| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 28 | Q3 2023 | 7.9% |
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 6.0% |
| APPLE INC | 28 | Q3 2023 | 7.4% |
| MICROSOFT CORP | 28 | Q3 2023 | 5.6% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.5% |
| BOEING CO | 28 | Q3 2023 | 5.4% |
| UNITEDHEALTH GROUP INC | 28 | Q3 2023 | 2.7% |
| SPDR DOW JONES INDL AVRG ETF | 28 | Q3 2023 | 3.8% |
| META PLATFORMS INC | 28 | Q3 2023 | 4.2% |
View Meridian Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-01-27 |
View Meridian Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.