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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 6.28 7756 1780.69
Netflix (NFLX) 5.72 35302 356.55
Invesco Qqq Trust Series 1 5.42 66389 179.65
SPDR S&P; 500 ETF (SPY) 4.94 38443 282.47
Boeing Company (BA) 4.56 26294 381.42
Apple (AAPL) 3.43 39741 189.95
JPMorgan Chase & Co. (JPM) 3.38 73450 101.23
Schwab U S Broad Market ETF (SCHB) 2.92 94428 68.05
Intuitive Surgical (ISRG) 2.62 10107 570.59
Microsoft Corporation (MSFT) 2.18 40625 117.93
Goldman Sachs (GS) 2.15 24655 192.01
Anheuser-Busch InBev NV (BUD) 2.15 56364 83.97
Bank of America Corporation (BAC) 2.11 167984 27.59
Keurig Dr Pepper Inc Com stock 2.07 162596 27.97
UnitedHealth (UNH) 2.04 18181 247.24
Community Trust Ban (CTBI) 1.45 77785 41.06
Vanguard Health Care ETF (VHT) 1.44 18296 172.50
Visa (V) 1.11 15662 156.17
Schwab U S Small Cap ETF (SCHA) 0.94 29411 69.94
Morgan Stanley (MS) 0.80 41679 42.20
NVIDIA Corporation (NVDA) 0.79 9679 179.56
Nextera Energy Inc C om 0.77 8722 193.30
Marathon Petroleum Corp 0.76 27756 59.84
Altria (MO) 0.72 27479 57.43
Facebook Inc cl a 0.72 9468 166.67
Berkshire Hathaway (BRK.B) 0.71 7732 200.85
Vanguard Admiral Fds Inc equity 0.69 9776 154.66
Lockheed Martin Corporation (LMT) 0.68 4974 300.16
Goldman Sachs Etf Tr 0.67 25803 56.82
Sch Us Mid-cap Etf etf 0.66 26134 55.41
Johnson & Johnson (JNJ) 0.61 9664 139.80
Vanguard Growth ETF (VUG) 0.59 8276 156.36
Alphabet Inc Class A cs 0.57 1072 1177.24
AT&T; (T) 0.54 38055 31.35
Proshares Tr russ 2000 divd 0.54 20355 58.27
Home Depot (HD) 0.53 6074 191.80
Cisco Systems (CSCO) 0.52 21018 54.00
Celgene Corporation (CELG) 0.51 11816 94.36
SPDR Dow Jones Industrial Average ETF (DIA) 0.50 4203 259.10
Alphabet Inc Class C cs 0.50 945 1173.54
Schwab U S Large Cap Growth ETF (SCHG) 0.48 13181 79.43
Schwab Strategic Tr us lrg cap etf 0.46 14961 67.64
Paypal Holdings 0.46 9762 103.87
Invesco S&p 500 Equal Weight Etf 0.46 9590 104.48
Chevron Corporation (CVX) 0.45 7954 123.21
Ishares Inc emrgmkt dividx 0.44 24057 40.20
salesforce (CRM) 0.40 5611 158.44
CME (CME) 0.39 5249 164.60
Adobe Systems Incorporated (ADBE) 0.39 3188 266.62
iShares MSCI EAFE Index Fund (EFA) 0.39 13636 63.44
Bristol Myers Squibb (BMY) 0.38 17355 47.71
Vanguard Value ETF (VTV) 0.38 7734 107.58
Vanguard Small-Cap ETF (VB) 0.38 5534 152.87
Progressive Corporation (PGR) 0.37 11261 72.11
Procter & Gamble Company (PG) 0.37 7848 104.10
American Tower Reit 0.37 4133 196.95
ONEOK (OKE) 0.36 11315 69.82
iShares Dow Jones Select Dividend (DVY) 0.35 7858 98.12
Dominion Resources (D) 0.34 9701 76.69
Vanguard Dividend Appreciation ETF (VIG) 0.34 6825 109.60
Waste Management (WM) 0.33 6962 103.85
CSX Corporation (CSX) 0.32 9337 74.86
BP (BP) 0.31 15742 43.70
Schwab International Equity ETF (SCHF) 0.31 21530 31.31
Intel Corporation (INTC) 0.30 12421 53.70
Verizon Communications (VZ) 0.30 11070 59.17
