Meridian Wealth Management, LLC

CIK Number: 0001697300

2.07B
Market Value
606
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NVDA NVIDIA Corporat...
155.10
+0.51% 807.63K +1.53% 108.46M 124.42 5.13%
2 AAPL Apple Inc.
201.21
-0.18% 358.3K -1.05% 89.73M 233 4.24%
3 QQQ Invesco QQQ Tru...
546.29
+0.95% 158.74K +0.50% 81.15M 488.19 3.84%
4 XOM Exxon Mobil Cor...
110.07
+1.57% 719.19K +1.54% 77.36M 114.9 3.66%
5 MSFT Microsoft Corpo...
497.50
+1.06% 173.76K +1.58% 73.24M 430.16 3.46%
6 AMZN Amazon.com, Inc...
217.26
+2.49% 320.87K +1.96% 70.39M 186.96 3.33%
7 SPY SPDR S&P 500 ET...
611.96
+0.80% 93.48K +12.60% 54.79M 550.06 2.59%
8 JPM JPMorgan Chase ...
288.83
+1.68% 193.91K -1.85% 46.48M 205.56 2.20%
9 BRK-B Berkshire Hatha...
485.71
-0.1% 72.52K +0.64% 32.87M 460.22 1.56%
10 IVV iShares Core S&...
614.96
+0.82% 51.61K +9.30% 30.38M 577.83 1.44%
11 GOOGL Alphabet Inc.
173.50
+1.65% 145.59K +1.59% 27.56M 182.81 1.30%
12 SCHG Schwab U.S. Lar...
28.88
+0.87% 967.14K +308.98% 26.95M 26.09 1.28%
13 BND Vanguard Total ...
73.52
+0.29% 358.85K +14.18% 25.8M 74.71 1.22%
14 VUG Vanguard Growth...
433.78
+0.82% 56.04K +0.82% 22.98M 384.15 1.09%
15 VTV Vanguard Value ...
176.23
+0.72% 112.57K +4.01% 19.05M 174.37 0.90%
16 META Meta Platforms,...
726.45
+2.51% 30.97K +15.14% 18.13M 518.55 0.86%
17 GOOG Alphabet Inc.
174.38
+1.69% 93.47K +0.99% 17.8M 183.48 0.84%
18 COST Costco Wholesal...
983.03
-0.36% 18.77K -0.65% 17.2M 849.73 0.81%
19 AVGO Broadcom Inc.
270.21
+2.10% 72.61K +11.14% 16.83M 170.87 0.80%
20 SMH VanEck Semicond...
277.33
+0.77% 68.99K -0.03% 16.71M 259.79 0.79%
21 VOO Vanguard 500 In...
564.28
+0.81% 29.21K -1.12% 15.74M 527.67 0.74%
22 UNH UnitedHealth Gr...
302.52
+0.17% 29.81K -4.34% 15.08M 505.06 0.71%
23 ISRG Intuitive Surgi...
534.45
+2.46% 27.43K -0.22% 14.32M 436.45 0.68%
24 WMT Walmart Inc.
96.16
-1.13% 151.23K +4.69% 13.68M 81.18 0.65%
25 TSLA Tesla, Inc.
326.14
-0.43% 33.77K +14.07% 13.64M 233.79 0.65%
26 CAT Caterpillar Inc...
382.01
+2.81% 37.4K -0.79% 13.57M 391.12 0.64%
27 SHOP Shopify Inc.
113.17
-0.63% 126.35K +9.13% 13.43M 70.88 0.64%
28 IWM iShares Russell...
215.50
+1.67% 60.75K -4.95% 13.42M 220.89 0.64%
29 HD The Home Depot,...
363.71
+0.51% 34.01K -2.78% 13.23M 405.2 0.63%
30 SPYV SPDR Portfolio ...
51.93
+0.56% 252.26K -3.31% 12.9M 48.51 0.61%
31 ABBV AbbVie Inc.
186.97
+0.85% 72.29K -3.46% 12.85M 171.23 0.61%
32 IJH iShares Core S&...
61.88
+1.38% 203.88K +1.45% 12.7M 62.32 0.60%
33 COWZ Pacer US Cash C...
54.78
+0.81% 214.06K -6.02% 12.09M 54.64 0.57%
34 IBM International B...
292.32
+0.43% 54.94K -5.18% 12.07M 221.08 0.57%
35 SCHB Schwab U.S. Bro...
23.61
+0.92% 516.82K +213.07% 11.73M 22.19 0.56%
36 DGRO iShares Core Di...
63.44
+0.69% 185.83K +1.42% 11.4M 58.09 0.54%
