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CIK: 0001697300
Total reported value
$3.2B
$3.2B
625 檔
13.2%
As reported in its official Q4 2024 Form 13F filing, Meridian Wealth Management, LLC's tracked investment portfolio stood at $3.2B with 625 total positions.
During Q4 2024, Meridian Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, QQQ) accounted for 13.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 625 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.13% | -0.32% | +1.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.01% | -1.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.84% | +0.47% | +0.50% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.66% | -1.36% | +1.54% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.29% | +1.58% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | -0.09% | +1.96% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | -0.19% | +12.60% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.02% | -1.85% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | -0.13% | +0.64% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.01% | +9.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.12% | +1.59% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.28% | +0.03% | +308.98% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.22% | -0.06% | +14.18% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.08% | +0.82% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.03% | +4.01% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.32% | +15.14% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.08% | +0.99% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.11% | -0.65% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.16% | +11.14% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.79% | +0.08% | -0.03% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.01% | -1.12% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.04% | -4.34% | |
| 23 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.25% | -0.22% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.21% | +4.69% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | +14.07% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.27% | -0.79% | |
| 27 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.64% | -0.38% | +9.13% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.02% | -4.95% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | +0.01% | -2.78% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.03% | -3.31% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.02% | -3.46% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.01% | +1.45% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.02% | -6.02% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.01% | -5.18% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.55% | — | +213.07% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.54% | -0.02% | +1.42% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.82% | -6.45% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.60% | +2.57% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.52% | -0.01% | +15.72% | |
| 40 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.52% | +0.02% | +47.07% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.52% | — | +91.14% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.51% | -0.02% | +9.15% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | — | +4.01% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.18% | -3.33% | |
| 45 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.49% | +0.03% | -2.25% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.02% | +11.63% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.02% | +76.48% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +1.11% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | +0.01% | +2.16% | |
| 50 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.44% | +0.15% | -4.94% |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 625 disclosed positions in Q4 2024.
During Q4 2024, Meridian Wealth Management, LLC's top holdings by market value included NVDA (5.1%)、AAPL (4.2%)、QQQ (3.8%). The largest single position, NVDA, represented 5.1% of total portfolio value.
In Q4 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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