Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

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About Meridian Wealth Management, LLC

Investment Activity

Meridian Wealth Management, LLC has $600.69 million in total holdings as of March 31, 2024.
Meridian Wealth Management, LLC owns shares of 199 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 8.64% of the portfolio was purchased this quarter.
About 172.85% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Management, LLC has purchased 592 new stocks and bought additional shares in 96 stocks.
Meridian Wealth Management, LLC sold shares of 83 stocks and completely divested from 405 stocks this quarter.

Largest Holdings

Microsoft: $67,475,867
Apple: $66,303,432
Amazon.com: $50,903,541
Berkshire Hathaway: $29,214,786
iShares Core S&P 500 ETF: $17,572,176

Largest New Holdings this Quarter

iShares 7-10 Year Treasury Bond ETF: $3,251,571 Holding
GENERAL ELECTRIC CO: $1,934,469 Holding
GRAYSCALE BITCOIN TR BTC: $1,445,898 Holding
FIDELITY WISE ORIGIN BITCOIN: $948,029 Holding
AMPLIFY ETF TR: $415,176 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 138,727 shares (about $8.45M)
Novo Nordisk A/S: 42,385 shares (about $5.44M)
iShares Semiconductor ETF: 22,354 shares (about $5.05M)
iShares Expanded Tech Sector ETF: 58,010 shares (about $5.00M)
iShares 7-10 Year Treasury Bond ETF: 34,350 shares (about $3.25M)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 44,052 shares (about $3.52M)
Advanced Micro Devices: 15,286 shares (about $2.72M)
Walt Disney: 8,622 shares (about $1.05M)
Abbott Laboratories: 8,400 shares (about $954.73K)
iShares Core S&P Small-Cap ETF: 8,552 shares (about $945.13K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$67,475,867	$170,981 ▼	-0.3%	160,618	11.2%	Computer and Technology
AAPL Apple	$66,303,432	$889,583 ▲	1.4%	386,380	11.0%	Computer and Technology
AMZN Amazon.com	$50,903,541	$1,442,678 ▲	2.9%	282,202	8.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$29,214,786	$674,935 ▲	2.4%	69,473	4.9%	Finance
IVV iShares Core S&P 500 ETF	$17,572,176	$1,671,312 ▲	10.5%	33,424	2.9%	ETF
AMD Advanced Micro Devices	$15,533,293	$2,720,524 ▼	-14.9%	87,278	2.6%	Computer and Technology
CAT Caterpillar	$13,631,521	$923,767 ▲	7.3%	37,201	2.3%	Industrial Products
IWM iShares Russell 2000 ETF	$12,697,986	$649,200 ▼	-4.9%	60,380	2.1%	Finance
NVO Novo Nordisk A/S	$12,375,962	$5,442,234 ▲	78.5%	96,386	2.1%	Medical
HD Home Depot	$12,350,330	$32,606 ▲	0.3%	32,196	2.1%	Retail/Wholesale
CVX Chevron	$10,995,136	$1,404,047 ▲	14.6%	69,704	1.8%	Oils/Energy
IBM International Business Machines	$10,666,118	$2,015,025 ▲	23.3%	55,876	1.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$10,566,880	$8,449,204 ▲	399.0%	173,497	1.8%	ETF
PEP PepsiCo	$10,112,901	$442,248 ▲	4.6%	57,785	1.7%	Consumer Staples
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$8,090,942	$926,217 ▼	-10.3%	157,780	1.3%	Manufacturing
JNJ Johnson & Johnson	$7,753,751	$640,846 ▼	-7.6%	49,014	1.3%	Medical
SOXX iShares Semiconductor ETF	$7,624,493	$5,050,162 ▲	196.2%	33,749	1.3%	ETF
DE Deere & Company	$6,925,186	$187,878 ▼	-2.6%	16,845	1.2%	Industrial Products
