$2.47 Billion is the total value of Meridian Wealth Management, LLC's 537 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 191.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | Sell | AMAZON COM INC | $139,769,000 | +912.0% | 7,381 | -4.8% | 5.66% | -10.0% |
NFLX | Buy | NETFLIX INC | $131,240,000 | +942.7% | 35,729 | +1.2% | 5.31% | -7.3% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $129,253,000 | +983.7% | 69,216 | +4.3% | 5.23% | -3.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $113,848,000 | +948.4% | 38,856 | +1.1% | 4.61% | -6.7% |
BA | Sell | BOEING CO | $91,381,000 | +811.2% | 25,104 | -4.5% | 3.70% | -19.0% |
AAPL | Buy | APPLE INC | $89,709,000 | +1088.4% | 45,325 | +14.1% | 3.63% | +5.7% |
JPM | Buy | JPMORGAN CHASE & CO | $84,323,000 | +1034.1% | 75,423 | +2.7% | 3.41% | +0.9% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $66,363,000 | +932.7% | 94,091 | -0.4% | 2.69% | -8.1% |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $62,002,000 | +1210.0% | 70,051 | +24.3% | 2.51% | +16.5% |
MSFT | Sell | MICROSOFT CORP | $54,158,000 | +1030.4% | 40,428 | -0.5% | 2.19% | +0.6% |
KDP | Buy | KEURIG DR PEPPER INC | $50,237,000 | +1004.6% | 173,830 | +6.9% | 2.03% | -1.8% |
BAC | Sell | BANK AMER CORP | $48,530,000 | +947.3% | 167,344 | -0.4% | 1.96% | -6.9% |
UNH | Buy | UNITEDHEALTH GROUP INC | $44,672,000 | +893.8% | 18,308 | +0.7% | 1.81% | -11.6% |
DIS | Buy | DISNEY WALT CO | $43,445,000 | +8712.4% | 31,112 | +600.2% | 1.76% | +684.8% |
CRM | Buy | SALESFORCE COM INC | $36,027,000 | +3952.5% | 23,744 | +323.2% | 1.46% | +260.0% |
CTBI | COMMUNITY TR BANCORP INC | $32,895,000 | +929.9% | 77,785 | 0.0% | 1.33% | -8.4% | |
V | Sell | VISA INC | $27,093,000 | +1007.6% | 15,611 | -0.3% | 1.10% | -1.4% |
MPC | Buy | MARATHON PETE CORP | $21,912,000 | +1219.2% | 39,213 | +41.3% | 0.89% | +17.3% |
LMT | Buy | LOCKHEED MARTIN CORP | $21,777,000 | +1358.6% | 5,990 | +20.4% | 0.88% | +29.7% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $19,846,000 | +864.8% | 27,764 | -5.6% | 0.80% | -14.2% |
FB | Sell | FACEBOOK INCcl a | $18,196,000 | +1053.1% | 9,428 | -0.4% | 0.74% | +2.5% |
NEE | Sell | NEXTERA ENERGY INC | $17,676,000 | +948.4% | 8,628 | -1.1% | 0.72% | -6.8% |
NVDA | Buy | NVIDIA CORP | $17,010,000 | +878.7% | 10,357 | +7.0% | 0.69% | -13.0% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $15,884,000 | +922.8% | 7,451 | -3.6% | 0.64% | -9.1% |
GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $15,479,000 | +955.9% | 26,338 | +2.1% | 0.63% | -6.1% |
ISRG | Sell | INTUITIVE SURGICAL INC | $14,965,000 | +159.5% | 2,853 | -71.8% | 0.61% | -76.9% |
JNJ | Buy | JOHNSON & JOHNSON | $13,671,000 | +911.9% | 9,816 | +1.6% | 0.55% | -10.1% |
SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $13,595,000 | +838.9% | 23,812 | -8.9% | 0.55% | -16.5% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $13,156,000 | +916.7% | 8,052 | -2.7% | 0.53% | -9.7% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $12,745,000 | +909.9% | 1,177 | +9.8% | 0.52% | -10.1% |
MO | Sell | ALTRIA GROUP INC | $12,657,000 | +702.1% | 26,732 | -2.7% | 0.51% | -28.7% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $11,922,000 | +688.5% | 7,401 | -24.3% | 0.48% | -29.8% |
HD | Sell | HOME DEPOT INC | $11,738,000 | +907.6% | 5,644 | -7.1% | 0.48% | -10.4% |
DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $11,198,000 | +928.3% | 4,212 | +0.2% | 0.45% | -8.7% |
PYPL | Sell | PAYPAL HLDGS INC | $10,551,000 | +940.5% | 9,218 | -5.6% | 0.43% | -7.4% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $10,547,000 | +907.4% | 12,674 | -3.8% | 0.43% | -10.3% |
SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $10,483,000 | +935.9% | 14,935 | -0.2% | 0.42% | -7.8% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $10,449,000 | +942.8% | 9,692 | +1.1% | 0.42% | -7.2% |
CME | Sell | CME GROUP INC | $10,135,000 | +1073.0% | 5,221 | -0.5% | 0.41% | +4.3% |
CVX | Buy | CHEVRON CORP NEW | $9,967,000 | +917.0% | 8,010 | +0.7% | 0.40% | -9.6% |
ADBE | Buy | ADOBE INC | $9,685,000 | +1039.4% | 3,287 | +3.1% | 0.39% | +1.3% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,031,000 | +967.5% | 5,764 | +4.2% | 0.37% | -4.9% |
PGR | Sell | PROGRESSIVE CORP OHIO | $8,797,000 | +983.4% | 11,007 | -2.3% | 0.36% | -3.5% |
T | Sell | AT&T INC | $8,766,000 | +634.8% | 26,159 | -31.3% | 0.36% | -34.6% |
CSCO | Sell | CISCO SYS INC | $8,642,000 | +661.4% | 15,790 | -24.9% | 0.35% | -32.2% |
AMT | Buy | AMERICAN TOWER CORP NEW | $8,487,000 | +942.6% | 4,151 | +0.4% | 0.34% | -7.3% |
PG | Sell | PROCTER AND GAMBLE CO | $8,092,000 | +890.5% | 7,381 | -6.0% | 0.33% | -11.8% |
WM | Buy | WASTE MGMT INC DEL | $8,084,000 | +1018.1% | 7,007 | +0.6% | 0.33% | -0.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $8,011,000 | +862.9% | 7,222 | -6.6% | 0.32% | -14.5% |
ROKU | Sell | ROKU INC | $7,924,000 | +1282.9% | 8,748 | -1.5% | 0.32% | +23.0% |
D | Buy | DOMINION ENERGY INC | $7,853,000 | +955.5% | 10,158 | +4.7% | 0.32% | -6.2% |
OKE | Buy | ONEOK INC NEW | $7,862,000 | +895.2% | 11,425 | +1.0% | 0.32% | -11.4% |
DVY | Buy | ISHARES TRselect divid etf | $7,839,000 | +916.7% | 7,873 | +0.2% | 0.32% | -9.7% |
NOW | Buy | SERVICENOW INC | $7,457,000 | +1070.6% | 2,716 | +5.1% | 0.30% | +4.1% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,208,000 | +969.4% | 22,459 | +4.3% | 0.29% | -4.9% |
BYND | New | BEYOND MEAT INC | $7,091,000 | – | 4,413 | +100.0% | 0.29% | – |
BP | Buy | BP PLCsponsored adr | $6,945,000 | +909.4% | 16,657 | +5.8% | 0.28% | -10.2% |
CSX | Sell | CSX CORP | $6,854,000 | +880.5% | 8,859 | -5.1% | 0.28% | -12.9% |
KWEB | Buy | KRANESHARES TRcsi chi internet | $6,736,000 | +981.2% | 15,325 | +15.9% | 0.27% | -3.5% |
CELG | Sell | CELGENE CORP | $6,406,000 | +474.5% | 6,930 | -41.4% | 0.26% | -48.9% |
CNI | Buy | CANADIAN NATL RY CO | $6,390,000 | +942.4% | 6,910 | +0.8% | 0.26% | -7.2% |
