Meridian Wealth Management, LLC
CIK Number: 0001697300
2.07B
Market Value
606
# of Holdings
11 months
Avg. Holding Period
33.54%
Win Rate
-14.12%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 807.63K | +1.53% | 108.46M | 124.42 | 5.13% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 358.3K | -1.05% | 89.73M | 233 | 4.24% |
| 3 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 158.74K | +0.50% | 81.15M | 488.19 | 3.84% |
| 4 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 719.19K | +1.54% | 77.36M | 114.9 | 3.66% |
| 5 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 173.76K | +1.58% | 73.24M | 430.16 | 3.46% |
| 6 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 320.87K | +1.96% | 70.39M | 186.96 | 3.33% |
| 7 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 93.48K | +12.60% | 54.79M | 550.06 | 2.59% |
| 8 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 193.91K | -1.85% | 46.48M | 205.56 | 2.20% |
| 9 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 72.52K | +0.64% | 32.87M | 460.22 | 1.56% |
| 10 | IVV | iShares Core S&... | 603.05 | +0.54% | 51.61K | +9.30% | 30.38M | 577.83 | 1.44% |
| 11 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 145.59K | +1.59% | 27.56M | 182.81 | 1.30% |
| 12 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 967.14K | +308.98% | 26.95M | 26.09 | 1.28% |
| 13 | BND | Vanguard Total ... | 72.56 | -0.19% | 358.85K | +14.18% | 25.8M | 74.71 | 1.22% |
| 14 | VUG | Vanguard Growth... | 423.26 | +1.18% | 56.04K | +0.82% | 22.98M | 384.15 | 1.09% |
| 15 | VTV | Vanguard Value ... | 174.03 | +0.37% | 112.57K | +4.01% | 19.05M | 174.37 | 0.90% |
| 16 | META | Meta Platforms,... | 701.33 | +2.70% | 30.97K | +15.14% | 18.13M | 518.55 | 0.86% |
| 17 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 93.47K | +0.99% | 17.8M | 183.48 | 0.84% |
| 18 | COST | Costco Wholesal... | 984.10 | -0.62% | 18.77K | -0.65% | 17.2M | 849.73 | 0.81% |
| 19 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 72.61K | +11.14% | 16.83M | 170.87 | 0.80% |
| 20 | SMH | VanEck Semicond... | 263.27 | +2.44% | 68.99K | -0.03% | 16.71M | 259.79 | 0.79% |
| 21 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 29.21K | -1.12% | 15.74M | 527.67 | 0.74% |
| 22 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 29.81K | -4.34% | 15.08M | 505.06 | 0.71% |
| 23 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 27.43K | -0.22% | 14.32M | 436.45 | 0.68% |
| 24 | WMT | Walmart Inc. | 94.23 | -0.22% | 151.23K | +4.69% | 13.68M | 81.18 | 0.65% |
| 25 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 33.77K | +14.07% | 13.64M | 233.79 | 0.65% |
| 26 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 37.4K | -0.79% | 13.57M | 391.12 | 0.64% |
| 27 | SHOP | Shopify Inc. | 108.28 | +2.79% | 126.35K | +9.13% | 13.43M | 70.88 | 0.64% |
| 28 | IWM | iShares Russell... | 210.52 | +0.78% | 60.75K | -4.95% | 13.42M | 220.89 | 0.64% |
| 29 | HD | The Home Depot,... | 353.06 | -0.45% | 34.01K | -2.78% | 13.23M | 405.2 | 0.63% |
| 30 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 252.26K | -3.31% | 12.9M | 48.51 | 0.61% |
| 31 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 72.29K | -3.46% | 12.85M | 171.23 | 0.61% |
| 32 | IJH | iShares Core S&... | 60.66 | +0.67% | 203.88K | +1.45% | 12.7M | 62.32 | 0.60% |
| 33 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 214.06K | -6.02% | 12.09M | 54.64 | 0.57% |
| 34 | IBM | International B... | 281.56 | +1.57% | 54.94K | -5.18% | 12.07M | 221.08 | 0.57% |
| 35 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 516.82K | +213.07% | 11.73M | 22.19 | 0.56% |
| 36 | DGRO | iShares Core Di... | 62.67 | -0.23% | 185.83K | +1.42% | 11.4M | 58.09 | 0.54% |
