Meridian Wealth Management, LLC — Q3 2023 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q3 2023
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 540 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AXSM	Axsome Therapeutics INC	Stock-Healthcare	0.08%	—	+1.32%
2	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	0.08%	-0.13%	-3.58%
3	FISV	Fiserv INC	Stock-Other	0.08%	—	+76.45%
4	ITW	Illinois Tool Works	Stock-Industrials	0.08%	—	+108.29%
5	MKC	Mccormick & Co-non Vtg Shrs	Stock-Consumer Staples	0.08%	—	+80.29%
6	POOL	Pool CORP	Stock-Industrials	0.08%	—	-2.13%
7	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.08%	—	-36.59%
8	IBB	Ishares Biotechnology ETF	ETF-Tech	0.08%	—	+71.75%
9	WM	Waste Management INC	Stock-Industrials	0.08%	—	-4.66%
10	SHEL	Shell Plc-adr	Stock-Energy	0.07%	—	+89.91%
11	CVE	Cenovus Energy INC	Stock-Energy	0.07%	—	—
12	ATVIEUR	Activision Blizzard INC	Stock-Comm Services	0.07%	—	-1.29%
13	INTU	Intuit INC	Stock-Tech	0.07%	—	+77.27%
14	CGGR	Cap Group Growth Equity	ETF-Other	0.07%	—	+0.12%
15	AXP	American Express Co	Stock-Financials	0.07%	—	+92.71%
16	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.07%	—	+106.29%
17	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.07%	—	+79.67%
18	UCO	Proshares Ultra Bloomberg Cr	ETF-Other	0.07%	—	—
19	IWB	Ishares Russell 1000 ETF	ETF-Other	0.07%	—	+115.43%
20	EMR	Emerson Electric Co	Stock-Industrials	0.07%	—	+47.73%
21	CSCO	Cisco Systems INC	Stock-Tech	0.07%	—	+3.79%
22	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.07%	—	+2.24%
23	SBUX	Starbucks CORP	Stock-Consumer Disc	0.07%	—	-18.18%
24	IYJ	Ishares U.s. Industrials ETF	ETF-Other	0.07%	—	+97.87%
25	MTD	Mettler-toledo International	Stock-Healthcare	0.07%	—	+146.67%
26	ROK	Rockwell Automation INC	Stock-Industrials	0.06%	—	+242.01%
27	ELV	Elevance Health INC	Stock-Healthcare	0.06%	—	+100.00%
28	DUK	Duke Energy CORP	Stock-Utilities	0.06%	—	+2.89%
29	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-Other	0.06%	—	-6.52%
30	VLO	Valero Energy CORP	Stock-Energy	0.06%	—	+2.78%
31	LRCXEUR	Lam Research CORP	Stock-Tech	0.06%	—	+93.32%
32	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.06%	—	+108.39%
33	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.06%	—	+6.14%
34	LULU	Lululemon Athletica INC	Stock-Consumer Disc	0.06%	—	+45.29%
35	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.06%	—	+35.02%
36	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.06%	—	+44.12%
37	SUB	Ishares Short-term National	ETF-Other	0.06%	—	—
38	ECL	Ecolab INC	Stock-Materials	0.06%	—	+100.07%
39	DPST	Dirx Dly Rgnl Bnk B3x Etf-ui	ETF-Other	0.06%	—	—
40	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.06%	—	-2.70%
41	NKE	Nike INC -cl B	Stock-Consumer Disc	0.06%	—	+98.35%
42	ZBH	Zimmer Biomet Holdings INC	Stock-Healthcare	0.06%	—	-0.41%
43	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.06%	—	+231.48%
44	UPS	United Parcel Service-cl B	Stock-Industrials	0.06%	—	+2.59%
45	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.06%	—	+5.02%
46	ADBE	Adobe INC	Stock-Tech	0.06%	—	+15.08%
47	SSO	Proshares Ultra S&p500	ETF-Other	0.06%	—	+6.47%
48	CM	Can Imperial Bk Of Commerce	Stock-Financials	0.06%	—	+71.24%
49	EQNR	Equinor Asa-spon Adr	Stock-Energy	0.06%	—	-0.15%
50	FCX	Freeport-mcmoran INC	Stock-Materials	0.06%	—	-0.36%

1–50 of 200