Meridian Wealth Management
Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, MSFT, XOM, NVDA, and represent 19.51% of Meridian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$11M), IGSB (+$9.0M), JPM (+$7.2M), SYBT (+$5.8M), AVGO (+$5.2M), VOO, SPY, CSCO, GOVT, DES.
- Started 83 new stock positions in FTSL, ROP, MOAT, DVYE, MMC, BG, IGSB, DEO, DON, AMT.
- Reduced shares in these 10 stocks: AAPL (-$62M), MSFT (-$45M), AMZN (-$41M), BRK.B (-$23M), AMD (-$15M), XOM (-$14M), IWM (-$13M), IVV (-$12M), SCHG (-$12M), C (-$8.0M).
- Sold out of its positions in Activision Blizzard, MYI, MQY, CELH, CHPT, EVGO, FVD, PDBC, VGM, CZA.
- Meridian Wealth Management was a net seller of stock by $-225M.
- Meridian Wealth Management has $1.6B in assets under management (AUM), dropping by -4.04%.
- Central Index Key (CIK): 0001697300
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Meridian Wealth Management holds 592 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Meridian Wealth Management has 592 total positions. Only the first 250 positions are shown.
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- Download the Meridian Wealth Management December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.7 | $73M | -45% | 381k | 192.51 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.1 | $65M | +20% | 159k | 409.52 |
|
Microsoft Corporation (MSFT) | 3.9 | $61M | -42% | 161k | 375.72 |
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Exxon Mobil Corporation (XOM) | 3.7 | $58M | -19% | 578k | 99.98 |
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NVIDIA Corporation (NVDA) | 3.1 | $49M | 99k | 495.22 |
|
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Amazon (AMZN) | 2.7 | $42M | -49% | 274k | 151.94 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $37M | +15% | 79k | 475.31 |
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JPMorgan Chase & Co. (JPM) | 1.9 | $30M | +31% | 179k | 170.10 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $24M | -48% | 68k | 356.66 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $18M | +31% | 130k | 139.69 |
|
UnitedHealth (UNH) | 1.0 | $15M | +29% | 29k | 526.46 |
|
Advanced Micro Devices (AMD) | 1.0 | $15M | -50% | 103k | 146.27 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $14M | -44% | 30k | 477.62 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $14M | +10% | 46k | 310.81 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $13M | 282k | 46.63 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $13M | -49% | 64k | 200.71 |
|
Globalfoundries Ordinary Shares (GFS) | 0.8 | $13M | -11% | 206k | 60.60 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $12M | 33k | 376.86 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.8 | $12M | +18% | 82k | 149.49 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.8 | $12M | +2% | 85k | 140.93 |
|
Broadcom (AVGO) | 0.7 | $11M | +85% | 10k | 1100.50 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $11M | -50% | 135k | 82.93 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $11M | +79% | 26k | 436.80 |
|
Home Depot (HD) | 0.7 | $11M | -32% | 32k | 346.55 |
|
Abbvie (ABBV) | 0.7 | $11M | +53% | 72k | 154.97 |
|
Aercap Holdings Nv SHS (AER) | 0.7 | $11M | 145k | 74.32 |
|
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Costco Wholesale Corporation (COST) | 0.7 | $11M | +65% | 16k | 660.10 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $11M | 224k | 47.24 |
|
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Caterpillar (CAT) | 0.7 | $10M | -24% | 35k | 295.67 |
|
Meta Platforms Cl A (META) | 0.6 | $9.7M | 27k | 353.96 |
|
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $9.6M | +11% | 35k | 277.09 |
|
Pepsi (PEP) | 0.6 | $9.4M | -32% | 55k | 169.84 |
|
Intuitive Surgical Com New (ISRG) | 0.6 | $9.3M | 28k | 337.36 |
|
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Chevron Corporation (CVX) | 0.6 | $9.1M | +18% | 61k | 149.16 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $9.0M | NEW | 176k | 51.27 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $8.9M | +59% | 242k | 36.96 |
|
Merck & Co (MRK) | 0.6 | $8.7M | +60% | 80k | 109.02 |
|
Ishares Tr Core Div Grwth (DGRO) | 0.5 | $8.4M | +61% | 156k | 53.82 |
|
Johnson & Johnson (JNJ) | 0.5 | $8.3M | -47% | 53k | 156.75 |
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Procter & Gamble Company (PG) | 0.5 | $8.1M | -47% | 55k | 146.54 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $7.7M | +14% | 43k | 179.96 |
|
Wal-Mart Stores (WMT) | 0.5 | $7.4M | +73% | 47k | 157.66 |
|
