Meridian Management as of March 31, 2019
Portfolio Holdings for Meridian Management
Meridian Management holds 70 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 11.6 | $23M | 443k | 52.82 | |
| Ishares Tr fctsl msci int (INTF) | 9.8 | $20M | 752k | 26.33 | |
| iShares S&P 500 Index (IVV) | 8.5 | $17M | 60k | 284.56 | |
| Ishares Inc factorselect msc (EMGF) | 8.2 | $17M | 389k | 42.75 | |
| Vanguard Mid-Cap ETF (VO) | 4.7 | $9.5M | 59k | 160.75 | |
| Schwab U S Small Cap ETF (SCHA) | 4.0 | $8.1M | 116k | 69.93 | |
| Wal-Mart Stores (WMT) | 2.4 | $4.8M | 50k | 97.53 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $4.8M | 4.1k | 1173.41 | |
| iShares Barclays TIPS Bond Fund (TIP) | 2.3 | $4.7M | 42k | 113.08 | |
| Charles Schwab Corporation (SCHW) | 2.0 | $4.0M | 92k | 42.76 | |
| Paypal Holdings (PYPL) | 1.8 | $3.7M | 36k | 103.84 | |
| BlackRock | 1.7 | $3.5M | 8.1k | 427.36 | |
| Vanguard Europe Pacific ETF (VEA) | 1.7 | $3.4M | 83k | 40.87 | |
| Alibaba Group Holding (BABA) | 1.7 | $3.4M | 18k | 182.44 | |
| Amazon (AMZN) | 1.6 | $3.3M | 1.8k | 1780.93 | |
| iShares Lehman MBS Bond Fund (MBB) | 1.6 | $3.2M | 30k | 106.35 | |
| Zimmer Holdings (ZBH) | 1.5 | $3.1M | 24k | 127.71 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $2.9M | 11k | 273.74 | |
| Facebook Inc cl a (META) | 1.4 | $2.9M | 18k | 166.70 | |
| Visa (V) | 1.4 | $2.9M | 19k | 156.20 | |
| Sherwin-Williams Company (SHW) | 1.4 | $2.9M | 6.6k | 430.75 | |
| EOG Resources (EOG) | 1.3 | $2.6M | 27k | 95.17 | |
| Apple (AAPL) | 1.3 | $2.6M | 14k | 189.96 | |
| Kinder Morgan (KMI) | 1.3 | $2.6M | 129k | 20.01 | |
| Bank of America Corporation (BAC) | 1.3 | $2.5M | 92k | 27.59 | |
| Honeywell International (HON) | 1.2 | $2.5M | 16k | 158.93 | |
| FedEx Corporation (FDX) | 1.2 | $2.5M | 14k | 181.41 | |
| NVIDIA Corporation (NVDA) | 1.2 | $2.5M | 14k | 179.54 | |
| Costco Wholesale Corporation (COST) | 1.2 | $2.3M | 9.7k | 242.18 | |
| CVS Caremark Corporation (CVS) | 1.1 | $2.2M | 41k | 53.92 | |
| Home Depot (HD) | 1.0 | $2.1M | 11k | 191.85 | |
| Biogen Idec (BIIB) | 1.0 | $2.1M | 8.9k | 236.33 | |
| FleetCor Technologies | 1.0 | $2.0M | 8.1k | 246.58 | |
| iShares Russell 1000 Growth Index (IWF) | 0.9 | $1.8M | 12k | 151.34 | |
| Vanguard Emerging Markets ETF (VWO) | 0.8 | $1.7M | 41k | 42.50 | |
| Albemarle Corporation (ALB) | 0.8 | $1.7M | 21k | 81.96 | |
| Lowe's Companies (LOW) | 0.8 | $1.7M | 15k | 109.48 | |
| United Technologies Corporation | 0.8 | $1.6M | 12k | 128.91 | |
| CSX Corporation (CSX) | 0.7 | $1.3M | 18k | 74.83 | |
| Coca-Cola Company (KO) | 0.7 | $1.3M | 28k | 46.84 | |
| Pfizer (PFE) | 0.6 | $1.2M | 29k | 42.47 | |
| International Business Machines (IBM) | 0.6 | $1.2M | 8.5k | 141.15 | |
| Delphi Automotive Inc international | 0.6 | $1.1M | 14k | 79.47 | |
| Ishares Tr fltg rate nt (FLOT) | 0.5 | $1.0M | 20k | 50.93 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.4 | $896k | 16k | 55.12 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $775k | 9.6k | 80.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $648k | 2.5k | 259.72 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.3 | $601k | 12k | 50.25 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.3 | $522k | 8.1k | 64.44 | |
| Bristol Myers Squibb (BMY) | 0.2 | $479k | 10k | 47.71 | |
| iShares Dow Jones US Technology (IYW) | 0.2 | $438k | 2.3k | 190.43 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $421k | 1.4k | 299.86 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $416k | 4.9k | 85.68 | |
| General Electric Company | 0.2 | $396k | 40k | 10.00 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $393k | 4.7k | 84.15 | |
| Boeing Company (BA) | 0.2 | $362k | 950.00 | 381.05 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $366k | 2.7k | 135.56 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $373k | 4.0k | 93.25 | |
| At&t (T) | 0.2 | $353k | 11k | 31.36 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $300k | 2.0k | 153.30 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $310k | 1.8k | 172.22 | |
| Liveramp Holdings (RAMP) | 0.1 | $309k | 5.7k | 54.60 | |
| Regions Financial Corporation (RF) | 0.1 | $258k | 18k | 14.16 | |
| Pepsi (PEP) | 0.1 | $242k | 2.0k | 122.35 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $241k | 1.3k | 189.02 | |
| Anadarko Petroleum Corporation | 0.1 | $232k | 5.1k | 45.49 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $231k | 890.00 | 259.55 | |
| Simmons First National Corporation (SFNC) | 0.1 | $225k | 9.2k | 24.52 | |
| Pitney Bowes (PBI) | 0.0 | $82k | 12k | 6.83 | |
| Amira Nature Foods | 0.0 | $17k | 10k | 1.70 |