Meridian Wealth Management, LLC Portfolio Holdings
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
Meridian Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2 Billion distributed in 627 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $96.6M, Apple Inc. with a value of $84.3M, Exxon Mobil Corp with a value of $83M, Invesco Qqq Trust, Series 1 with a value of $77.1M, and Microsoft Corp with a value of $73.6M.
Examining the 13F form we can see an increase of $1.18B in the current position value, from $820M to 2B.
Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2 Billion
ETFs: $853 Million
Technology: $380 Million
Financial Services: $153 Million
Healthcare: $128 Million
Consumer Cyclical: $114 Million
Energy: $114 Million
Industrials: $85.3 Million
Consumer Defensive: $67.4 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 627
- Current Value $2 Billion
- Prior Value $820 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 343 stocks
- Additional Purchases 159 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks