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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
PowerShares QQQ Trust, Series 1 (QQQQ) 5.57 63856 +15% 137.64
Altria (MO) 5.23 110819 74.47
SPDR S&P; 500 ETF (SPY) 4.53 31675 +2% 225.57
Schwab U S Broad Market ETF (SCHB) 4.48 120919 +3% 58.46
Facebook Inc cl a 3.87 40443 150.98
SPDR Dow Jones Industrial Average ETF (DIA) 3.79 28079 213.26
Boeing Company (BA) 3.61 28832 197.73
Schwab U S Small Cap ETF (SCHA) 3.38 83366 -6% 63.91
JPMorgan Chase & Co. (JPM) 3.17 54727 91.40
Marathon Petroleum Corp 3.12 93998 52.33
UnitedHealth (UNH) 2.42 20633 185.43
Amazon (AMZN) 2.20 3595 968.01
Bank of America Corporation (BAC) 2.12 137652 +16% 24.26
MetLife (MET) 1.82 52141 -25% 54.95
Morgan Stanley (MS) 1.54 54662 -22% 44.56
Apple (AAPL) 1.43 15712 -2% 144.03
Microsoft Corporation (MSFT) 1.32 30217 68.93
Johnson & Johnson (JNJ) 1.06 12641 132.27
Lockheed Martin Corporation (LMT) 1.01 5749 277.61
Procter & Gamble Company (PG) 0.92 16666 -2% 87.12
Chevron Corporation (CVX) 0.84 12636 +3% 104.31
Berkshire Hathaway (BRK.B) 0.70 6558 +149% 169.41
AT&T; (T) 0.70 29188 -5% 37.72
iShares Russell Midcap Value Index (IWS) 0.70 13113 -71% 84.12
Alphabet Inc Class A cs 0.67 1133 929.39
Goldman Sachs Etf Tr 0.64 21105 +2% 48.09
Celgene Corporation (CELG) 0.61 7396 +17% 129.94
Sch Us Mid-cap Etf etf 0.59 19372 -2% 48.16
Vanguard Short Term Corporate Bond ETF (VCSH) 0.58 11467 80.06
Home Depot (HD) 0.57 5873 +15% 153.41
priceline.com Incorporated (PCLN) 0.57 479 -70% 1870.56
Bristol Myers Squibb (BMY) 0.56 15768 +2% 55.75
Powershares Exchange 0.56 20473 -10% 43.28
General Electric Company (GE) 0.55 32378 -5% 27.02
Vanguard Growth ETF (VUG) 0.54 6766 +3% 127.11
Nextera Energy Inc C om 0.53 5929 140.16
Rydex S&P; Equal Weight ETF (RSP) 0.52 8817 92.66
TJX Companies (TJX) 0.51 11061 72.15
Goldman Sachs (GS) 0.50 3524 -8% 221.91
Walt Disney Company (DIS) 0.50 7359 -37% 106.26
Wells Fargo & Company (WFC) 0.49 14092 -42% 55.42
PowerShares High Yld. Dividend Achv (PEY) 0.49 46102 -26% 16.83
Caterpillar (CAT) 0.47 6927 107.41
Visa (V) 0.47 7921 93.80
iShares Dow Jones Select Dividend (DVY) 0.47 7977 92.27
Canadian Natl Ry Co 0.46 8985 81.02
Dominion Resources (D) 0.46 9535 76.66
Verizon Communications (VZ) 0.46 16309 +86% 44.64
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.45 3290 -22% 216.41
LKQ Corporation (LKQX) 0.44 21224 32.93
Vanguard High Dividend Yield ETF (VYM) 0.44 8830 +4% 78.14
Freeport-McMoRan Copper & Gold (FCX) 0.41 54572 -13% 12.00
Schwab Strategic Tr us dividend eq 0.41 14450 45.12
NIKE (NKE) 0.40 10629 58.99
Vanguard Europe Pacific ETF (VEA) 0.40 15258 +16% 41.29
