Meridian Wealth Management, LLC Sells in Q3 2024

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VVV
Valvoline Inc

Energy
-1
- 0.01%
$38.64 - $47.6 $38.6 - $47.6
7.21K $301K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.03K
- 5.67%
$54.98 - $59.51 $56.8K - $61.5K
17.2K $1.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-578
- 11.32%
$77.23 - $87.97 $44.6K - $50.8K
4.53K $392K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-14
- 0.17%
$104.47 - $116.17 $1.46K - $1.63K
8.41K $907K
ARCC
Ares Capital Corp

Financial Services
-1.15K
- 0.65%
$19.8 - $21.28 $22.8K - $24.6K
177K $3.7M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-270
- 6.44%
$56.29 - $62.74 $15.2K - $16.9K
3.93K $246K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-15.1K
- 34.99%
N/A
28.1K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
-2
- 0.12%
$236.42 - $259.82 $473 - $520
1.71K $439K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-5.3K
- 31.75%
N/A
11.4K $0
Proshares Tr
-6
- 0.01%
N/A
63.9K $0
NEEPRR
Nextera Energy Inc Corporate U
-3.81K
- 4.39%
N/A
83.1K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-1.29K
- 16.19%
N/A
6.68K $0
Gsk PLC
-2.38K
- 14.86%
N/A
13.6K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-55
- 1.27%
$98.99 - $101.51 $5.44K - $5.58K
4.28K $433K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-459
- 6.5%
$32.04 - $37.11 $14.7K - $17K
6.6K $240K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-35
- 2.53%
$175.46 - $203.3 $6.14K - $7.12K
1.35K $273K
DKNG
Draft Kings Inc.

Consumer Cyclical
-112
- 1.5%
$29.85 - $41.1 $3.34K - $4.6K
7.35K $288K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-188
- 1.04%
$16.42 - $18.12 $3.09K - $3.41K
18K $324K
PLD
Prologis, Inc.

Real Estate
-412
- 10.05%
$111.95 - $132.43 $46.1K - $54.6K
3.69K $465K
FXG
First Tr Exchange Traded First

ETFs
-600
- 5.06%
$63.74 - $69.07 $38.2K - $41.4K
11.3K $769K
VPU
Vanguard Utilities ETF

ETFs
-475
- 14.07%
$146.64 - $174.54 $69.7K - $82.9K
2.9K $505K
MTB
M&T Bank Corp

Financial Services
-237
- 12.11%
$146.49 - $179.85 $34.7K - $42.6K
1.72K $306K
SSO
Proshares Ultra S&P 500

ETFs
-1.52K
- 7.82%
$73.92 - $90.17 $112K - $137K
17.9K $1.62M
TMDX
Trans Medics Group, Inc.

Healthcare
-10
- 0.43%
$135.68 - $176.11 $1.36K - $1.76K
2.33K $365K
ENB
Enbridge Inc

Energy
-1.08K
- 9.04%
$35.27 - $41.18 $38.2K - $44.6K
10.9K $442K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1.14K
- 3.75%
$51.3 - $59.04 $58.6K - $67.4K
29.3K $1.61M
OTIS
Otis Worldwide Corp

Industrials
-13
- 0.42%
$91.43 - $104.43 $1.19K - $1.36K
3.09K $321K
DD
Du Pont De Nemours, Inc.

Basic Materials
-3
- 0.11%
$77.22 - $89.49 $232 - $268
2.75K $245K
ZM
Zoom Video Communications, Inc.

Technology
-88
- 2.47%
$55.32 - $71.9 $4.87K - $6.33K
3.48K $242K
KRE
Spdr S&P Regional Banking ETF

ETFs
-163
- 2.87%
$47.94 - $59.23 $7.81K - $9.65K
5.52K $312K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-290
- 2.47%
$41.02 - $46.01 $11.9K - $13.3K
11.5K $521K
IEFA
Ishares Tr

ETFs
-1.54K
- 5.16%
$70.09 - $78.74 $108K - $121K
28.2K $2.2M
CME
Cme Group Inc.

Financial Services
-35
- 1.66%
$193.43 - $220.62 $6.77K - $7.72K
2.07K $457K
CGDV
Capital Group Divid Value ETF

ETFs
-37
- 0.25%
$32.96 - $36.48 $1.22K - $1.35K
14.5K $528K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-8
- 0.27%
$139.03 - $157.34 $1.11K - $1.26K
2.92K $459K
IQV
Iqvia Holdings Inc.

Healthcare
-1
- 0.05%
$206.81 - $251.55 $207 - $252
2.18K $516K
XLB
Select Sector Spdr Fd Material

ETFs
-197
- 2.14%
$86.95 - $97.09 $17.1K - $19.1K
9K $867K
MDT
Medtronic PLC

Healthcare
-371
- 4.69%
$76.84 - $91.03 $28.5K - $33.8K
7.54K $678K
RF
Regions Financial Corp

Financial Services
-604
- 2.65%
$19.51 - $23.42 $11.8K - $14.1K
22.2K $517K
MO
Altria Group, Inc.

Consumer Defensive
-124
- 0.9%
$45.95 - $54.71 $5.7K - $6.78K
13.7K $699K
ACGL
Arch Capital Group Ltd.

Financial Services
-92
- 0.98%
$94.47 - $114.25 $8.69K - $10.5K
9.31K $1.04M
NEE
Nextera Energy Inc

Utilities
-1.61K
- 8.38%
$69.9 - $84.97 $112K - $137K
17.6K $1.49M
AER
Aer Cap Holdings N.V.

Industrials
-19
- 0.02%
$86.24 - $98.28 $1.64K - $1.87K
101K $9.59M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.09%
$523.84 - $572.02 $2.1K - $2.29K
4.58K $2.61M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-35
- 0.17%
$78.93 - $95.84 $2.76K - $3.35K
21K $1.89M
DUK
Duke Energy Corp

Utilities
-61
- 0.44%
$99.35 - $117.71 $6.06K - $7.18K
13.7K $1.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-523
- 0.37%
$31.05 - $34.29 $16.2K - $17.9K
141K $4.85M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-927
- 4.14%
$386.81 - $423.12 $359K - $392K
21.5K $9.08M
KMI
Kinder Morgan, Inc.

Energy
-6.95K
- 3.0%
$19.72 - $22.22 $137K - $154K
224K $4.96M
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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