Meridian Wealth Management
Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, QQQ, AAPL, AMZN, MSFT, and represent 24.84% of Meridian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DIA, TAN, SPYV, VOO, BGS, T, UBER, XLF, IWM, TGT.
- Started 44 new stock positions in ABNB, VUZI, USFD, ESGU, AMAT, VIAC, SMDV, MHD, IYJ, ENB.
- Reduced shares in these 10 stocks: SPYG (-$5.9M), QQQ, SCHB, XLE, TTD, RTX, TSLA, ARKW, TER, QCOM.
- Sold out of its positions in BlackRock Municipal Bond Trust, CVNA, CRWD, CCI, FSS, AG, GPRO, HYRE, PGX, SHV. KR, MSCI, MASI, TER, ESPO, VRTX, WPRT, SPOT.
- Meridian Wealth Management was a net buyer of stock by $22M.
- Meridian Wealth Management has $687M in assets under management (AUM), dropping by 9.02%.
- Central Index Key (CIK): 0001697300
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Portfolio Holdings for Meridian Wealth Management
Companies in the Meridian Wealth Management portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 6.8 | $47M | 841k | 55.83 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.6 | $39M | -4% | 121k | 319.13 | |
| Apple (AAPL) | 4.6 | $32M | 261k | 122.15 | ||
| Amazon (AMZN) | 4.3 | $30M | 9.6k | 3094.10 | ||
| Microsoft Corporation (MSFT) | 3.4 | $23M | 99k | 235.77 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $22M | +2% | 55k | 396.33 | |
| Select Sector Spdr Tr Energy (XLE) | 2.6 | $18M | -6% | 361k | 49.06 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $16M | +4% | 102k | 152.23 | |
| NVIDIA Corporation (NVDA) | 2.1 | $14M | 27k | 533.91 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.0 | $13M | +51% | 41k | 330.17 | |
| Advanced Micro Devices (AMD) | 1.3 | $8.9M | +10% | 113k | 78.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $8.7M | +11% | 39k | 220.94 | |
| The Trade Desk Com Cl A (TTD) | 1.2 | $7.9M | -13% | 12k | 651.67 | |
| Netflix (NFLX) | 1.1 | $7.6M | 15k | 521.65 | ||
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $7.5M | +2% | 3.6k | 2062.52 | |
| Shopify Cl A (SHOP) | 1.1 | $7.3M | 6.6k | 1106.54 | ||
| Tesla Motors (TSLA) | 1.0 | $7.0M | -11% | 10k | 667.91 | |
| UnitedHealth (UNH) | 0.9 | $6.4M | -7% | 17k | 372.05 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.9 | $6.3M | 17k | 360.87 | ||
| Johnson & Johnson (JNJ) | 0.9 | $5.9M | +5% | 36k | 164.35 | |
| Facebook Cl A (FB) | 0.9 | $5.9M | -5% | 20k | 294.52 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $5.6M | +75% | 148k | 37.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.4M | 2.6k | 2068.49 | ||
| Paypal Holdings (PYPL) | 0.7 | $5.0M | +10% | 21k | 242.83 | |
| Procter & Gamble Company (PG) | 0.7 | $4.9M | -10% | 36k | 135.44 | |
| At&t (T) | 0.7 | $4.8M | +29% | 160k | 30.27 | |
| Walt Disney Company (DIS) | 0.7 | $4.7M | +8% | 26k | 184.50 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $4.5M | 84k | 53.33 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $4.3M | -23% | 45k | 96.70 | |
| Home Depot (HD) | 0.6 | $4.1M | +2% | 14k | 305.26 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $4.1M | -2% | 63k | 65.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.1M | -14% | 26k | 159.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.0M | +3% | 16k | 255.50 | |
| Visa Com Cl A (V) | 0.6 | $4.0M | +2% | 19k | 211.73 | |
| Bristol Myers Squibb (BMY) | 0.6 | $3.9M | +4% | 62k | 63.13 | |
| Caterpillar (CAT) | 0.6 | $3.9M | -2% | 17k | 231.85 | |
| Abbvie (ABBV) | 0.6 | $3.8M | -13% | 35k | 108.21 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $3.6M | +3% | 31k | 116.73 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $3.6M | 12k | 300.71 | ||
| Chevron Corporation (CVX) | 0.5 | $3.6M | +26% | 34k | 104.78 | |
| Community Trust Ban (CTBI) | 0.5 | $3.5M | 80k | 44.02 | ||
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.5 | $3.4M | -2% | 77k | 44.64 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $3.4M | 56k | 60.68 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $3.3M | 43k | 78.37 | ||
