Meridian Wealth Management, LLC
CIK Number: 0001697300
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | NVDA | NVIDIA Corporat... | 175.56 | -3.54% | 812.64K | +0.62% | 88.07M | 124.32 | 4.26% | Share |
2 | AAPL | Apple Inc. | 230.59 | -0.13% | 391.53K | +9.27% | 86.97M | 232.08 | 4.21% | Share |
3 | XOM | Exxon Mobil Cor... | 107.39 | +0.64% | 716.77K | -0.34% | 85.25M | 114.9 | 4.13% | Share |
4 | QQQ | Invesco QQQ Tru... | 568.98 | -1.41% | 158.3K | -0.28% | 74.23M | 488.19 | 3.59% | Share |
5 | AMZN | Amazon.com, Inc... | 227.87 | -1.56% | 325.66K | +1.49% | 61.96M | 187.01 | 3.00% | Share |
6 | MSFT | Microsoft Corpo... | 509.80 | -1.41% | 161.31K | -7.16% | 60.56M | 430.16 | 2.93% | Share |
7 | SPY | SPDR S&P 500 ET... | 639.43 | -0.6% | 94.91K | +1.53% | 53.09M | 550.2 | 2.57% | Share |
8 | JPM | JPMorgan Chase ... | 290.50 | -0.35% | 193.8K | -0.05% | 47.54M | 205.56 | 2.30% | Share |
9 | BRK-B | Berkshire Hatha... | 485.18 | +1.39% | 73.48K | +1.32% | 39.13M | 461.16 | 1.89% | Share |
10 | BND | Vanguard Total ... | 73.50 | +0.20% | 436.99K | +21.78% | 32.1M | 74.49 | 1.55% | Share |
11 | IVV | iShares Core S&... | 642.56 | -0.59% | 48.35K | -6.33% | 27.17M | 577.83 | 1.32% | Share |
12 | GOOGL | Alphabet Inc. | 201.56 | -0.95% | 148.86K | +2.25% | 23.02M | 182.19 | 1.11% | Share |
13 | SCHG | Schwab U.S. Lar... | 30.30 | -1.4% | 896.33K | -7.32% | 22.44M | 26.09 | 1.09% | Share |
14 | VUG | Vanguard Growth... | 455.49 | -1.44% | 57.99K | +3.47% | 21.49M | 383.7 | 1.04% | Share |
15 | VTV | Vanguard Value ... | 181.05 | +0.43% | 117.06K | +3.99% | 20.22M | 174.3 | 0.98% | Share |
16 | META | Meta Platforms,... | 751.38 | -2.08% | 32.52K | +5.02% | 18.74M | 521.31 | 0.91% | Share |
17 | COST | Costco Wholesal... | 980.75 | +0.14% | 18.06K | -3.75% | 17.08M | 849.73 | 0.83% | Share |
18 | ABBV | AbbVie Inc. | 206.09 | -0.23% | 77.82K | +7.65% | 16.3M | 173.95 | 0.79% | Share |
19 | ISRG | Intuitive Surgi... | 479.19 | -0.43% | 32.42K | +18.20% | 16.06M | 445.5 | 0.78% | Share |
20 | UNH | UnitedHealth Gr... | 304.22 | -1.38% | 29.68K | -0.42% | 15.55M | 505.06 | 0.75% | Share |
21 | GOOG | Alphabet Inc. | 202.44 | -0.9% | 96.83K | +3.60% | 15.13M | 182.53 | 0.73% | Share |
22 | VOO | Vanguard S&P 50... | 587.78 | -0.6% | 28.41K | -2.76% | 14.6M | 527.67 | 0.71% | Share |
23 | SMH | VanEck Semicond... | 290.67 | -2.09% | 67.74K | -1.81% | 14.32M | 259.79 | 0.69% | Share |
24 | WMT | Walmart Inc. | 101.31 | +0.61% | 160.07K | +5.85% | 14.07M | 81.55 | 0.68% | Share |
