Meridian Wealth Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Meridian Wealth Management, LLC

CIK Number: 0001697300

2.34B
Market Value
602
# 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...
177.69
+0.40% 812.64K +0.62% 88.07M 124.32 4.26% Share
2 AAPL Apple Inc.
256.87
+1.81% 391.53K +9.27% 86.97M 232.08 4.21% Share
3 XOM Exxon Mobil Cor...
115.61
+0.92% 716.77K -0.34% 85.25M 114.9 4.13% Share
4 QQQ Invesco QQQ Tru...
593.53
-0.43% 158.3K -0.28% 74.23M 488.19 3.59% Share
5 AMZN Amazon.com, Inc...
218.15
-0.94% 325.66K +1.49% 61.96M 187.01 3.00% Share
6 MSFT Microsoft Corpo...
506.91
-0.64% 161.31K -7.16% 60.56M 430.16 2.93% Share
7 SPY SPDR S&P 500 ET...
657.97
-0.47% 94.91K +1.53% 53.09M 550.2 2.57% Share
8 JPM JPMorgan Chase ...
313.44
+0.01% 193.8K -0.05% 47.54M 205.56 2.30% Share
9 BRK-B Berkshire Hatha...
495.15
-0.39% 73.48K +1.32% 39.13M 461.16 1.89% Share
10 BND Vanguard Total ...
74.21
-0.11% 436.99K +21.78% 32.1M 74.49 1.55% Share
11 IVV iShares Core S&...
661.15
-0.47% 48.35K -6.33% 27.17M 577.83 1.32% Share
12 GOOGL Alphabet Inc.
245.76
-0.56% 148.86K +2.25% 23.02M 182.19 1.11% Share
13 SCHG Schwab U.S. Lar...
31.50
-0.6% 896.33K -7.32% 22.44M 26.09 1.09% Share
14 VUG Vanguard Growth...
474.28
-0.55% 57.99K +3.47% 21.49M 383.7 1.04% Share
15 VTV Vanguard Value ...
184.99
-0.49% 117.06K +3.99% 20.22M 174.3 0.98% Share
16 META Meta Platforms,...
748.91
-1.54% 32.52K +5.02% 18.74M 521.31 0.91% Share
17 COST Costco Wholesal...
943.31
-0.21% 18.06K -3.75% 17.08M 849.73 0.83% Share
18 ABBV AbbVie Inc.
218.58
-0.64% 77.82K +7.65% 16.3M 173.95 0.79% Share
19 ISRG Intuitive Surgi...
438.12
-1.32% 32.42K +18.20% 16.06M 445.5 0.78% Share
20 UNH UnitedHealth Gr...
345.75
-1.72% 29.68K -0.42% 15.55M 505.06 0.75% Share
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