SHV iShares Short Treasury Bond ETF	$6,643,122	$1,572,763 ▲	31.0%	60,097	1.1%	ETF
LLY Eli Lilly and Company	$6,610,511	$1,229,211 ▲	22.8%	8,497	1.1%	Medical
IGM iShares Expanded Tech Sector ETF	$5,999,162	$4,999,302 ▲	500.0%	69,612	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,776,878	$945,130 ▼	-14.1%	52,272	1.0%	ETF
PANW Palo Alto Networks	$5,147,299	$159,965 ▼	-3.0%	18,116	0.9%	Computer and Technology
DOW DOW	$5,133,884	$256,235 ▲	5.3%	88,819	0.9%	Basic Materials
AMGN Amgen	$4,417,013	$129,937 ▲	3.0%	15,535	0.7%	Medical
KYN Kayne Anderson Energy Infrastructure Fund	$4,347,581	$143,734 ▲	3.4%	434,324	0.7%	Financial Services
AMAT Applied Materials	$4,308,273	$113,837 ▼	-2.6%	20,891	0.7%	Computer and Technology
LOW Lowe's Companies	$3,904,313	$22,374 ▼	-0.6%	15,356	0.6%	Retail/Wholesale
EMR Emerson Electric	$3,710,606	$109,789 ▲	3.0%	32,716	0.6%	Industrial Products
FE FirstEnergy	$3,606,431	$174,679 ▲	5.1%	93,382	0.6%	Utilities
LAMR Lamar Advertising	$3,562,195	$229,981 ▲	6.9%	29,832	0.6%	Finance
NOC Northrop Grumman	$3,489,035	$390,117 ▲	12.6%	7,289	0.6%	Aerospace
DIS Walt Disney	$3,483,682	$1,054,905 ▼	-23.2%	28,473	0.6%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$3,252,859	$3,517,994 ▼	-52.0%	40,732	0.5%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$3,251,571	$3,251,571 ▲	New Holding	34,350	0.5%	ETF
GIS General Mills	$3,235,738	$561,965 ▲	21.0%	46,259	0.5%	Consumer Staples
BMY Bristol-Myers Squibb	$3,232,922	$1,519 ▲	0.0%	59,584	0.5%	Medical
GILD Gilead Sciences	$3,085,396	$96,252 ▲	3.2%	42,121	0.5%	Medical
DLR Digital Realty Trust	$2,993,199	$219,088 ▲	7.9%	20,780	0.5%	Finance
IWF iShares Russell 1000 Growth ETF	$2,894,648	$25,953 ▲	0.9%	8,588	0.5%	ETF
PAYX Paychex	$2,778,622	$324,932 ▲	13.2%	22,627	0.5%	Business Services
KO Coca-Cola	$2,728,255	$57,693 ▲	2.2%	44,594	0.5%	Consumer Staples
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$2,717,756	$5,190 ▼	-0.2%	26,185	0.5%	ETF
ABT Abbott Laboratories	$2,605,733	$954,731 ▼	-26.8%	22,926	0.4%	Medical
MCD McDonald's	$2,598,032	$195,381 ▲	8.1%	9,215	0.4%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$2,581,804	$4,765 ▼	-0.2%	62,848	0.4%	Finance
BA Boeing	$2,480,549	$111,164 ▼	-4.3%	12,853	0.4%	Aerospace
CDNS Cadence Design Systems	$2,444,793	$4,358 ▲	0.2%	7,854	0.4%	Computer and Technology
DAL Delta Air Lines	$2,373,314	$245,641 ▼	-9.4%	49,922	0.4%	Transportation
LMT Lockheed Martin	$2,360,325	$228,345 ▼	-8.8%	5,189	0.4%	Aerospace
CF CF Industries	$2,306,288	$1,980 ▲	0.1%	27,955	0.4%	Basic Materials
IEI iShares 3-7 Year Treasury Bond ETF	$2,251,944	$354,479 ▼	-13.6%	19,446	0.4%	ETF
IOO iShares Global 100 ETF	$2,232,774	$305,875 ▲	15.9%	24,972	0.4%	ETF
GENERAL ELECTRIC CO	$1,934,469	$1,934,469 ▲	New Holding	11,021	0.3%	COM
IWR iShares Russell Mid-Cap ETF	$1,919,803	$132,696 ▼	-6.5%	22,830	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,822,560	$16,747 ▼	-0.9%	18,610	0.3%	Finance
CVS CVS Health	$1,811,369	$141,655 ▼	-7.3%	22,710	0.3%	Retail/Wholesale
IWY iShares Russell Top 200 Growth ETF	$1,710,257	$62,823 ▼	-3.5%	8,766	0.3%	ETF
NUE Nucor	$1,672,519	$6,123 ▲	0.4%	8,741	0.3%	Basic Materials
