Meridian Wealth Management, LLC Purchases in Q4 2024

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
36K
New
N/A
36K $0
Mackenzie Rlty Cap Inc
15K
New
N/A
15K $0
LDOS
Leidos Holdings, Inc.

Technology
252
+ 11.56%
$143.17 - $201.39 $36.1K - $50.8K
2.43K $350K
IWN
Ishares Russell2000 Val ETF

ETFs
99
+ 1.21%
$162.69 - $181.35 $16.1K - $18K
8.29K $1.36M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
14
+ 0.04%
$23.48 - $23.73 $329 - $332
34.5K $812K
AOA
Ishares Tr Core Aggressive All

ETFs
10
+ 0.35%
$76.61 - $79.88 $766 - $799
2.87K $219K
ITA
Ishares Tr

ETFs
13
+ 0.59%
$144.31 - $157.31 $1.88K - $2.05K
2.23K $324K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.03%
$176.42 - $186.91 $353 - $374
6.29K $1.12M
SAN
Banco Santander, S.A.

Financial Services
106
+ 0.78%
$4.49 - $5.05 $476 - $535
13.7K $62K
OHI
Omega Healthcare Investors Inc

Real Estate
250
+ 4.33%
$37.51 - $42.56 $9.38K - $10.6K
6.02K $227K
MLN
Vaneck Long Muni ETF

ETFs
80
+ 0.29%
$17.61 - $18.29 $1.41K - $1.46K
27.6K $492K
ITW
Illinois Tool Works Inc

Industrials
51
+ 1.85%
$253.56 - $278.5 $12.9K - $14.2K
2.81K $712K
YUM
Yum Brands Inc

Consumer Cyclical
186
+ 2.81%
$130.36 - $139.54 $24.2K - $26K
6.81K $913K
SLV
I Shares Silver Trust

ETFs
13.6K
+ 7.65%
$26.33 - $31.74 $358K - $431K
191K $5.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
989
+ 1.59%
$49.79 - $51.14 $49.2K - $50.6K
63.2K $3.17M
FITB
Fifth Third Bancorp

Financial Services
42
+ 0.16%
$41.76 - $48.44 $1.75K - $2.03K
25.7K $1.09M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14
+ 0.1%
$90.66 - $99.46 $1.27K - $1.39K
13.9K $1.26M
HDV
Ishares Core High Dividend ETF

ETFs
31
+ 0.93%
$110.82 - $121.28 $3.44K - $3.76K
3.35K $376K
VPU
Vanguard Utilities ETF

ETFs
92
+ 3.17%
$160.52 - $179.11 $14.8K - $16.5K
2.99K $489K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.04%
$124.06 - $133.48 $248 - $267
5.21K $650K
IWS
Ishares Russell Midcap Value E

ETFs
75
+ 0.83%
$128.08 - $140.32 $9.61K - $10.5K
9.16K $1.18M
CSX
Csx Corp

Industrials
176
+ 1.57%
$31.58 - $36.88 $5.56K - $6.49K
11.4K $367K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
83
+ 0.54%
$31.36 - $35.93 $2.6K - $2.98K
15.5K $493K
ZTS
Zoetis Inc.

Healthcare
159
+ 10.7%
$162.24 - $194.42 $25.8K - $30.9K
1.65K $268K
CEG
Constellation Energy Corp

Utilities
69
+ 6.28%
$224.28 - $285.52 $15.5K - $19.7K
1.17K $262K
ECL
Ecolab Inc.

Basic Materials
155
+ 5.46%
$234.32 - $261.43 $36.3K - $40.5K
2.99K $701K
VVV
Valvoline Inc

Energy
408
+ 5.66%
$36.18 - $43.41 $14.8K - $17.7K
7.62K $275K
X
United States Steel Corp

Basic Materials
26
+ 0.13%
$30.14 - $42.31 $784 - $1.1K
20K $680K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
122
+ 0.89%
$43.84 - $48.76 $5.35K - $5.95K
13.8K $605K
SHEL
Shell PLC

Energy
30
+ 0.29%
$60.63 - $70.23 $1.82K - $2.11K
10.3K $646K
CGGO
Capital Group Global Growth Eq

ETFs
425
+ 0.89%
$29.21 - $30.67 $12.4K - $13K
48.1K $1.4M
ROL
Rollins Inc

Consumer Cyclical
25
+ 0.32%
$46.35 - $51.59 $1.16K - $1.29K
7.93K $367K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 2.31%
$396.64 - $516.74 $5.55K - $7.23K
619 $249K
NKE
Nike, Inc.

Consumer Cyclical
28
+ 0.95%
$73.36 - $89.13 $2.05K - $2.5K
2.98K $225K
MKC
Mccormick & CO Inc

Consumer Defensive
58
+ 0.89%
$73.97 - $84.09 $4.29K - $4.88K
6.55K $499K
STZ
Constellation Brands, Inc.

Consumer Defensive
120
+ 7.04%
$219.66 - $257.62 $26.4K - $30.9K
1.83K $403K
XLU
Utilities Sector Spdr

ETFs
300
+ 2.58%
$74.89 - $82.93 $22.5K - $24.9K
11.9K $902K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.85K
+ 9.42%
$75.1 - $82.99 $289K - $320K
44.7K $3.38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
68
+ 0.41%
$26.63 - $30.23 $1.81K - $2.06K
16.5K $439K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.89K
+ 3.68%
$80.13 - $83.77 $231K - $242K
81.4K $6.53M
EFX
Equifax Inc

Industrials
2
+ 0.18%
$245.03 - $293.5 $490 - $587
1.12K $286K
ICE
Intercontinental Exchange, Inc.

Financial Services
14
+ 0.36%
$148.29 - $166.93 $2.08K - $2.34K
3.96K $589K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.38K
+ 6.55%
$34.13 - $37.35 $81.1K - $88.8K
38.7K $1.32M
SHW
Sherwin Williams CO

Basic Materials
12
+ 1.02%
$338.75 - $399.71 $4.07K - $4.8K
1.19K $404K
AEP
American Electric Power CO Inc

Utilities
60
+ 1.21%
$90.91 - $102.21 $5.45K - $6.13K
5.02K $462K
CL
Colgate Palmolive CO

Consumer Defensive
1.04K
+ 9.53%
$90.22 - $102.31 $93.8K - $106K
12K $1.09M
CMCSA
Comcast Corp

Communication Services
392
+ 2.74%
$37.39 - $45.14 $14.7K - $17.7K
14.7K $552K
O
Realty Income Corp

Real Estate
96
+ 1.8%
$51.76 - $64.71 $4.97K - $6.21K
5.44K $290K
FNDX
Schwab Fundamental U S Large C

ETFs
84K
+ 198.08%
$23.49 - $71.77 $1.97M - $6.03M
126K $2.99M
Activity Summary
Buys All Purchases 351 New Holdings 51 Increased Positions 300 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 0
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