International Business Machines (IBM) | 0.5 | $7.4M | -48% | 45k | 163.52 |
|
Tesla Motors (TSLA) | 0.5 | $7.3M | 29k | 248.48 |
|
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $7.1M | +49% | 137k | 51.99 |
|
Deere & Company (DE) | 0.4 | $6.9M | +3% | 17k | 400.74 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $6.9M | -16% | 91k | 76.13 |
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.4 | $6.8M | +14% | 256k | 26.57 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.8M | +100% | 29k | 237.22 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.6M | -33% | 61k | 108.25 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $6.6M | +9% | 11k | 576.08 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $6.4M | +127% | 87k | 73.55 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.4M | -50% | 85k | 75.35 |
|
Shopify Cl A (SHOP) | 0.4 | $6.3M | 81k | 77.90 |
|
|
Visa Com Cl A (V) | 0.4 | $6.3M | +6% | 24k | 260.35 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $6.2M | -50% | 111k | 55.67 |
|
Stock Yards Ban (SYBT) | 0.4 | $6.0M | +1976% | 117k | 51.49 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $6.0M | 93k | 64.96 |
|
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $6.0M | -50% | 80k | 75.32 |
|
salesforce (CRM) | 0.4 | $5.9M | +6% | 22k | 263.14 |
|
Cisco Systems (CSCO) | 0.4 | $5.9M | +468% | 116k | 50.54 |
|
The Trade Desk Com Cl A (TTD) | 0.4 | $5.8M | 81k | 71.96 |
|
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Novo-nordisk A S Adr (NVO) | 0.4 | $5.6M | -15% | 54k | 103.45 |
|
Palo Alto Networks (PANW) | 0.4 | $5.5M | -48% | 19k | 294.88 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $5.4M | +35% | 70k | 77.02 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $5.3M | +3% | 183k | 29.20 |
|
Mastercard Incorporated Cl A (MA) | 0.3 | $5.3M | +143% | 12k | 426.52 |
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $5.2M | -47% | 12k | 448.18 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.1M | +5% | 27k | 191.17 |
|
Ishares Tr Short Treas Bd (SHV) | 0.3 | $5.1M | -46% | 46k | 110.13 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.8M | +8% | 28k | 170.40 |
|
Main Street Capital Corporation (MAIN) | 0.3 | $4.8M | +12% | 111k | 43.23 |
|
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $4.8M | -6% | 100k | 47.49 |
|
Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $4.7M | NEW | 206k | 23.04 |
|
Raytheon Technologies Corp (RTX) | 0.3 | $4.7M | +162% | 56k | 84.14 |
|
Dow (DOW) | 0.3 | $4.6M | -49% | 84k | 54.86 |
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $4.5M | +8% | 26k | 174.87 |
|
Union Pacific Corporation (UNP) | 0.3 | $4.5M | +174% | 18k | 245.62 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $4.5M | +12% | 53k | 83.87 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $4.4M | NEW | 137k | 32.17 |
|
Amgen (AMGN) | 0.3 | $4.3M | +68% | 15k | 288.01 |
|
D.R. Horton (DHI) | 0.3 | $4.3M | +430% | 29k | 151.98 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.2M | +369% | 12k | 350.91 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $4.1M | 53k | 77.37 |
|
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $4.0M | NEW | 69k | 58.33 |
|
Eli Lilly & Co. (LLY) | 0.3 | $4.0M | -35% | 6.9k | 582.92 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.0M | -49% | 57k | 70.10 |
|
Kinder Morgan (KMI) | 0.3 | $3.9M | +2% | 223k | 17.64 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.9M | -9% | 28k | 136.36 |
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.2 | $3.8M | NEW | 49k | 77.70 |
|
Kayne Anderson MLP Investment (KYN) | 0.2 | $3.7M | -49% | 420k | 8.78 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $3.7M | -3% | 21k | 178.73 |
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Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $3.6M | NEW | 31k | 118.92 |
|
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $3.6M | NEW | 171k | 21.14 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $3.6M | +6% | 21k | 168.54 |
|
Thomson Reuters Corp. (TRI) | 0.2 | $3.5M | NEW | 24k | 146.22 |
|
Pfizer (PFE) | 0.2 | $3.5M | 122k | 28.81 |
|
|
Boeing Company (BA) | 0.2 | $3.5M | -45% | 13k | 260.66 |
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Applied Materials (AMAT) | 0.2 | $3.5M | -38% | 21k | 162.07 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $3.5M | +27% | 112k | 31.01 |
|
Abbott Laboratories (ABT) | 0.2 | $3.4M | +6% | 31k | 110.07 |
|
Lowe's Companies (LOW) | 0.2 | $3.4M | -50% | 15k | 222.76 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $3.4M | 149k | 23.08 |
