Meridian Wealth Management, LLC ETFs

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLB Select Sector Spdr Fd Material	$0	$867,000 0.04% of portfolio	9,002	Q3 2024 Reduced 2.14%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$863,000 0.04% of portfolio	44,125	Q3 2024 New
FIDU Fidelity Covington Tr Msci Ind	$0	$856,000 0.04% of portfolio	11,873	Q3 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$849,000 0.04% of portfolio	6,729	Q3 2024 Added 3.48%
BSMQ Invesco Bulletshares 2026 Muni	$0	$818,000 0.04% of portfolio	34,474	Q3 2024 Added 17.42%
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$813,000 0.04% of portfolio	28,910	Q3 2024 Reduced 8.77%
FSTA Fidelity Covington Tr Msci Con	$0	$811,000 0.04% of portfolio	15,900	Q3 2024 New
FCOM Fidelity Covington Tr Msci Com	$0	$808,000 0.04% of portfolio	14,671	Q3 2024 New
ERX Direxion Daily Energy Bull 2 X	$0	$798,000 0.04% of portfolio	13,466	Q2 2024 New
CGCP Capital Group Core Plus Income	$0	$791,000 0.04% of portfolio	34,256	Q3 2024 New
EZU Ishares Inc Msci Eurozone ETF	$0	$789,000 0.04% of portfolio	15,117	Q3 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$778,000 0.04% of portfolio	5,482	Q3 2024 Added 0.98%
VHT Vanguard Health Care ETF	$0	$772,000 0.04% of portfolio	2,737	Q3 2024 Added 9.74%
FXG First Tr Exchange Traded First	$0	$769,000 0.04% of portfolio	11,256	Q3 2024 Reduced 5.06%
BSMR Invesco Bulletshares 2027 Muni	$0	$768,000 0.04% of portfolio	32,420	Q3 2024 Added 6.36%
IVW Ishares S&P 500 Growth ETF	$0	$766,000 0.04% of portfolio	8,008	Q3 2024 New
BSMP Invesco Bulletshares 2025 Muni	$0	$748,000 0.04% of portfolio	30,545	Q3 2024 Added 19.27%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$732,000 0.04% of portfolio	17,426	Q3 2024 New
IYJ Ishares Tr	$0	$712,000 0.04% of portfolio	5,329	Q3 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$703,000 0.04% of portfolio	6,468	Q3 2024 New
IBB Ishares Biotechnology ETF	$0	$684,000 0.03% of portfolio	4,704	Q3 2024 New
XLI Industrial Sector Spdr	$0	$681,000 0.03% of portfolio	5,030	Q3 2024 Added 0.3%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$672,000 0.03% of portfolio	28,617	Q3 2024 New
FNDC Schwab Fundamental Intl Small	$0	$671,000 0.03% of portfolio	17,599	Q3 2024 New
MGV Vanguard Mega Cap Value	$0	$667,000 0.03% of portfolio	5,206	Q3 2024 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$637,000 0.03% of portfolio	5,563	Q3 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$634,000 0.03% of portfolio	13,646	Q3 2024 Added 8.04%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$611,000 0.03% of portfolio	23,951	Q3 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$608,000 0.03% of portfolio	6,372	Q3 2024 New
FBT First Trust Nyse Arca Biotechn	$0	$601,000 0.03% of portfolio	3,498	Q3 2024 New
IAU Ishares Gold Trust	$42.2B	$578,000 0.03% of portfolio	11,631	Q3 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$575,000 0.03% of portfolio	6,308	Q3 2024 Added 4.26%
UNL United States 12 Month Natural Gas Fund, LP	$14.1M	$572,000 0.03% of portfolio	72,640	Q3 2024 Added 2.25%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$568,000 0.03% of portfolio	8,609	Q3 2024 New
CGDV Capital Group Divid Value ETF	$0	$528,000 0.03% of portfolio	14,495	Q3 2024 Reduced 0.25%
SPSM Spdr Portfolio S&P 600 Small C	$0	$521,000 0.03% of portfolio	11,451	Q3 2024 Reduced 2.47%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$521,000 0.03% of portfolio	12,625	Q3 2024 Reduced 39.59%
VPU Vanguard Utilities ETF	$0	$505,000 0.03% of portfolio	2,902	Q3 2024 Reduced 14.07%
HEDJ Wisdomtree Europe Hedged Equit	$0	$505,000 0.03% of portfolio	11,253	Q3 2024 Reduced 3.57%
MLN Vaneck Long Muni ETF	$0	$502,000 0.03% of portfolio	27,471	Q3 2024 Added 0.21%
SUB Ishares Short Term National Mu	$0	$489,000 0.02% of portfolio	4,613	Q3 2024 New
UBOT Direxion Dly Robotics, Art Int	$0	$483,000 0.02% of portfolio	20,448	Q3 2024 Added 34.85%
SCHE Schwab Strategic Tr Us Emergin	$0	$479,000 0.02% of portfolio	16,418	Q3 2024 New
XAR Spdr S&P Aerospace & Defense E	$0	$459,000 0.02% of portfolio	2,920	Q3 2024 Reduced 0.27%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$450,000 0.02% of portfolio	5,671	Q2 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$447,000 0.02% of portfolio	7,549	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$446,000 0.02% of portfolio	7,761	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$433,000 0.02% of portfolio	4,280	Q3 2024 Reduced 1.27%
IWV Ishares Russell 3000 ETF	$0	$431,000 0.02% of portfolio	1,322	Q3 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$429,000 0.02% of portfolio	3,419	Q3 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.