Meridian Wealth Management, LLC — Q4 2022 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q4 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 526 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	XOM	Exxon Mobil CORP	Stock-Energy	10.42%	+1.21%	-1.20%
2	AAPL	Apple INC	Stock-Tech	4.15%	-0.33%	-0.52%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.25%	-0.12%	-1.85%
4	MSFT	Microsoft CORP	Stock-Tech	3.14%	-0.71%	+6.20%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.64%	+0.28%	+6.46%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	2.14%	-0.44%	+9.52%
7	JPM	Jpmorgan Chase & Co	Stock-Financials	1.59%	-0.24%	+7.66%
8	NVDA	Nvidia CORP	Stock-Tech	1.55%	-0.44%	+1.04%
9	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.54%	—	+5.31%
10	GFS	GLOBALFOUNDRIES Inc.	Stock-Tech	1.33%	—	-1.54%
11	UNH	Unitedhealth Group INC	Stock-Healthcare	1.27%	—	+6.62%
12	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	1.15%	—	-0.83%
13	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.06%	—	+2.33%
14	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.90%	+0.07%	+0.10%
15	JNJ	Johnson & Johnson	Stock-Healthcare	0.90%	+0.09%	+2.76%
16	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.83%	—	+11.56%
17	AER	AerCap Holdings N.V.	Stock-Industrials	0.75%	—	-43.26%
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.74%	-0.31%	+1.66%
19	AMD	Advanced Micro Devices	Stock-Tech	0.73%	+0.10%	-6.69%
20	PEP	Pepsico INC	Stock-Consumer Staples	0.72%	—	+7.95%
21	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.66%	—	+27.05%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.64%	-0.14%	+5.60%
23	SCHG	Schwab US Large-cap Growth	ETF-Other	0.62%	-0.08%	+0.06%
24	XLF	Ss Financial Select Sector	ETF-Other	0.62%	—	+9.83%
25	ABBV	Abbvie INC	Stock-Healthcare	0.60%	—	-2.74%
26	TSLA	Tesla INC	Stock-Consumer Disc	0.55%	-0.21%	+12.00%
27	HD	Home Depot INC	Stock-Consumer Disc	0.54%	—	+4.25%
28	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.54%	—	-6.23%
29	IBM	Intl Business Machines CORP	Stock-Tech	0.54%	-0.09%	+24.12%
30	CVX	Chevron CORP	Stock-Energy	0.53%	+0.14%	+4.92%
31	CAT	Caterpillar INC	Stock-Industrials	0.52%	+0.09%	-4.80%
32	VTIP	Vanguard Short-term Tips	ETF-Other	0.51%	—	-15.23%
33	DGRO	Ishares Core Dividend Growth	ETF-Other	0.51%	—	+3.69%
34	MRK	Merck & Co. INC.	Stock-Healthcare	0.51%	—	+19.81%
35	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.50%	—	+3.97%
36	FTNT	Fortinet INC	Stock-Tech	0.50%	—	+0.25%
37	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.50%	—	-32.36%
38	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.50%	—	+365.75%
39	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.49%	—	-1.89%
40	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.49%	—	-0.82%
41	SCHB	Schwab US Broad Market ETF	ETF-Other	0.48%	—	+0.03%
42	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.47%	—	+0.80%
43	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.47%	—	-0.60%
44	IGM	Ishares Expanded Tech Sector	ETF-Tech	0.47%	—	—
45	DVN	Devon Energy CORP	Stock-Energy	0.46%	—	-12.69%
46	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.46%	—	-1.26%
47	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.45%	—	+20.93%
48	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.45%	—	-3.25%
49	WMT	Walmart INC	Stock-Consumer Staples	0.44%	+0.11%	+23.99%
50	SCHV	Schwab US Large-cap Value	ETF-Other	0.43%	—	-3.65%

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