|
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $3.4M | +675% | 37k | 91.39 |
|
Texas Instruments Incorporated (TXN) | 0.2 | $3.4M | +314% | 20k | 170.46 |
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $3.4M | 65k | 51.55 |
|
|
Southern Company (SO) | 0.2 | $3.4M | +267% | 48k | 70.12 |
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Walt Disney Company (DIS) | 0.2 | $3.3M | -20% | 37k | 90.29 |
|
Gilead Sciences (GILD) | 0.2 | $3.3M | +77% | 41k | 81.01 |
|
Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.3M | -5% | 87k | 37.58 |
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FirstEnergy (FE) | 0.2 | $3.3M | -47% | 89k | 36.66 |
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Roper Industries (ROP) | 0.2 | $3.2M | NEW | 5.9k | 545.15 |
|
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $3.2M | NEW | 44k | 72.03 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $3.2M | NEW | 100k | 31.51 |
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Ares Capital Corporation (ARCC) | 0.2 | $3.1M | 156k | 20.03 |
|
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $3.1M | NEW | 141k | 22.07 |
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Emerson Electric (EMR) | 0.2 | $3.1M | +176% | 32k | 97.33 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $3.1M | +31% | 55k | 55.90 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.1M | +3% | 14k | 213.33 |
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Bristol Myers Squibb (BMY) | 0.2 | $3.1M | -49% | 60k | 51.35 |
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Pioneer Natural Resources (PXD) | 0.2 | $3.0M | +456% | 14k | 224.88 |
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Northrop Grumman Corporation (NOC) | 0.2 | $3.0M | NEW | 6.5k | 468.14 |
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Ishares Silver Tr Ishares (SLV) | 0.2 | $3.0M | +19% | 137k | 21.78 |
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Lamar Advertising Cl A (LAMR) | 0.2 | $3.0M | NEW | 28k | 106.28 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $3.0M | NEW | 65k | 45.69 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.0M | +8% | 62k | 47.90 |
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Netflix (NFLX) | 0.2 | $3.0M | 6.1k | 486.88 |
|
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.9M | -3% | 52k | 56.14 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $2.9M | +680% | 58k | 50.47 |
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Goldman Sachs Bdc SHS (GSBD) | 0.2 | $2.9M | -16% | 195k | 14.65 |
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Devon Energy Corporation (DVN) | 0.2 | $2.8M | -2% | 61k | 46.31 |
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Cheniere Energy Com New (LNG) | 0.2 | $2.8M | 17k | 170.14 |
|
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.2 | $2.8M | NEW | 81k | 34.86 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.8M | -15% | 14k | 192.48 |
|
Waters Corporation (WAT) | 0.2 | $2.6M | NEW | 8.0k | 329.23 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.6M | NEW | 23k | 117.12 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.6M | 5.1k | 507.30 |
|
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.6M | +601% | 37k | 70.35 |
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Digital Realty Trust (DLR) | 0.2 | $2.6M | NEW | 19k | 134.58 |
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RBB Us Treas 3 Mnth (TBIL) | 0.2 | $2.6M | +11% | 52k | 49.86 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.6M | -42% | 8.5k | 303.17 |
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Lockheed Martin Corporation (LMT) | 0.2 | $2.6M | -52% | 5.7k | 453.28 |
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Coca-Cola Company (KO) | 0.2 | $2.6M | -46% | 44k | 58.93 |
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Oracle Corporation (ORCL) | 0.2 | $2.6M | +21% | 24k | 105.43 |
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EOG Resources (EOG) | 0.2 | $2.5M | +552% | 21k | 122.09 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.5M | -50% | 63k | 40.21 |
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McDonald's Corporation (MCD) | 0.2 | $2.5M | -46% | 8.5k | 296.50 |
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S&p Global (SPGI) | 0.2 | $2.5M | NEW | 5.7k | 440.55 |
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General Mills (GIS) | 0.2 | $2.5M | +451% | 38k | 65.15 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $2.5M | -50% | 40k | 61.94 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.5M | -51% | 26k | 93.81 |