IWP iShares Russell Mid-Cap Growth ETF	$1,660,810	$66,770 ▲	4.2%	14,551	0.3%	ETF
C Citigroup	$1,657,084	$362,303 ▲	28.0%	26,203	0.3%	Finance
IWO iShares Russell 2000 Growth ETF	$1,652,939	$1,625 ▲	0.1%	6,104	0.3%	ETF
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,540,290	$116,683 ▼	-7.0%	39,681	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,539,999	$355,988 ▼	-18.8%	18,831	0.3%	Manufacturing
MUB iShares National Muni Bond ETF	$1,479,285	$239,302 ▼	-13.9%	13,748	0.2%	ETF
KLAC KLA	$1,472,543	$39,817 ▲	2.8%	2,108	0.2%	Computer and Technology
GRAYSCALE BITCOIN TR BTC	$1,445,898	$1,445,898 ▲	New Holding	22,889	0.2%	SHS REP COM UT
F Ford Motor	$1,428,567	$189,731 ▼	-11.7%	107,573	0.2%	Auto/Tires/Trucks
FITB Fifth Third Bancorp	$1,409,853	$34,754 ▼	-2.4%	37,889	0.2%	Finance
BP BP	$1,385,211	$18,275 ▼	-1.3%	36,763	0.2%	Oils/Energy
IWN iShares Russell 2000 Value ETF	$1,379,663	$180,874 ▼	-11.6%	8,688	0.2%	ETF
CI The Cigna Group	$1,361,615	$24,334 ▼	-1.8%	3,749	0.2%	Medical
GOLD Barrick Gold	$1,332,889	$33,092 ▼	-2.4%	80,556	0.2%	Basic Materials
MU Micron Technology	$1,332,059	$15,915 ▼	-1.2%	11,299	0.2%	Computer and Technology
IEV iShares Europe ETF	$1,297,222		0.0%	23,302	0.2%	ETF
HON Honeywell International	$1,265,519	$10,467 ▼	-0.8%	6,166	0.2%	Multi-Sector Conglomerates
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,263,502	$101,650 ▼	-7.4%	13,847	0.2%	ETF
IWS iShares Russell Mid-Cap Value ETF	$1,254,372	$43,112 ▼	-3.3%	10,009	0.2%	ETF
KR Kroger	$1,250,716	$55,589 ▼	-4.3%	21,892	0.2%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$1,250,425	$55,106 ▼	-4.2%	9,258	0.2%	Manufacturing
MS Morgan Stanley	$1,243,053	$41,526 ▼	-3.2%	13,201	0.2%	Finance
MAR Marriott International	$1,241,365	$49,705 ▼	-3.8%	4,920	0.2%	Consumer Discretionary
IXN iShares Global Tech ETF	$1,205,285	$20,648 ▼	-1.7%	16,111	0.2%	ETF
HUM Humana	$1,199,014	$2,774 ▼	-0.2%	3,458	0.2%	Medical
BAC Bank of America	$1,190,083	$65,071 ▼	-5.2%	31,384	0.2%	Finance
FRT Federal Realty Investment Trust	$1,186,328	$185,858 ▲	18.6%	11,617	0.2%	Finance
GD General Dynamics	$1,178,555	$424,585 ▼	-26.5%	4,172	0.2%	Aerospace
IUSG iShares Core S&P U.S. Growth ETF	$1,118,607	$80,989 ▼	-6.8%	9,544	0.2%	Manufacturing
FBCG Fidelity Blue Chip Growth ETF	$1,089,317	$12,157 ▲	1.1%	28,316	0.2%	ETF
DVY iShares Select Dividend ETF	$1,042,767	$55,434 ▼	-5.0%	8,465	0.2%	ETF
PNC The PNC Financial Services Group	$974,387	$29,733 ▲	3.1%	6,030	0.2%	Finance
CNI Canadian National Railway	$965,434	$659 ▼	-0.1%	7,330	0.2%	Transportation
TLT iShares 20+ Year Treasury Bond ETF	$960,416	$134,364 ▼	-12.3%	10,150	0.2%	ETF
FIDELITY WISE ORIGIN BITCOIN	$948,029	$948,029 ▲	New Holding	15,276	0.2%	SHS
INTC Intel	$946,923	$20,662 ▲	2.2%	21,494	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$939,486	$195,599 ▼	-17.2%	5,245	0.2%	ETF
CL Colgate-Palmolive	$931,765	$46,467 ▼	-4.8%	10,347	0.2%	Consumer Staples
EFG iShares MSCI EAFE Growth ETF	$919,088	$6,124 ▲	0.7%	8,855	0.2%	ETF
FI Fiserv	$886,362	$2,078 ▼	-0.2%	5,546	0.1%	Business Services
LRCX Lam Research	$880,762	$16,508 ▲	1.9%	907	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information