Meridian Wealth Management, LLC Top Holdings and 13F Report (2024) About Meridian Wealth Management, LLCInvestment ActivityMeridian Wealth Management, LLC has $2.03 billion in total holdings as of September 30, 2024.Meridian Wealth Management, LLC owns shares of 627 different stocks, but just 140 companies or ETFs make up 80% of its holdings.Approximately 58.48% of the portfolio was purchased this quarter.About 0.80% of the portfolio was sold this quarter.This quarter, Meridian Wealth Management, LLC has purchased 290 new stocks and bought additional shares in 159 stocks.Meridian Wealth Management, LLC sold shares of 102 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $96,599,747Apple $84,368,533Exxon Mobil $83,025,832Invesco QQQ $77,091,103Microsoft $73,603,626 Largest New Holdings this Quarter Apple $84,368,533 HoldingInvesco QQQ $77,091,103 HoldingMicrosoft $73,603,626 HoldingAmazon.com $58,638,899 HoldingBerkshire Hathaway $33,165,408 Holding Largest Purchases this Quarter Apple 362,097 shares (about $84.37M)Invesco QQQ 157,951 shares (about $77.09M)Microsoft 171,052 shares (about $73.60M)Amazon.com 314,705 shares (about $58.64M)Berkshire Hathaway 72,058 shares (about $33.17M) Largest Sales this Quarter Visa 4,571 shares (about $1.26M)US Treasury 3 Month Bill ETF 15,130 shares (about $757.12K)iShares Treasury Floating Rate Bond ETF 12,504 shares (about $632.70K)Vanguard Short-Term Treasury Index ETF 10,036 shares (about $592.32K)CrowdStrike 1,995 shares (about $559.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$96,599,747$986,093 ▲1.0%795,4524.7%Computer and TechnologyAAPLApple$84,368,533$84,368,533 ▲New Holding362,0974.1%Computer and TechnologyXOMExxon Mobil$83,025,832$1,837,774 ▲2.3%708,2914.1%Oils/EnergyQQQInvesco QQQ$77,091,103$77,091,103 ▲New Holding157,9513.8%FinanceMSFTMicrosoft$73,603,626$73,603,626 ▲New Holding171,0523.6%Computer and TechnologyAMZNAmazon.com$58,638,899$58,638,899 ▲New Holding314,7052.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$47,632,966$301,224 ▲0.6%83,0192.3%FinanceJPMJPMorgan Chase & Co.$41,657,518$818,981 ▲2.0%197,5602.0%FinanceBRK.BBerkshire Hathaway$33,165,408$33,165,408 ▲New Holding72,0581.6%FinanceIVViShares Core S&P 500 ETF$27,238,234$27,238,234 ▲New Holding47,2211.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$24,636,040$24,636,040 ▲New Holding236,4761.2%ETFGOOGLAlphabet$23,769,504$395,719 ▲1.7%143,3191.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$23,606,467$23,606,467 ▲New Holding314,2921.2%ETFVUGVanguard Growth ETF$21,326,015$21,326,015 ▲New Holding55,5851.0%ETFVTVVanguard Value ETF$18,889,877$18,889,877 ▲New Holding108,2360.9%ETFUNHUnitedHealth Group$18,219,967$2,106,622 ▲13.1%31,1620.9%MedicalSMHVanEck Semiconductor ETF$16,937,352$1,323,472 ▲8.5%69,0050.8%ManufacturingCOSTCostco Wholesale$16,745,849$1,665,808 ▲11.0%18,8890.8%Retail/WholesaleAMDAdvanced Micro Devices$16,432,284$16,432,284 ▲New Holding100,1480.8%Computer and TechnologyVOOVanguard S&P 500 ETF$15,589,583$15,589,583 ▲New Holding29,5440.8%ETFGOOGAlphabet$15,473,439$962,346 ▲6.6%92,5500.8%Computer and TechnologyMETAMeta Platforms$15,395,831$848,932 ▲5.8%26,8950.8%Computer and TechnologyNVONovo Nordisk A/S$15,108,316$15,108,316 ▲New Holding126,8860.7%MedicalABBVAbbVie$14,786,823$466,643 ▲3.3%74,8780.7%MedicalCATCaterpillar$14,743,907$14,743,907 ▲New Holding37,6970.7%Industrial ProductsHDHome Depot$14,175,372$14,175,372 ▲New Holding34,9840.7%Retail/WholesaleIWMiShares Russell 2000 ETF$14,118,823$14,118,823 ▲New Holding63,9180.7%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$13,790,769$4,916 ▼0.0%260,8920.7%ETFISRGIntuitive Surgical$13,504,130$51,092 ▲0.4%27,4880.7%MedicalCOWZPacer US Cash Cows 100 ETF$13,172,658$2,068,814 ▲18.6%227,7820.6%ETFIBMInternational Business Machines$12,801,716$12,801,716 ▲New Holding57,9360.6%Computer and TechnologySCHFSchwab International Equity ETF$12,679,416$12,679,416 ▲New Holding308,3520.6%ETFIJHiShares Core S&P Mid-Cap ETF$12,524,524$12,524,524 ▲New Holding200,9710.6%ETFWMTWalmart$11,677,636$11,677,636 ▲New Holding144,4490.6%Retail/WholesaleDGROiShares Core Dividend Growth ETF$11,487,197$1,263,580 ▲12.4%183,2380.6%ETFAVGOBroadcom$11,270,360$10,103,735 ▲866.1%65,3350.6%Computer and TechnologySCHASchwab US Small-Cap ETF$11,204,698$11,204,698 ▲New Holding217,5670.6%ETFCVXChevron$11,052,164$11,052,164 ▲New Holding75,0470.5%Oils/EnergyGLDSPDR Gold Shares$11,038,848$2,173,206 ▲24.5%45,4160.5%FinanceSCHBSchwab US Broad Market ETF$10,981,218$10,981,218 ▲New Holding165,0810.5%ETFVBRVanguard Small-Cap Value ETF$10,487,382$10,487,382 ▲New Holding52,2330.5%ETFPGProcter & Gamble$10,071,897$10,071,897 ▲New Holding58,1520.5%Consumer StaplesMRKMerck & Co., Inc.$9,947,976$327,961 ▲3.4%87,6010.5%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$9,720,182$3,535,240 ▲57.2%274,4260.5%ETFBUFRFT Vest Laddered Buffer ETF$9,696,436$460,007 ▲5.0%324,4040.5%ETFPEPPepsiCo$9,589,295$9,589,295 ▲New Holding56,3910.5%Consumer StaplesAERAerCap$9,586,043$1,800 ▼0.0%101,2040.5%FinanceSHOPShopify$9,278,689$1,803,310 ▲24.1%115,7810.5%Computer and TechnologySYBTStock Yards Bancorp$9,082,031$9,082,031 ▲New Holding146,5080.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$9,080,198$392,234 ▼-4.1%21,4600.4%FinanceVTIVanguard Total Stock Market ETF$8,746,077$8,746,077 ▲New Holding30,8870.4%ETFGOVTiShares U.S. Treasury Bond ETF$8,660,705$1,578,586 ▲22.3%369,3260.4%ETFLLYEli Lilly and Company$8,007,713$8,007,713 ▲New Holding9,0390.4%MedicalSOXXiShares Semiconductor ETF$7,773,987$7,773,987 ▲New Holding33,7130.4%ETFRTXRTX$7,754,287$7,754,287 ▲New Holding64,0050.4%AerospaceTSLATesla$7,744,378$327,043 ▼-4.1%29,6000.4%Auto/Tires/TrucksIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,693,178$7,693,178 ▲New Holding146,0910.4%ManufacturingSCHJSchwab 1-5 Year Corporate Bond ETF$7,257,762$7,257,762 ▲New Holding146,2960.4%ETFXSMOInvesco S&P SmallCap Momentum ETF$7,252,273$338,034 ▲4.9%109,5670.4%ETFIJRiShares Core S&P Small-Cap ETF$7,203,950$7,203,950 ▲New Holding61,5930.4%ETFSCHDSchwab US Dividend Equity ETF$7,171,782$7,171,782 ▲New Holding84,8430.4%ETFKLACKLA$7,094,750$7,094,750 ▲New Holding9,1610.