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Unilever Spon Adr New (UL) | 0.2 | $2.4M | NEW | 50k | 48.48 |
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Paychex (PAYX) | 0.2 | $2.4M | +212% | 20k | 119.11 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $2.4M | +9% | 69k | 34.46 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.4M | +838% | 66k | 35.41 |
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $2.3M | -10% | 43k | 54.17 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $2.3M | +526% | 39k | 59.66 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.3M | +9% | 21k | 111.54 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.3M | -9% | 55k | 41.10 |
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Proshares Tr Short Qqq New (PSQ) | 0.1 | $2.3M | 238k | 9.52 |
|
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Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.1 | $2.2M | 40k | 56.57 |
|
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.2M | -42% | 55k | 40.39 |
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CF Industries Holdings (CF) | 0.1 | $2.2M | -49% | 28k | 79.45 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $2.2M | NEW | 43k | 51.02 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.2M | +11% | 9.3k | 232.64 |
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O'reilly Automotive (ORLY) | 0.1 | $2.2M | NEW | 2.3k | 950.08 |
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $2.1M | NEW | 44k | 48.38 |
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Cadence Design Systems (CDNS) | 0.1 | $2.1M | -46% | 7.8k | 272.37 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $2.1M | NEW | 44k | 48.32 |
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Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $2.1M | NEW | 41k | 51.26 |
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Marathon Petroleum Corp (MPC) | 0.1 | $2.0M | +3% | 13k | 147.78 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.9M | +121% | 25k | 76.38 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.9M | -44% | 34k | 56.40 |
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CVS Caremark Corporation (CVS) | 0.1 | $1.9M | -45% | 25k | 78.96 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.9M | NEW | 23k | 82.04 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.9M | -49% | 24k | 77.73 |
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $1.9M | NEW | 21k | 88.71 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.9M | -54% | 19k | 99.24 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.8M | 11k | 157.78 |
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Verizon Communications (VZ) | 0.1 | $1.7M | -5% | 46k | 37.68 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.7M | 12k | 144.99 |
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Ishares Tr Global 100 Etf (IOO) | 0.1 | $1.7M | NEW | 22k | 80.52 |
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Direxion Shs Etf Tr Daily Regional (DPST) | 0.1 | $1.7M | 18k | 97.23 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.7M | -45% | 16k | 108.41 |
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Servicenow (NOW) | 0.1 | $1.7M | -2% | 2.4k | 706.52 |
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Sanofi Sponsored Adr (SNY) | 0.1 | $1.7M | NEW | 34k | 49.73 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.7M | +13% | 18k | 94.73 |
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GSK Sponsored Adr (GSK) | 0.1 | $1.7M | +590% | 45k | 37.06 |
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Axsome Therapeutics (AXSM) | 0.1 | $1.6M | +6% | 21k | 79.59 |
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Crown Castle Intl (CCI) | 0.1 | $1.6M | NEW | 14k | 115.19 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.6M | -50% | 9.1k | 175.23 |
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Humana (HUM) | 0.1 | $1.6M | -49% | 3.5k | 457.79 |
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Waste Management (WM) | 0.1 | $1.6M | +8% | 8.9k | 179.09 |
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United Parcel Service CL B (UPS) | 0.1 | $1.6M | +64% | 10k | 157.23 |
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Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $1.6M | -50% | 43k | 36.54 |
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United Sts Oil Units (USO) | 0.1 | $1.5M | NEW | 23k | 66.65 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.5M | -50% | 6.1k | 252.21 |