25 | GLD | SPDR Gold Share... | 305.28 | -0.54% | 48.68K | +4.50% | 14.03M | 224.38 | 0.68% | Share |
26 | IBM | International B... | 241.10 | +0.69% | 54.07K | -1.58% | 13.44M | 221.08 | 0.65% | Share |
27 | SPYV | SPDR Portfolio ... | 54.08 | +0.17% | 253.69K | +0.57% | 12.96M | 48.52 | 0.63% | Share |
28 | CVX | Chevron Corpora... | 152.28 | -1.96% | 76.95K | +6.08% | 12.87M | 148.42 | 0.62% | Share |
29 | CAT | Caterpillar Inc... | 415.92 | +0.79% | 38.97K | +4.21% | 12.85M | 388.64 | 0.62% | Share |
30 | AVGO | Broadcom Inc. | 294.50 | -3.68% | 76.43K | +5.25% | 12.8M | 170.7 | 0.62% | Share |
31 | HD | The Home Depot,... | 406.12 | +2.89% | 34.5K | +1.44% | 12.64M | 404.65 | 0.61% | Share |
32 | COWZ | Pacer US Cash C... | 57.02 | +0.37% | 227.67K | +6.36% | 12.47M | 54.65 | 0.60% | Share |
33 | IWM | iShares Russell... | 226.07 | -0.83% | 59.5K | -2.06% | 11.87M | 220.89 | 0.57% | Share |
34 | SHOP | Shopify Inc. | 139.18 | -2.75% | 123.53K | -2.23% | 11.79M | 70.88 | 0.57% | Share |
35 | IJH | iShares Core S&... | 63.78 | +0.15% | 201.71K | -1.07% | 11.77M | 62.32 | 0.57% | Share |
36 | HEFA | iShares Currenc... | 39.19 | +0.10% | 319.47K | +0.60% | 11.59M | 35.47 | 0.56% | Share |
37 | DGRO | iShares Core Di... | 66.27 | +0.26% | 187.4K | +0.84% | 11.58M | 58.12 | 0.56% | Share |
38 | VTI | Vanguard Total ... | 314.55 | -0.64% | 41.77K | +21.14% | 11.48M | 282.28 | 0.56% | Share |
39 | SCHF | Schwab Internat... | 22.75 | -0.18% | 562.98K | -4.48% | 11.14M | 20.56 | 0.54% | Share |
40 | SCHB | Schwab U.S. Bro... | 24.66 | -0.66% | 516.21K | -0.12% | 11.11M | 22.19 | 0.54% | Share |
41 | BUFR | First Trust Cbo... | 32.60 | -0.35% | 370.47K | +4.62% | 11M | 29.15 | 0.53% | Share |
42 | AER | AerCap Holdings... | 115.09 | +0.49% | 106.54K | +10.75% | 10.89M | 93.29 | 0.53% | Share |
43 | VBR | Vanguard Small ... | 203.78 | +0.38% | 58.12K | +6.97% | 10.83M | 199.74 | 0.52% | Share |
44 | PG | The Procter & G... | 158.34 | +1.69% | 60.76K | +3.33% | 10.35M | 173.05 | 0.50% | Share |
45 | GOVT | iShares U.S. Tr... | 22.89 | +0.22% | 434.56K | +13.96% | 9.99M | 22.64 | 0.48% | Share |
46 | SYBT | Stock Yards Ban... | 75.76 | +0.25% | 144.05K | +0.59% | 9.95M | 62.03 | 0.48% | Share |
47 | AMD | Advanced Micro ... | 166.48 | -5.48% | 92.61K | -1.14% | 9.52M | 164.08 | 0.46% | Share |
48 | DIA | SPDR Dow Jones ... | 449.09 | +0.01% | 21.86K | -0.31% | 9.18M | 392.18 | 0.44% | Share |
49 | HOOD | Robinhood Marke... | 107.49 | -6.55% | 218.02K | +31.71% | 9.07M | 38.31 | 0.44% | Share |