37 AMD Advanced Micro ...
143.75
+0.25% 93.68K -6.45% 11.32M 164.08 0.54%
38 GLD SPDR Gold Share...
306.79
-0.11% 46.58K +2.57% 11.28M 221.51 0.53%
39 HEFA iShares Currenc...
37.73
+0.68% 317.56K +15.72% 11.04M 35.46 0.52%
40 RDDT Reddit, Inc.
143.99
+1.63% 67.14K +47.07% 10.97M 97.48 0.52%
41 SCHF Schwab Internat...
21.89
+1.08% 589.38K +91.14% 10.9M 20.56 0.52%
42 BUFR First Trust Cbo...
31.64
+0.52% 354.1K +9.15% 10.79M 29.13 0.51%
43 VBR Vanguard Small ...
195.46
+1.41% 54.33K +4.01% 10.77M 200.68 0.51%
44 CVX Chevron Corpora...
144.42
+0.83% 72.55K -3.33% 10.51M 147.27 0.50%
45 SYBT Stock Yards Ban...
78.94
+2.53% 143.21K -2.25% 10.26M 61.99 0.49%
46 VTI Vanguard Total ...
302.04
+0.90% 34.48K +11.63% 9.99M 283.85 0.47%
47 SCHA Schwab U.S. Sma...
25.27
+1.59% 383.96K +76.48% 9.93M 25.75 0.47%
48 PG The Procter & G...
158.66
-0.19% 58.8K +1.11% 9.86M 173.14 0.47%
49 DIA SPDR Dow Jones ...
434.02
+0.97% 21.92K +2.16% 9.33M 392.18 0.44%
50 AER AerCap Holdings...
115.73
+0.94% 96.2K -4.94% 9.21M 92.34 0.44%
51 SHV iShares Short T...
110.38
+0.01% 83.13K +105.74% 9.15M 110.36 0.43%
52 GOVT iShares U.S. Tr...
22.94
+0.22% 381.33K +3.25% 8.76M 22.59 0.41%
53 CRM Salesforce, Inc...
270.60
+1.06% 25.13K +5.92% 8.4M 261.17 0.40%
54 PEP PepsiCo, Inc.
128.20
+0.14% 54.02K -4.21% 8.21M 170.05 0.39%
55 MRK Merck & Co., In...
78.92
-0.94% 78.35K -10.56% 7.79M 127.43 0.37%
56 SCHJ Schwab 1-5 Year...
24.79
+0.18% 316.13K +116.09% 7.71M 24.78 0.36%
57 TFLO iShares Treasur...
50.62
0.00% 149K +45.04% 7.52M 50.46 0.36%
58 LLY Eli Lilly and C...
795.71
+0.43% 9.46K +4.62% 7.3M 880.9 0.35%
59 IJR iShares Core S&...
109.20
+1.52% 62.96K +2.21% 7.25M 116.92 0.34%
60 IGSB iShares 1-5 Yea...
52.70
+0.18% 139.39K -4.59% 7.21M 52.66 0.34%
61 SOXX iShares Semicon...
239.16
+0.82% 33.38K -0.98% 7.19M 230.59 0.34%
62 SCHD Schwab U.S. Div...
26.39
+0.71% 259.56K +205.93% 7.09M 28.16 0.34%
63 SCHM Schwab U.S. Mid...
27.86
+1.18% 254.01K +213.08% 7.04M 27.7 0.33%
64 XSMO Invesco S&P Sma...
67.74
+1.36% 106.24K -3.04% 7.02M 60.24 0.33%
65 ORCL Oracle Corporat...
213.02
+1.09% 41.48K +14.32% 6.91M 152.44 0.33%
66 V Visa Inc.
346.26
+0.29% 21.86K +5.74% 6.91M 266.1 0.33%
67 VIG Vanguard Divide...
203.59
+0.62% 34.87K -0.13% 6.83M 198.06 0.32%
68 RTX RTX Corporation
142.71
+0.94% 58.72K -8.25% 6.8M 121.16 0.32%
69 MA Mastercard Inco...
546.24
-0.63% 12.44K +6.85% 6.55M 443.76 0.31%
70 BIL SPDR Bloomberg ...
91.69
+0.02% 71.58K +5.51% 6.54M 91.47 0.31%
71 VCIT Vanguard Interm...
82.66
+0.30% 81.4K +3.68% 6.53M 79.45 0.31%
72 IGM iShares Expande...
111.17
+1.10% 62.94K -0.79% 6.43M 95.94 0.30%
73 MAIN Main Street Cap...
59.34
+1.78% 109.28K +0.49% 6.4M 50.54 0.30%
74 DE Deere & Company
508.48
+0.34% 14.59K -3.59% 6.18M 417.33 0.29%
75 JNJ Johnson & Johns...
152.17
-0.07% 42.74K +0.43% 6.18M 161.99 0.29%
76 HOOD Robinhood Marke...
84.56
+2.18% 165.53K +100.00% 6.17M 37.26 0.29%
77 ARES Ares Management...
171.32
+1.49% 34.6K -1.04% 6.13M 137.53 0.29%
78 NFLX Netflix, Inc.
1306.80
+2.47% 6.83K +4.85% 6.09M 685.06 0.29%
79 KLAC KLA Corporation
903.10
+1.08% 9.21K +0.58% 5.81M 773.58 0.27%
80 SPYG SPDR Portfolio ...
94.26
+0.96% 65.13K -8.64% 5.72M 80.71 0.27%
81 GDX VanEck Gold Min...
52.55
+1.22% 168.52K +7.10% 5.71M 34.28 0.27%
82 VOT Vanguard Mid-Ca...
280.12
+0.84% 21.94K +1.50% 5.56M 243.62 0.26%
83 PANW Palo Alto Netwo...
202.23
-1.01% 30.55K +96.65% 5.56M 170.9 0.26%
84 VRP Invesco Variabl...
24.39
+0.16% 228.5K +7.63% 5.53M 23.85 0.26%
85 VCSH Vanguard Short-...
79.41
+0.18% 70.78K +0.30% 5.52M 77.03 0.26%
86 KMI Kinder Morgan, ...
28.89
+2.05% 201.35K -10.27% 5.52M 19.79 0.26%
87 IOO iShares Global ...
106.68
+0.82% 52.65K +28.24% 5.31M 99.51 0.25%
88 XMHQ Invesco S&P Mid...
97.72
+1.18% 53.68K -1.67% 5.29M 98.23 0.25%
89 PWB Invesco Dynamic...
115.16
+0.95% 51.5K +0.57% 5.24M 94.63 0.25%
90 SPLG SPDR Portfolio ...
72.20
+0.80% 74.25K +6.04% 5.12M 64.55 0.24%
91 TSM Taiwan Semicond...
224.01
+0.57% 25.86K -3.57% 5.11M 173.67 0.24%
92 SLV iShares Silver ...
33.34
+0.98% 191.27K +7.65% 5.04M 26.82 0.24%
93 IQLT iShares MSCI In...
42.80
+0.93% 134.26K -0.54% 4.98M 41.1 0.24%
94 DKNG DraftKings Inc.
42.23
-1.18% 130.44K +1.67K% 4.85M 37.21 0.23%
95 KYN Kayne Anderson ...
12.47
-0.08% 381.19K -5.86% 4.84M 11 0.23%
96 ACN Accenture plc
296.02
+0.48% 13.67K +1.96% 4.81M 304.65 0.23%
97 NOW ServiceNow, Inc...
1012.00
+0.68% 4.39K +39.38% 4.66M 870.43 0.22%
98 VB Vanguard Small ...
237.05
+1.40% 18.98K +8.16% 4.56M 237.44 0.22%
99 CRWD CrowdStrike Hol...
505.58
+2.33% 13.26K -4.86% 4.54M 392.15 0.21%
100 DHI D.R. Horton, In...
127.17
-0.09% 31.72K +1.27% 4.43M 137.57 0.21%
101 BSV Vanguard Short-...
78.66
+0.17% 56.97K -4.55% 4.4M 78.69 0.21%
102 UNP Union Pacific C...
229.69
+1.27% 19.01K +0.42% 4.33M 246.4 0.20%
103 XLE Energy Select S...
85.73
+1.41% 50.51K -2.71% 4.33M 91.2 0.20%
104 SO The Southern Co...
90.25
-0.16% 52.26K +1.45% 4.3M 90.07 0.20%
105 EMR Emerson Electri...
132.87
+2.65% 34.59K +0.84% 4.29M 109.49 0.20%
106 SCHV Schwab U.S. Lar...
27.45
+0.75% 163.45K +189.33% 4.26M 26.79 0.20%
107 TRI Thomson Reuters...
197.20
+0.75% 26.46K +0.17% 4.24M 170.58 0.20%
108 IYW iShares U.S. Te...
171.64
+0.87% 26.02K +64.66% 4.15M 154.72 0.20%
109 QQQM Invesco NASDAQ ...
224.86
+0.96% 19.62K -2.57% 4.13M 198.35 0.20%
110 TXN Texas Instrumen...
206.37
+0.48% 21.96K +1.24% 4.12M 206.34 0.19%
111 SPHY SPDR Portfolio ...
23.72
+0.25% 174.23K +10.93% 4.09M 23.37 0.19%
112 DON WisdomTree U.S....
49.96
+1.32% 80.18K +2.51% 4.09M 46.96 0.19%
