Meridian Wealth Management, LLC — Q3 2022 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697300

Total reported value

$2.8B

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Full holdings list this quarter

Showing top 200 holdings (of 491 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	XOM	Exxon Mobil CORP	Stock-Energy	9.17%	+1.21%	-1.62%
2	AAPL	Apple INC	Stock-Tech	4.87%	-0.33%	-10.75%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.66%	-0.12%	+0.55%
4	MSFT	Microsoft CORP	Stock-Tech	3.15%	-0.71%	-22.73%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.89%	-0.44%	+3.04%
6	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.54%	+0.28%	+2.97%
7	NVDA	Nvidia CORP	Stock-Tech	1.40%	-0.44%	-3.72%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.38%	—	+13.77%
9	GFS	GLOBALFOUNDRIES Inc.	Stock-Tech	1.33%	—	+0.24%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	1.26%	-0.24%	+1.28%
11	UNH	Unitedhealth Group INC	Stock-Healthcare	1.25%	—	-1.22%
12	TSLA	Tesla INC	Stock-Consumer Disc	1.16%	-0.21%	+226.84%
13	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	1.11%	—	-1.76%
14	AER	AerCap Holdings N.V.	Stock-Industrials	1.05%	—	—
15	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.01%	—	-35.74%
16	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.94%	+0.07%	+1.50%
17	JNJ	Johnson & Johnson	Stock-Healthcare	0.89%	+0.09%	+1.03%
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.86%	-0.31%	+1565.90%
19	AMD	Advanced Micro Devices	Stock-Tech	0.84%	+0.10%	+0.96%
20	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.76%	—	+39.69%
21	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.72%	-0.14%	+2038.77%
22	SCHG	Schwab US Large-cap Growth	ETF-Other	0.69%	-0.08%	-39.51%
23	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.68%	—	-0.67%
24	VTIP	Vanguard Short-term Tips	ETF-Other	0.68%	—	-8.25%
25	PEP	Pepsico INC	Stock-Consumer Staples	0.66%	—	-12.66%
26	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.59%	—	-5.54%
27	DVN	Devon Energy CORP	Stock-Energy	0.57%	—	-1.13%
28	ABBV	Abbvie INC	Stock-Healthcare	0.56%	—	-4.41%
29	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.56%	—	-7.78%
30	XLF	Ss Financial Select Sector	ETF-Other	0.55%	—	-2.43%
31	FTNT	Fortinet INC	Stock-Tech	0.55%	—	-32.73%
32	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.55%	—	-30.77%
33	TTD	Trade Desk Inc/the -class A	Stock-Comm Services	0.55%	—	-0.03%
34	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.54%	—	-52.93%
35	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.54%	—	-45.17%
36	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.51%	—	-1.85%
37	IGM	Ishares Expanded Tech Sector	ETF-Tech	0.51%	—	-1.66%
38	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.50%	—	-38.10%
39	HD	Home Depot INC	Stock-Consumer Disc	0.50%	—	-12.57%
40	SCHB	Schwab US Broad Market ETF	ETF-Other	0.49%	—	-13.58%
41	DGRO	Ishares Core Dividend Growth	ETF-Other	0.48%	—	+5.42%
42	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.48%	—	-31.91%
43	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.47%	—	-3.85%
44	CVX	Chevron CORP	Stock-Energy	0.44%	+0.14%	-3.63%
45	SCHV	Schwab US Large-cap Value	ETF-Other	0.44%	—	-39.75%
46	PSQUSD	Proshares Short Qqq	ETF-Other	0.43%	—	-38.41%
47	SCHA	Schwab US Small-cap ETF	ETF-Other	0.43%	—	-30.83%
48	DFAC	Dimensional US Core Equity 2	ETF-Other	0.41%	—	-0.46%
49	CAT	Caterpillar INC	Stock-Industrials	0.41%	+0.09%	-0.50%
50	XLV	Ss Health Care Select Sector	ETF-Other	0.41%	+0.12%	-1.52%

1–50 of 200