Meridian Wealth Management

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

Companies in the Meridian Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
PowerShares QQQ Trust, Series 1 (QQQQ) 5.80 62896 145.46
SPDR S&P; 500 ETF (SPY) 4.77 31980 235.40
Boeing Company (BA) 4.67 28958 254.26
Schwab U S Broad Market ETF (SCHB) 4.32 111794 -7% 60.95
Facebook Inc cl a 4.25 39289 -2% 170.61
JPMorgan Chase & Co. (JPM) 3.45 56843 +3% 95.61
Marathon Petroleum Corp 3.35 94113 56.07
SPDR Dow Jones Industrial Average ETF (DIA) 3.06 21580 -23% 223.96
UnitedHealth (UNH) 2.50 20166 -2% 195.87
Amazon (AMZN) 2.50 4107 +14% 960.80
Bank of America Corporation (BAC) 2.38 148358 +7% 25.34
Altria (MO) 2.30 57254 -48% 63.38
Morgan Stanley (MS) 1.67 54647 48.18
Apple (AAPL) 1.65 16938 +7% 153.97
Schwab U S Small Cap ETF (SCHA) 1.50 34897 -58% 67.71
Microsoft Corporation (MSFT) 1.38 29187 -3% 74.52
United States Steel Corporation (X) 1.32 81000 NEW 25.65
MetLife (MET) 1.15 35008 -32% 51.96
Lockheed Martin Corporation (LMT) 1.11 5619 -2% 310.38
Biogen Idec (BIIB) 1.07 5381 NEW 313.14
Johnson & Johnson (JNJ) 1.04 12542 130.28
Celgene Corporation (CELG) 0.96 10363 +40% 145.81
Procter & Gamble Company (PG) 0.95 16459 91.20
Exxon Mobil Corporation (XOM) 0.83 16001 +241% 81.93
Vanguard Short Term Corporate Bond ETF (VCSH) 0.74 14480 +26% 80.11
Berkshire Hathaway (BRK.B) 0.70 5967 -9% 183.84
AT&T; (T) 0.67 27098 -7% 39.15
Goldman Sachs Etf Tr 0.67 21130 49.93
Sch Us Mid-cap Etf etf 0.66 20583 +6% 50.58
iShares Russell Midcap Value Index (IWS) 0.63 11701 -10% 84.95
Bristol Myers Squibb (BMY) 0.62 15411 -2% 63.79
Alphabet Inc Class A cs 0.62 999 -11% 972.97
iShares S&P; MidCap 400 Index (IJH) 0.61 5472 +90% 174.52
Vanguard Growth ETF (VUG) 0.59 7047 +4% 132.82
Nextera Energy Inc C om 0.57 6157 +3% 146.66
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.57 3913 +18% 227.96
Home Depot (HD) 0.56 5387 -8% 163.73
priceline.com Incorporated (PCLN) 0.55 476 1831.93
Caterpillar (CAT) 0.54 6804 124.63
Goldman Sachs (GS) 0.52 3479 237.14
Visa (V) 0.52 7788 105.29
Rydex S&P; Equal Weight ETF (RSP) 0.52 8594 -2% 95.53
Powershares Exchange 0.52 18874 -7% 43.87
Verizon Communications (VZ) 0.51 16352 49.41
General Electric Company (GE) 0.49 31402 -3% 24.49
iShares Dow Jones Select Dividend (DVY) 0.48 7988 93.89
Grupo Financiero Galicia S.A. (GGAL) 0.47 14508 NEW 51.56
Canadian Natl Ry Co 0.46 8725 -2% 82.87
Chevron Corporation (CVX) 0.46 6158 -51% 117.41
Freeport-McMoRan Copper & Gold (FCX) 0.46 51982 -4% 14.04
Dominion Resources (D) 0.44 9105 -4% 76.88
Schwab International Equity ETF (SCHF) 0.43 20357 +2% 33.45
Kraneshares Tr csi chi internet 0.43 11790 NEW 56.91
