Meridian Wealth Management, LLC Incresed Positions in Q3 2024

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
114K
+ 530.31%
$37.37 - $41.82 $4.24M - $4.75M
135K $5.6M
UNH
Unitedhealth Group Inc

Healthcare
3.6K
+ 13.07%
$488.01 - $604.18 $1.76M - $2.18M
31.2K $18.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
99.8K
+ 57.16%
$32.34 - $35.85 $3.23M - $3.58M
274K $9.72M
XOM
Exxon Mobil Corp

Energy
15.7K
+ 2.26%
$109.72 - $119.0 $1.72M - $1.87M
708K $83M
GLD
Spdr Gold Trust

ETFs
8.94K
+ 24.51%
$215.56 - $246.98 $1.93M - $2.21M
45.4K $11M
SHOP
Shopify Inc.

Technology
22.5K
+ 24.12%
$52.26 - $80.75 $1.18M - $1.82M
116K $9.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
525
+ 0.64%
$517.38 - $573.86 $272K - $301K
83K $47.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
35.8K
+ 18.63%
$53.41 - $57.9 $1.91M - $2.07M
228K $13.2M
META
Meta Platforms, Inc.

Communication Services
1.48K
+ 5.84%
$453.41 - $572.44 $672K - $849K
26.9K $15.4M
JPM
Jpmorgan Chase & CO

Financial Services
3.88K
+ 2.01%
$194.9 - $224.8 $757K - $873K
198K $41.6M
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 3.26%
$163.84 - $199.33 $387K - $471K
74.9K $14.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.88K
+ 11.05%
$801.83 - $917.05 $1.51M - $1.72M
18.9K $16.7M
DGRO
Ishares Core Dividend Growth E

ETFs
20.2K
+ 12.36%
$57.47 - $62.76 $1.16M - $1.26M
183K $11.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.2K
+ 50.18%
$94.31 - $103.26 $1.72M - $1.88M
54.6K $5.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
67.3K
+ 22.29%
$22.38 - $23.66 $1.51M - $1.59M
369K $8.66M
DHI
Horton D R Inc

Consumer Cyclical
303
+ 0.98%
$135.21 - $197.06 $41K - $59.7K
31.3K $5.97M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.5K
+ 69.42%
$52.1 - $59.66 $1.12M - $1.28M
52.4K $3.1M
ISRG
Intuitive Surgical Inc

Healthcare
104
+ 0.38%
$416.14 - $494.01 $43.3K - $51.4K
27.5K $13.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.2K
+ 7.64%
$33.89 - $41.64 $379K - $465K
157K $6.27M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
49K
+ 45.4%
$23.04 - $24.06 $1.13M - $1.18M
157K $3.78M
ARES
Ares Management Corp

Financial Services
2.37K
+ 7.28%
$133.73 - $158.05 $317K - $375K
35K $5.45M
VGT
Vanguard Information Technolog

ETFs
1.86K
+ 221.86%
$514.43 - $606.85 $955K - $1.13M
2.69K $1.58M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.11K
+ 4.89%
$59.5 - $67.14 $304K - $343K
110K $7.25M
FNF
Fidelity National Financial, Inc.

Financial Services
5.33K
+ 12.02%
$48.08 - $62.04 $256K - $331K
49.7K $3.08M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
23.1K
+ 141.89%
$32.65 - $36.69 $753K - $847K
39.3K $1.43M
SPGI
S&P Global Inc.

Financial Services
783
+ 12.4%
$446.32 - $527.38 $349K - $413K
7.1K $3.67M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.04K
+ 15.38%
$91.42 - $91.82 $827K - $830K
67.8K $6.23M
ACN
Accenture PLC

Technology
309
+ 2.36%
$295.44 - $355.81 $91.3K - $110K
13.4K $4.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.4K
+ 4.98%
$28.1 - $29.89 $432K - $460K
324K $9.7M
PEY
Invesco Exchange Traded Fd Tr

ETFs
13K
+ 7.22%
$19.4 - $21.93 $252K - $284K
192K $4.22M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.5K
+ 10.61%
$46.17 - $51.13 $346K - $383K
78.2K $4M
MA
Mastercard Inc

Financial Services
100
+ 0.87%
$429.6 - $500.99 $43K - $50.1K
11.6K $5.75M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.5K
+ 19.01%
$162.83 - $179.16 $407K - $448K
15.7K $2.81M
SNY
Sanofi

Healthcare
4.97K
+ 13.3%
$48.54 - $58.53 $241K - $291K
42.4K $2.44M
CRM
Salesforce, Inc.

Technology
850
+ 3.72%
$238.42 - $276.53 $203K - $235K
23.7K $6.49M
PAVE
Global X Fds Us Infrastructure

ETFs
6.11K
+ 8.1%
$36.39 - $41.16 $222K - $251K
81.5K $3.35M
NOW
Service Now, Inc.

Technology
202
+ 6.85%
$730.87 - $937.36 $148K - $189K
3.15K $2.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.2K
+ 2.88%
$79.29 - $84.02 $174K - $185K
78.5K $6.58M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
2.89K
+ 6.49%
$52.25 - $58.97 $151K - $171K
47.4K $2.8M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
13.9K
+ 6.99%
$23.61 - $24.64 $327K - $342K
212K $5.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.9K
+ 4.33%
$60.84 - $67.51 $177K - $196K
70K $4.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.43K
+ 13.18%
$30.71 - $34.79 $259K - $293K
72.4K $2.52M
AVGO
Broadcom Inc.

Technology
58.6K
+ 866.07%
$136.27 - $1745.86 $7.98M - $102M
65.3K $11.3M
NFLX
Netflix Inc

Communication Services
265
+ 4.24%
$598.55 - $722.26 $159K - $191K
6.52K $4.62M
BKNG
Booking Holdings Inc.

Consumer Cyclical
72
+ 20.11%
$3305.62 - $4268.05 $238K - $307K
430 $1.81M
PLTR
Palantir Technologies Inc.

Technology
4.36K
+ 23.74%
$24.09 - $37.95 $105K - $165K
22.7K $844K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
90
+ 3.26%
$1015.62 - $1159.62 $91.4K - $104K
2.85K $3.28M
DVA
Davita Inc.

Healthcare
1.07K
+ 14.76%
$133.98 - $165.19 $144K - $177K
8.34K $1.37M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.39K
+ 8.48%
$211.47 - $281.27 $1.14M - $1.52M
69K $16.9M
Activity Summary
Buys All Purchases 502 New Holdings 343 Increased Positions 159 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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