Meridian Wealth Management, LLC

CIK Number: 0001697300

2.34B
Market Value
604
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

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