Vanguard High Dividend Yield ETF (VYM) 0.42 8250 -6% 81.21
Schwab Strategic Tr us lrg cap etf 0.42 11102 +11% 60.26
Vanguard Europe Pacific ETF (VEA) 0.41 14857 -2% 43.41
NIKE (NKE) 0.40 12188 +14% 51.85
Vanguard Small-Cap ETF (VB) 0.40 4455 -2% 141.41
CME (CME) 0.39 4529 +70% 136.01
SPDR S&P; Biotech (XBI) 0.39 7028 +25% 86.51
Vanguard Dividend Appreciation ETF (VIG) 0.39 6562 +12% 94.79
BB&T; Corporation (BBT) 0.38 12761 46.94
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.38 5457 +4% 110.68
Vanguard Emerging Markets ETF (VWO) 0.38 13681 43.56
Vanguard Value ETF (VTV) 0.38 6017 +9% 100.38
iShares S&P; SmallCap 600 Index (IJR) 0.37 7796 -13% 74.27
Waste Management (WM) 0.36 7195 78.25
Schwab U S Large Cap Growth ETF (SCHG) 0.36 8571 +12% 66.15
Las Vegas Sands (LVS) 0.35 8618 64.17
Flaherty & Crumrine Dyn Pfd shs 0.35 21088 +4% 26.46
Clorox Company (CLX) 0.34 4135 131.56
Schwab Strategic Tr us dividend eq 0.34 11576 -19% 46.99
Bank of New York Mellon Corporation (BK) 0.33 9917 53.04
NVIDIA Corporation (NVDA) 0.33 2947 NEW 178.83
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.33 13503 -2% 38.66
Vulcan Materials Company (VMC) 0.32 4181 -3% 119.59
Vanguard Total Stock Market ETF (VTI) 0.32 4256 +30% 118.42
PowerShares Preferred Portfolio (PGX) 0.31 33013 +3% 15.02
Lear Corporation (LEA) 0.30 2731 173.20
International Business Machines (IBM) 0.30 3254 +3% 146.28
Philip Morris International (PM) 0.30 4218 -2% 110.95
PowerShares Emerging Markets Sovere (PCY) 0.30 16021 -10% 29.77
Pepsi (PEP) 0.29 4156 110.92
Carpenter Technology Corporation (CRS) 0.29 9370 NEW 48.03
Walt Disney Company (DIS) 0.28 4417 -39% 99.62
Valero Energy Corporation (VLO) 0.28 5688 -4% 77.00
Dollar Tree (DLTR) 0.28 5010 -2% 86.83
ONEOK (OKE) 0.28 7842 -4% 55.47
MasterCard Incorporated (MA) 0.27 3060 -4% 141.18
U.S. Ban (USB) 0.27 8009 53.56
Duke Energy 0.27 5116 -4% 84.05
Raven Industries (RAVN) 0.26 12610 -2% 32.43
BorgWarner (BWA) 0.26 7895 NEW 51.17
Shopify Inc cl a 0.26 3477 +18% 118.78
BP (BP) 0.25 10335 38.32
Pfizer (PFE) 0.25 10858 -9% 36.01
United Parcel Service (UPS) 0.24 3142 120.62
iShares S&P; 500 Index (IVV) 0.24 1470 253.74
Tesla Motors (TSLA) 0.24 1094 +10% 340.95
SPDR DJ Wilshire Small Cap Value (SLYV) 0.24 3000 NEW 126.33
Vanguard Sht Term Govt Bond ETF (VGSH) 0.24 6148 NEW 60.67
Norwegian Cruise Line Hldgs shs 0.24 7115 -2% 54.11
Cognizant Technology Solutions (CTSH) 0.23 4990 +2% 72.55
Schwab Emerging Markets Equity ETF (SCHE) 0.23 13697 +8% 26.94
Kohl's Corporation (KSS) 0.22 7461 NEW 45.57
T. Rowe Price (TROW) 0.22 3905 -3% 90.65
iShares MSCI EAFE Index Fund (EFA) 0.22 5088 68.40
PowerShares Gld Drg Haltr USX China (PGJ) 0.22 8055 -3% 43.20