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.5 | $3.3M | +470% | 36k | 91.77 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $3.2M | 30k | 108.54 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $3.2M | 6.7k | 475.98 | ||
| Starwood Property Trust (STWD) | 0.5 | $3.1M | 126k | 24.74 | ||
| Activision Blizzard (ATVI) | 0.5 | $3.1M | 33k | 93.01 | ||
| Kayne Anderson MLP Investment (KYN) | 0.4 | $2.9M | 409k | 7.17 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $2.9M | -67% | 51k | 56.40 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $2.8M | +46% | 83k | 34.05 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.8M | +108% | 7.8k | 364.25 | |
| Dow (DOW) | 0.4 | $2.7M | 43k | 63.93 | ||
| Docusign (DOCU) | 0.4 | $2.7M | +2% | 13k | 202.48 | |
| Lowe's Companies (LOW) | 0.4 | $2.5M | +39% | 13k | 190.21 | |
| Zoom Video Communications In Cl A (ZM) | 0.4 | $2.5M | -16% | 7.8k | 321.25 | |
| Wal-Mart Stores (WMT) | 0.4 | $2.4M | -23% | 18k | 135.81 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $2.4M | +3% | 32k | 75.88 | |
| Deere & Company (DE) | 0.4 | $2.4M | +10% | 6.4k | 374.07 | |
| Verizon Communications (VZ) | 0.3 | $2.4M | 41k | 58.15 | ||
| Union Pacific Corporation (UNP) | 0.3 | $2.3M | +10% | 11k | 220.45 | |
| Teladoc (TDOC) | 0.3 | $2.3M | 13k | 181.73 | ||
| Nextera Energy (NEE) | 0.3 | $2.3M | +25% | 31k | 75.60 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.3M | +7% | 6.5k | 352.55 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $2.3M | +3% | 29k | 79.11 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $2.2M | +8% | 87k | 25.84 | |
| Roku Com Cl A (ROKU) | 0.3 | $2.2M | +25% | 6.9k | 325.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.2M | 19k | 113.82 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.2M | -21% | 8.5k | 257.09 | |
| Pepsi (PEP) | 0.3 | $2.2M | -18% | 15k | 141.45 | |
| FirstEnergy (FE) | 0.3 | $2.1M | +25% | 61k | 34.69 | |
| Pfizer (PFE) | 0.3 | $2.1M | +3% | 58k | 36.23 | |
| Abbott Laboratories (ABT) | 0.3 | $2.1M | 17k | 119.83 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.0M | -8% | 27k | 74.52 | |
| International Business Machines (IBM) | 0.3 | $2.0M | 15k | 133.29 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.0M | 12k | 168.11 | ||
| Royal Caribbean Cruises (RCL) | 0.3 | $2.0M | 23k | 85.61 | ||
| B&G Foods (BGS) | 0.3 | $1.8M | +279% | 59k | 31.05 | |
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.3 | $1.7M | 78k | 22.09 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.7M | -2% | 13k | 129.76 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.7M | -4% | 17k | 99.68 | |
| 3M Company (MMM) | 0.2 | $1.7M | +6% | 8.8k | 192.69 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $1.7M | -39% | 21k | 77.28 | |
| Gilead Sciences (GILD) | 0.2 | $1.6M | +19% | 25k | 64.63 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.6M | 23k | 68.32 | ||
| Oneok (OKE) | 0.2 | $1.5M | +9% | 30k | 50.67 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.5M | +14% | 11k | 141.62 | |
| Qualcomm (QCOM) | 0.2 | $1.5M | -35% | 12k | 132.60 | |
| Bank of America Corporation (BAC) | 0.2 | $1.5M | -9% | 39k | 38.69 | |
| United Parcel Service CL B (UPS) | 0.2 | $1.5M | +73% | 8.9k | 170.03 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.5M | +6% | 11k | 132.77 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | -24% | 3.9k | 369.49 | |
| Target Corporation (TGT) | 0.2 | $1.4M | +157% | 7.2k | 198.03 | |
| Kinder Morgan (KMI) | 0.2 | $1.4M | +18% | 86k | 16.65 | |
| Merck & Co (MRK) | 0.2 | $1.4M | +94% | 18k | 77.08 | |
| Ishares Tr Europe Etf (IEV) | 0.2 | $1.4M | 28k | 50.24 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.4M | -5% | 19k | 74.45 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | -6% | 2.9k | 475.26 | |