50 | V | Visa Inc. | 342.48 | -0.08% | 25.6K | +17.10% | 8.97M | 278.42 | 0.43% | Share |
51 | SCHJ | Schwab 1-5 Year... | 24.84 | +0.02% | 363.18K | +14.88% | 8.95M | 24.76 | 0.43% | Share |
52 | TSLA | Tesla, Inc. | 329.17 | -1.79% | 33.68K | -0.26% | 8.73M | 233.79 | 0.42% | Share |
53 | SHV | iShares Short T... | 110.32 | +0.02% | 78.71K | -5.32% | 8.69M | 110.36 | 0.42% | Share |
54 | UNP | Union Pacific C... | 223.42 | +1.52% | 35.42K | +86.36% | 8.37M | 241.69 | 0.41% | Share |
55 | PEP | PepsiCo, Inc. | 152.21 | +1.78% | 55.29K | +2.36% | 8.29M | 169.59 | 0.40% | Share |
56 | LLY | Eli Lilly and C... | 704.12 | +0.87% | 9.77K | +3.34% | 8.07M | 879.13 | 0.39% | Share |
57 | RTX | RTX Corporation | 153.72 | -1.14% | 60.76K | +3.46% | 8.05M | 121.54 | 0.39% | Share |
58 | GDX | VanEck Gold Min... | 56.64 | -2.51% | 168.74K | +0.13% | 7.76M | 34.3 | 0.38% | Share |
59 | IGSB | iShares 1-5 Yea... | 52.83 | +0.05% | 147.44K | +5.77% | 7.72M | 52.64 | 0.37% | Share |
60 | SCHD | Schwab U.S. Div... | 27.44 | +0.67% | 270.55K | +4.23% | 7.56M | 28.16 | 0.37% | Share |
61 | RDDT | Reddit, Inc. | 227.81 | -5.77% | 69.12K | +2.95% | 7.25M | 97.69 | 0.35% | Share |
62 | JNJ | Johnson & Johns... | 177.75 | +0.85% | 43.4K | +1.54% | 7.2M | 162.04 | 0.35% | Share |
63 | MA | Mastercard Inco... | 585.74 | +0.27% | 12.51K | +0.57% | 6.86M | 444.36 | 0.33% | Share |
64 | DE | Deere & Company | 489.20 | -0.39% | 14.43K | -1.12% | 6.77M | 417.33 | 0.33% | Share |
65 | VCIT | Vanguard Interm... | 83.08 | +0.14% | 82.79K | +1.70% | 6.77M | 79.48 | 0.33% | Share |
66 | BIL | SPDR Bloomberg ... | 91.64 | +0.02% | 72.67K | +1.52% | 6.67M | 91.47 | 0.32% | Share |
67 | ORCL | Oracle Corporat... | 234.32 | -5.92% | 47.64K | +14.87% | 6.66M | 150.81 | 0.32% | Share |
68 | XSMO | Invesco S&P Sma... | 70.50 | -0.02% | 105.57K | -0.62% | 6.62M | 60.24 | 0.32% | Share |
69 | TFLO | iShares Treasur... | 50.58 | +0.02% | 130.16K | -12.65% | 6.59M | 50.46 | 0.32% | Share |
70 | SPLG | SPDR Portfolio ... | 75.24 | -0.6% | 100.19K | +34.93% | 6.59M | 64.86 | 0.32% | Share |
71 | SCHM | Schwab U.S. Mid... | 28.93 | -0.02% | 250.41K | -1.42% | 6.56M | 27.7 | 0.32% | Share |
72 | SCHA | Schwab U.S. Sma... | 26.41 | -0.66% | 277.79K | -27.65% | 6.51M | 25.75 | 0.32% | Share |
73 | VIG | Vanguard Divide... | 209.56 | +0.01% | 33.41K | -4.18% | 6.48M | 198.06 | 0.31% | Share |
74 | NFLX | Netflix, Inc. | 1214.13 | -2.49% | 6.94K | +1.57% | 6.47M | 688.88 | 0.31% | Share |