CVS Caremark Corporation (CVS) 0.30 12335 53.91
Servicenow 0.29 2584 246.52
Canadian Natl Ry Co 0.28 6855 89.42
Kraneshares Tr csi chi internet 0.28 13225 47.11
Edwards Lifesciences (EW) 0.27 3063 191.32
Schwab Strategic Tr us dividend eq 0.27 11337 52.31
BB&T; Corporation (BBT) 0.26 12461 46.55
Clorox Company (CLX) 0.26 3572 160.41
Roku Inc 0.26 8879 64.53
Broadcom Ltd 0.26 1913 300.58
Amgen (AMGN) 0.25 2947 190.02
Pepsi (PEP) 0.24 4249 122.62
iShares Russell 2000 Index (IWM) 0.24 3456 153.07
Charter Communications Inc New Cl A cl a 0.24 1520 346.71
Abbott Laboratories (ABT) 0.23 6326 79.99
Pfizer (PFE) 0.23 12005 42.48
iShares S&P; 500 Index (IVV) 0.23 1727 287.04
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.23 4488 111.19
Bank of New York Mellon Corporation (BK) 0.22 9806 50.38
Walt Disney Company (DIS) 0.22 4443 110.96
Vanguard S&p 500 Etf idx fd 0.22 1821 259.75
Iron Mountain 0.22 13580 35.49
AES Corporation (AES) 0.21 25669 18.08
International Business Machines (IBM) 0.21 3283 141.03
iShares S&P; Global Technology Sect. (IXN) 0.21 2753 171.09
Invesco Exchng Traded Fd Tr s&p midcp low 0.21 9380 49.65
Ctrip.com International (CTRP) 0.20 9890 43.68
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.20 20950 20.81
United Parcel Service (UPS) 0.19 3735 111.65
Global Payments (GPN) 0.19 3045 136.62
ConocoPhillips (COP) 0.19 6092 66.81
Deere & Company (DE) 0.19 2668 159.67
SPDR Gold Trust (GLD) 0.19 3459 122.00
Vanguard High Dividend Yield ETF (VYM) 0.19 4746 85.76
Alibaba Group Holding Ltd Spon 0.19 2340 182.48
Oppenheimer Rev Weighted Etf ultra divid rev 0.19 11175 37.85
Booking Holdings 0.19 233 1746.78
Schwab Emerging Markets Equity ETF (SCHE) 0.18 15165 25.98
Spdr Ser Tr shrt trsry etf 0.18 13011 29.74
Tableau Software Inc Cl A 0.18 3132 127.39
Usd Partners 0.18 36955 10.82
Proshares Ultrashort S&p 500 0.18 3656 108.59
Costco Wholesale Corporation (COST) 0.17 1561 242.15
Sonoco Products Company (SON) 0.17 6115 61.49
Royal Dutch Shell (RDS.A) 0.17 5727 63.38
iShares Russell Midcap Value Index (IWS) 0.17 4194 86.79
Pvh Corporation 0.17 3026 121.94
Ishares Inc core msci emkt 0.17 7108 51.77
Discovery Communications (DISCA) 0.16 12962 27.00
Estee Lauder Companies (EL) 0.16 2085 165.47
Align Technology (ALGN) 0.16 1236 283.98
Alexion Pharmaceuticals (ALXN) 0.16 2536 135.25
Vanguard Total Stock Market ETF (VTI) 0.16 2453 144.72
Vanguard FTSE All-World ex-US ETF (VEU) 0.16 7072 50.20
Spdr Series Trust aerospace def 0.16 3725 91.81
Flaherty & Crumrine Dyn Pfd shs 0.16 15244 23.75
American Airls 0.16 10962 31.75
Fidelity msci energy idx 0.16 3604 98.50
Square Inc cl a 0.16 4677 75.01
MasterCard Incorporated (MA) 0.15 1372 235.42
CarMax (KMX) 0.15 4846 69.75
Xilinx (XLNX) 0.15 2685 126.63
EXACT Sciences Corporation (EXAS) 0.15 3680 86.68
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.15 9159 36.58
Guidewire Software 0.15 3342 97.25