| 37 | AMD | Advanced Micro ... | 126.24 | +8.68% | 93.68K | -6.45% | 11.32M | 164.08 | 0.54% |
| 38 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 46.58K | +2.57% | 11.28M | 221.51 | 0.53% |
| 39 | HEFA | iShares Currenc... | 37.84 | +0.49% | 317.56K | +15.72% | 11.04M | 35.46 | 0.52% |
| 40 | RDDT | Reddit, Inc. | 126.15 | +6.74% | 67.14K | +47.07% | 10.97M | 97.48 | 0.52% |
| 41 | SCHF | Schwab Internat... | 21.89 | +0.44% | 589.38K | +91.14% | 10.9M | 20.56 | 0.52% |
| 42 | BUFR | First Trust Cbo... | 31.21 | +0.61% | 354.1K | +9.15% | 10.79M | 29.13 | 0.51% |
| 43 | VBR | Vanguard Small ... | 191.26 | +0.97% | 54.33K | +4.01% | 10.77M | 200.68 | 0.51% |
| 44 | CVX | Chevron Corpora... | 146.06 | +0.10% | 72.55K | -3.33% | 10.51M | 147.27 | 0.50% |
| 45 | SYBT | Stock Yards Ban... | 73.50 | -1.63% | 143.21K | -2.25% | 10.26M | 61.99 | 0.49% |
| 46 | VTI | Vanguard Total ... | 296.15 | +0.88% | 34.48K | +11.63% | 9.99M | 283.85 | 0.47% |
| 47 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 383.96K | +76.48% | 9.93M | 25.75 | 0.47% |
| 48 | PG | The Procter & G... | 160.70 | +0.26% | 58.8K | +1.11% | 9.86M | 173.14 | 0.47% |
| 49 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 21.92K | +2.16% | 9.33M | 392.18 | 0.44% |
| 50 | AER | AerCap Holdings... | 115.81 | -0.03% | 96.2K | -4.94% | 9.21M | 92.34 | 0.44% |
| 51 | SHV | iShares Short T... | 110.24 | 0.00% | 83.13K | +105.74% | 9.15M | 110.36 | 0.43% |
| 52 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 381.33K | +3.25% | 8.76M | 22.59 | 0.41% |
| 53 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 25.13K | +5.92% | 8.4M | 261.17 | 0.40% |
| 54 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 54.02K | -4.21% | 8.21M | 170.05 | 0.39% |
| 55 | MRK | Merck & Co., In... | 80.88 | -1.02% | 78.35K | -10.56% | 7.79M | 127.43 | 0.37% |
| 56 | SCHJ | Schwab 1-5 Year... | 24.61 | +0.04% | 316.13K | +116.09% | 7.71M | 24.78 | 0.36% |
| 57 | TFLO | iShares Treasur... | 50.56 | +0.03% | 149K | +45.04% | 7.52M | 50.46 | 0.36% |
| 58 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 9.46K | +4.62% | 7.3M | 880.9 | 0.35% |
| 59 | IJR | iShares Core S&... | 106.86 | +0.53% | 62.96K | +2.21% | 7.25M | 116.92 | 0.34% |
| 60 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 139.39K | -4.59% | 7.21M | 52.66 | 0.34% |
| 61 | SOXX | iShares Semicon... | 227.31 | +2.87% | 33.38K | -0.98% | 7.19M | 230.59 | 0.34% |
| 62 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 259.56K | +205.93% | 7.09M | 28.16 | 0.34% |
| 63 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 254.01K | +213.08% | 7.04M | 27.7 | 0.33% |
| 64 | XSMO | Invesco S&P Sma... | 66.28 | +1.20% | 106.24K | -3.04% | 7.02M | 60.24 | 0.33% |
| 65 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 41.48K | +14.32% | 6.91M | 152.44 | 0.33% |
| 66 | V | Visa Inc. | 355.07 | +0.63% | 21.86K | +5.74% | 6.91M | 266.1 | 0.33% |
| 67 | VIG | Vanguard Divide... | 200.94 | +0.24% | 34.87K | -0.13% | 6.83M | 198.06 | 0.32% |
| 68 | RTX | RTX Corporation | 146.33 | +0.44% | 58.72K | -8.25% | 6.8M | 121.16 | 0.32% |
| 69 | MA | Mastercard Inco... | 568.14 | +1.09% | 12.44K | +6.85% | 6.55M | 443.76 | 0.31% |
| 70 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 71.58K | +5.51% | 6.54M | 91.47 | 0.31% |
| 71 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 81.4K | +3.68% | 6.53M | 79.45 | 0.31% |
| 72 | IGM | iShares Expande... | 107.67 | +1.62% | 62.94K | -0.79% | 6.43M | 95.94 | 0.30% |
| 73 | MAIN | Main Street Cap... | 57.44 | -0.56% | 109.28K | +0.49% | 6.4M | 50.54 | 0.30% |
| 74 | DE | Deere & Company | 524.06 | +2.84% | 14.59K | -3.59% | 6.18M | 417.33 | 0.29% |
| 75 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 42.74K | +0.43% | 6.18M | 161.99 | 0.29% |
