Meridian Wealth Management, LLC Reduced Holdings in Q3 2024

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-2K
- 12.52%
$217.89 - $392.15 $435K - $782K
13.9K $3.91M
GFS
Globalfoundries Inc.

Technology
-13.6K
- 34.46%
$39.04 - $58.39 $533K - $796K
25.9K $1.04M
V
Visa Inc.

Financial Services
-4.57K
- 18.1%
$253.74 - $291.56 $1.16M - $1.33M
20.7K $5.69M
TFLO
Ishares Treasury Floating Rate

ETFs
-12.5K
- 10.85%
$50.42 - $50.66 $630K - $633K
103K $5.2M
VGSH
Vanguard

ETFs
-10K
- 19.42%
$57.74 - $59.13 $579K - $593K
41.6K $2.46M
USO
United States Oil Fund, LP

ETFs
-3.06K
- 12.86%
$66.96 - $81.54 $205K - $249K
20.7K $1.45M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-2.93K
- 1.15%
$13.62 - $15.59 $39.9K - $45.7K
252K $3.46M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-19.4K
- 47.73%
$18.35 - $19.01 $355K - $368K
21.2K $401K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-18.1K
- 19.31%
$21.35 - $22.73 $386K - $411K
75.7K $1.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.27K
- 39.59%
$36.02 - $41.68 $298K - $345K
12.6K $521K
UBER
Uber Technologies, Inc

Technology
-3.57K
- 28.72%
$58.48 - $77.47 $209K - $277K
8.86K $666K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.83K
- 16.0%
$59.61 - $60.15 $228K - $230K
20.1K $1.2M
XLE
Energy Sector Spdr

ETFs
-361
- 0.69%
$84.35 - $93.39 $30.5K - $33.7K
51.9K $4.56M
MAIN
Main Street Capital Corp

Financial Services
-3.29K
- 2.93%
$47.05 - $52.25 $155K - $172K
109K $5.45M
CDW
Cdw Corp

Technology
-851
- 38.61%
$206.67 - $239.84 $176K - $204K
1.35K $306K
ADBE
Adobe Inc.

Technology
-5
- 0.11%
$508.13 - $586.55 $2.54K - $2.93K
4.55K $2.35M
DVN
Devon Energy Corp

Energy
-791
- 5.65%
$37.87 - $48.65 $30K - $38.5K
13.2K $516K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.78K
- 8.77%
$26.82 - $30.58 $74.6K - $85K
28.9K $813K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.49K
- 14.31%
$47.95 - $49.61 $167K - $173K
20.9K $1.03M
XLK
Technology Sector Spdr

ETFs
-550
- 6.5%
$197.34 - $237.68 $109K - $131K
7.91K $1.79M
FV
First Trust Dorsey Wright Focu

ETFs
-3.24K
- 5.04%
$51.35 - $59.82 $166K - $194K
61K $3.56M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.93K
- 9.35%
$93.65 - $97.81 $180K - $188K
18.7K $1.83M
SPYG
Spdr Portfolio

ETFs
-3.57K
- 4.77%
$73.38 - $84.1 $262K - $300K
71.3K $5.91M
BLNK
Blink Charging Co.

Industrials
-1.28K
- 1.68%
$1.57 - $3.7 $2K - $4.72K
74.4K $127K
FTSL
First Trust Senior Ln Fund

ETFs
-1.59K
- 20.88%
$45.51 - $46.26 $72.4K - $73.6K
6.03K $276K
SH
Proshares Short S&P500 New (De

ETFs
-4.02K
- 12.48%
$10.85 - $12.08 $43.7K - $48.6K
28.2K $306K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.66K
- 24.16%
$38.81 - $41.41 $64.4K - $68.7K
5.21K $215K
CCI
Crown Castle International Corp

Real Estate
-1.06K
- 31.8%
$95.29 - $120.24 $101K - $128K
2.28K $270K
VLO
Valero Energy Corp

Energy
-9
- 0.39%
$132.81 - $163.48 $1.2K - $1.47K
2.29K $309K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.51K
- 11.07%
$12.67 - $14.36 $31.8K - $36.1K
20.2K $270K
ET
Energy Transfer LP

Energy
-1.59K
- 1.46%
$15.43 - $16.44 $24.6K - $26.2K
108K $1.73M
COP
Conocophillips

Energy
-85
- 2.28%
$102.3 - $116.61 $8.7K - $9.91K
3.64K $383K
NTR
Nutrien Ltd.

Basic Materials
-420
- 6.22%
$45.26 - $52.2 $19K - $21.9K
6.33K $304K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-638
- 17.32%
$77.24 - $83.67 $49.3K - $53.4K
3.05K $254K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1.09K
- 3.6%
$30.55 - $30.85 $33.4K - $33.7K
29.3K $902K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-940
- 11.9%
$38.45 - $40.05 $36.1K - $37.6K
6.96K $278K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-1.3K
- 10.87%
$33.2 - $41.73 $43K - $54K
10.6K $443K
QLD
Proshares Ultra Qqq

ETFs
-359
- 2.8%
$81.06 - $109.83 $29.1K - $39.4K
12.5K $1.25M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-417
- 3.57%
$41.58 - $46.45 $17.3K - $19.4K
11.3K $505K
NET
Cloudflare, Inc.

Technology
-101
- 1.38%
$74.4 - $86.96 $7.51K - $8.78K
7.2K $582K
SRLN
Ssga Active Trust

ETFs
-369
- 6.24%
$40.93 - $41.85 $15.1K - $15.4K
5.54K $231K
STWD
Starwood Property Trust, Inc.

Real Estate
-1.99K
- 11.4%
$18.75 - $21.11 $37.2K - $41.9K
15.4K $314K
CTM
Castellum, Inc.
-6K
- 0.98%
$0.14 - $0.22 $840 - $1.32K
605K $102K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1K
- 6.68%
$28.11 - $29.42 $28.1K - $29.4K
14K $410K
RIG
Transocean Ltd.

Energy
-301
- 2.81%
$3.92 - $5.82 $1.18K - $1.75K
10.4K $44K
SJNK
Spdr Bloomberg Short Term High

ETFs
-883
- 6.64%
$24.8 - $25.75 $21.9K - $22.7K
12.4K $319K
BLK
Black Rock Inc.

Financial Services
-111
- 19.2%
$782.27 - $949.51 $86.8K - $105K
467 $443K
SBSW
Sibanye Stillwater LTD

Basic Materials
-1.94K
- 12.28%
$3.18 - $4.96 $6.18K - $9.64K
13.9K $57K
FCX
Freeport Mcmoran Inc

Basic Materials
-383
- 6.61%
$39.52 - $51.92 $15.1K - $19.9K
5.41K $270K
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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