ZNGA | New | ZYNGA INCcl a | $6,406,000 | – | 104,500 | +100.0% | 0.26% | – |
GOOG | Sell | ALPHABET INCcap stk cl c | $6,151,000 | +454.6% | 569 | -39.8% | 0.25% | -50.7% |
VOO | Buy | VANGUARD INDEX FDS | $6,138,000 | +1197.7% | 2,280 | +25.2% | 0.25% | +15.3% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $6,129,000 | +835.7% | 10,727 | -3.1% | 0.25% | -16.8% |
BBT | BB&T CORP | $6,122,000 | +955.5% | 12,461 | 0.0% | 0.25% | -6.1% | |
SHOP | New | SHOPIFY INCcl a | $6,042,000 | – | 2,013 | +100.0% | 0.24% | – |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $6,019,000 | +915.0% | 11,342 | +0.0% | 0.24% | -9.6% |
PCG | New | PG&E CORP | $5,845,000 | – | 25,500 | +100.0% | 0.24% | – |
EFA | Sell | ISHARES TRmsci eafe etf | $5,776,000 | +567.7% | 8,787 | -35.6% | 0.23% | -40.6% |
IWR | New | ISHARES TRrus mid cap etf | $5,736,000 | – | 10,264 | +100.0% | 0.23% | – |
VIG | Sell | VANGUARD GROUPdiv app etf | $5,689,000 | +660.6% | 4,940 | -27.6% | 0.23% | -32.4% |
PEP | Buy | PEPSICO INC | $5,662,000 | +986.8% | 4,318 | +1.6% | 0.23% | -3.4% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $5,549,000 | +846.9% | 3,004 | -1.9% | 0.22% | -15.7% |
MELI | New | MERCADOLIBRE INC | $5,415,000 | – | 885 | +100.0% | 0.22% | – |
IWM | Buy | ISHARES TRrussell 2000 etf | $5,393,000 | +919.5% | 3,468 | +0.3% | 0.22% | -9.5% |
PFE | Buy | PFIZER INC | $5,362,000 | +951.4% | 12,376 | +3.1% | 0.22% | -6.5% |
ABT | Buy | ABBOTT LABS | $5,343,000 | +955.9% | 6,353 | +0.4% | 0.22% | -6.1% |
PODD | New | INSULET CORP | $5,129,000 | – | 4,296 | +100.0% | 0.21% | – |
CMCSA | New | COMCAST CORP NEWcl a | $5,149,000 | – | 12,178 | +100.0% | 0.21% | – |
SMDV | Sell | PROSHARES TRruss 2000 divd | $5,058,000 | +326.5% | 8,533 | -58.1% | 0.20% | -62.0% |
MUB | ISHARES TRnational mun etf | $5,076,000 | +917.2% | 4,488 | 0.0% | 0.20% | -9.7% | |
MS | Sell | MORGAN STANLEY | $4,972,000 | +182.7% | 11,350 | -72.8% | 0.20% | -74.9% |
IXN | Buy | ISHARES TRglobal tech etf | $4,955,000 | +952.0% | 2,760 | +0.3% | 0.20% | -6.1% |
GPN | Buy | GLOBAL PMTS INC | $4,932,000 | +1085.6% | 3,080 | +1.1% | 0.20% | +5.8% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,920,000 | +1285.9% | 9,650 | +36.5% | 0.20% | +22.8% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $4,852,000 | +1947.3% | 3,084 | +96.8% | 0.20% | +81.5% |
COP | Buy | CONOCOPHILLIPS | $4,768,000 | +1071.5% | 7,817 | +28.3% | 0.19% | +4.3% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $4,637,000 | +901.5% | 3,362 | +2.4% | 0.19% | -10.9% |
GLD | Buy | SPDR GOLD TRUST | $4,641,000 | +999.8% | 3,484 | +0.7% | 0.19% | -2.1% |
INTC | Sell | INTEL CORP | $4,598,000 | +589.4% | 9,604 | -22.7% | 0.19% | -38.8% |
BKNG | Buy | BOOKING HLDGS INC | $4,387,000 | +977.9% | 234 | +0.4% | 0.18% | -3.8% |
IRM | Buy | IRON MTN INC NEW | $4,362,000 | +805.0% | 13,935 | +2.6% | 0.18% | -19.2% |
EXAS | Buy | EXACT SCIENCES CORP | $4,380,000 | +1273.0% | 3,710 | +0.8% | 0.18% | +22.1% |
DE | Sell | DEERE & CO | $4,339,000 | +918.5% | 2,618 | -1.9% | 0.18% | -9.3% |
BK | Buy | BANK NEW YORK MELLON CORP | $4,352,000 | +781.0% | 9,857 | +0.5% | 0.18% | -21.8% |
AES | Buy | AES CORP | $4,312,000 | +829.3% | 25,725 | +0.2% | 0.18% | -17.1% |
IVV | Sell | ISHARES TRcore s&p500 etf | $4,310,000 | +1093.9% | 1,462 | -15.3% | 0.17% | +6.1% |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $4,261,000 | +414.6% | 9,396 | -45.9% | 0.17% | -54.4% |
HEI | New | HEICO CORP NEW | $4,233,000 | – | 3,164 | +100.0% | 0.17% | – |
USDP | USD PARTNERS LP | $4,172,000 | +943.0% | 36,955 | 0.0% | 0.17% | -7.1% | |
SPTS | Buy | SPDR SERIES TRUSTportfolio sh tsr | $4,145,000 | +971.1% | 13,817 | +6.2% | 0.17% | -4.5% |
COST | Buy | COSTCO WHSL CORP NEW | $4,147,000 | +997.1% | 1,569 | +0.5% | 0.17% | -2.3% |
CVS | Sell | CVS HEALTH CORP | $4,144,000 | +523.2% | 7,605 | -38.3% | 0.17% | -44.6% |
SON | Buy | SONOCO PRODS CO | $4,123,000 | +996.5% | 6,310 | +3.2% | 0.17% | -2.3% |
CIEN | New | CIENA CORP | $4,095,000 | – | 9,956 | +100.0% | 0.17% | – |
IEFA | New | ISHARES TRcore msci eafe | $4,019,000 | – | 6,545 | +100.0% | 0.16% | – |
PHM | New | PULTE GROUP INC | $4,024,000 | – | 12,726 | +100.0% | 0.16% | – |
MSCI | Buy | MSCI INC | $3,974,000 | +1190.3% | 1,664 | +7.3% | 0.16% | +15.0% |
ALGN | Buy | ALIGN TECHNOLOGY INC | $3,985,000 | +1035.3% | 1,456 | +17.8% | 0.16% | +0.6% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $3,957,000 | +904.3% | 15,083 | -0.5% | 0.16% | -10.6% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,862,000 | +826.1% | 3,740 | +0.1% | 0.16% | -17.9% |
EL | LAUDER ESTEE COS INCcl a | $3,818,000 | +1006.7% | 2,085 | 0.0% | 0.16% | -1.3% | |
MA | Buy | MASTERCARD INCcl a | $3,842,000 | +1089.5% | 1,452 | +5.8% | 0.16% | +5.4% |
KMX | Sell | CARMAX INC | $3,803,000 | +1025.1% | 4,380 | -9.6% | 0.15% | 0.0% |
VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $3,770,000 | +826.3% | 4,314 | -9.1% | 0.15% | -17.3% |
KMB | New | KIMBERLY CLARK CORP | $3,763,000 | – | 2,823 | +100.0% | 0.15% | – |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,730,000 | +950.7% | 2,485 | +1.3% | 0.15% | -6.8% |
ILMN | Buy | ILLUMINA INC | $3,719,000 | +1095.8% | 1,010 | +1.0% | 0.15% | +6.3% |
DISCA | Sell | DISCOVERY INC | $3,696,000 | +956.0% | 12,040 | -7.1% | 0.15% | -5.7% |
IEMG | Buy | ISHARES INCcore msci emkt | $3,712,000 | +908.7% | 7,214 | +1.5% | 0.15% | -10.2% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,600,000 | +1088.1% | 8,467 | +18.7% | 0.15% | +5.8% |
Sell | FLAHERTY & CRUMRINE DYN PFD | $3,619,000 | +899.7% | 14,458 | -5.2% | 0.15% | -11.5% | |
TROW | New | PRICE T ROWE GROUP INC | $3,601,000 | – | 3,282 | +100.0% | 0.15% | – |
AXP | Buy | AMERICAN EXPRESS CO | $3,578,000 | +1046.8% | 2,898 | +1.4% | 0.14% | +2.1% |
HII | New | HUNTINGTON INGALLS INDS INC | $3,546,000 | – | 1,578 | +100.0% | 0.14% | – |
IJH | Buy | ISHARES TRcore s&p mcp etf | $3,457,000 | +1104.5% | 1,780 | +17.2% | 0.14% | +6.9% |
