Meridian Wealth Management
Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, AAPL, MSFT, QQQ, AMZN, and represent 19.38% of Meridian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$23M), MSFT (+$14M), AAPL (+$12M), NTR (+$11M), SCHG (+$9.9M), SPYV (+$8.6M), SQM (+$8.0M), BSV (+$7.9M), SPYG (+$7.7M), CTVA (+$7.5M).
- Started 188 new stock positions in LDSF, CTVA, AGGY, LIN, VHT, SWAN, IEMG, JNK, DSEP, MDYV.
- Reduced shares in these 10 stocks: XLE (-$7.0M), NEAR, VOO, XITK, FINX, ITB, INDS, KYN, DFP, EA.
- Sold out of its positions in ARKQ, BABA, AB, BCE, STK, EVT, EA, DFP, FOSL, FINX.
- Meridian Wealth Management was a net buyer of stock by $491M.
- Meridian Wealth Management has $1.2B in assets under management (AUM), dropping by 33.61%.
- Central Index Key (CIK): 0001697300
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Portfolio Holdings for Meridian Wealth Management
Meridian Wealth Management holds 556 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Meridian Wealth Management has 556 total positions. Only the first 250 positions are shown.
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- Download the Meridian Wealth Management June 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 7.0 | $85M | +3% | 993k | 85.64 | |
Apple (AAPL) | 4.1 | $50M | +32% | 367k | 136.72 | |
Microsoft Corporation (MSFT) | 3.4 | $42M | +51% | 163k | 256.83 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $35M | +5% | 127k | 280.28 | |
Amazon (AMZN) | 2.0 | $25M | +2077% | 231k | 106.21 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $24M | +2% | 64k | 377.25 | |
NVIDIA Corporation (NVDA) | 1.4 | $17M | +8% | 112k | 151.59 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.3 | $16M | +122% | 425k | 36.82 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $13M | +6% | 111k | 112.61 | |
UnitedHealth (UNH) | 1.0 | $12M | +17% | 23k | 513.62 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $12M | +576% | 190k | 61.14 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $12M | +5% | 42k | 273.02 | |
Nutrien (NTR) | 0.9 | $11M | +6629% | 142k | 79.48 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $11M | 37k | 307.81 | ||
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $11M | +218% | 214k | 52.28 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $11M | +37% | 5.0k | 2179.32 | |
Globalfoundries Ordinary Shares (GFS) | 0.8 | $10M | -2% | 256k | 40.34 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $9.3M | +574% | 121k | 76.79 | |
Advanced Micro Devices (AMD) | 0.8 | $9.3M | +13% | 122k | 76.47 | |
Deere & Company (DE) | 0.7 | $9.0M | +284% | 30k | 299.46 | |
Johnson & Johnson (JNJ) | 0.7 | $8.9M | +24% | 50k | 177.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $8.8M | 52k | 169.35 | ||
Fortinet (FTNT) | 0.7 | $8.8M | +400% | 155k | 56.58 | |
Dow (DOW) | 0.7 | $8.5M | +184% | 165k | 51.61 | |
Tesla Motors (TSLA) | 0.7 | $8.4M | +17% | 13k | 673.40 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $8.2M | +439% | 114k | 71.63 | |
Select Sector Spdr Tr Energy (XLE) | 0.7 | $8.0M | -46% | 111k | 71.51 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.7 | $8.0M | NEW | 95k | 83.53 | |
Goldman Sachs (GS) | 0.6 | $7.9M | +149% | 27k | 297.00 | |
Blackstone Group Inc Com Cl A (BX) | 0.6 | $7.8M | +740% | 85k | 91.23 | |
Costco Wholesale Corporation (COST) | 0.6 | $7.5M | +97% | 16k | 479.29 | |
Corteva (CTVA) | 0.6 | $7.5M | NEW | 138k | 54.14 | |
Procter & Gamble Company (PG) | 0.6 | $7.3M | +10% | 51k | 143.78 | |
Pepsi (PEP) | 0.6 | $7.2M | +100% | 43k | 166.67 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $7.2M | +138% | 144k | 50.12 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $7.2M | +1539% | 115k | 62.42 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $7.1M | +3% | 3.2k | 2187.56 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $6.7M | +458% | 108k | 62.73 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $6.7M | NEW | 14k | 475.86 | |