Duke Energy 0.15 3552 90.09
Dowdupont Inc 0.15 6380 53.29
American Express Company (AXP) 0.14 2858 109.17
Exxon Mobil Corporation (XOM) 0.14 3906 80.90
MSCI (MSCI) 0.14 1551 198.58
Illumina (ILMN) 0.14 1000 311.00
Celanese Corporation (CE) 0.14 3055 98.53
Zions Bancorporation (ZION) 0.14 6834 45.36
Vanguard Emerging Markets ETF (VWO) 0.14 7132 42.48
iShares S&P; MidCap 400 Value Index (IJJ) 0.14 1988 156.94
Ishares Tr 0-5yr hi yl cp 0.14 6747 46.69
Hilton Worldwide Holdings 0.14 3680 83.15
Coca-Cola Company (KO) 0.13 5885 46.90
McDonald's Corporation (MCD) 0.13 1523 189.76
Comerica Incorporated (CMA) 0.13 3988 73.22
iShares Russell 1000 Value Index (IWD) 0.13 2260 123.45
TOTAL S.A. (TOT) 0.13 4995 55.66
iShares S&P; MidCap 400 Index (IJH) 0.13 1519 189.23
Vanguard Europe Pacific ETF (VEA) 0.13 7249 40.83
Pza etf 0.13 11335 25.67
Norfolk Southern (NSC) 0.12 1410 187.23
iShares S&P; MidCap 400 Growth (IJK) 0.12 1233 218.98
Palo Alto Networks 0.12 1078 243.04
Abbvie 0.12 3170 80.44
Ishares Tr ibnd dec25 etf 0.12 10500 24.86
Vanguard Mun Bd Fd Inc tax-exempt bd 0.12 5045 52.13
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.12 11125 24.45
Union Pacific Corporation (UNP) 0.11 1447 167.24
Philip Morris International (PM) 0.11 2856 88.24
United Technologies Corporation (UTX) 0.11 1823 128.91
Southern Company (SO) 0.11 4803 51.63
iShares Russell 1000 Index (IWB) 0.11 1529 151.08
Neogen Corporation (NEOG) 0.11 4385 57.47
iShares Russell 1000 Growth Index (IWF) 0.11 1567 151.24
ProShares Ultra QQQ (QLD) 0.11 2651 89.78
Five Below 0.11 1888 124.47
Itm - Vaneck Vectors Amt Free Int Muni 0.11 10648 21.69
Wal-Mart Stores (WMT) 0.10 2316 97.58
TJX Companies (TJX) 0.10 4097 53.21
Vanguard Short-Term Bond ETF (BSV) 0.10 2647 79.71
Activision Blizzard (ATVI) 0.10 4594 45.49
AllianceBernstein Holding (AB) 0.10 7915 28.93
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.10 602 348.84
Amicus Therapeutics (FOLD) 0.10 15651 13.61
iShares Russell 3000 Index (IWV) 0.10 1262 166.40
Vanguard Small-Cap Value ETF (VBR) 0.10 1642 128.50
Vanguard Small-Cap Growth ETF (VBK) 0.10 1252 179.71
Vanguard Mid-Cap Value ETF (VOE) 0.10 2055 108.03
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.10 1825 123.29
Vanguard Admiral Fds Inc cmn 0.10 1612 135.24
Ishares Inc em mkt min vol 0.10 3570 59.38
Spdr Ser Tr sp500 high div 0.10 5815 37.83
Merck & Co (MRK) 0.09 2465 83.16
WD-40 Company (WDFC) 0.09 1210 169.42
iShares Russell 2000 Value Index (IWN) 0.09 1695 119.36
Arista Networks 0.09 644 315.22
Canopy Gro 0.09 4729 43.35
Aurora Cannabis Inc snc 0.08 18840 9.08
Ford Motor Company (F) 0.07 18020 8.77
* Tivo Corp Com stock 0.05 11606 9.31
Sirius Xm Holdings 0.03 10625 5.65
Cohbar Inc 0.03 18000 3.28
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Past 13F-HR SEC Filings by Meridian Wealth Management

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