Meridian Wealth Management

Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:

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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

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