Meridian Wealth Management, LLC Portfolio Holdings

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

Meridian Wealth Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 625 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $108M, Apple Inc. with a value of $89.7M, Invesco Qqq Trust, Series 1 with a value of $81.2M, Exxon Mobil Corp with a value of $77.4M, and Microsoft Corp with a value of $73.2M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $2B to 2.07B.

Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.07 Billion
ETFs: $888 Million
Technology: $410 Million
Financial Services: $164 Million
Consumer Cyclical: $133 Million
Energy: $107 Million
Healthcare: $103 Million
Industrials: $86.5 Million
Communication Services: $75.9 Million
Other: $99 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$333B
$108 Million 5.24% of portfolio
807,631
Q4 2024 Added 1.53%
$3.66T
$89.7 Million 4.33% of portfolio
358,302
Q4 2024 Reduced 1.05%
$462B
$77.4 Million 3.74% of portfolio
719,186
Q4 2024 Added 1.54%
$3.07T
$73.2 Million 3.54% of portfolio
173,763
Q4 2024 Added 1.58%
$2.38T
$70.4 Million 3.4% of portfolio
320,866
Q4 2024 Added 1.96%
$795B
$46.5 Million 2.24% of portfolio
193,906
Q4 2024 Reduced 1.85%
$614B
$32.9 Million 1.59% of portfolio
72,521
Q4 2024 Added 0.64%
$1.11T
$27.6 Million 1.33% of portfolio
145,591
Q4 2024 Added 1.59%
$1.61T
$18.3 Million 0.88% of portfolio
30,966
Q4 2024 Added 15.14%
$1.15T
$17.8 Million 0.86% of portfolio
93,466
Q4 2024 Added 0.99%
$470B
$17.2 Million 0.83% of portfolio
18,767
Q4 2024 Reduced 0.65%
$95.2B
$16.8 Million 0.81% of portfolio
72,613
Q4 2024 Added 11.14%
$499B
$15.1 Million 0.73% of portfolio
29,810
Q4 2024 Reduced 4.34%
$211B
$14.3 Million 0.69% of portfolio
27,428
Q4 2024 Reduced 0.22%
$279B
$13.7 Million 0.66% of portfolio
151,229
Q4 2024 Added 4.69%
$192B
$13.6 Million 0.66% of portfolio
37,398
Q4 2024 Reduced 0.79%
$143B
$13.4 Million 0.65% of portfolio
126,351
Q4 2024 Added 9.13%
$424B
$13.2 Million 0.64% of portfolio
34,010
Q4 2024 Reduced 2.78%
$337B
$12.8 Million 0.62% of portfolio
72,289
Q4 2024 Reduced 3.46%
$223B
$12.1 Million 0.58% of portfolio
54,937
Q4 2024 Reduced 5.18%
$178B
$11.3 Million 0.55% of portfolio
93,684
Q4 2024 Reduced 6.45%
$305B
$10.5 Million 0.51% of portfolio
72,545
Q4 2024 Reduced 3.33%
$2.2B
$10.3 Million 0.5% of portfolio
143,210
Q4 2024 Reduced 2.25%
$397B
$9.86 Million 0.48% of portfolio
58,796
Q4 2024 Added 1.11%
$23.8B
$9.21 Million 0.44% of portfolio
96,204
Q4 2024 Reduced 4.94%
$327B
$8.4 Million 0.41% of portfolio
25,134
Q4 2024 Added 5.92%
$199B
$8.21 Million 0.4% of portfolio
54,017
Q4 2024 Reduced 4.21%
$219B
$7.79 Million 0.38% of portfolio
78,350
Q4 2024 Reduced 10.56%
$826B
$7.3 Million 0.35% of portfolio
9,457
Q4 2024 Added 4.62%
$189B
$6.8 Million 0.33% of portfolio
58,722
Q4 2024 Reduced 8.25%
$482B
$6.91 Million 0.33% of portfolio
41,478
Q4 2024 Added 14.32%
$574B
$6.91 Million 0.33% of portfolio
21,863
Q4 2024 Added 5.74%
$539B
$6.55 Million 0.32% of portfolio
12,436
Q4 2024 Added 6.85%
$4.56B
$6.4 Million 0.31% of portfolio
109,285
Q4 2024 Added 0.49%
$47B
$6.17 Million 0.3% of portfolio
165,530
Q4 2024 New
$142B
$6.18 Million 0.3% of portfolio
14,594
Q4 2024 Reduced 3.59%
$403B
$6.18 Million 0.3% of portfolio
42,741
Q4 2024 Added 0.43%
$32.7B
$6.13 Million 0.3% of portfolio
34,602
Q4 2024 Reduced 1.04%
$457B
$6.09 Million 0.29% of portfolio
6,831
Q4 2024 Added 4.85%
$106B
$5.81 Million 0.28% of portfolio
9,214
Q4 2024 Added 0.58%
$60.8B
$5.52 Million 0.27% of portfolio
201,355
Q4 2024 Reduced 10.27%
$58.8B
$5.56 Million 0.27% of portfolio
30,552
Q4 2024 Added 96.65%
$1.08T
$5.11 Million 0.25% of portfolio
25,857
Q4 2024 Reduced 3.57%
$244B
$4.81 Million 0.23% of portfolio
13,668
Q4 2024 Added 1.96%
$0
$4.84 Million 0.23% of portfolio
381,188
Q4 2024 Reduced 5.86%
$19.2B
$4.85 Million 0.23% of portfolio
130,437
Q4 2024 Added 1,674.17%
$92.1B
$4.54 Million 0.22% of portfolio
13,263
Q4 2024 Reduced 4.86%
$206B
$4.66 Million 0.22% of portfolio
4,392
Q4 2024 Added 39.38%
$45.2B
$4.43 Million 0.21% of portfolio
31,716
Q4 2024 Added 1.27%

Summary

  • Portfolio
  • No. of Stocks 625
  • Current Value $2.07 Billion
  • Prior Value $2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 51 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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