CTRP | Sell | CTRIP COM INTL LTDsponsored ads | $3,433,000 | +694.7% | 9,302 | -5.9% | 0.14% | -29.4% |
VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,391,000 | +1045.6% | 8,131 | +12.2% | 0.14% | +1.5% |
XAR | Sell | SPDR SERIES TRUSTaerospace def | $3,351,000 | +879.8% | 3,225 | -13.4% | 0.14% | -12.8% |
CE | Buy | CELANESE CORP DEL | $3,336,000 | +1008.3% | 3,095 | +1.3% | 0.14% | -1.5% |
MCD | Buy | MCDONALDS CORP | $3,342,000 | +1056.4% | 1,609 | +5.6% | 0.14% | +2.3% |
FSS | New | FEDERAL SIGNAL CORP | $3,302,000 | – | 12,345 | +100.0% | 0.13% | – |
PFF | Sell | ISHARES TRpfd and incm sec | $3,260,000 | +873.1% | 8,846 | -3.4% | 0.13% | -13.2% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $3,181,000 | +919.6% | 1,995 | +0.4% | 0.13% | -9.2% |
IVZ | New | INVESCO LTD | $3,184,000 | – | 15,560 | +100.0% | 0.13% | – |
PINS | New | PINTEREST INCcl a | $3,129,000 | – | 11,496 | +100.0% | 0.13% | – |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $3,135,000 | +1385.8% | 3,893 | +47.1% | 0.13% | +32.3% |
SPYD | Buy | SPDR SERIES TRUSTprtflo s&p500 hi | $3,109,000 | +1313.2% | 8,173 | +40.6% | 0.13% | +26.0% |
ALXN | Sell | ALEXION PHARMACEUTICALS INC | $3,107,000 | +805.8% | 2,372 | -6.5% | 0.13% | -19.2% |
KO | Buy | COCA COLA CO | $3,045,000 | +1003.3% | 5,981 | +1.6% | 0.12% | -2.4% |
ZION | Sell | ZIONS BANCORPORATION N A | $3,038,000 | +880.0% | 6,608 | -3.3% | 0.12% | -12.8% |
TTE | Buy | TOTAL S Asponsored ads | $3,039,000 | +993.2% | 5,448 | +9.1% | 0.12% | -3.1% |
SQ | Sell | SQUARE INCcl a | $3,008,000 | +757.0% | 4,147 | -11.3% | 0.12% | -23.8% |
XOM | Buy | EXXON MOBIL CORP | $3,014,000 | +853.8% | 3,933 | +0.7% | 0.12% | -15.3% |
SO | Buy | SOUTHERN CO | $3,022,000 | +1118.5% | 5,466 | +13.8% | 0.12% | +8.0% |
PZA | Buy | INVESCO EXCHNG TRADED FD TRnatl amt muni | $2,963,000 | +918.2% | 11,338 | +0.0% | 0.12% | -9.1% |
KMI | New | KINDER MORGAN INC DEL | $2,933,000 | – | 14,048 | +100.0% | 0.12% | – |
SBUX | New | STARBUCKS CORP | $2,952,000 | – | 3,522 | +100.0% | 0.12% | – |
DUK | Sell | DUKE ENERGY CORP NEW | $2,933,000 | +816.6% | 3,325 | -6.4% | 0.12% | -18.5% |
CONE | New | CYRUSONE INC | $2,910,000 | – | 5,042 | +100.0% | 0.12% | – |
SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $2,907,000 | – | 7,974 | +100.0% | 0.12% | – |
IWD | Buy | ISHARES TRrus 1000 val etf | $2,910,000 | +943.0% | 2,287 | +1.2% | 0.12% | -7.1% |
C | New | CITIGROUP INC | $2,860,000 | – | 4,084 | +100.0% | 0.12% | – |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,853,000 | +568.1% | 1,684 | -28.0% | 0.12% | -40.7% |
CPRT | New | COPART INC | $2,836,000 | – | 3,795 | +100.0% | 0.12% | – |
NSC | NORFOLK SOUTHERN CORP | $2,811,000 | +964.8% | 1,410 | 0.0% | 0.11% | -5.0% | |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $2,798,000 | +936.3% | 1,236 | +0.2% | 0.11% | -8.1% |
RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $2,787,000 | – | 4,240 | +100.0% | 0.11% | – |
PVH | Sell | PVH CORP | $2,729,000 | +639.6% | 2,884 | -4.7% | 0.11% | -34.5% |
NEOG | NEOGEN CORP | $2,724,000 | +981.0% | 4,385 | 0.0% | 0.11% | -4.3% | |
BSJM | INVESCO EXCH TRD SLF IDX FD | $2,728,000 | +902.9% | 11,125 | 0.0% | 0.11% | -11.3% | |
SHYG | Sell | ISHARES TR0-5yr hi yl cp | $2,701,000 | +757.5% | 5,785 | -14.3% | 0.11% | -23.8% |
IBDQ | ISHARES TRibonds dec25 etf | $2,689,000 | +930.3% | 10,500 | 0.0% | 0.11% | -8.4% | |
VTEB | VANGUARD MUN BD FD INCtax exempt bd | $2,678,000 | +918.3% | 5,045 | 0.0% | 0.11% | -10.0% | |
RCL | New | ROYAL CARIBBEAN CRUISES LTD | $2,667,000 | – | 2,200 | +100.0% | 0.11% | – |
BLL | New | BALL CORP | $2,642,000 | – | 3,775 | +100.0% | 0.11% | – |
TIP | New | ISHARES TRtips bd etf | $2,611,000 | – | 2,261 | +100.0% | 0.11% | – |
GS | Sell | GOLDMAN SACHS GROUP INC | $2,608,000 | -44.9% | 1,275 | -94.8% | 0.11% | -95.1% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,611,000 | +1137.4% | 2,000 | +21.8% | 0.11% | +10.4% |
CGC | Buy | CANOPY GROWTH CORP | $2,564,000 | +1150.7% | 6,359 | +34.5% | 0.10% | +11.8% |
SSO | New | PROSHARES TR | $2,571,000 | – | 2,040 | +100.0% | 0.10% | – |
WMT | Buy | WALMART INC | $2,566,000 | +1035.4% | 2,322 | +0.3% | 0.10% | +1.0% |
ULTA | Buy | ULTA BEAUTY INC | $2,532,000 | +1105.7% | 730 | +21.3% | 0.10% | +6.2% |
UNP | Buy | UNION PACIFIC CORP | $2,464,000 | +918.2% | 1,457 | +0.7% | 0.10% | -9.1% |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $2,481,000 | – | 1,740 | +100.0% | 0.10% | – |
UTX | Buy | UNITED TECHNOLOGIES CORP | $2,440,000 | +938.3% | 1,874 | +2.8% | 0.10% | -7.5% |
CACI | New | CACI INTL INCcl a | $2,447,000 | – | 1,196 | +100.0% | 0.10% | – |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,371,000 | +968.0% | 2,128 | +3.6% | 0.10% | -5.0% |
ABBV | Buy | ABBVIE INC | $2,355,000 | +823.5% | 3,238 | +2.1% | 0.10% | -18.1% |
AB | Sell | ALLIANCEBERNSTEIN HOLDING LPunit ltd partn | $2,323,000 | +914.4% | 7,815 | -1.3% | 0.09% | -9.6% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $2,333,000 | +936.9% | 1,253 | +0.1% | 0.09% | -7.8% |
PM | Buy | PHILIP MORRIS INTL INC | $2,262,000 | +797.6% | 2,881 | +0.9% | 0.09% | -20.0% |
FIVE | Buy | FIVE BELOW INC | $2,278,000 | +869.4% | 1,898 | +0.5% | 0.09% | -14.0% |
IVOG | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $2,268,000 | +940.4% | 1,616 | +0.2% | 0.09% | -7.1% |
AGG | New | ISHARES TRcore us aggbd et | $2,218,000 | – | 1,992 | +100.0% | 0.09% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $2,189,000 | – | 1,310 | +100.0% | 0.09% | – |
IWN | Buy | ISHARES TRrus 2000 val etf | $2,192,000 | +979.8% | 1,819 | +7.3% | 0.09% | -3.3% |
TJX | Buy | TJX COS INC NEW | $2,170,000 | +895.4% | 4,105 | +0.2% | 0.09% | -11.1% |
DAL | New | DELTA AIR LINES INC DEL | $2,186,000 | – | 3,852 | +100.0% | 0.09% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $2,183,000 | – | 5,087 | +100.0% | 0.09% | – |
IWV | ISHARES TRrussell 3000 etf | $2,175,000 | +935.7% | 1,262 | 0.0% | 0.09% | -8.3% | |
