Meridian Wealth Management, LLC New Holdings in Q3 2024

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
362K
New
$207.23 - $234.82 $75M - $85M
362K $84.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
158K
New
$434.77 - $502.96 $68.7M - $79.4M
158K $77.1M
MSFT
Microsoft Corp

Technology
171K
New
$395.15 - $467.56 $67.6M - $80M
171K $73.6M
AMZN
Amazon Com Inc

Consumer Cyclical
315K
New
$161.02 - $200.0 $50.7M - $62.9M
315K $58.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72.1K
New
$405.19 - $478.57 $29.2M - $34.5M
72.1K $33.2M
IVV
Ishares Core S&P 500 ETF

ETFs
47.2K
New
$520.18 - $576.82 $24.6M - $27.2M
47.2K $27.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
236K
New
$92.63 - $105.69 $21.9M - $25M
236K $24.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
314K
New
$71.45 - $75.64 $22.5M - $23.8M
314K $23.6M
VUG
Vanguard Growth ETF

ETFs
55.6K
New
$341.08 - $391.94 $19M - $21.8M
55.6K $21.3M
VTV
Vanguard Value ETF

ETFs
108K
New
$159.75 - $174.57 $17.3M - $18.9M
108K $18.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29.5K
New
$475.2 - $527.7 $14M - $15.6M
29.5K $15.6M
NVO
Novo Nordisk A S

Healthcare
127K
New
$119.07 - $145.42 $15.1M - $18.5M
127K $15.1M
CAT
Caterpillar Inc

Industrials
37.7K
New
$316.8 - $391.12 $11.9M - $14.7M
37.7K $14.7M
HD
Home Depot, Inc.

Consumer Cyclical
35K
New
$333.64 - $405.2 $11.7M - $14.2M
35K $14.2M
IWM
Ishares Russell 2000 ETF

ETFs
63.9K
New
$200.87 - $224.6 $12.8M - $14.4M
63.9K $14.1M
IBM
International Business Machines Corp

Technology
57.9K
New
$175.1 - $223.38 $10.1M - $12.9M
57.9K $12.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
308K
New
$36.98 - $41.55 $11.4M - $12.8M
308K $12.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
201K
New
$57.32 - $62.65 $11.5M - $12.6M
201K $12.5M
WMT
Walmart Inc.

Consumer Defensive
144K
New
$66.91 - $81.4 $9.67M - $11.8M
144K $11.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
218K
New
$46.9 - $51.96 $10.2M - $11.3M
218K $11.2M
CVX
Chevron Corp

Energy
75K
New
$137.88 - $161.97 $10.3M - $12.2M
75K $11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
165K
New
$59.93 - $66.52 $9.89M - $11M
165K $11M
VBR
Vanguard Small Cap Value ETF

ETFs
52.2K
New
$179.99 - $201.6 $9.4M - $10.5M
52.2K $10.5M
PG
Procter & Gamble CO

Consumer Defensive
58.2K
New
$160.76 - $177.82 $9.35M - $10.3M
58.2K $10.1M
PEP
Pepsico Inc

Consumer Defensive
56.4K
New
$161.9 - $179.3 $9.13M - $10.1M
56.4K $9.59M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
147K
New
$48.52 - $64.71 $7.11M - $9.48M
147K $9.1M
VTI
Vanguard Total Stock Market Et

ETFs
30.9K
New
$255.18 - $283.2 $7.88M - $8.75M
30.9K $8.75M
LLY
Eli Lilly & CO

Healthcare
9.04K
New
$772.14 - $960.02 $6.98M - $8.68M
9.04K $8.01M
SOXX
Ishares Semiconductor ETF

ETFs
33.7K
New
$199.29 - $265.49 $6.72M - $8.95M
33.7K $7.77M
RTX
Raytheon Technologies Corp

Industrials
64K
New
$99.55 - $123.34 $6.37M - $7.89M
64K $7.75M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
146K
New
$51.02 - $52.74 $7.45M - $7.7M
146K $7.69M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
146K
New
$48.09 - $49.69 $7.04M - $7.27M
146K $7.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
61.6K
New
$105.53 - $118.34 $6.5M - $7.29M
61.6K $7.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
84.8K
New
$77.02 - $85.06 $6.53M - $7.22M
84.8K $7.17M
KLAC
Kla Corp

Technology
9.16K
New
$696.17 - $892.35 $6.38M - $8.17M
9.16K $7.09M
JNJ
Johnson & Johnson

Healthcare
42.6K
New
$145.48 - $167.38 $6.19M - $7.12M
42.6K $6.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
81.1K
New
$75.47 - $83.18 $6.12M - $6.75M
81.1K $6.74M
VIG
Vanguard Dividend Appreciation

ETFs
34.9K
New
$182.15 - $182.15 $6.36M - $6.36M
34.9K $6.36M
DE
Deere & CO

Industrials
15.1K
New
$344.84 - $418.0 $5.22M - $6.33M
15.1K $6.32M
IGM
Ishares Expanded Tech Sector E

ETFs
63.4K
New
$84.03 - $98.62 $5.33M - $6.26M
63.4K $6.09M
PANW
Palo Alto Networks Inc

Technology
15.5K
New
$294.18 - $368.01 $4.57M - $5.72M
15.5K $5.31M
VOT
Vanguard Mid Cap Growth Index

ETFs
21.6K
New
$218.05 - $243.47 $4.71M - $5.26M
21.6K $5.26M
AMGN
Amgen Inc

Healthcare
15.8K
New
$309.38 - $337.38 $4.9M - $5.35M
15.8K $5.11M
DOW
Dow Inc.

Basic Materials
87.2K
New
$50.15 - $55.41 $4.37M - $4.83M
87.2K $4.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
59.7K
New
$76.38 - $78.87 $4.56M - $4.71M
59.7K $4.7M
UNP
Union Pacific Corp

Industrials
18.9K
New
$221.78 - $256.09 $4.2M - $4.85M
18.9K $4.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
26.8K
New
$147.95 - $191.05 $3.97M - $5.12M
26.8K $4.66M
SO
Southern CO

Utilities
51.5K
New
$77.0 - $90.52 $3.97M - $4.66M
51.5K $4.64M
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.5K
New
$73.43 - $80.37 $4.15M - $4.54M
56.5K $4.54M
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email