$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BYND | New | BEYOND MEAT INC | $7,091,000 | – | 4,413 | +100.0% | 0.29% | – |
| ZNGA | New | ZYNGA INCcl a | $6,406,000 | – | 104,500 | +100.0% | 0.26% | – |
| SHOP | New | SHOPIFY INCcl a | $6,042,000 | – | 2,013 | +100.0% | 0.24% | – |
| PCG | New | PG&E CORP | $5,845,000 | – | 25,500 | +100.0% | 0.24% | – |
| IWR | New | ISHARES TRrus mid cap etf | $5,736,000 | – | 10,264 | +100.0% | 0.23% | – |
| MELI | New | MERCADOLIBRE INC | $5,415,000 | – | 885 | +100.0% | 0.22% | – |
| 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% | – |
| HEI | New | HEICO CORP NEW | $4,233,000 | – | 3,164 | +100.0% | 0.17% | – |
| 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% | – |
| KMB | New | KIMBERLY CLARK CORP | $3,763,000 | – | 2,823 | +100.0% | 0.15% | – |
| TROW | New | PRICE T ROWE GROUP INC | $3,601,000 | – | 3,282 | +100.0% | 0.15% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $3,546,000 | – | 1,578 | +100.0% | 0.14% | – |
| FSS | New | FEDERAL SIGNAL CORP | $3,302,000 | – | 12,345 | +100.0% | 0.13% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| C | New | CITIGROUP INC | $2,860,000 | – | 4,084 | +100.0% | 0.12% | – |
| CPRT | New | COPART INC | $2,836,000 | – | 3,795 | +100.0% | 0.12% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $2,787,000 | – | 4,240 | +100.0% | 0.11% | – |
| 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% | – |
| SSO | New | PROSHARES TR | $2,571,000 | – | 2,040 | +100.0% | 0.10% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $2,481,000 | – | 1,740 | +100.0% | 0.10% | – |
| CACI | New | CACI INTL INCcl a | $2,447,000 | – | 1,196 | +100.0% | 0.10% | – |
| 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% | – |
| 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% | – |
| TDG | New | TRANSDIGM GROUP INC | $2,148,000 | – | 444 | +100.0% | 0.09% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $1,907,000 | – | 2,626 | +100.0% | 0.08% | – |
| IEUR | New | ISHARES TRcore msci euro | $1,874,000 | – | 4,021 | +100.0% | 0.08% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
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.