$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.