TDG | New | TRANSDIGM GROUP INC | $2,148,000 | – | 444 | +100.0% | 0.09% | – |
ANET | Buy | ARISTA NETWORKS INC | $2,129,000 | +948.8% | 820 | +27.3% | 0.09% | -6.5% |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $2,122,000 | – | 2,389 | +100.0% | 0.09% | – |
CMC | New | COMMERCIAL METALS CO | $2,100,000 | – | 11,767 | +100.0% | 0.08% | – |
IYF | New | ISHARES TRu.s. finls etf | $2,111,000 | – | 1,681 | +100.0% | 0.08% | – |
MLN | New | VANECK VECTORS ETF TRamt free long mu | $2,107,000 | – | 10,148 | +100.0% | 0.08% | – |
MRK | Buy | MERCK & CO INC | $2,073,000 | +911.2% | 2,472 | +0.3% | 0.08% | -9.7% |
EQIX | New | EQUINIX INC | $2,047,000 | – | 406 | +100.0% | 0.08% | – |
FITB | New | FIFTH THIRD BANCORP | $2,060,000 | – | 7,383 | +100.0% | 0.08% | – |
ATVI | Sell | ACTIVISION BLIZZARD INC | $2,060,000 | +885.6% | 4,365 | -5.0% | 0.08% | -12.6% |
IQV | New | IQVIA HLDGS INC | $2,011,000 | – | 1,250 | +100.0% | 0.08% | – |
CF | New | CF INDS HLDGS INC | $1,985,000 | – | 4,251 | +100.0% | 0.08% | – |
FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $1,978,000 | – | 1,375 | +100.0% | 0.08% | – |
AMGN | Sell | AMGEN INC | $1,978,000 | +253.2% | 1,073 | -63.6% | 0.08% | -68.6% |
TXN | New | TEXAS INSTRS INC | $1,960,000 | – | 1,708 | +100.0% | 0.08% | – |
UAA | New | UNDER ARMOUR INCcl a | $1,960,000 | – | 7,734 | +100.0% | 0.08% | – |
ORLY | New | O REILLY AUTOMOTIVE INC NEW | $1,939,000 | – | 525 | +100.0% | 0.08% | – |
SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $1,918,000 | – | 6,645 | +100.0% | 0.08% | – |
IWS | Sell | ISHARES TRrus mdcp val etf | $1,929,000 | +429.9% | 2,164 | -48.4% | 0.08% | -53.0% |
EFAV | New | ISHARES TRmin vol eafe etf | $1,907,000 | – | 2,626 | +100.0% | 0.08% | – |
F | Buy | FORD MTR CO DEL | $1,897,000 | +1100.6% | 18,548 | +2.9% | 0.08% | +6.9% |
IEUR | New | ISHARES TRcore msci euro | $1,874,000 | – | 4,021 | +100.0% | 0.08% | – |
RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $1,888,000 | +420.1% | 2,901 | -49.3% | 0.08% | -53.9% |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $1,788,000 | +310.1% | 8,450 | -59.7% | 0.07% | -63.6% |
SHW | New | SHERWIN WILLIAMS CO | $1,789,000 | – | 390 | +100.0% | 0.07% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $1,762,000 | – | 6,101 | +100.0% | 0.07% | – |
IDXX | New | IDEXX LABS INC | $1,735,000 | – | 630 | +100.0% | 0.07% | – |
HON | New | HONEYWELL INTL INC | $1,711,000 | – | 980 | +100.0% | 0.07% | – |
DD | New | DUPONT DE NEMOURS INC | $1,711,000 | – | 2,280 | +100.0% | 0.07% | – |
STAG | New | STAG INDL INC | $1,716,000 | – | 5,675 | +100.0% | 0.07% | – |
HUM | New | HUMANA INC | $1,700,000 | – | 641 | +100.0% | 0.07% | – |
CAT | New | CATERPILLAR INC DEL | $1,706,000 | – | 1,252 | +100.0% | 0.07% | – |
MASI | New | MASIMO CORP | $1,697,000 | – | 1,140 | +100.0% | 0.07% | – |
CBRE | New | CBRE GROUP INCcl a | $1,662,000 | – | 3,240 | +100.0% | 0.07% | – |
IEI | Sell | ISHARES TR3 7 yr treas bd | $1,667,000 | +640.9% | 1,325 | -27.4% | 0.07% | -34.3% |
SLF | New | SUN LIFE FINL INC | $1,637,000 | – | 3,957 | +100.0% | 0.07% | – |
TSCO | New | TRACTOR SUPPLY CO | $1,623,000 | – | 1,492 | +100.0% | 0.07% | – |
SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $1,634,000 | – | 4,217 | +100.0% | 0.07% | – |
PAGS | New | PAGSEGURO DIGITAL LTD | $1,627,000 | – | 4,175 | +100.0% | 0.07% | – |
IJR | New | ISHARES TRcore s&p scp etf | $1,619,000 | – | 2,069 | +100.0% | 0.07% | – |
DOW | New | DOW INC | $1,603,000 | – | 3,251 | +100.0% | 0.06% | – |
TSN | New | TYSON FOODS INCcl a | $1,602,000 | – | 1,984 | +100.0% | 0.06% | – |
VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $1,601,000 | – | 1,781 | +100.0% | 0.06% | – |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $1,581,000 | +200.0% | 400 | -73.7% | 0.06% | -73.3% |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,575,000 | – | 2,972 | +100.0% | 0.06% | – |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,539,000 | – | 1,908 | +100.0% | 0.06% | – |
GES | New | GUESS INC | $1,543,000 | – | 9,554 | +100.0% | 0.06% | – |
USMV | New | ISHARES TRmin vol usa etf | $1,499,000 | – | 2,429 | +100.0% | 0.06% | – |
TWLO | New | TWILIO INCcl a | $1,501,000 | – | 1,101 | +100.0% | 0.06% | – |
TOWN | New | TOWNEBANK PORTSMOUTH VA | $1,462,000 | – | 5,360 | +100.0% | 0.06% | – |
VRSN | New | VERISIGN INC | $1,464,000 | – | 700 | +100.0% | 0.06% | – |
BCE | New | BCE INC | $1,399,000 | – | 3,075 | +100.0% | 0.06% | – |
COF | New | CAPITAL ONE FINL CORP | $1,420,000 | – | 1,565 | +100.0% | 0.06% | – |
PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $1,379,000 | – | 9,419 | +100.0% | 0.06% | – |
IR | New | INGERSOLL-RAND PLC | $1,393,000 | – | 1,100 | +100.0% | 0.06% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,390,000 | – | 931 | +100.0% | 0.06% | – |
YUM | New | YUM BRANDS INC | $1,383,000 | – | 1,250 | +100.0% | 0.06% | – |
BSJN | New | INVESCO EXCH TRD SLF IDX FD | $1,342,000 | – | 5,150 | +100.0% | 0.05% | – |
PPG | New | PPG INDS INC | $1,300,000 | – | 1,114 | +100.0% | 0.05% | – |
IVOV | New | VANGUARD ADMIRAL FDS INCmidcp 400 val | $1,290,000 | – | 1,050 | +100.0% | 0.05% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $1,295,000 | – | 1,485 | +100.0% | 0.05% | – |
GM | New | GENERAL MTRS CO | $1,255,000 | – | 3,257 | +100.0% | 0.05% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $1,268,000 | – | 941 | +100.0% | 0.05% | – |
UA | New | UNDER ARMOUR INCcl c | $1,268,000 | – | 5,707 | +100.0% | 0.05% | – |
OHI | New | OMEGA HEALTHCARE INVS INC | $1,212,000 | – | 3,298 | +100.0% | 0.05% | – |
CTAS | New | CINTAS CORP | $1,201,000 | – | 506 | +100.0% | 0.05% | – |
OKTA | New | OKTA INCcl a | $1,212,000 | – | 981 | +100.0% | 0.05% | – |
CVNA | New | CARVANA COcl a | $1,180,000 | – | 1,885 | +100.0% | 0.05% | – |
NKE | New | NIKE INCcl b | $1,179,000 | – | 1,405 | +100.0% | 0.05% | – |
O | New | REALTY INCOME CORP | $1,160,000 | – | 1,682 | +100.0% | 0.05% | – |