Proshares Tr Short Qqq New (PSQ) | 0.5 | $6.3M | NEW | 438k | 14.40 | |
Abbvie (ABBV) | 0.5 | $6.3M | -7% | 41k | 153.17 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $6.1M | +26% | 16k | 379.17 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $6.0M | +340% | 153k | 38.99 | |
Meta Platforms Cl A (META) | 0.5 | $5.6M | +100% | 35k | 161.26 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $5.6M | +39% | 127k | 44.19 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $5.6M | +146% | 112k | 49.96 | |
Select Sector Spdr Tr Financial (XLF) | 0.4 | $5.5M | +44% | 174k | 31.45 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $5.4M | +90% | 39k | 137.47 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.3M | -21% | 15k | 346.89 | |
Freeport-mcmoran CL B (FCX) | 0.4 | $5.3M | +2324% | 182k | 29.26 | |
Home Depot (HD) | 0.4 | $5.3M | +43% | 19k | 274.25 | |
Bristol Myers Squibb (BMY) | 0.4 | $5.2M | +16% | 68k | 77.00 | |
Regions Financial Corporation (RF) | 0.4 | $5.2M | +2620% | 275k | 18.75 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $5.1M | 17k | 294.39 | ||
Vale S A Sponsored Ads (VALE) | 0.4 | $5.1M | NEW | 346k | 14.63 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $5.0M | +507% | 44k | 113.91 | |
Devon Energy Corporation (DVN) | 0.4 | $4.9M | +126% | 89k | 55.11 | |
Visa Com Cl A (V) | 0.4 | $4.9M | +26% | 25k | 196.89 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.4 | $4.8M | NEW | 160k | 30.11 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.8M | +22% | 52k | 92.41 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.4 | $4.7M | +95% | 213k | 22.19 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.4 | $4.7M | +885% | 112k | 41.64 | |
Cummins (CMI) | 0.4 | $4.6M | NEW | 24k | 193.55 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.6M | +195% | 32k | 143.47 | |
Ishares Tr Core Div Grwth (DGRO) | 0.4 | $4.5M | +14% | 95k | 47.64 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.4 | $4.5M | NEW | 100k | 44.71 | |
Chevron Corporation (CVX) | 0.4 | $4.3M | +13% | 30k | 144.77 | |
Lowe's Companies (LOW) | 0.4 | $4.3M | +46% | 25k | 174.67 | |
Pfizer (PFE) | 0.3 | $4.3M | +13% | 81k | 52.43 | |
Nxp Semiconductors N V (NXPI) | 0.3 | $4.2M | NEW | 28k | 148.04 | |
Caterpillar (CAT) | 0.3 | $4.2M | +5% | 23k | 178.75 | |
Lincoln National Corporation (LNC) | 0.3 | $4.2M | NEW | 89k | 46.77 | |
Celanese Corporation (CE) | 0.3 | $4.1M | NEW | 35k | 117.62 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $4.1M | +3% | 32k | 128.23 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $4.0M | +56% | 9.7k | 413.48 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $4.0M | NEW | 173k | 23.30 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.9M | +431% | 123k | 31.45 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.8M | +236% | 29k | 131.87 | |
At&t (T) | 0.3 | $3.8M | 181k | 20.96 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $3.7M | NEW | 38k | 99.12 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.7M | +79% | 16k | 225.74 | |
Magna Intl Inc cl a (MGA) | 0.3 | $3.7M | NEW | 67k | 54.90 | |
Charter Communications Inc N Cl A (CHTR) | 0.3 | $3.7M | NEW | 7.8k | 468.59 | |
Goldman Sachs Bdc SHS (GSBD) | 0.3 | $3.6M | 215k | 16.80 | ||
Verizon Communications (VZ) | 0.3 | $3.6M | +16% | 71k | 50.75 | |
The Trade Desk Com Cl A (TTD) | 0.3 | $3.6M | 85k | 41.89 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $3.5M | +3% | 59k | 60.36 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $3.5M | +30% | 17k | 206.29 | |
CF Industries Holdings (CF) | 0.3 | $3.5M | +301% | 41k | 85.73 | |
Nextera Energy (NEE) | 0.3 | $3.4M | +36% | 44k | 77.47 | |