75 | MRK | Merck & Co., In... | 85.02 | +0.95% | 70.39K | -10.16% | 6.32M | 127.43 | 0.31% | Share |
76 | SOXX | iShares Semicon... | 244.93 | -1.65% | 33.5K | +0.36% | 6.3M | 230.44 | 0.31% | Share |
77 | CRM | Salesforce, Inc... | 245.63 | +0.68% | 23.21K | -7.65% | 6.23M | 261.17 | 0.30% | Share |
78 | KLAC | KLA Corporation | 875.11 | -0.94% | 9.13K | -0.88% | 6.21M | 773.58 | 0.30% | Share |
79 | IJR | iShares Core S&... | 114.72 | +0.10% | 58.44K | -7.17% | 6.11M | 116.92 | 0.30% | Share |
80 | SLV | iShares Silver ... | 33.88 | -1.95% | 192.59K | +0.69% | 5.97M | 26.84 | 0.29% | Share |
81 | IQLT | iShares MSCI In... | 43.14 | +0.02% | 149.25K | +11.17% | 5.92M | 40.96 | 0.29% | Share |
82 | VRP | Invesco Variabl... | 24.52 | +0.02% | 240.97K | +5.46% | 5.84M | 23.87 | 0.28% | Share |
83 | IGM | iShares Expande... | 115.83 | -1.9% | 64.22K | +2.04% | 5.82M | 95.83 | 0.28% | Share |
84 | MAIN | Main Street Cap... | 65.14 | -0.75% | 102.69K | -6.03% | 5.81M | 50.54 | 0.28% | Share |
85 | IOO | iShares Global ... | 113.81 | -0.81% | 58.49K | +11.10% | 5.63M | 99.19 | 0.27% | Share |
86 | VCSH | Vanguard Short-... | 79.60 | +0.06% | 70.05K | -1.03% | 5.53M | 77.03 | 0.27% | Share |
87 | VOT | Vanguard Mid-Ca... | 285.25 | -0.59% | 22.6K | +3.02% | 5.53M | 243.65 | 0.27% | Share |
88 | PANW | Palo Alto Netwo... | 181.63 | +3.10% | 31.73K | +3.87% | 5.42M | 170.89 | 0.26% | Share |
89 | SPYG | SPDR Portfolio ... | 98.75 | -1.31% | 65.63K | +0.78% | 5.27M | 80.71 | 0.26% | Share |
90 | SO | The Southern Co... | 94.14 | +1.38% | 57.21K | +9.47% | 5.26M | 90.23 | 0.25% | Share |
91 | KMI | Kinder Morgan, ... | 26.36 | +0.48% | 177.85K | -11.67% | 5.07M | 19.79 | 0.25% | Share |
92 | ARES | Ares Management... | 180.41 | -4.68% | 33.59K | -2.92% | 4.93M | 137.53 | 0.24% | Share |
93 | XMHQ | Invesco S&P Mid... | 103.06 | +0.19% | 53.8K | +0.22% | 4.92M | 98.22 | 0.24% | Share |
94 | PWB | Invesco Dynamic... | 118.43 | -1.28% | 51.06K | -0.85% | 4.9M | 94.63 | 0.24% | Share |
95 | SPHY | SPDR Portfolio ... | 23.68 | -0.02% | 204.56K | +17.41% | 4.79M | 23.37 | 0.23% | Share |
96 | CRWD | CrowdStrike Hol... | 418.27 | -1.89% | 13.4K | +1.03% | 4.72M | 391.75 | 0.23% | Share |
97 | GILD | Gilead Sciences... | 117.99 | 0.00% | 41.63K | -4.25% | 4.66M | 84.04 | 0.23% | Share |
98 | AMGN | Amgen Inc. | 295.44 | +0.96% | 14.71K | -5.28% | 4.58M | 322.21 | 0.22% | Share |
99 | TRI | Thomson Reuters... | 175.11 | +1.25% | 26.44K | -0.08% | 4.57M | 170.58 | 0.22% | Share |
100 | XLE | Energy Select S... | 85.08 | +0.04% | 48.38K | -4.23% | 4.52M | 91.2 | 0.22% | Share |