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $1.4M | +13% | 4.4k | 307.62 | |
| Uber Technologies (UBER) | 0.2 | $1.3M | +342% | 25k | 54.52 | |
| Servicenow (NOW) | 0.2 | $1.3M | +11% | 2.7k | 500.00 | |
| Zimmer Holdings (ZBH) | 0.2 | $1.3M | 8.3k | 160.08 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | -3% | 25k | 52.05 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.3M | +4% | 18k | 73.96 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.3M | +21% | 12k | 109.23 | |
| Beyond Meat (BYND) | 0.2 | $1.2M | 9.6k | 130.10 | ||
| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | +152% | 2.7k | 456.25 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | 3.4k | 356.06 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | 5.7k | 214.04 | ||
| Truist Financial Corp equities (TFC) | 0.2 | $1.2M | +5% | 21k | 58.31 | |
| Waste Management (WM) | 0.2 | $1.2M | 9.4k | 129.01 | ||
| Intel Corporation (INTC) | 0.2 | $1.2M | -7% | 19k | 63.96 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.2M | 17k | 72.93 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.2M | 12k | 102.04 | ||
| salesforce (CRM) | 0.2 | $1.2M | -24% | 5.7k | 211.89 | |
| Spdr Ser Tr Factst Inv Etf (XITK) | 0.2 | $1.2M | +6% | 5.7k | 209.09 | |
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | 15k | 77.66 | ||
| Honeywell International (HON) | 0.2 | $1.2M | +2% | 5.4k | 216.97 | |
| Moderna (MRNA) | 0.2 | $1.2M | -11% | 9.0k | 130.95 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.2M | +25% | 8.7k | 134.55 | |
| Oracle Corporation (ORCL) | 0.2 | $1.1M | +131% | 16k | 70.15 | |
| Square Cl A (SQ) | 0.2 | $1.1M | +151% | 5.0k | 226.96 | |
| Goldman Sachs (GS) | 0.2 | $1.1M | +92% | 3.3k | 327.11 | |
| Canadian Natl Ry (CNI) | 0.2 | $1.1M | 9.3k | 115.98 | ||
| Boeing Company (BA) | 0.2 | $1.1M | +10% | 4.2k | 254.82 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | -6% | 4.4k | 243.06 | |
| Coca-Cola Company (KO) | 0.2 | $1.1M | -2% | 20k | 52.75 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $1.1M | -45% | 7.2k | 147.39 | |
| BP Sponsored Adr (BP) | 0.2 | $1.1M | +10% | 43k | 24.35 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.1M | +159% | 3.8k | 276.23 | |
| Marriott Intl Cl A (MAR) | 0.2 | $1.0M | 7.0k | 148.07 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.0M | +23% | 8.6k | 119.96 | |
| Pinterest Cl A (PINS) | 0.1 | $1.0M | +2% | 14k | 74.01 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.0M | +32% | 21k | 48.28 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 6.9k | 147.09 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.0M | +9% | 4.7k | 214.67 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $999k | 7.6k | 131.50 | ||
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $998k | +83% | 4.1k | 244.85 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $989k | +104% | 10k | 98.41 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $988k | 8.7k | 114.10 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $967k | 20k | 49.08 | ||
| Edwards Lifesciences (EW) | 0.1 | $962k | 12k | 83.67 | ||
| Dominion Resources (D) | 0.1 | $961k | -3% | 13k | 75.93 | |
| McDonald's Corporation (MCD) | 0.1 | $922k | 4.1k | 224.28 | ||
| General Electric Company (GE) | 0.1 | $914k | +25% | 70k | 13.13 | |
| Flaherty & Crumrine Dyn P SHS (DFP) | 0.1 | $914k | 30k | 30.13 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $900k | +24% | 11k | 78.78 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $883k | -15% | 5.8k | 151.48 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $878k | +2% | 7.0k | 125.55 | |
| American Tower Reit (AMT) | 0.1 | $863k | 3.6k | 238.93 | ||
| IDEXX Laboratories (IDXX) | 0.1 | $859k | +153% | 1.8k | 489.18 | |
| Nucor Corporation (NUE) | 0.1 | $853k | NEW | 11k | 80.27 | |
| Cme (CME) | 0.1 | $839k | +72% | 4.1k | 204.29 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $807k | 5.1k | 159.55 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $789k | NEW | 3.8k | 207.03 | |