Walt Disney Company (DIS) | 0.3 | $3.4M | +16% | 36k | 94.41 | |
Main Street Capital Corporation (MAIN) | 0.3 | $3.3M | 86k | 38.53 | ||
International Business Machines (IBM) | 0.3 | $3.3M | +31% | 23k | 141.20 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.3 | $3.2M | 78k | 41.42 | ||
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.2M | +591% | 32k | 101.69 | |
Abbott Laboratories (ABT) | 0.3 | $3.2M | +79% | 29k | 108.66 | |
Valvoline Inc Common (VVV) | 0.3 | $3.2M | 109k | 28.83 | ||
Citigroup Com New (C) | 0.3 | $3.1M | +58% | 67k | 45.98 | |
CVS Caremark Corporation (CVS) | 0.3 | $3.1M | +123% | 33k | 92.65 | |
Kayne Anderson MLP Investment (KYN) | 0.2 | $3.0M | -21% | 362k | 8.38 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.9M | +4% | 74k | 40.10 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $2.9M | +1571% | 68k | 43.06 | |
Broadcom (AVGO) | 0.2 | $2.9M | +241% | 6.0k | 485.82 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $2.8M | +4% | 45k | 63.73 | |
Ares Capital Corporation (ARCC) | 0.2 | $2.8M | 158k | 17.93 | ||
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.8M | +320% | 63k | 44.65 | |
Coca-Cola Company (KO) | 0.2 | $2.8M | +43% | 45k | 62.91 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.8M | +3% | 17k | 168.57 | |
Applied Materials (AMAT) | 0.2 | $2.8M | +532% | 31k | 90.98 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.8M | +76% | 39k | 72.19 | |
Starwood Property Trust (STWD) | 0.2 | $2.7M | -2% | 132k | 20.89 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | +56% | 12k | 226.26 | |
Union Pacific Corporation (UNP) | 0.2 | $2.7M | +19% | 13k | 213.29 | |
salesforce (CRM) | 0.2 | $2.7M | +24% | 16k | 165.03 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.7M | -2% | 36k | 74.95 | |
Wal-Mart Stores (WMT) | 0.2 | $2.7M | +26% | 22k | 121.56 | |
Gilead Sciences (GILD) | 0.2 | $2.6M | 43k | 61.81 | ||
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $2.6M | NEW | 79k | 33.55 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.6M | +606% | 20k | 131.09 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.6M | +21% | 41k | 62.49 | |
FirstEnergy (FE) | 0.2 | $2.5M | -12% | 66k | 38.39 | |
Ford Motor Company (F) | 0.2 | $2.5M | +34% | 227k | 11.13 | |
Shopify Cl A (SHOP) | 0.2 | $2.5M | +915% | 80k | 31.25 | |
McDonald's Corporation (MCD) | 0.2 | $2.5M | +16% | 10k | 246.85 | |
Proshares Tr Ultrashrt S&p500 (SDS) | 0.2 | $2.5M | NEW | 49k | 50.34 | |
Cheniere Energy Com New (LNG) | 0.2 | $2.4M | NEW | 18k | 133.01 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $2.4M | NEW | 48k | 49.93 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | +10% | 14k | 176.10 | |
Pool Corporation (POOL) | 0.2 | $2.4M | +1193% | 6.8k | 351.30 | |
Proshares Tr Shrt Russell2000 (RWM) | 0.2 | $2.4M | NEW | 91k | 26.04 | |
Raytheon Technologies Corp (RTX) | 0.2 | $2.4M | +15% | 25k | 96.10 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.4M | -15% | 23k | 101.69 | |
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.2 | $2.3M | +113% | 58k | 40.81 | |
Cadence Design Systems (CDNS) | 0.2 | $2.3M | NEW | 16k | 150.00 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.3M | +201% | 18k | 129.54 | |
Gentherm (THRM) | 0.2 | $2.3M | NEW | 37k | 62.40 | |
Ufp Industries (UFPI) | 0.2 | $2.3M | NEW | 33k | 68.13 | |
Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $2.2M | NEW | 136k | 16.50 | |
Kinder Morgan (KMI) | 0.2 | $2.2M | -2% | 132k | 16.76 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.2M | +383% | 15k | 149.85 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $2.2M | NEW | 104k | 20.95 | |
Oneok (OKE) | 0.2 | $2.2M | -6% | 39k | 55.50 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.2M | +16% | 5.0k | 429.91 | |