TGT | New | TARGET CORP | $1,163,000 | – | 1,342 | +100.0% | 0.05% | – |
New | UBS AG LONDON BRHen lg cp grwth | $1,124,000 | – | 414 | +100.0% | 0.04% | – | |
BLV | New | VANGUARD BD INDEX FD INClong term bond | $1,088,000 | – | 1,121 | +100.0% | 0.04% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $1,093,000 | – | 1,271 | +100.0% | 0.04% | – |
EXC | New | EXELON CORP | $1,075,000 | – | 2,243 | +100.0% | 0.04% | – |
BSJL | New | INVESCO EXCH TRD SLF IDX FD | $1,062,000 | – | 4,300 | +100.0% | 0.04% | – |
FLOT | New | ISHARES TRfltg rate nt etf | $1,043,000 | – | 2,048 | +100.0% | 0.04% | – |
SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $1,033,000 | – | 3,303 | +100.0% | 0.04% | – |
QLD | Sell | PROSHARES TR | $1,044,000 | +338.7% | 1,087 | -59.0% | 0.04% | -61.1% |
APH | New | AMPHENOL CORP NEWcl a | $1,024,000 | – | 1,068 | +100.0% | 0.04% | – |
WYNN | New | WYNN RESORTS LTD | $992,000 | – | 800 | +100.0% | 0.04% | – |
FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $991,000 | – | 1,755 | +100.0% | 0.04% | – |
LYFT | New | LYFT INC | $981,000 | – | 1,493 | +100.0% | 0.04% | – |
NVS | New | NOVARTIS A Gsponsored adr | $992,000 | – | 1,087 | +100.0% | 0.04% | – |
RWR | New | SPDR SERIES TRUSTdj reit etf | $968,000 | – | 980 | +100.0% | 0.04% | – |
RJF | New | RAYMOND JAMES FINANCIAL INC | $955,000 | – | 1,129 | +100.0% | 0.04% | – |
PSK | New | SPDR SERIES TRUSTwells fg pfd etf | $966,000 | – | 2,235 | +100.0% | 0.04% | – |
CTRE | New | CARETRUST REIT INC | $951,000 | – | 4,000 | +100.0% | 0.04% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $935,000 | – | 1,069 | +100.0% | 0.04% | – |
XPO | New | XPO LOGISTICS INC | $940,000 | – | 1,625 | +100.0% | 0.04% | – |
STMP | New | STAMPS COM INC | $932,000 | – | 2,058 | +100.0% | 0.04% | – |
VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $918,000 | – | 947 | +100.0% | 0.04% | – |
GE | New | GENERAL ELECTRIC CO | $926,000 | – | 8,814 | +100.0% | 0.04% | – |
PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $905,000 | – | 4,989 | +100.0% | 0.04% | – |
IHE | New | ISHARES TRu.s. pharma etf | $910,000 | – | 604 | +100.0% | 0.04% | – |
PDT | New | HANCOCK JOHN PREMUIM DIV FD | $917,000 | – | 5,408 | +100.0% | 0.04% | – |
MDT | New | MEDTRONIC PLC | $885,000 | – | 909 | +100.0% | 0.04% | – |
IHF | New | ISHARES TRus hlthcr pr etf | $892,000 | – | 520 | +100.0% | 0.04% | – |
M | New | MACYS INC | $882,000 | – | 4,110 | +100.0% | 0.04% | – |
SDOG | New | ALPS ETF TRsectr div dogs | $887,000 | – | 2,039 | +100.0% | 0.04% | – |
SCHW | New | THE CHARLES SCHWAB CORPORATI | $880,000 | – | 2,190 | +100.0% | 0.04% | – |
CHD | New | CHURCH & DWIGHT INC | $876,000 | – | 1,198 | +100.0% | 0.04% | – |
HSBCPRA | New | HSBC HLDGS PLCadr a 1/40pf a | $865,000 | – | 3,300 | +100.0% | 0.04% | – |
IAT | New | ISHARES TRus regnl bks etf | $861,000 | – | 1,875 | +100.0% | 0.04% | – |
BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $833,000 | – | 1,002 | +100.0% | 0.03% | – |
DIM | New | WISDOMTREE TRintl midcap dv | $833,000 | – | 1,345 | +100.0% | 0.03% | – |
GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $804,000 | – | 2,300 | +100.0% | 0.03% | – |
RA | New | BROOKFIELD REAL ASSETS INCOM | $814,000 | – | 3,752 | +100.0% | 0.03% | – |
IVE | New | ISHARES TRs&p 500 val etf | $816,000 | – | 700 | +100.0% | 0.03% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $800,000 | – | 1,665 | +100.0% | 0.03% | – |
HPT | New | HOSPITALITY PPTYS TR | $795,000 | – | 3,179 | +100.0% | 0.03% | – |
BBSA | New | JP MORGAN EXCHANGE TRADED FDbetabldrs 1-5yr | $785,000 | – | 3,084 | +100.0% | 0.03% | – |
PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $762,000 | – | 4,135 | +100.0% | 0.03% | – |
SOXL | New | DIREXION SHS ETF TRdly scond 3xbu | $767,000 | – | 517 | +100.0% | 0.03% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $773,000 | – | 1,377 | +100.0% | 0.03% | – |
AAP | New | ADVANCE AUTO PARTS INC | $771,000 | – | 500 | +100.0% | 0.03% | – |
IGRO | New | ISHARES TRintl div grwth | $750,000 | – | 1,343 | +100.0% | 0.03% | – |
VLO | New | VALERO ENERGY CORP NEW | $740,000 | – | 865 | +100.0% | 0.03% | – |
SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $743,000 | – | 1,221 | +100.0% | 0.03% | – |
SCZ | New | ISHARES TReafe sml cp etf | $730,000 | – | 1,272 | +100.0% | 0.03% | – |
WDFC | Sell | WD-40 CO | $732,000 | +257.1% | 460 | -62.0% | 0.03% | -67.7% |
SDY | New | SPDR SERIES TRUSTs&p divid etf | $736,000 | – | 730 | +100.0% | 0.03% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $707,000 | – | 1,500 | +100.0% | 0.03% | – |
IEP | New | ICAHN ENTERPRISES LPdepositary unit | $727,000 | – | 1,004 | +100.0% | 0.03% | – |
SNY | New | SANOFIsponsored adr | $705,000 | – | 1,630 | +100.0% | 0.03% | – |
MDB | New | MONGODB INCcl a | $718,000 | – | 472 | +100.0% | 0.03% | – |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $706,000 | -77.6% | 406 | -97.8% | 0.03% | -98.0% |
USB | New | US BANCORP DEL | $714,000 | – | 1,363 | +100.0% | 0.03% | – |
TLRY | New | TILRAY INC | $722,000 | – | 1,550 | +100.0% | 0.03% | – |
BSJK | New | INVESCO EXCH TRD SLF IDX FD | $723,000 | – | 3,000 | +100.0% | 0.03% | – |
CLH | New | CLEAN HARBORS INC | $697,000 | – | 981 | +100.0% | 0.03% | – |
MMM | New | 3M CO | $694,000 | – | 400 | +100.0% | 0.03% | – |
VFC | New | V F CORP | $691,000 | – | 791 | +100.0% | 0.03% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $698,000 | – | 331 | +100.0% | 0.03% | – |
ACB | Sell | AURORA CANNABIS INC | $701,000 | +309.9% | 8,967 | -52.4% | 0.03% | -64.1% |
TSLA | New | TESLA INC | $704,000 | – | 315 | +100.0% | 0.03% | – |
VRSK | New | VERISK ANALYTICS INC | $696,000 | – | 475 | +100.0% | 0.03% | – |
HBAN | New | HUNTINGTON BANCSHARES INC | $692,000 | – | 5,007 | +100.0% | 0.03% | – |
IWO | New | ISHARES TRrus 2000 grw etf | $656,000 | – | 326 | +100.0% | 0.03% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $675,000 | – | 2,224 | +100.0% | 0.03% | – |