| Nike CL B (NKE) | 0.1 | $784k | +40% | 5.9k | 132.97 | |
| First Tr Exchange Traded Consumr Staple (FXG) | 0.1 | $784k | 14k | 57.49 | ||
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $768k | 14k | 56.45 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $765k | 5.1k | 150.62 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $759k | -4% | 20k | 37.63 | |
| Dollar General (DG) | 0.1 | $757k | +9% | 3.7k | 202.73 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $756k | -10% | 7.9k | 96.05 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $756k | -7% | 3.3k | 226.75 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $742k | +2% | 5.5k | 134.91 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $741k | +19% | 29k | 25.30 | |
| Southern Company (SO) | 0.1 | $735k | 12k | 62.14 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $708k | +9% | 2.1k | 330.22 | |
| Tetra Tech (TTEK) | 0.1 | $705k | NEW | 5.2k | 135.71 | |
| Palo Alto Networks (PANW) | 0.1 | $701k | NEW | 2.2k | 322.15 | |
| Electronic Arts (EA) | 0.1 | $701k | NEW | 5.2k | 135.46 | |
| Yum! Brands (YUM) | 0.1 | $699k | 6.5k | 108.25 | ||
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $695k | 4.3k | 160.43 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $685k | -12% | 6.7k | 101.87 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $681k | -3% | 6.7k | 102.28 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $673k | +16% | 2.4k | 274.81 | |
| Microvision Inc Del Com New (MVIS) | 0.1 | $670k | +16% | 36k | 18.56 | |
| Cisco Systems (CSCO) | 0.1 | $658k | -12% | 13k | 51.65 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $654k | 2.5k | 260.25 | ||
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $653k | NEW | 13k | 50.17 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $632k | 13k | 48.30 | ||
| Nio Spon Ads (NIO) | 0.1 | $629k | +21% | 16k | 38.98 | |
| Philip Morris International (PM) | 0.1 | $628k | +3% | 7.1k | 88.71 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $624k | -55% | 844.00 | 739.34 | |
| CVS Caremark Corporation (CVS) | 0.1 | $611k | +26% | 8.1k | 75.27 | |
| Constellation Brands Cl A (STZ) | 0.1 | $609k | -4% | 2.7k | 227.83 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.1 | $604k | -15% | 26k | 23.34 | |
| Booking Holdings (BKNG) | 0.1 | $603k | 259.00 | 2328.19 | ||
| BlackRock (BLK) | 0.1 | $601k | +19% | 797.00 | 754.08 | |
| WD-40 Company (WDFC) | 0.1 | $594k | 1.9k | 306.19 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $590k | +2% | 1.5k | 397.84 | |
| Neogen Corporation (NEOG) | 0.1 | $578k | 6.5k | 88.94 | ||
| Cardinal Health (CAH) | 0.1 | $578k | -4% | 9.5k | 60.77 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $577k | +9% | 6.7k | 85.89 | |
| Illinois Tool Works (ITW) | 0.1 | $571k | 2.6k | 221.66 | ||
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $566k | -5% | 10k | 54.91 | |
| Copart (CPRT) | 0.1 | $564k | +3% | 5.2k | 108.59 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $561k | -3% | 4.8k | 115.98 | |
| Global Payments (GPN) | 0.1 | $560k | 2.8k | 201.44 | ||
| Altria (MO) | 0.1 | $558k | NEW | 11k | 51.23 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $555k | -8% | 5.7k | 96.54 | |
| Danimer Scientific Com Cl A (DNMR) | 0.1 | $550k | +53% | 15k | 37.74 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $531k | +4% | 10k | 52.83 | |
| Citigroup Com New (C) | 0.1 | $519k | +114% | 7.1k | 72.80 | |
| Progressive Corporation (PGR) | 0.1 | $514k | -6% | 5.4k | 95.65 | |
| Stamps Com New (STMP) | 0.1 | $509k | 2.6k | 199.61 | ||
| Wells Fargo & Company (WFC) | 0.1 | $504k | +35% | 13k | 39.08 | |
| Cbre Group Cl A (CBRE) | 0.1 | $504k | 6.4k | 79.12 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $499k | -3% | 3.0k | 165.51 | |
| Eli Lilly & Co. (LLY) | 0.1 | $495k | +40% | 2.7k | 186.72 | |