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.2 | $2.1M | NEW | 44k | 46.93 | |
Etf Ser Solutions Aptus Defined (DRSK) | 0.2 | $2.0M | NEW | 77k | 26.29 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.0M | NEW | 29k | 70.21 | |
Bank of America Corporation (BAC) | 0.2 | $2.0M | +24% | 65k | 31.13 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $2.0M | NEW | 115k | 17.47 | |
Jabil Circuit (JBL) | 0.2 | $2.0M | NEW | 39k | 51.20 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $2.0M | NEW | 94k | 20.74 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.9M | +146% | 11k | 175.37 | |
Proshares Tr Ultsht Russ2000 (TWM) | 0.2 | $1.9M | NEW | 98k | 19.38 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | 5.9k | 315.58 | ||
AGCO Corporation (AGCO) | 0.2 | $1.9M | NEW | 19k | 98.73 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.8M | +54% | 44k | 41.66 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.1 | $1.8M | +143% | 85k | 21.46 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.8M | +53% | 8.2k | 218.67 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.7M | +7% | 14k | 127.14 | |
Humana (HUM) | 0.1 | $1.7M | +256% | 3.7k | 468.02 | |
Perficient (PRFT) | 0.1 | $1.7M | NEW | 19k | 91.72 | |
B&G Foods (BGS) | 0.1 | $1.7M | -11% | 72k | 23.78 | |
Ensign (ENSG) | 0.1 | $1.7M | NEW | 23k | 73.48 | |
Barrick Gold Corp (GOLD) | 0.1 | $1.7M | NEW | 94k | 17.69 | |
Boeing Company (BA) | 0.1 | $1.7M | +36% | 12k | 136.74 | |
Intel Corporation (INTC) | 0.1 | $1.7M | +65% | 44k | 37.40 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.6M | -20% | 14k | 115.18 | |
Capital One Financial (COF) | 0.1 | $1.6M | +242% | 16k | 104.22 | |
Lear Corp Com New (LEA) | 0.1 | $1.6M | NEW | 13k | 125.91 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.6M | NEW | 18k | 90.73 | |
Merck & Co (MRK) | 0.1 | $1.6M | +25% | 18k | 91.19 | |
Cleveland-cliffs (CLF) | 0.1 | $1.6M | NEW | 105k | 15.37 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.6M | +100% | 8.1k | 197.02 | |
Kroger (KR) | 0.1 | $1.6M | +446% | 34k | 47.33 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.6M | -5% | 16k | 101.43 | |
KBR (KBR) | 0.1 | $1.6M | NEW | 32k | 48.38 | |
Topbuild (BLD) | 0.1 | $1.6M | NEW | 9.3k | 167.20 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.1 | $1.6M | NEW | 70k | 22.05 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $1.5M | +23% | 26k | 58.86 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.5M | +22% | 11k | 134.23 | |
3M Company (MMM) | 0.1 | $1.5M | +17% | 12k | 129.39 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.5M | +94% | 11k | 136.19 | |
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.1 | $1.5M | +4% | 34k | 44.42 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.5M | NEW | 27k | 55.79 | |
Waste Management (WM) | 0.1 | $1.5M | +3% | 9.6k | 153.03 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.4M | -6% | 63k | 22.77 | |
Qualcomm (QCOM) | 0.1 | $1.4M | +166% | 11k | 127.74 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $1.4M | NEW | 53k | 26.99 | |
Enbridge (ENB) | 0.1 | $1.4M | +265% | 34k | 42.21 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.4M | +543% | 18k | 80.47 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | +185% | 7.1k | 196.98 | |
BP Sponsored Adr (BP) | 0.1 | $1.4M | +2% | 49k | 28.34 | |
Oracle Corporation (ORCL) | 0.1 | $1.4M | +13% | 20k | 69.88 | |
Lithia Motors (LAD) | 0.1 | $1.4M | NEW | 5.0k | 274.73 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $1.4M | NEW | 57k | 24.11 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | +36% | 7.3k | 188.62 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $1.4M | -63% | 28k | 49.27 | |
Netflix (NFLX) | 0.1 | $1.4M | +115% | 7.9k | 174.90 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.4M | NEW | 16k | 83.71 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $1.4M | NEW | 59k | 22.94 | |