AFL | New | AFLAC INC | $658,000 | – | 1,200 | +100.0% | 0.03% | – |
CHWY | New | CHEWY INCcl a | $637,000 | – | 1,820 | +100.0% | 0.03% | – |
AVGO | Sell | BROADCOM INC | $633,000 | +10.1% | 220 | -88.5% | 0.03% | -90.1% |
CRON | New | CRONOS GROUP INC | $651,000 | – | 4,074 | +100.0% | 0.03% | – |
SYK | New | STRYKER CORP | $617,000 | – | 300 | +100.0% | 0.02% | – |
ECL | New | ECOLAB INC | $618,000 | – | 313 | +100.0% | 0.02% | – |
ITW | New | ILLINOIS TOOL WKS INC | $623,000 | – | 413 | +100.0% | 0.02% | – |
KR | New | KROGER CO | $623,000 | – | 2,871 | +100.0% | 0.02% | – |
LRCX | New | LAM RESEARCH CORP | $611,000 | – | 325 | +100.0% | 0.02% | – |
LVS | New | LAS VEGAS SANDS CORP | $609,000 | – | 1,030 | +100.0% | 0.02% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC | $618,000 | – | 713 | +100.0% | 0.02% | – |
PPL | New | PPL CORP | $623,000 | – | 2,010 | +100.0% | 0.02% | – |
ANTM | New | ANTHEM INC | $584,000 | – | 207 | +100.0% | 0.02% | – |
IAC | New | IAC INTERACTIVECORP | $581,000 | – | 267 | +100.0% | 0.02% | – |
IWP | New | ISHARES TRrus md cp gr etf | $601,000 | – | 422 | +100.0% | 0.02% | – |
BHP | New | BHP GROUP LTDsponsored ads | $581,000 | – | 1,000 | +100.0% | 0.02% | – |
SIRI | Sell | SIRIUS XM HLDGS INC | $589,000 | +881.7% | 10,562 | -0.6% | 0.02% | -11.1% |
VIAB | New | VIACOM INC NEWcl b | $597,000 | – | 2,000 | +100.0% | 0.02% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $589,000 | – | 761 | +100.0% | 0.02% | – |
CINF | New | CINCINNATI FINL CORP | $578,000 | – | 557 | +100.0% | 0.02% | – |
CHY | New | CALAMOS CONV & HIGH INCOME F | $559,000 | – | 5,067 | +100.0% | 0.02% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $575,000 | – | 1,941 | +100.0% | 0.02% | – |
WDAY | New | WORKDAY INCcl a | $565,000 | – | 275 | +100.0% | 0.02% | – |
WPC | New | W P CAREY INC | $568,000 | – | 700 | +100.0% | 0.02% | – |
ABMD | New | ABIOMED INC | $560,000 | – | 215 | +100.0% | 0.02% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $578,000 | – | 500 | +100.0% | 0.02% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $569,000 | – | 972 | +100.0% | 0.02% | – |
VIS | New | VANGUARD WORLD FDSindustrial etf | $558,000 | – | 383 | +100.0% | 0.02% | – |
AEP | New | AMERICAN ELEC PWR CO INC | $574,000 | – | 652 | +100.0% | 0.02% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $579,000 | – | 350 | +100.0% | 0.02% | – |
YUMC | New | YUM CHINA HLDGS INC | $578,000 | – | 1,250 | +100.0% | 0.02% | – |
IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $508,000 | – | 350 | +100.0% | 0.02% | – |
LLL | New | L3 TECHNOLOGIES INC | $512,000 | – | 209 | +100.0% | 0.02% | – |
GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $520,000 | – | 1,300 | +100.0% | 0.02% | – |
YETI | New | YETI HLDGS INC | $531,000 | – | 1,835 | +100.0% | 0.02% | – |
GD | New | GENERAL DYNAMICS CORP | $515,000 | – | 283 | +100.0% | 0.02% | – |
PRU | New | PRUDENTIAL FINL INC | $511,000 | – | 506 | +100.0% | 0.02% | – |
EEFT | New | EURONET WORLDWIDE INC | $505,000 | – | 300 | +100.0% | 0.02% | – |
XLNX | Sell | XILINX INC | $495,000 | +45.6% | 420 | -84.4% | 0.02% | -87.1% |
USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $484,000 | – | 7,546 | +100.0% | 0.02% | – |
WFC | New | WELLS FARGO CO NEW | $496,000 | – | 1,049 | +100.0% | 0.02% | – |
CHI | New | CALAMOS CONV OPP AND INC FDsh ben int | $498,000 | – | 4,741 | +100.0% | 0.02% | – |
VMW | New | VMWARE INC | $502,000 | – | 300 | +100.0% | 0.02% | – |
VTR | New | VENTAS INC | $494,000 | – | 722 | +100.0% | 0.02% | – |
SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $472,000 | – | 1,445 | +100.0% | 0.02% | – |
DNP | New | DNP SELECT INCOME FD | $473,000 | – | 4,000 | +100.0% | 0.02% | – |
XMLV | Sell | INVESCO EXCHNG TRADED FD TRs&p midcp low | $478,000 | +2.6% | 932 | -90.1% | 0.02% | -91.0% |
NVO | New | NOVO-NORDISK A Sadr | $464,000 | – | 910 | +100.0% | 0.02% | – |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $473,000 | – | 1,850 | +100.0% | 0.02% | – |
BIIB | New | BIOGEN INC | $462,000 | – | 198 | +100.0% | 0.02% | – |
SPLK | New | SPLUNK INC | $471,000 | – | 374 | +100.0% | 0.02% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $459,000 | – | 370 | +100.0% | 0.02% | – |
LJPC | New | LA JOLLA PHARMACEUTICAL CO | $462,000 | – | 5,000 | +100.0% | 0.02% | – |
STWD | New | STARWOOD PPTY TR INC | $454,000 | – | 2,000 | +100.0% | 0.02% | – |
SYY | New | SYSCO CORP | $442,000 | – | 625 | +100.0% | 0.02% | – |
LASR | New | NLIGHT INC | $453,000 | – | 2,355 | +100.0% | 0.02% | – |
RTN | New | RAYTHEON CO | $436,000 | – | 251 | +100.0% | 0.02% | – |
LOW | New | LOWES COS INC | $451,000 | – | 447 | +100.0% | 0.02% | – |
APD | New | AIR PRODS & CHEMS INC | $432,000 | – | 191 | +100.0% | 0.02% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $432,000 | – | 219 | +100.0% | 0.02% | – |
TREE | New | LENDINGTREE INC NEW | $420,000 | – | 100 | +100.0% | 0.02% | – |
CQP | New | CHENIERE ENERGY PARTNERS LP | $418,000 | – | 990 | +100.0% | 0.02% | – |
SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $425,000 | – | 1,386 | +100.0% | 0.02% | – |
FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $410,000 | – | 750 | +100.0% | 0.02% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $409,000 | – | 316 | +100.0% | 0.02% | – |
MVV | New | PROSHARES TR | $412,000 | – | 1,008 | +100.0% | 0.02% | – |
SPMD | New | SPDR SERIES TRUSTportfolio md etf | $430,000 | – | 1,261 | +100.0% | 0.02% | – |
PCAR | New | PACCAR INC | $430,000 | – | 600 | +100.0% | 0.02% | – |
WTR | New | AQUA AMERICA INC | $414,000 | – | 1,001 | +100.0% | 0.02% | – |
OLED | New | UNIVERSAL DISPLAY CORP | $386,000 | – | 205 | +100.0% | 0.02% | – |
BX | New | BLACKSTONE GROUP L P | $402,000 | – | 905 | +100.0% | 0.02% | – |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $390,000 | – | 675 | +100.0% | 0.02% | – |
ICVT | New | ISHARES TRconv bd etf | $390,000 | – | 655 | +100.0% | 0.02% | – |
