1 $458k -6% 24k 19.07
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CSX Corporation (CSX) 0.1 $442k 12k 37.07
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Ishares Tr Mbs Etf (MBB) 0.1 $436k -23% 4.7k 92.42
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Packaging Corporation of America (PKG) 0.1 $429k 2.3k 189.78
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Newmont Mining Corporation (NEM) 0.1 $422k +29% 12k 35.84
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Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $415k NEW 6.5k 64.11
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Albemarle Corporation (ALB) 0.1 $415k +4% 3.2k 131.74
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W.W. Grainger (GWW) 0.1 $398k +3% 391.00 1017.30
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $396k 1.3k 300.08
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Church & Dwight (CHD) 0.1 $391k 3.8k 104.31
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Paccar (PCAR) 0.1 $388k -7% 3.1k 123.89
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $386k -5% 2.9k 131.91
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $382k 3.3k 115.28
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Fastenal Company (FAST) 0.1 $382k 4.9k 77.14
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National Grid Sponsored Adr Ne (NGG) 0.1 $375k +6% 5.5k 68.23
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $374k +10% 3.8k 98.62
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Idt Corp Cl B New (IDT) 0.1 $372k NEW 9.8k 37.81
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $372k 4.9k 76.32
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Churchill Downs (CHDN) 0.1 $371k 3.0k 123.75
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Nike CL B (NKE) 0.1 $370k -52% 3.9k 93.99
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Hershey Company (HSY) 0.1 $370k -42% 1.9k 194.50
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Fair Isaac Corporation (FICO) 0.1 $354k 283.00 1249.61
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FactSet Research Systems (FDS) 0.1 $344k 757.00 454.41
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $340k -6% 3.6k 95.66
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Enterprise Products Partners (EPD) 0.1 $329k +2% 11k 29.18
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PPG Industries (PPG) 0.1 $319k 2.2k 144.93
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Equifax (EFX) 0.0 $299k 1.1k 267.50
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Ishares Tr Us Consm Staples (IYK) 0.0 $290k +179% 4.3k 67.63
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $282k NEW 4.4k 64.26
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $277k 2.3k 118.26
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Neogen Corporation (NEOG) 0.0 $275k 17k 15.78
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Mettler-Toledo International (MTD) 0.0 $268k -58% 201.00 1331.29
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Baxter International (BAX) 0.0 $267k +5% 5.3k 50.60
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Air Products & Chemicals (APD) 0.0 $265k -3% 1.1k 242.27
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Bhp Group Sponsored Ads (BHP) 0.0 $257k NEW 4.4k 57.69
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Ishares Tr Tips Bd Etf (TIP) 0.0 $254k -44% 2.4k 107.42
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $253k -15% 4.9k 51.60
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Microchip Technology (MCHP) 0.0 $252k +5% 2.8k 89.72
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $251k -6% 4.7k 53.39
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Amplify Etf Tr Blackswan Grwt (SWAN) 0.0 $246k -9% 8.9k 27.73
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Airbnb Com Cl A (ABNB) 0.0 $240k NEW 1.5k 164.96
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $237k 7.4k 32.23
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Dick's Sporting Goods (DKS) 0.0 $236k NEW 1.1k 224.86
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AGCO Corporation (AGCO) 0.0 $233k +8% 1.9k 123.02
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Marsh & McLennan Companies (MMC) 0.0 $230k 1.1k 205.98
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Arthur J. Gallagher & Co. (AJG) 0.0 $230k +4% 941.00 244.25
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Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $229k 4.8k 47.58
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Corpay Com Shs 0.0 $224k NEW 727.00 308.54
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Cummins (CMI) 0.0 $222k NEW 752.00 294.65
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $218k +4% 2.0k 108.89
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Old Dominion Freight Line (ODFL) 0.0 $209k +6% 954.00 219.31
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Jack Henry & Associates (JKHY) 0.0 $207k -2% 1.2k 173.70
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BlackRock Global Opportunities Equity Tr (BOE) 0.0 $125k 12k 10.46
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Gabelli Equity Trust (GAB) 0.0 $98k 18k 5.52
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $78k 11k 7.15
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New York Community Ban (NYCB) 0.0 $70k -31% 22k 3.22
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Microvision Inc Del Com New (MVIS) 0.0 $69k 38k 1.84
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Past Filings by Meridian Wealth Management

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

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