iShares S&P; SmallCap 600 Index (IJR) 0.40 8990 -51% 70.08
iShares Barclays TIPS Bond Fund (TIP) 0.40 5532 -5% 113.34
Schwab International Equity ETF (SCHF) 0.40 19837 -9% 31.76
Vanguard Small-Cap ETF (VB) 0.39 4576 +4% 135.49
BB&T; Corporation (BBT) 0.37 12761 45.37
Las Vegas Sands (LVS) 0.36 8788 +2% 63.84
Clorox Company (CLX) 0.36 4218 133.24
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.36 5220 +25% 110.15
Vanguard Emerging Markets ETF (VWO) 0.36 13800 +15% 40.80
Schwab Strategic Tr us lrg cap etf 0.36 9951 +5% 57.78
Vulcan Materials Company (VMC) 0.35 4341 -23% 126.70
Waste Management (WM) 0.34 7320 73.36
iShares S&P; MidCap 400 Index (IJH) 0.34 2871 -45% 184.95
Vanguard Value ETF (VTV) 0.34 5507 96.60
Vanguard Dividend Appreciation ETF (VIG) 0.34 5858 +51% 92.69
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.34 13868 39.15
Flaherty & Crumrine Dyn Pfd shs 0.34 20236 -4% 26.29
PowerShares Emerging Markets Sovere (PCY) 0.33 17989 +7% 29.30
Abbvie 0.33 7244 +131% 72.47
Bank of New York Mellon Corporation (BK) 0.32 9880 51.01
Philip Morris International (PM) 0.32 4315 117.50
Coca-Cola Company (KO) 0.31 10771 +88% 44.84
International Business Machines (IBM) 0.31 3131 -13% 153.94
Silicon Motion Technology (SIMO) 0.31 10260 48.25
Pepsi (PEP) 0.30 4154 -7% 115.55
PowerShares Preferred Portfolio (PGX) 0.30 31782 +2% 15.10
Schwab U S Large Cap Growth ETF (SCHG) 0.30 7612 63.19
Tiffany & Co. (TIF) 0.29 4920 -7% 93.90
Duke Energy 0.28 5362 83.55
Vaneck Vectors Etf Tr morningstar wide 0.28 11340 -49% 39.51
Raven Industries (RAVN) 0.27 12940 -2% 33.31
ONEOK (OKE) 0.27 8185 +2% 52.17
SPDR S&P; Biotech (XBI) 0.27 5603 NEW 77.10
Ishares Tr 0-5yr hi yl cp 0.27 8860 -10% 47.86
U.S. Ban (USB) 0.26 8006 +11% 51.96
Vanguard Total Stock Market ETF (VTI) 0.26 3271 +42% 124.43
MasterCard Incorporated (MA) 0.25 3190 -7% 121.32
Pfizer (PFE) 0.25 11966 33.60
Valero Energy Corporation (VLO) 0.25 5947 +30% 67.43
Barclays Bk Plc barc etn+shill 0.25 3700 +23% 107.30
Norwegian Cruise Line Hldgs shs 0.25 7285 54.36
Lear Corporation (LEA) 0.24 2695 NEW 142.12
Exxon Mobil Corporation (XOM) 0.24 4680 -70% 80.77
BP (BP) 0.23 10265 -6% 34.68
iShares S&P; 500 Index (IVV) 0.23 1465 +40% 243.69
Dollar Tree (DLTR) 0.23 5125 69.85
Netflix (NFLX) 0.23 2391 -19% 149.31
Tesla Motors (TSLA) 0.23 991 NEW 361.25
iShares S&P; MidCap 400 Value Index (IJJ) 0.23 2398 NEW 148.46
United Parcel Service (UPS) 0.22 3138 110.58
Reynolds American (RAI) 0.22 5341 -52% 64.97
Cognizant Technology Solutions (CTSH) 0.21 4890 NEW 66.46
CME (CME) 0.21 2649 -41% 125.33
NASDAQ OMX (NDAQ) 0.21 4630 -4% 71.49
Martin Marietta Materials (MLM) 0.21 1460 222.60