101 | SCHV | Schwab U.S. Lar... | 28.39 | +0.42% | 168.84K | +3.30% | 4.49M | 26.78 | 0.22% | Share |
102 | ROP | Roper Technolog... | 532.49 | +0.04% | 7.6K | +3.08% | 4.48M | 556.77 | 0.22% | Share |
103 | ACN | Accenture plc | 255.78 | +2.67% | 14.12K | +3.34% | 4.41M | 304.89 | 0.21% | Share |
104 | CIBR | First Trust NAS... | 71.70 | -0.62% | 69.31K | +9.40% | 4.37M | 59.14 | 0.21% | Share |
105 | ORLY | O'Reilly Automo... | 103.06 | +1.65% | 3.01K | +1.45% | 4.31M | 1032.9 | 0.21% | Share |
106 | VB | Vanguard Small ... | 246.05 | -0.21% | 19.23K | +1.33% | 4.26M | 237.24 | 0.21% | Share |
107 | NOW | ServiceNow, Inc... | 887.13 | -0.55% | 5.33K | +21.24% | 4.24M | 857.41 | 0.21% | Share |
108 | TSM | Taiwan Semicond... | 232.69 | -3.61% | 25.42K | -1.71% | 4.22M | 173.67 | 0.20% | Share |
109 | BSV | Vanguard Short-... | 78.64 | +0.08% | 53.67K | -5.8% | 4.2M | 78.69 | 0.20% | Share |
110 | DKNG | DraftKings Inc. | 45.01 | -1.52% | 124.99K | -4.18% | 4.15M | 37.21 | 0.20% | Share |
111 | TLT | iShares 20+ Yea... | 86.69 | +0.62% | 45.16K | +5.50% | 4.11M | 93.91 | 0.20% | Share |
112 | EOG | EOG Resources, ... | 117.25 | -0.41% | 32.01K | +5.32% | 4.1M | 126.22 | 0.20% | Share |
113 | IEF | iShares 7-10 Ye... | 95.39 | +0.26% | 42.77K | -1.49% | 4.08M | 98.06 | 0.20% | Share |
114 | NOC | Northrop Grumma... | 586.23 | +0.24% | 7.93K | +2.72% | 4.06M | 527.64 | 0.20% | Share |
115 | FE | FirstEnergy Cor... | 43.41 | +1.34% | 100.12K | +11.09% | 4.05M | 43.96 | 0.20% | Share |
116 | XLV | Health Care Sel... | 136.74 | +0.62% | 27.69K | -2.03% | 4.04M | 144.94 | 0.20% | Share |
117 | GE | GE Aerospace | 265.75 | -1.01% | 20.07K | +18.61% | 4.02M | 183.98 | 0.19% | Share |
118 | DON | WisdomTree U.S.... | 51.84 | +0.58% | 80.78K | +0.75% | 4M | 46.98 | 0.19% | Share |
119 | PAYX | Paychex, Inc. | 138.93 | +0.99% | 25.8K | +0.01% | 3.98M | 134.38 | 0.19% | Share |
120 | DHI | D.R. Horton, In... | 167.95 | +1.69% | 31.11K | -1.93% | 3.95M | 137.57 | 0.19% | Share |
121 | ARCC | Ares Capital Co... | 22.39 | -0.11% | 178.17K | -0.94% | 3.95M | 20.73 | 0.19% | Share |
122 | TXN | Texas Instrumen... | 195.86 | +0.79% | 21.96K | -0.00% | 3.95M | 206.34 | 0.19% | Share |
123 | IWP | iShares Russell... | 139.70 | -0.8% | 33.08K | +24.47% | 3.89M | 120.64 | 0.19% | Share |
124 | SDVY | First Trust SMI... | 37.13 | +0.31% | 113.93K | +63.02% | 3.82M | 34.65 | 0.18% | Share |
125 | EMR | Emerson Electri... | 131.55 | -0.21% | 34.53K | -0.18% | 3.79M | 109.49 | 0.18% | Share |
