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CIK: 0001697300
Total reported value
$3.2B
$3.2B
199 檔
7.1%
In Q1 2024, Meridian Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.2B, distributed across 199 disclosed stock positions.
During Q1 2024, Meridian Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.23% | -0.29% | -0.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.04% | +0.01% | +1.36% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.47% | -0.09% | +2.92% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.86% | -0.13% | +2.36% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | -0.01% | +10.51% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 2.59% | +0.82% | -14.90% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.27% | +0.27% | +7.27% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.11% | +0.02% | -4.86% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.06% | -0.01% | +78.49% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.06% | +0.01% | +0.26% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.18% | +14.64% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.78% | +0.01% | +23.29% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.76% | -0.01% | +398.98% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.68% | -0.08% | +4.57% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.35% | -0.02% | -10.27% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.06% | -7.63% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.27% | +0.20% | +196.17% | |
| 18 | DE | Deere & Co | Stock-Industrials | 1.15% | -0.02% | -2.64% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.11% | -0.24% | +31.02% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.11% | +22.84% | |
| 21 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.00% | +0.02% | +500.00% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | — | -14.06% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.86% | +0.17% | -3.01% | |
| 24 | DOW | Dow Inc | Stock-Materials | 0.85% | — | +5.25% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.02% | +3.03% | |
| 26 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.72% | -0.05% | +3.42% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +0.13% | -2.57% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.01% | -0.57% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | -0.02% | +3.05% | |
| 30 | FE | Firstenergy CORP | Stock-Utilities | 0.60% | -0.05% | +5.09% | |
| 31 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.59% | +0.02% | +6.90% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.58% | -0.07% | +12.59% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.01% | -23.24% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.02% | -51.96% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | -0.03% | — | |
| 36 | GIS | General Mills Inc | Stock-Consumer Staples | 0.54% | — | +21.02% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.54% | -0.03% | +0.05% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.51% | -0.04% | +3.22% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.50% | -0.02% | +7.90% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | — | +0.90% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.46% | -0.01% | EXIT | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.01% | +2.16% | |
| 43 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.45% | — | -0.19% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.01% | -26.81% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.02% | +8.13% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | — | -0.18% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.41% | — | -4.29% | |
| 48 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.41% | +0.01% | +0.18% | |
| 49 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.40% | +0.01% | -9.38% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.03% | -8.82% |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 199 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 7.1% of total reported equity market value during Q1 2024.
During Q1 2024, Meridian Wealth Management, LLC's top holdings by market value included MSFT (11.2%)、AAPL (11.0%)、AMZN (8.5%). The largest single position, MSFT, represented 11.2% of total portfolio value.
In Q1 2024, Meridian Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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