CWBR | Buy | COHBAR INC | $395,000 | +569.5% | 22,961 | +27.6% | 0.02% | -40.7% |
CLX | Sell | CLOROX CO DEL | $404,000 | -29.5% | 264 | -92.6% | 0.02% | -93.9% |
FIEE | New | UBS AG LONDON BRHfi enhan eur etn | $403,000 | – | 241 | +100.0% | 0.02% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $392,000 | – | 170 | +100.0% | 0.02% | – |
DLS | New | WISDOMTREE TRintl smcap div | $400,000 | – | 616 | +100.0% | 0.02% | – |
IDU | New | ISHARES TRu.s. utilits etf | $396,000 | – | 263 | +100.0% | 0.02% | – |
VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $399,000 | – | 311 | +100.0% | 0.02% | – |
ASH | New | ASHLAND GLOBAL HLDGS INC | $396,000 | – | 495 | +100.0% | 0.02% | – |
NPK | New | NATIONAL PRESTO INDS INC | $373,000 | – | 400 | +100.0% | 0.02% | – |
PNC | New | PNC FINL SVCS GROUP INC | $373,000 | – | 272 | +100.0% | 0.02% | – |
MOS | New | MOSAIC CO NEW | $375,000 | – | 1,500 | +100.0% | 0.02% | – |
SLB | New | SCHLUMBERGER LTD | $364,000 | – | 917 | +100.0% | 0.02% | – |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $367,000 | – | 651 | +100.0% | 0.02% | – |
BBUS | New | JP MORGAN EXCHANGE TRADED FDbetabuildrs us | $367,000 | – | 695 | +100.0% | 0.02% | – |
TRIP | New | TRIPADVISOR INC | $380,000 | – | 820 | +100.0% | 0.02% | – |
GIS | New | GENERAL MLS INC | $366,000 | – | 696 | +100.0% | 0.02% | – |
FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $367,000 | – | 260 | +100.0% | 0.02% | – |
CL | New | COLGATE PALMOLIVE CO | $363,000 | – | 506 | +100.0% | 0.02% | – |
CZR | New | CAESARS ENTMT CORP | $378,000 | – | 3,200 | +100.0% | 0.02% | – |
GOLD | New | BARRICK GOLD CORPORATION | $363,000 | – | 2,300 | +100.0% | 0.02% | – |
ALC | New | ALCON INC | $377,000 | – | 609 | +100.0% | 0.02% | – |
SPOT | New | SPOTIFY TECHNOLOGY S A | $365,000 | – | 250 | +100.0% | 0.02% | – |
NOC | New | NORTHROP GRUMMAN CORP | $348,000 | – | 108 | +100.0% | 0.01% | – |
DBX | New | DROPBOX INCcl a | $340,000 | – | 1,357 | +100.0% | 0.01% | – |
CMI | New | CUMMINS INC | $342,000 | – | 200 | +100.0% | 0.01% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $338,000 | – | 189 | +100.0% | 0.01% | – |
REGL | New | PROSHARES TRs&p mdcp 400 div | $350,000 | – | 600 | +100.0% | 0.01% | – |
ETN | New | EATON CORP PLC | $347,000 | – | 417 | +100.0% | 0.01% | – |
HUN | New | HUNTSMAN CORP | $337,000 | – | 1,650 | +100.0% | 0.01% | – |
IBB | New | ISHARES TRnasdaq biotech | $346,000 | – | 317 | +100.0% | 0.01% | – |
INDY | New | ISHARES TRindia 50 etf | $346,000 | – | 900 | +100.0% | 0.01% | – |
IAU | New | ISHARES GOLD TRUSTishares | $351,000 | – | 2,602 | +100.0% | 0.01% | – |
IXUS | New | ISHARES TRcore msci total | $357,000 | – | 610 | +100.0% | 0.01% | – |
PCY | New | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $337,000 | – | 1,162 | +100.0% | 0.01% | – |
SAP | New | SAP SEspon adr | $341,000 | – | 249 | +100.0% | 0.01% | – |
LMST | New | LIMESTONE BANCORP INC | $336,000 | – | 2,200 | +100.0% | 0.01% | – |
IQ | New | IQIYI INCsponsored ads | $353,000 | – | 1,710 | +100.0% | 0.01% | – |
LLY | New | LILLY ELI & CO | $326,000 | – | 294 | +100.0% | 0.01% | – |
GLW | New | CORNING INC | $316,000 | – | 950 | +100.0% | 0.01% | – |
DEO | New | DIAGEO P L Cspon adr new | $327,000 | – | 190 | +100.0% | 0.01% | – |
XYL | New | XYLEM INC | $314,000 | – | 375 | +100.0% | 0.01% | – |
HAL | New | HALLIBURTON CO | $317,000 | – | 1,393 | +100.0% | 0.01% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $319,000 | – | 534 | +100.0% | 0.01% | – |
UGI | New | UGI CORP NEW | $320,000 | – | 600 | +100.0% | 0.01% | – |
ICF | New | ISHARES TRcohen steer reit | $331,000 | – | 294 | +100.0% | 0.01% | – |
CM | New | CDN IMPERIAL BK COMM TORONTO | $314,000 | – | 400 | +100.0% | 0.01% | – |
RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $313,000 | – | 286 | +100.0% | 0.01% | – |
PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $329,000 | – | 526 | +100.0% | 0.01% | – |
MU | New | MICRON TECHNOLOGY INC | $333,000 | – | 863 | +100.0% | 0.01% | – |
RY | New | ROYAL BK CDA MONTREAL QUE | $318,000 | – | 400 | +100.0% | 0.01% | – |
RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $299,000 | – | 202 | +100.0% | 0.01% | – |
LEA | New | LEAR CORP | $290,000 | – | 209 | +100.0% | 0.01% | – |
FVD | New | FIRST TR VALUE LINE DIVID IN | $295,000 | – | 873 | +100.0% | 0.01% | – |
MET | New | METLIFE INC | $298,000 | – | 600 | +100.0% | 0.01% | – |
AZPN | New | ASPEN TECHNOLOGY INC | $288,000 | – | 232 | +100.0% | 0.01% | – |
SPGI | New | S&P GLOBAL INC | $285,000 | – | 125 | +100.0% | 0.01% | – |
PK | New | PARK HOTELS RESORTS INC | $287,000 | – | 1,043 | +100.0% | 0.01% | – |
TTD | New | THE TRADE DESK INC | $287,000 | – | 126 | +100.0% | 0.01% | – |
TIPX | New | SPDR SERIES TRUSTblomberg 1 10 yr | $306,000 | – | 1,561 | +100.0% | 0.01% | – |
DGRW | New | WISDOMTREE TRus qtly div grt | $308,000 | – | 705 | +100.0% | 0.01% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $299,000 | – | 470 | +100.0% | 0.01% | – |
CREE | New | CREE INC | $295,000 | – | 525 | +100.0% | 0.01% | – |
OXY | New | OCCIDENTAL PETE CORP | $293,000 | – | 583 | +100.0% | 0.01% | – |
ITM | Sell | VANECK VECTORS ETF TRamt free int etf | $298,000 | +29.0% | 600 | -94.4% | 0.01% | -88.6% |
TLRDQ | New | TAILORED BRANDS INC | $283,000 | – | 4,907 | +100.0% | 0.01% | – |
ITA | New | ISHARES TRus aer def etf | $278,000 | – | 130 | +100.0% | 0.01% | – |
HSY | New | HERSHEY CO | $268,000 | – | 200 | +100.0% | 0.01% | – |
BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $276,000 | – | 1,330 | +100.0% | 0.01% | – |
VVV | New | VALVOLINE INC | $265,000 | – | 1,358 | +100.0% | 0.01% | – |
SMH | New | VANECK VECTORS ETF TRsemiconductor et | $270,000 | – | 245 | +100.0% | 0.01% | – |
AG | New | FIRST MAJESTIC SILVER CORP | $269,000 | – | 3,400 | +100.0% | 0.01% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $270,000 | – | 977 | +100.0% | 0.01% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $265,000 | – | 286 | +100.0% | 0.01% | – |
