Meridian Wealth Management, LLC Portfolio Holdings

Meridian Wealth Management, LLC

  • $597 Million
  • Q1 2024

Meridian Wealth Management, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $597 Million distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.6M, Apple Inc. with a value of $66.3M, Amazon Com Inc with a value of $50.9M, Berkshire Hathaway Inc Class B with a value of $29.2M, and Ishares Core S&P 500 ETF with a value of $17.6M.

Examining the 13F form we can see an decrease of $955M in the current position value, from $1.55B to 597M.

Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $597 Million
Technology: $180 Million
ETFs: $136 Million
Consumer Cyclical: $75.8 Million
Industrials: $47.7 Million
Healthcare: $47.3 Million
Financial Services: $43 Million
Consumer Defensive: $22.3 Million
Energy: $15.4 Million
Other: $28.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$67.6 Million 11.32% of portfolio
160,618
Q1 2024 Reduced 0.25%
$3.09T
$66.3 Million 11.1% of portfolio
386,380
Q1 2024 Added 1.36%
$1.8T
$50.9 Million 8.53% of portfolio
282,202
Q1 2024 Added 2.92%
$539B
$29.2 Million 4.89% of portfolio
69,473
Q1 2024 Added 2.36%
$0
$17.6 Million 2.94% of portfolio
33,424
Q1 2024 Added 10.51%
$269B
$15.8 Million 2.64% of portfolio
87,278
Q1 2024 Reduced 14.9%
$179B
$13.6 Million 2.28% of portfolio
37,201
Q1 2024 Added 7.27%
$0
$12.7 Million 2.13% of portfolio
60,380
Q1 2024 Reduced 4.86%
$305B
$12.4 Million 2.07% of portfolio
96,386
Q1 2024 Added 78.49%
$343B
$12.4 Million 2.07% of portfolio
32,196
Q1 2024 Added 0.26%
$318B
$11 Million 1.84% of portfolio
69,704
Q1 2024 Added 14.64%
$150B
$10.7 Million 1.79% of portfolio
55,876
Q1 2024 Added 23.29%
$0
$10.5 Million 1.77% of portfolio
173,497
Q1 2024 Added 398.98%
$238B
$10.1 Million 1.69% of portfolio
57,785
Q1 2024 Added 4.57%
$0
$8.09 Million 1.36% of portfolio
157,780
Q1 2024 Reduced 10.27%
$383B
$7.75 Million 1.3% of portfolio
49,014
Q1 2024 Reduced 7.63%
$113B
$6.92 Million 1.16% of portfolio
16,845
Q1 2024 Reduced 2.64%
$779B
$6.61 Million 1.11% of portfolio
8,497
Q1 2024 Added 22.84%
$0
$6.64 Million 1.11% of portfolio
60,097
Q1 2024 Added 31.02%
$0
$6 Million 1.0% of portfolio
69,612
Q1 2024 Added 500.0%
$0
$5.78 Million 0.97% of portfolio
52,272
Q1 2024 Reduced 14.06%
$40.6B
$5.15 Million 0.86% of portfolio
88,819
Q1 2024 Added 5.25%
$88.2B
$5.15 Million 0.86% of portfolio
18,116
Q1 2024 Reduced 3.01%
$164B
$4.42 Million 0.74% of portfolio
15,535
Q1 2024 Added 3.03%
$0
$4.35 Million 0.73% of portfolio
434,324
Q1 2024 Added 3.42%
$185B
$4.31 Million 0.72% of portfolio
20,891
Q1 2024 Reduced 2.57%
$137B
$3.91 Million 0.66% of portfolio
15,356
Q1 2024 Reduced 0.57%
$66.3B
$3.71 Million 0.62% of portfolio
32,716
Q1 2024 Added 3.05%
$23B
$3.61 Million 0.6% of portfolio
93,382
Q1 2024 Added 5.09%
$10.3B
$3.56 Million 0.6% of portfolio
29,832
Q1 2024 Added 6.9%
$69.4B
$3.49 Million 0.58% of portfolio
7,289
Q1 2024 Added 12.59%
$189B
$3.48 Million 0.58% of portfolio
28,473
Q1 2024 Reduced 23.24%
$0
$3.25 Million 0.54% of portfolio
40,732
Q1 2024 Reduced 51.96%
$0
$3.25 Million 0.54% of portfolio
34,350
Q1 2024 New
$40.8B
$3.24 Million 0.54% of portfolio
46,259
Q1 2024 Added 21.02%
$87.4B
$3.23 Million 0.54% of portfolio
59,584
Q1 2024 Added 0.05%
$80.6B
$3.09 Million 0.52% of portfolio
42,121
Q1 2024 Added 3.22%
$41.8B
$2.99 Million 0.5% of portfolio
20,780
Q1 2024 Added 7.9%
$0
$2.89 Million 0.48% of portfolio
8,588
Q1 2024 Added 0.9%
$43.3B
$2.78 Million 0.47% of portfolio
22,627
Q1 2024 Added 13.24%
$272B
$2.73 Million 0.46% of portfolio
44,594
Q1 2024 Added 2.16%
$0
$2.72 Million 0.46% of portfolio
26,185
Q1 2024 Reduced 0.19%
$190B
$2.6 Million 0.44% of portfolio
9,215
Q1 2024 Added 8.13%
$179B
$2.61 Million 0.44% of portfolio
22,926
Q1 2024 Reduced 26.81%
$0
$2.58 Million 0.43% of portfolio
62,848
Q1 2024 Reduced 0.18%
$106B
$2.48 Million 0.42% of portfolio
12,853
Q1 2024 Reduced 4.29%
$78.5B
$2.44 Million 0.41% of portfolio
7,854
Q1 2024 Added 0.18%
$123B
$2.36 Million 0.4% of portfolio
5,189
Q1 2024 Reduced 8.82%
$32.7B
$2.39 Million 0.4% of portfolio
49,922
Q1 2024 Reduced 9.38%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $597 Million
  • Prior Value $1.55 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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