$811 Million is the total value of Meridian Wealth Management, LLC's 422 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NMTR | Exit | 9 METERS BIOPHARMA INC | $0 | – | -100,000 | -100.0% | -0.01% | – |
| PAVM | Exit | PAVMED INC | $0 | – | -21,348 | -100.0% | -0.02% | – |
| CBRL | Exit | CRACKER BARREL OLD CTRY STOR | $0 | – | -1,381 | -100.0% | -0.03% | – |
| SMDV | Exit | PROSHARES TRruss 2000 divd | $0 | – | -3,210 | -100.0% | -0.03% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -6,116 | -100.0% | -0.03% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,065 | -100.0% | -0.03% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,422 | -100.0% | -0.03% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,573 | -100.0% | -0.03% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -5,186 | -100.0% | -0.03% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -1,627 | -100.0% | -0.03% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -2,376 | -100.0% | -0.04% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -4,169 | -100.0% | -0.04% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -4,347 | -100.0% | -0.04% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -19,020 | -100.0% | -0.06% | – |
| LAZ | Exit | LAZARD LTD | $0 | – | -11,063 | -100.0% | -0.06% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -2,780 | -100.0% | -0.07% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -1,028 | -100.0% | -0.08% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -7,975 | -100.0% | -0.09% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -4,629 | -100.0% | -0.09% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -4,116 | -100.0% | -0.10% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -93,704 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-15
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.