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 Market Cap. of $50 Millions to $300 Millions
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