BorgWarner (BWA) | 0.1 | $1.4M | NEW | 41k | 33.38 | |
Yum! Brands (YUM) | 0.1 | $1.3M | +6% | 12k | 113.55 | |
Marriott Intl Cl A (MAR) | 0.1 | $1.3M | +4% | 9.7k | 136.00 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.3M | +107% | 7.2k | 181.74 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.3M | NEW | 64k | 20.45 | |
Cibc Cad (CM) | 0.1 | $1.3M | NEW | 27k | 48.53 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | +56% | 3.5k | 366.13 | |
Philip Morris International (PM) | 0.1 | $1.3M | +41% | 13k | 98.72 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.3M | NEW | 29k | 44.35 | |
Paypal Holdings (PYPL) | 0.1 | $1.3M | +10% | 18k | 69.83 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.3M | +59% | 3.9k | 324.14 | |
Resideo Technologies (REZI) | 0.1 | $1.3M | NEW | 65k | 19.42 | |
Morgan Stanley Com New (MS) | 0.1 | $1.3M | +6% | 17k | 76.04 | |
Southern Company (SO) | 0.1 | $1.2M | +14% | 17k | 71.33 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | +19% | 12k | 107.23 | |
Thor Industries (THO) | 0.1 | $1.2M | NEW | 17k | 74.74 | |
Palo Alto Networks (PANW) | 0.1 | $1.2M | +10% | 2.5k | 493.98 | |
Dana Holding Corporation (DAN) | 0.1 | $1.2M | NEW | 87k | 14.08 | |
Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.1 | $1.2M | NEW | 15k | 80.07 | |
Ishares Tr Europe Etf (IEV) | 0.1 | $1.2M | 28k | 42.72 | ||
Cloudflare Cl A Com (NET) | 0.1 | $1.2M | +5% | 27k | 43.75 | |
Servicenow (NOW) | 0.1 | $1.2M | -13% | 2.5k | 475.54 | |
Canadian Natl Ry (CNI) | 0.1 | $1.2M | +8% | 11k | 112.51 | |
Newmont Mining Corporation (NEM) | 0.1 | $1.2M | NEW | 19k | 59.69 | |
Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.2M | 25k | 45.71 | ||
Honeywell International (HON) | 0.1 | $1.1M | +13% | 6.6k | 173.81 | |
Target Corporation (TGT) | 0.1 | $1.1M | +143% | 8.0k | 143.18 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.1M | +57% | 9.1k | 125.29 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | +47% | 7.9k | 144.96 | |
Dominion Resources (D) | 0.1 | $1.1M | +7% | 14k | 79.83 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | +6% | 9.6k | 117.71 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $1.1M | NEW | 42k | 27.02 | |
Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.1M | 301k | 3.74 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | 6.7k | 168.52 | ||
Cenovus Energy (CVE) | 0.1 | $1.1M | +96% | 59k | 19.00 | |
Starbucks Corporation (SBUX) | 0.1 | $1.1M | +3% | 15k | 76.36 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $1.1M | NEW | 28k | 40.24 | |
Edwards Lifesciences (EW) | 0.1 | $1.1M | 12k | 95.06 | ||
Snowflake Cl A (SNOW) | 0.1 | $1.1M | +2% | 7.6k | 139.10 | |
Nucor Corporation (NUE) | 0.1 | $1.0M | +58% | 10k | 104.43 | |
Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $1.0M | +75% | 39k | 26.63 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.0M | -8% | 16k | 64.66 | |
United Parcel Service CL B (UPS) | 0.1 | $1.0M | +38% | 5.7k | 182.59 | |
Camping World Hldgs Cl A (CWH) | 0.1 | $1.0M | NEW | 48k | 21.60 | |
Wells Fargo & Company (WFC) | 0.1 | $1.0M | +149% | 26k | 39.17 | |
DaVita (DVA) | 0.1 | $1.0M | NEW | 13k | 79.97 | |
Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $1.0M | +408% | 24k | 43.40 | |
Equinor Asa Sponsored Adr (EQNR) | 0.1 | $1.0M | NEW | 29k | 34.77 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.0M | +125% | 11k | 94.40 | |
Marathon Petroleum Corp (MPC) | 0.1 | $987k | +199% | 12k | 82.17 | |
Nike CL B (NKE) | 0.1 | $971k | +336% | 9.5k | 102.21 |
Past Filings by Meridian Wealth Management
SEC 13F filings are viewable for Meridian Wealth Management going back to 2016
- 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
- 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