KB Home (KBH) 0.21 13830 24.15
Applied Materials (AMAT) 0.21 6448 +6% 52.11
Ishares Tr 0-5yr hi yl cp 0.21 7010 -20% 47.79
Ishares Tr ibonds dec 22 0.21 12880 26.09
Cisco Systems (CSCO) 0.20 9540 33.65
Sherwin-Williams Company (SHW) 0.20 859 NEW 358.56
iShares Russell 2000 Index (IWM) 0.20 2122 +19% 149.39
Lam Research Corporation (LRCX) 0.20 1715 NEW 184.84
iShares Lehman Aggregate Bond (AGG) 0.20 2892 109.61
Spdr Series Trust aerospace def 0.20 3931 79.88
Lpl Financial Holdings 0.20 6125 NEW 51.59
Martin Marietta Materials (MLM) 0.19 1430 -2% 206.29
Best Buy (BBY) 0.19 5240 NEW 56.87
Greenbrier Companies (GBX) 0.19 6225 48.19
Dana Holding Corporation (DAN) 0.19 10780 NEW 27.92
New Residential Investment 0.19 17660 NEW 16.70
Owens Corning (OC) 0.18 3700 +9% 77.30
Intuitive Surgical (ISRG) 0.18 274 NEW 1047.45
iShares Russell 1000 Value Index (IWD) 0.18 2434 118.73
Ford Motor Company (F) 0.18 23861 -8% 12.03
GameStop (GME) 0.18 13355 NEW 20.67
Apollo Global Management 'a' 0.18 9205 NEW 30.09
iShares Russell Midcap Index Fund (IWR) 0.17 1396 197.71
Vanguard FTSE All-World ex-US ETF (VEU) 0.17 4957 NEW 52.65
Vanguard S&p 500 Etf idx fd 0.17 1151 +7% 231.10
Alibaba Group Holding Ltd Spon 0.17 1532 173.63
ConocoPhillips (COP) 0.16 5018 -3% 50.02
United Technologies Corporation (UTX) 0.16 2096 -6% 116.89
Manpower (MAN) 0.16 2080 NEW 117.79
Steel Dynamics (STLD) 0.16 7545 +8% 34.46
National Retail Properties (NNN) 0.16 6052 41.64
American Tower Reit 0.16 1790 +14% 136.87
Abbvie 0.16 2853 -60% 90.08
Vaneck Vectors Etf Tr amt free long mu 0.16 12651 19.92
Coca-Cola Company (KO) 0.15 5149 -52% 44.86
Vanguard Short-Term Bond ETF (BSV) 0.15 3044 -23% 79.83
Delta Air Lines (DAL) 0.15 4821 NEW 48.12
Schwab Strategic Tr us aggregate b 0.15 4394 NEW 52.34
Paypal Holdings 0.15 3622 NEW 64.05
Alphabet Inc Class C cs 0.15 242 954.55
McDonald's Corporation (MCD) 0.14 1360 -2% 157.35
Abbott Laboratories (ABT) 0.14 4210 -8% 53.44
Helmerich & Payne (HP) 0.14 4160 NEW 52.16
Royal Dutch Shell (RDS.B) 0.14 3408 -45% 62.50
iShares Russell 2000 Value Index (IWN) 0.14 1773 124.65
Vanguard Small-Cap Value ETF (VBR) 0.14 1692 NEW 128.84
General Motors Company (GM) 0.14 5247 -16% 41.93
Veeva Sys Inc cl a 0.14 3797 +5% 56.89
Mkt Vectors Short H/y Mun Inde ef 0.14 9000 -10% 24.44
Dowdupont Inc 0.14 3091 NEW 69.88
Intel Corporation (INTC) 0.13 5252 NEW 38.84
Target Corporation (TGT) 0.13 3575 -17% 59.02
iShares Russell 1000 Growth Index (IWF) 0.13 1621 -3% 125.23
Anthem 0.13 1110 190.09
Sirius Xm Holdings 0.06 17501 5.54

Past 13F-HR SEC Filings by Meridian Wealth Management

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