KB Home (KBH) 0.21 13830 NEW 24.01
Royal Dutch Shell (RDS.B) 0.21 6247 +64% 53.95
iShares MSCI EAFE Index Fund (EFA) 0.21 5088 +2% 65.25
Ishares Tr ibonds dec 22 0.21 12880 26.01
Cabot Corporation (CBT) 0.20 5805 53.40
Vanguard Short-Term Bond ETF (BSV) 0.20 3961 +39% 79.78
Seagate Technology Com Stk 0.20 8284 +7% 38.75
iShares Lehman Aggregate Bond (AGG) 0.20 2889 +2% 109.38
PowerShares Gld Drg Haltr USX China (PGJ) 0.20 8340 NEW 37.77
Schwab Emerging Markets Equity ETF (SCHE) 0.20 12602 24.84
Cisco Systems (CSCO) 0.19 9623 +34% 31.28
T. Rowe Price (TROW) 0.19 4035 NEW 74.10
Emerson Electric (EMR) 0.19 5007 +15% 59.72
iShares Russell 1000 Value Index (IWD) 0.18 2432 +2% 116.37
Ford Motor Company (F) 0.18 25971 -5% 11.20
Starbucks Corporation (SBUX) 0.18 4875 -6% 58.26
Greenbrier Companies (GBX) 0.18 6110 NEW 46.32
Suno 0.18 9075 NEW 30.63
Carnival Corporation (CCL) 0.17 4035 NEW 65.68
United Technologies Corporation (UTX) 0.17 2244 122.10
iShares Russell Midcap Index Fund (IWR) 0.17 1395 +3% 192.11
United Fire & Casualty 0.17 6190 -5% 44.10
Spdr Series Trust aerospace def 0.17 3885 -84% 70.53
Ishares Tr ibnd dec23 etf 0.17 10350 25.22
Applied Materials (AMAT) 0.16 6062 NEW 41.24
iShares Russell 2000 Index (IWM) 0.16 1773 +3% 141.00
Steel Dynamics (STLD) 0.16 6940 NEW 35.88
Gaslog Partners 0.16 10952 NEW 23.01
Shopify Inc cl a 0.16 2933 -35% 86.94
Vaneck Vectors Etf Tr amt free long mu 0.16 12556 NEW 19.83
3M Company (MMM) 0.15 1168 -24% 208.05
ConocoPhillips (COP) 0.15 5219 43.88
Advanced Micro Devices (AMD) 0.15 18500 -15% 12.49
National Retail Properties (NNN) 0.15 5977 39.15
Vanguard REIT ETF (VNQ) 0.15 2839 +6% 83.13
Vanguard S&p 500 Etf idx fd 0.15 1070 +6% 222.43
Mkt Vectors Short H/y Mun Inde ef 0.15 10000 24.30
Owens Corning (OC) 0.14 3385 NEW 67.06
Abbott Laboratories (ABT) 0.14 4625 48.65
Target Corporation (TGT) 0.14 4338 NEW 52.33
General Motors Company (GM) 0.14 6308 -10% 34.88
Veeva Sys Inc cl a 0.14 3596 NEW 61.18
Alibaba Group Holding Ltd Spon 0.14 1527 NEW 140.80
Alphabet Inc Class C cs 0.14 242 NEW 909.09
McDonald's Corporation (MCD) 0.13 1388 NEW 153.46
TowneBank (TOWN) 0.13 6916 30.80
Skyworks Solutions (SWKS) 0.13 2225 -5% 95.73
iShares Russell 1000 Growth Index (IWF) 0.13 1684 NEW 118.76
iShares Russell 2000 Value Index (IWN) 0.13 1770 118.64
Vanguard Mid-Cap Value ETF (VOE) 0.13 1947 NEW 102.72
American Tower Reit 0.13 1560 NEW 132.05
Anthem 0.13 1110 NEW 188.29
Sirius Xm Holdings 0.06 17401 5.46
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Past 13F-HR SEC Filings by Meridian Wealth Management

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