113 AMGN Amgen Inc.
279.05
-0.47% 15.53K -2% 4.05M 322.21 0.19%
114 CIBR First Trust NAS...
74.98
+0.74% 63.35K +20.85% 4.02M 58.78 0.19%
115 GILD Gilead Sciences...
107.67
+1.65% 43.48K +2.42% 4.02M 84.04 0.19%
116 IEF iShares 7-10 Ye...
95.64
+0.35% 43.42K +1.06% 4.01M 98.06 0.19%
117 ANET Arista Networks...
101.72
+5.62% 36.03K +100.00% 3.98M 110.53 0.19%
118 ARCC Ares Capital Co...
21.77
+1.00% 179.86K +1.79% 3.94M 20.73 0.19%
119 SCHX Schwab U.S. Lar...
24.23
+0.81% 169.28K +187.88% 3.92M 22.62 0.19%
120 DFAC Dimensional U.S...
35.55
+1.01% 113.24K -19.89% 3.92M 32.2 0.19%
121 DLR Digital Realty ...
169.69
-1.49% 21.99K -0.66% 3.9M 161.83 0.18%
122 XLV Health Care Sel...
134.22
+0.24% 28.27K +0.42% 3.89M 144.94 0.18%
123 LAMR Lamar Advertisi...
121.23
+1.65% 31.8K -0.05% 3.87M 133.6 0.18%
124 ROP Roper Technolog...
565.34
-0.28% 7.38K +1.91% 3.83M 555.76 0.18%
125 TLT iShares 20+ Yea...
87.93
+0.48% 42.8K +59.74% 3.74M 94.07 0.18%
126 EOG EOG Resources, ...
121.07
+1.04% 30.39K +5.19% 3.72M 126.11 0.18%
127 NOC Northrop Grumma...
493.68
+1.39% 7.72K -0.3% 3.62M 528.07 0.17%
128 PAYX Paychex, Inc.
141.10
+2.29% 25.8K +3.30% 3.62M 134.38 0.17%
129 FV First Trust Dor...
58.63
+1.09% 61.03K 0.00% 3.6M 56.97 0.17%
130 FE FirstEnergy Cor...
39.96
+0.10% 90.13K -8.7% 3.59M 44.35 0.17%
131 SHY iShares 1-3 Yea...
82.83
+0.11% 43.63K +68.37% 3.58M 82.67 0.17%
132 ORLY O'Reilly Automo...
88.22
+0.43% 2.97K +4.11% 3.52M 1027.11 0.17%
133 EFA iShares MSCI EA...
88.55
+1.13% 44.73K +9.42% 3.38M 82.94 0.16%
134 GSBD Goldman Sachs B...
11.66
+0.47% 278.46K +10.65% 3.37M 14.87 0.16%
135 IWP iShares Russell...
138.18
+0.96% 26.58K +77.36% 3.37M 121.42 0.16%
136 GIS General Mills, ...
50.36
-0.63% 52.65K +1.95% 3.36M 73.66 0.16%
137 IWF iShares Russell...
419.42
+0.96% 8.32K -1.32% 3.34M 375.38 0.16%
138 SPGI S&P Global Inc.
515.63
-1.09% 6.7K -5.61% 3.34M 454.07 0.16%
139 VPL Vanguard Pacifi...
81.61
+1.42% 46.68K -0.15% 3.32M 78.39 0.16%
140 WAT Waters Corporat...
355.50
+1.57% 8.9K +1.56% 3.3M 360.06 0.16%
141 PAVE Global X U.S. I...
43.40
+1.46% 80.5K -1.18% 3.25M 36.75 0.15%
142 VTEB Vanguard Tax-Ex...
48.95
+0.09% 63.25K +1.59% 3.17M 51.1 0.15%
143 VYM Vanguard High D...
132.15
+0.88% 24.06K +6.27% 3.07M 128.16 0.15%
144 FTEC Fidelity MSCI I...
195.38
+0.86% 16.31K -15.58% 3.02M 174.5 0.14%
145 HACK ETFMG Prime Cyb...
85.56
+0.66% 40.28K +26.35% 3M 69.58 0.14%
146 FNDX Schwab Fundamen...
24.36
+0.85% 126.47K +198.08% 2.99M 23.92 0.14%
147 UL Unilever PLC
60.66
-1.02% 52.75K +0.48% 2.99M 64.92 0.14%
148 LMT Lockheed Martin...
458.13
-0.06% 6.08K +27.68% 2.96M 563.18 0.14%
149 VO Vanguard Mid Ca...
277.93
+0.78% 11.01K +11.19% 2.91M 263.86 0.14%
150 VEA Vanguard Develo...
56.48
+1.10% 60.69K +2.69% 2.9M 52.68 0.14%