MW
| |
Meridian Wealth Management, LLC13F | |
| Meridian Wealth Management, LLC | |
| Last update 2025-05-12 | 619 Stocks (33 new) |
| Value $2.07 Bil | Turnover 4 % |
Meridian Wealth Management, LL... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 812,640 | 88,074.0 | +0.62% | 4.260 | +0.03% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AAPL | Apple Inc | 391,532 | 86,971.0 | +9.27% | 4.210 | +0.36% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
XOM | Exxon Mobil Corp | 716,768 | 85,245.3 | -0.34% | 4.130 | -0.01% | 0.020 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
QQQ | INVESCO QQQ Trust | 158,298 | 74,229.1 | -0.28% | 3.590 | -0.01% | 0.030 | +26.27% | +9.78% | 357,853.0 | ||
AMZN | Amazon.com Inc | 325,661 | 61,960.3 | +1.49% | 3.000 | +0.04% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 161,314 | 60,555.7 | -7.16% | 2.930 | -0.25% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SPY | SPDR S&P 500 ETF Trust | 94,910 | 53,091.5 | +1.53% | 2.570 | +0.04% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
JPM | JPMorgan Chase & Co | 193,804 | 47,540.2 | -0.05% | 2.300 | 0% | 0.010 | +24.30% | +23.55% | 801,337.5 | Banks | |
BRK.B | Berkshire Hathaway Inc | 73,476 | 39,131.8 | +1.32% | 1.890 | +0.02% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
BND | Vanguard Total Bond Market ETF | 436,992 | 32,097.1 | +21.78% | 1.550 | +0.28% | 0.020 | +1.11% | +1.77% | 128,020.8 |
Meridian Wealth Management, LLC's Historical Top Holdings Breakdowns
Meridian Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.36% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 9.27% | 391,532 | 33,230 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.28% | 71.17 ($72.57) 73.66 | $73.18 | 0.84% | Add 21.78% | 436,992 | 78,146 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.25% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -7.16% | 161,314 | -12,449 | |
UNP | Union Pacific Corp | 2025-03-31 | Add Add | +0.19% | 225.21 ($240.72) 254.42 | $229.24 | -4.77% | Add 86.36% | 35,419 | 16,413 | |
GIS | General Mills Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 57.56 ($60.07) 65.3 | $50.95 | -15.18% | Sold Out | 0 | -52,646 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.13% | 23.16 ($25.49) 27.04 | $26.20 | 2.79% | Reduce -27.65% | 277,791 | -106,167 | |
OWL | Blue Owl Capital Inc | 2025-03-31 | New Buy New Buy | +0.12% | 18.49 ($22.49) 26.68 | $19.95 | -11.29% | New holding | 122,595 | 122,595 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Add Add | +0.12% | 476.78 ($553.02) 610.45 | $511.00 | -7.60% | Add 18.2% | 32,419 | 4,991 | |
HOOD | Robinhood Markets Inc | 2025-03-31 | Add Add | +0.11% | 35.63 ($47.54) 65.28 | $101.85 | 114.24% | Add 31.71% | 218,024 | 52,494 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.11% | 81.83 ($82.24) 82.73 | $82.64 | 0.49% | Reduce -67.47% | 14,191 | -29,438 |
Meridian Wealth Management, LLC Total Holding History ($B)
Meridian Wealth Management, LLC's Asset Allocation
Meridian Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Meridian Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Meridian Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meridian Wealth Management, LLC's Holdings Heat Map
Size field:
Meridian Wealth Management, LLC's Holdings Bubble Chart
Meridian Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers