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CIK: 0001697300
Total reported value
$3.2B
$3.2B
627 檔
12.8%
At the close of Q3 2024, Meridian Wealth Management, LLC disclosed equity holdings valued at approximately $3.2B, spread across 627 reported holdings.
During Q3 2024, Meridian Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 627 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | -0.32% | +1.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.01% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.08% | -1.36% | +2.26% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.79% | +0.47% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.29% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.88% | -0.09% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.19% | +0.64% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.02% | +2.01% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -0.13% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.01% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.21% | +0.03% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.12% | +1.69% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.06% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.08% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | +0.03% | — | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.04% | +13.07% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.83% | +0.08% | +8.48% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.11% | +11.05% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +0.82% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.08% | +6.63% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.32% | +5.84% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.74% | -0.01% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.02% | +3.26% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.27% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | +0.01% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.02% | — | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -0.04% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.25% | +0.38% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | -0.02% | +18.63% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | +0.01% | — | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.21% | — | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.02% | +12.36% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.16% | +866.07% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.02% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.18% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.60% | +24.51% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | +0.02% | +3.41% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.48% | -0.01% | +57.16% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.02% | +4.98% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.08% | — | |
| 47 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.47% | +0.15% | -0.02% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.38% | +24.12% | |
| 49 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.45% | +0.03% | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | +0.01% | -4.14% |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 627 disclosed positions in Q3 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 NVDA, AAPL, XOM) accounted for 12.8% of total reported equity market value during Q3 2024.
During Q3 2024, Meridian Wealth Management, LLC's top holdings by market value included NVDA (4.8%)、AAPL (4.2%)、XOM (4.1%). The largest single position, NVDA, represented 4.8% of total portfolio value.
In Q3 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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