126 | DFAC | Dimensional U.S... | 37.23 | -0.33% | 111.06K | -1.93% | 3.66M | 32.2 | 0.18% | Share |
127 | LAMR | Lamar Advertisi... | 120.51 | -0.72% | 32.03K | +0.72% | 3.64M | 133.46 | 0.18% | Share |
128 | GSBD | Goldman Sachs B... | 11.25 | +0.81% | 313.29K | +12.51% | 3.64M | 14.51 | 0.18% | Share |
129 | QQQM | Invesco NASDAQ ... | 234.24 | -1.4% | 18.81K | -4.1% | 3.63M | 198.35 | 0.18% | Share |
130 | IEFA | iShares Core MS... | 86.04 | +0.01% | 47.46K | +32.65% | 3.59M | 73.06 | 0.17% | Share |
131 | IYW | iShares U.S. Te... | 180.44 | -1.95% | 25.33K | -2.65% | 3.56M | 154.72 | 0.17% | Share |
132 | HACK | Amplify Cyberse... | 82.48 | -0.76% | 48.48K | +20.36% | 3.48M | 69.95 | 0.17% | Share |
133 | VPL | Vanguard Pacifi... | 86.41 | -0.5% | 47.61K | +1.99% | 3.45M | 78.27 | 0.17% | Share |
134 | EFA | iShares MSCI EA... | 92.10 | +0.01% | 41.81K | -6.51% | 3.42M | 82.94 | 0.17% | Share |
135 | ADBE | Adobe Inc. | 360.99 | +1.05% | 8.88K | +36.30% | 3.4M | 487.47 | 0.16% | Share |
136 | SPGI | S&P Global Inc. | 553.93 | +0.49% | 6.67K | -0.52% | 3.39M | 454.07 | 0.16% | Share |
137 | FV | First Trust Dor... | 60.85 | -0.1% | 61.03K | 0.00% | 3.35M | 56.97 | 0.16% | Share |
138 | SCHX | Schwab U.S. Lar... | 25.30 | -0.65% | 151.18K | -10.69% | 3.34M | 22.62 | 0.16% | Share |
139 | WAT | Waters Corporat... | 297.94 | +2.95% | 9.05K | +1.79% | 3.34M | 360.21 | 0.16% | Share |
140 | FNF | Fidelity Nation... | 59.48 | +1.34% | 49.88K | +0.31% | 3.25M | 50.08 | 0.16% | Share |
141 | VTEB | Vanguard Tax-Ex... | 48.90 | +0.01% | 64.94K | +2.67% | 3.22M | 51.07 | 0.16% | Share |
142 | VYM | Vanguard High D... | 137.18 | +0.13% | 24.81K | +3.13% | 3.2M | 128.19 | 0.15% | Share |
143 | VEA | Vanguard Develo... | 58.74 | -0.12% | 62.12K | +2.36% | 3.16M | 52.64 | 0.15% | Share |
144 | DLR | Digital Realty ... | 166.51 | +0.90% | 21.9K | -0.41% | 3.14M | 161.83 | 0.15% | Share |
145 | BMY | Bristol-Myers S... | 48.33 | +0.28% | 50.5K | -1.46% | 3.08M | 51.74 | 0.15% | Share |
146 | ANET | Arista Networks... | 132.53 | -3.99% | 39.25K | +8.94% | 3.04M | 107.82 | 0.15% | Share |
147 | ING | ING Groep N.V. | 24.68 | -0.02% | 154.55K | +0.63% | 3.03M | 18.15 | 0.15% | Share |
148 | UL | Unilever PLC | 61.94 | +1.05% | 50.7K | -3.9% | 3.02M | 64.92 | 0.15% | Share |
149 | PAVE | Global X U.S. I... | 46.30 | +0.34% | 79.84K | -0.81% | 3.01M | 36.75 | 0.15% | Share |
150 | IWF | iShares Russell... | 442.61 | -1.46% | 8.12K | -2.42% | 2.93M | 375.38 | 0.14% | Share |