CBRL | New | CRACKER BARREL OLD CTRY STOR | $275,000 | – | 161 | +100.0% | 0.01% | – |
MRO | New | MARATHON OIL CORP | $281,000 | – | 1,980 | +100.0% | 0.01% | – |
WMB | New | WILLIAMS COS INC DEL | $280,000 | – | 1,000 | +100.0% | 0.01% | – |
OTEX | New | OPEN TEXT CORP | $264,000 | – | 640 | +100.0% | 0.01% | – |
AZO | New | AUTOZONE INC | $275,000 | – | 25 | +100.0% | 0.01% | – |
AAL | Sell | AMERICAN AIRLS GROUP INC | $261,000 | -25.0% | 800 | -92.7% | 0.01% | -93.0% |
CB | New | CHUBB LIMITED | $279,000 | – | 189 | +100.0% | 0.01% | – |
TDOC | New | TELADOC HEALTH INC | $266,000 | – | 400 | +100.0% | 0.01% | – |
IYJ | New | ISHARES TRus industrials | $283,000 | – | 179 | +100.0% | 0.01% | – |
IWB | Sell | ISHARES TRrus 1000 etf | $283,000 | +22.5% | 174 | -88.6% | 0.01% | -89.5% |
PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $237,000 | – | 975 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC | $243,000 | – | 121 | +100.0% | 0.01% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $252,000 | – | 180 | +100.0% | 0.01% | – |
SAVE | New | SPIRIT AIRLS INC | $239,000 | – | 500 | +100.0% | 0.01% | – |
DAN | New | DANA INCORPORATED | $250,000 | – | 1,255 | +100.0% | 0.01% | – |
TTEK | New | TETRA TECH INC NEW | $236,000 | – | 300 | +100.0% | 0.01% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC | $257,000 | – | 140 | +100.0% | 0.01% | – |
RGLD | New | ROYAL GOLD INC | $256,000 | – | 250 | +100.0% | 0.01% | – |
FRI | New | FIRST TR S&P REIT INDEX FD | $257,000 | – | 1,032 | +100.0% | 0.01% | – |
BTEC | New | PRINCIPAL EXCHANGE TRADED FDhelthcare indx | $256,000 | – | 750 | +100.0% | 0.01% | – |
IWY | New | ISHARES TRrus tp200 gr etf | $235,000 | – | 274 | +100.0% | 0.01% | – |
VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $253,000 | – | 226 | +100.0% | 0.01% | – |
KHC | New | KRAFT HEINZ CO | $259,000 | – | 833 | +100.0% | 0.01% | – |
VMC | New | VULCAN MATLS CO | $259,000 | – | 188 | +100.0% | 0.01% | – |
QCOM | New | QUALCOMM INC | $255,000 | – | 335 | +100.0% | 0.01% | – |
JPUS | New | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $249,000 | – | 332 | +100.0% | 0.01% | – |
FSLR | New | FIRST SOLAR INC | $246,000 | – | 375 | +100.0% | 0.01% | – |
ED | New | CONSOLIDATED EDISON INC | $240,000 | – | 274 | +100.0% | 0.01% | – |
UCO | New | PROSHARES TR IIulta blmbg 2017 | $258,000 | – | 1,334 | +100.0% | 0.01% | – |
IDV | New | ISHARES TRintl sel div etf | $257,000 | – | 835 | +100.0% | 0.01% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $243,000 | – | 231 | +100.0% | 0.01% | – |
TWTR | New | TWITTER INC | $244,000 | – | 698 | +100.0% | 0.01% | – |
BBH | New | VANECK VECTORS ETF TRbiotech etf | $257,000 | – | 200 | +100.0% | 0.01% | – |
IYE | New | ISHARES TRu.s. energy etf | $246,000 | – | 715 | +100.0% | 0.01% | – |
COG | New | CABOT OIL & GAS CORP | $222,000 | – | 969 | +100.0% | 0.01% | – |
CHRS | New | COHERUS BIOSCIENCES INC | $221,000 | – | 1,000 | +100.0% | 0.01% | – |
MKL | New | MARKEL CORP | $229,000 | – | 21 | +100.0% | 0.01% | – |
FUN | New | CEDAR FAIR L Pdepositry unit | $215,000 | – | 450 | +100.0% | 0.01% | – |
CDW | New | CDW CORP | $228,000 | – | 206 | +100.0% | 0.01% | – |
JNK | New | SPDR SERIES TRUSTbloomberg brclys | $233,000 | – | 214 | +100.0% | 0.01% | – |
GWPH | New | GW PHARMACEUTICALS PLCads | $219,000 | – | 127 | +100.0% | 0.01% | – |
APTS | New | PREFERRED APT CMNTYS INC | $228,000 | – | 1,526 | +100.0% | 0.01% | – |
PRI | New | PRIMERICA INC | $219,000 | – | 182 | +100.0% | 0.01% | – |
SLV | New | ISHARES SILVER TRUSTishares | $215,000 | – | 1,500 | +100.0% | 0.01% | – |
UPLD | New | UPLAND SOFTWARE INC | $228,000 | – | 500 | +100.0% | 0.01% | – |
PFPT | New | PROOFPOINT INC | $222,000 | – | 185 | +100.0% | 0.01% | – |
EFG | New | ISHARES TReafe grwth etf | $215,000 | – | 266 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC | $218,000 | – | 150 | +100.0% | 0.01% | – |
APTV | New | APTIV PLC | $213,000 | – | 264 | +100.0% | 0.01% | – |
ROLL | New | RBC BEARINGS INC | $220,000 | – | 132 | +100.0% | 0.01% | – |
UBS | New | UBS GROUP AG | $229,000 | – | 1,930 | +100.0% | 0.01% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $216,000 | – | 181 | +100.0% | 0.01% | – |
DHR | New | DANAHER CORPORATION | $214,000 | – | 150 | +100.0% | 0.01% | – |
CTVA | New | CORTEVA INC | $234,000 | – | 792 | +100.0% | 0.01% | – |
SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $231,000 | – | 450 | +100.0% | 0.01% | – |
EFV | New | ISHARES TReafe value etf | $207,000 | – | 430 | +100.0% | 0.01% | – |
SJM | New | SMUCKER J M CO | $202,000 | – | 175 | +100.0% | 0.01% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $208,000 | – | 240 | +100.0% | 0.01% | – |
FTDCQ | New | FTD COS INC | $5,000 | – | 15,000 | +100.0% | 0.00% | – |
TIVO | Exit | TIVO CORP | $0 | – | -11,606 | -100.0% | -0.05% | – |
EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -3,570 | -100.0% | -0.10% | – |
FOLD | Exit | AMICUS THERAPEUTICS INC | $0 | – | -15,651 | -100.0% | -0.10% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,078 | -100.0% | -0.12% | – |
CMA | Exit | COMERICA INC | $0 | – | -3,988 | -100.0% | -0.13% | – |
HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -3,680 | -100.0% | -0.14% | – |
GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -3,342 | -100.0% | -0.15% | – |
DWDP | Exit | DOWDUPONT INC | $0 | – | -6,380 | -100.0% | -0.16% | – |
FENY | Exit | FIDELITYmsci energy idx | $0 | – | -3,604 | -100.0% | -0.16% | – |
SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -3,656 | -100.0% | -0.18% | – |
DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -3,132 | -100.0% | -0.18% | – |
RDIV | Exit | OPPENHEIMER ETF TRs&p ultra divide | $0 | – | -11,175 | -100.0% | -0.19% | – |
DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -24,057 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-19
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.