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Nutrien (NTR) | 0.1 | $1.5M | 27k | 57.53 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.5M | -49% | 9.8k | 155.34 |
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Nucor Corporation (NUE) | 0.1 | $1.5M | -52% | 8.7k | 173.66 |
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.1 | $1.5M | NEW | 57k | 26.45 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | 6.8k | 219.46 |
|
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Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $1.5M | 116k | 12.99 |
|
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Ford Motor Company (F) | 0.1 | $1.5M | -81% | 122k | 12.19 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.5M | +8% | 107k | 13.80 |
|
General Dynamics Corporation (GD) | 0.1 | $1.5M | -35% | 5.7k | 259.67 |
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Barrick Gold Corp (GOLD) | 0.1 | $1.5M | -50% | 83k | 17.74 |
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Pool Corporation (POOL) | 0.1 | $1.5M | +4% | 3.7k | 398.71 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.5M | -12% | 14k | 104.46 |
|
General Electric Com New (GE) | 0.1 | $1.4M | -48% | 11k | 127.63 |
|
Starbucks Corporation (SBUX) | 0.1 | $1.4M | +26% | 15k | 96.01 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | +30% | 2.4k | 596.60 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $1.4M | 49k | 28.23 |
|
|
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.4M | NEW | 16k | 84.87 |
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Proshares Tr Ultrashrt S&p500 (SDS) | 0.1 | $1.4M | -2% | 45k | 30.83 |
|
Philip Morris International (PM) | 0.1 | $1.4M | -45% | 15k | 94.10 |
|
Nextera Energy (NEE) | 0.1 | $1.3M | -14% | 22k | 60.74 |
|
Fifth Third Ban (FITB) | 0.1 | $1.3M | -49% | 39k | 34.49 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | +26% | 13k | 104.00 |
|
BP Sponsored Adr (BP) | 0.1 | $1.3M | -49% | 37k | 35.40 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | +31% | 26k | 51.05 |
|
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $1.3M | NEW | 49k | 26.49 |
|
Honeywell International (HON) | 0.1 | $1.3M | -51% | 6.2k | 209.71 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | +19% | 5.4k | 241.75 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | +12% | 13k | 97.03 |
|
Morgan Stanley Com New (MS) | 0.1 | $1.3M | -47% | 14k | 93.25 |
|
Qualcomm (QCOM) | 0.1 | $1.3M | -46% | 8.8k | 143.84 |
|
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.2M | -24% | 17k | 72.03 |
|
Progressive Corporation (PGR) | 0.1 | $1.2M | -50% | 7.8k | 159.28 |
|
Ishares Tr Europe Etf (IEV) | 0.1 | $1.2M | -52% | 23k | 52.86 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.2M | -49% | 10k | 116.29 |
|
Kla Corp Com New (KLAC) | 0.1 | $1.2M | -49% | 2.1k | 581.19 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | -44% | 9.7k | 122.75 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.2M | -49% | 15k | 79.22 |
|
Marriott Intl Cl A (MAR) | 0.1 | $1.2M | -49% | 5.1k | 225.51 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | -17% | 12k | 98.88 |
|
Cigna Corp (CI) | 0.1 | $1.1M | -49% | 3.8k | 299.42 |
|
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $1.1M | 17k | 65.07 |
|
|
Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.1M | -49% | 16k | 68.18 |
|
Bank of America Corporation (BAC) | 0.1 | $1.1M | -55% | 33k | 33.67 |
|
Enovix Corp (ENVX) | 0.1 | $1.1M | -38% | 86k | 12.52 |
|
Valero Energy Corporation (VLO) | 0.1 | $1.1M | +10% | 8.2k | 131.48 |
|
ON Semiconductor (ON) | 0.1 | $1.1M | -66% | 13k | 83.53 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.1M | -49% | 10k | 104.10 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.1M | 4.1k | 259.49 |
|
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | +6% | 19k | 54.98 |
|
Freeport-mcmoran CL B (FCX) | 0.1 | $1.1M | +4% | 25k | 42.27 |
|
Citigroup Com New (C) | 0.1 | $1.1M | -88% | 21k | 51.44 |
|
Intel Corporation (INTC) | 0.1 | $1.1M | -57% | 21k | 50.02 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.0M | -35% | 6.3k | 165.25 |
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Past Filings by Meridian Wealth Management
SEC 13F filings are viewable for Meridian Wealth Management going back to 2016
- 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
- Meridian Wealth Management 2020 Q3 filed Oct. 9, 2020
- Meridian Wealth Management 2020 Q2 filed July 15, 2020
- Meridian Wealth Management 2020 Q1 filed April 16, 2020