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$6,914,346$6,914,346 ▲New Holding34,9100.3%ETFJNJJohnson & Johnson$6,897,045$6,897,045 ▲New Holding42,5600.3%MedicalSCHMSchwab U.S. Mid-Cap ETF$6,741,320$6,741,320 ▲New Holding81,1330.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,575,456$184,082 ▲2.9%78,5130.3%ETFCRMSalesforce$6,494,851$232,653 ▲3.7%23,7290.3%Computer and TechnologyDEDeere & Company$6,317,284$6,317,284 ▲New Holding15,1370.3%Industrial ProductsGDXVanEck Gold Miners ETF$6,265,836$444,829 ▲7.6%157,3540.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,228,676$830,331 ▲15.4%67,8430.3%ETFORCLOracle$6,182,463$1,657,484 ▲36.6%36,2820.3%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$6,086,625$6,086,625 ▲New Holding63,4420.3%ETFDHID.R. Horton$5,974,585$57,804 ▲1.0%31,3180.3%ConstructionSPYGSPDR Portfolio S&P 500 Growth ETF$5,912,182$296,011 ▼-4.8%71,2830.3%ETFMAMastercard$5,747,523$49,382 ▲0.9%11,6390.3%Business ServicesVVisa$5,685,076$1,256,782 ▼-18.1%20,6770.3%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$5,604,413$186,478 ▲3.4%70,5670.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,600,622$4,712,070 ▲530.3%134,9870.3%ETFXMHQInvesco S&P MidCap Quality ETF$5,600,044$1,871,161 ▲50.2%54,5920.3%ETFMAINMain Street Capital$5,452,563$164,860 ▼-2.9%108,7470.3%FinanceARESAres Management$5,448,971$369,810 ▲7.3%34,9650.3%FinancePANWPalo Alto Networks$5,310,230$5,310,230 ▲New Holding15,5360.3%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$5,259,982$5,259,982 ▲New Holding21,6140.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$5,198,355$632,704 ▼-10.9%102,7340.3%ETFVRPInvesco Variable Rate Preferred ETF$5,192,943$339,236 ▲7.0%212,3030.3%ETFAMGNAmgen$5,105,694$5,105,694 ▲New Holding15,8460.3%MedicalPWBInvesco Large Cap Growth ETF$5,053,293$102,629 ▲2.1%51,2080.2%ETFSLViShares Silver Trust$5,048,031$10,739 ▲0.2%177,6850.2%ETFKMIKinder Morgan$4,957,124$153,459 ▼-3.0%224,4060.2%Oils/EnergyDFACDimensional U.S. Core Equity 2 ETF$4,846,892$17,934 ▼-0.4%141,3500.2%ETFDOWDOW$4,762,953$4,762,953 ▲New Holding87,1860.2%Basic MaterialsACNAccenture$4,738,407$109,225 ▲2.4%13,4050.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$4,727,434$196,048 ▲4.3%70,0260.2%ETFBSVVanguard Short-Term Bond ETF$4,696,883$4,696,883 ▲New Holding59,6880.2%ETFUNPUnion Pacific$4,665,066$4,665,066 ▲New Holding18,9270.2%TransportationTSMTaiwan Semiconductor Manufacturing$4,656,614$4,656,614 ▲New Holding26,8130.2%Computer and TechnologySOSouthern$4,645,206$4,645,206 ▲New Holding51,5100.2%UtilitiesNFLXNetflix$4,620,894$187,957 ▲4.2%6,5150.2%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$4,559,214$31,700 ▼-0.7%51,9200.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,540,227$4,540,227 ▲New Holding56,4920.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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