| Emerson Electric (EMR) | 0.1 | $493k | 5.5k | 90.19 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $491k | -4% | 2.3k | 218.03 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $488k | -7% | 2.4k | 206.60 | |
| D.R. Horton (DHI) | 0.1 | $487k | 5.5k | 89.11 | ||
| Enbridge (ENB) | 0.1 | $487k | NEW | 13k | 36.39 | |
| American Express Company (AXP) | 0.1 | $477k | +4% | 3.4k | 141.38 | |
| Us Bancorp Del Com New (USB) | 0.1 | $470k | 8.5k | 55.32 | ||
| Ecolab (ECL) | 0.1 | $467k | 2.2k | 214.22 | ||
| Baxter International (BAX) | 0.1 | $466k | 5.5k | 84.41 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $466k | 4.0k | 117.94 | ||
| General Dynamics Corporation (GD) | 0.1 | $465k | +54% | 2.6k | 181.57 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $460k | +103% | 7.1k | 64.35 | |
| Ishares Tr Phlx Semicnd Etf (SOXX) | 0.1 | $459k | 1.1k | 424.21 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $458k | 2.1k | 221.47 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $455k | -14% | 59k | 7.68 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $447k | +3% | 2.3k | 194.43 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $440k | +2% | 4.3k | 101.17 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $436k | 3.1k | 140.51 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $436k | +2% | 2.3k | 189.07 | |
| PPG Industries (PPG) | 0.1 | $436k | +13% | 2.9k | 150.03 | |
| Dupont De Nemours (DD) | 0.1 | $434k | -16% | 5.6k | 77.29 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $432k | -20% | 19k | 22.71 | |
| Viacomcbs CL B (VIAC) | 0.1 | $431k | NEW | 9.6k | 45.13 | |
| Carlisle Companies (CSL) | 0.1 | $427k | 2.6k | 164.48 | ||
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $423k | 13k | 32.51 | ||
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $422k | -8% | 3.6k | 117.25 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $422k | 3.3k | 128.23 | ||
| Penn National Gaming (PENN) | 0.1 | $422k | NEW | 4.0k | 104.84 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $417k | 1.3k | 315.67 | ||
| Okta Cl A (OKTA) | 0.1 | $414k | +4% | 1.9k | 220.68 | |
| Tyson Foods Cl A (TSN) | 0.1 | $409k | +37% | 5.5k | 74.26 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $404k | 8.1k | 49.78 | ||
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $404k | NEW | 7.1k | 56.65 | |
| Humana (HUM) | 0.1 | $402k | 959.00 | 419.19 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $400k | -11% | 4.9k | 82.17 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $399k | +73% | 6.3k | 62.89 | |
| Aptinyx (APTX) | 0.1 | $396k | 132k | 3.00 | ||
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $396k | -29% | 4.0k | 98.41 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $388k | +10% | 5.4k | 72.09 | |
| Ford Motor Company (F) | 0.1 | $385k | +4% | 31k | 12.25 | |
| TJX Companies (TJX) | 0.1 | $380k | 5.7k | 66.17 | ||
| Fifth Third Ban (FITB) | 0.1 | $373k | +24% | 10k | 37.45 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $373k | NEW | 2.0k | 188.10 | |
| Iqvia Holdings (IQV) | 0.1 | $369k | +42% | 1.9k | 193.40 | |
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.1 | $366k | 4.1k | 89.33 | ||
| Medtronic SHS (MDT) | 0.1 | $361k | -14% | 3.1k | 118.24 | |
| BlackRock MuniHoldings Fund (MHD) | 0.1 | $358k | NEW | 22k | 16.02 | |
| Centennial Resource Dev Cl A (CDEV) | 0.1 | $357k | +749% | 85k | 4.20 | |
| Colgate-Palmolive Company (CL) | 0.1 | $356k | +29% | 4.5k | 78.78 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $356k | -4% | 1.9k | 185.22 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $355k | +20% | 3.5k | 102.42 | |
| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $353k | 12k | 29.78 | ||
| Yum China Holdings (YUMC) | 0.1 | $348k | 5.9k | 59.13 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $347k | -3% | 9.0k | 38.40 | |
| Equinix (EQIX) | 0.1 | $344k | 506.00 | 679.84 | ||
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $342k | 2.7k | 125.50 | ||
| EXACT Sciences Corporation (EXAS) | 0.0 | $337k | 2.6k | 131.90 | ||
| Primerica (PRI) | 0.0 | $331k | NEW | 2.2k | 147.64 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $330k | 1.4k | 240.70 | ||
| Peloton Interactive Cl A Com (PTON) | 0.0 | $328k | +7% | 2.9k | 112.41 | |
| Chewy Cl A (CHWY) | 0.0 | $325k | -6% | 3.8k | 84.81 | |
| Applied Materials (AMAT) | 0.0 | $323k | NEW | 2.4k | 133.53 | |
| FedEx Corporation (FDX) | 0.0 | $322k | +4% | 1.1k | 283.95 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $320k | 2.0k | 160.72 | ||
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $311k | NEW | 4.4k | 70.79 | |
| Lam Research Corporation (LRCX) | 0.0 | $310k | NEW | 521.00 | 595.01 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $300k | 5.5k | 54.13 | ||
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $299k | NEW | 12k | 25.03 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $299k | 1.3k | 236.93 | ||
| Us Foods Hldg Corp call (USFD) | 0.0 | $298k | NEW | 7.8k | 38.10 | |
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $297k | +2% | 9.5k | 31.25 | |
| Invitae (NVTA) | 0.0 | $290k | +30% | 7.6k | 38.15 | |
| Ishares Tr Us Industrials (IYJ) | 0.0 | $287k | NEW | 2.7k | 105.79 | |
| Carrier Global Corporation (CARR) | 0.0 | $286k | -13% | 6.8k | 42.18 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $285k | 3.2k | 89.26 | ||
| Sherwin-Williams Company (SHW) | 0.0 | $285k | 386.00 | 738.34 | ||
| Zoetis Cl A (ZTS) | 0.0 | $283k | 1.8k | 157.48 | ||
| Vaneck Vectors Etf Tr Long Muni Etf (MLN) | 0.0 | $276k | 13k | 21.35 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $274k | NEW | 6.5k | 42.30 | |
| Wec Energy Group (WEC) | 0.0 | $273k | -9% | 2.9k | 93.69 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $270k | -9% | 8.5k | 31.74 | |
| Chubb (CB) | 0.0 | $269k | +6% | 1.7k | 157.77 | |
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $268k | +4% | 10k | 26.26 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $267k | NEW | 2.9k | 90.75 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $267k | -29% | 3.1k | 84.79 | |
| Smucker J M Com New (SJM) | 0.0 | $262k | 2.1k | 126.57 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $260k | +5% | 2.8k | 93.06 | |
| Lululemon Athletica (LULU) | 0.0 | $258k | +4% | 841.00 | 306.78 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $258k | 3.5k | 73.61 | ||
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $256k | 9.6k | 26.78 | ||
| Royal Dutch Shell Spon Adr B (RDS.B) | 0.0 | $254k | NEW | 6.9k | 36.88 | |
| Jacobs Engineering (J) | 0.0 | $254k | NEW | 2.0k | 129.13 | |
| Norfolk Southern (NSC) | 0.0 | $254k | 945.00 | 268.78 | ||
| Hasbro (HAS) | 0.0 | $253k | 2.6k | 96.20 | ||
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $251k | 1.6k | 156.29 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $250k | NEW | 2.4k | 105.84 | |
| GP Strategies Corporation (GPX) | 0.0 | $249k | NEW | 14k | 17.44 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $249k | 403.00 | 617.87 | ||
| Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.0 | $246k | NEW | 11k | 21.74 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $246k | 3.0k | 82.36 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $246k | NEW | 2.0k | 121.78 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $244k | +12% | 2.0k | 122.00 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $242k | +3% | 2.8k | 85.39 | |
| Cloudflare Cl A Com (NET) | 0.0 | $241k | -17% | 3.4k | 70.34 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $240k | -18% | 2.2k | 109.19 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $237k | +11% | 15k | 15.75 | |
| Ubs Ag London Branch En Lg Cp Grwth (FBGX) | 0.0 | $233k | 414.00 | 562.80 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $232k | 3.5k | 65.41 | ||
| Snap Cl A (SNAP) | 0.0 | $232k | 4.4k | 52.18 | ||
| Plug Power Com New (PLUG) | 0.0 | $231k | -11% | 6.4k | 35.86 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $228k | 4.2k | 53.85 | ||
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $226k | +3% | 15k | 15.50 | |
| Cenovus Energy (CVE) | 0.0 | $226k | 30k | 7.53 | ||
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $225k | NEW | 3.0k | 74.93 | |
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $224k | 16k | 14.29 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $224k | 4.1k | 54.70 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $224k | 1.7k | 129.86 | ||
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $222k | 13k | 16.86 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $221k | +4% | 3.1k | 70.31 | |
| Vuzix Corp Com New (VUZI) | 0.0 | $220k | NEW | 8.7k | 25.40 | |
| Amgen (AMGN) | 0.0 | $220k | -39% | 882.00 | 249.43 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $219k | 14k | 15.17 | ||
| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.0 | $217k | 14k | 15.91 | ||
| Air Products & Chemicals (APD) | 0.0 | $217k | 773.00 | 280.72 | ||
| Nuveen Arizona Premium Income Mun (NAZ) | 0.0 | $217k | 14k | 15.17 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $216k | 152.00 | 1421.05 | ||
| Palantir Technologies Cl A (PLTR) | 0.0 | $215k | NEW | 9.2k | 23.34 | |
| Stanley Black & Decker (SWK) | 0.0 | $215k | NEW | 1.1k | 199.26 | |
| Linde SHS (LIN) | 0.0 | $214k | NEW | 764.00 | 280.10 | |
| PPL Corporation (PPL) | 0.0 | $214k | NEW | 7.4k | 28.79 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $214k | -34% | 2.0k | 109.02 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.0 | $210k | NEW | 3.2k | 65.42 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $209k | 2.5k | 83.43 | ||
| Microchip Technology (MCHP) | 0.0 | $208k | NEW | 1.3k | 155.46 | |
| PNC Financial Services (PNC) | 0.0 | $207k | NEW | 1.2k | 175.13 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $206k | NEW | 3.9k | 53.51 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $205k | -13% | 3.0k | 68.61 | |
| Anthem (ANTM) | 0.0 | $205k | NEW | 572.00 | 358.39 | |
| Blackrock Muniyield Ariz | 0.0 | $205k | 14k | 14.76 | ||
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $196k | +6% | 30k | 6.50 | |
| Bgc Partners Cl A (BGCP) | 0.0 | $193k | NEW | 40k | 4.83 | |
| Helix Acquisition Corp Com Cl A (HLXA) | 0.0 | $193k | NEW | 19k | 10.21 | |
| Usd Partners Com Ut Rep Ltd (USDP) | 0.0 | $192k | -26% | 33k | 5.85 | |
| Adma Biologics (ADMA) | 0.0 | $176k | 100k | 1.76 | ||
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $159k | +2% | 14k | 11.75 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $148k | 11k | 13.45 | ||
| Aurora Cannabis (ACB) | 0.0 | $124k | NEW | 13k | 9.32 | |
| Banco Santander Adr (SAN) | 0.0 | $120k | 35k | 3.43 | ||
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.0 | $82k | NEW | 10k | 8.18 | |
| Pavmed (PAVM) | 0.0 | $80k | 18k | 4.44 | ||
| Bp Prudhoe Bay Rty Tr Unit Ben Int (BPT) | 0.0 | $37k | 10k | 3.70 | ||
| 9 Meters Biopharma (NMTR) | 0.0 | $12k | NEW | 10k | 1.20 | |
Past Filings by Meridian Wealth Management
SEC 13F filings are viewable for Meridian Wealth Management going back to 2016
- 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
- Meridian Wealth Management 2019 Q4 filed Jan. 9, 2020
- Meridian Wealth Management 2019 Q3 filed Nov. 8, 2019
- Meridian Wealth Management 2019 Q2 filed July 19, 2019
- Meridian Wealth Management 2019 Q1 restated filed June 3, 2019
- Meridian Wealth Management 2019 Q1 filed May 15, 2019
- Meridian Wealth Management 2018 Q4 filed Feb. 5, 2019
- Meridian Wealth Management 2018 Q3 filed Oct. 19, 2018
- Meridian Wealth Management 2018 Q2 filed Aug. 6, 2018
- Meridian Wealth Management 2018 Q1 filed May 8, 2018
- Meridian Wealth Management 2017 Q4 filed Jan. 30, 2018
- Meridian Wealth Management 2017 Q3 filed Oct. 31, 2017