| 76 | HOOD | Robinhood Marke... | 76.73 | +5.70% | 165.53K | +100.00% | 6.17M | 37.26 | 0.29% |
| 77 | ARES | Ares Management... | 166.96 | +0.24% | 34.6K | -1.04% | 6.13M | 137.53 | 0.29% |
| 78 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 6.83K | +4.85% | 6.09M | 685.06 | 0.29% |
| 79 | KLAC | KLA Corporation | 890.63 | +2.65% | 9.21K | +0.58% | 5.81M | 773.58 | 0.27% |
| 80 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 65.13K | -8.64% | 5.72M | 80.71 | 0.27% |
| 81 | GDX | VanEck Gold Min... | 53.59 | -1.59% | 168.52K | +7.10% | 5.71M | 34.28 | 0.27% |
| 82 | VOT | Vanguard Mid-Ca... | 272.99 | +1.01% | 21.94K | +1.50% | 5.56M | 243.62 | 0.26% |
| 83 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 30.55K | +96.65% | 5.56M | 170.9 | 0.26% |
| 84 | VRP | Invesco Variabl... | 24.36 | -0.02% | 228.5K | +7.63% | 5.53M | 23.85 | 0.26% |
| 85 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 70.78K | +0.30% | 5.52M | 77.03 | 0.26% |
| 86 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 201.35K | -10.27% | 5.52M | 19.79 | 0.26% |
| 87 | IOO | iShares Global ... | 104.63 | +0.12% | 52.65K | +28.24% | 5.31M | 99.51 | 0.25% |
| 88 | XMHQ | Invesco S&P Mid... | 96.78 | +0.50% | 53.68K | -1.67% | 5.29M | 98.23 | 0.25% |
| 89 | PWB | Invesco Dynamic... | 112.64 | +0.87% | 51.5K | +0.57% | 5.24M | 94.63 | 0.25% |
| 90 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 74.25K | +6.04% | 5.12M | 64.55 | 0.24% |
| 91 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 25.86K | -3.57% | 5.11M | 173.67 | 0.24% |
| 92 | SLV | iShares Silver ... | 33.02 | +0.14% | 191.27K | +7.65% | 5.04M | 26.82 | 0.24% |
| 93 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 134.26K | -0.54% | 4.98M | 41.1 | 0.24% |
| 94 | DKNG | DraftKings Inc. | 37.84 | +3.66% | 130.44K | +1.67K% | 4.85M | 37.21 | 0.23% |
| 95 | KYN | Kayne Anderson ... | 12.37 | -0.92% | 381.19K | -5.86% | 4.84M | 11 | 0.23% |
| 96 | ACN | Accenture plc | 313.78 | +0.66% | 13.67K | +1.96% | 4.81M | 304.65 | 0.23% |
| 97 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 4.39K | +39.38% | 4.66M | 870.43 | 0.22% |
| 98 | VB | Vanguard Small ... | 232.08 | +1.04% | 18.98K | +8.16% | 4.56M | 237.44 | 0.22% |
| 99 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 13.26K | -4.86% | 4.54M | 392.15 | 0.21% |
| 100 | DHI | D.R. Horton, In... | 123.39 | +0.25% | 31.72K | +1.27% | 4.43M | 137.57 | 0.21% |
| 101 | BSV | Vanguard Short-... | 78.08 | -0.03% | 56.97K | -4.55% | 4.4M | 78.69 | 0.21% |
| 102 | UNP | Union Pacific C... | 224.53 | +0.52% | 19.01K | +0.42% | 4.33M | 246.4 | 0.20% |
| 103 | XLE | Energy Select S... | 87.77 | -0.37% | 50.51K | -2.71% | 4.33M | 91.2 | 0.20% |
| 104 | SO | The Southern Co... | 88.83 | -1.68% | 52.26K | +1.45% | 4.3M | 90.07 | 0.20% |
| 105 | EMR | Emerson Electri... | 128.64 | +2.47% | 34.59K | +0.84% | 4.29M | 109.49 | 0.20% |
| 106 | SCHV | Schwab U.S. Lar... | 27.23 | +0.50% | 163.45K | +189.33% | 4.26M | 26.79 | 0.20% |
| 107 | TRI | Thomson Reuters... | 196.11 | +0.47% | 26.46K | +0.17% | 4.24M | 170.58 | 0.20% |
| 108 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 26.02K | +64.66% | 4.15M | 154.72 | 0.20% |
| 109 | QQQM | Invesco NASDAQ ... | 219.74 | +1.29% | 19.62K | -2.57% | 4.13M | 198.35 | 0.20% |
| 110 | TXN | Texas Instrumen... | 199.09 | +2.10% | 21.96K | +1.24% | 4.12M | 206.34 | 0.19% |
| 111 | SPHY | SPDR Portfolio ... | 23.48 | +0.23% | 174.23K | +10.93% | 4.09M | 23.37 | 0.19% |
| 112 | DON | WisdomTree U.S.... | 49.34 | +0.51% | 80.18K | +2.51% | 4.09M | 46.96 | 0.19% |
| 113 | AMGN | Amgen Inc. | 295.12 | -0.03% | 15.53K | -2% | 4.05M | 322.21 | 0.19% |
| 114 | CIBR | First Trust NAS... | 73.14 | +1.02% | 63.35K | +20.85% | 4.02M | 58.78 | 0.19% |
| 115 | GILD | Gilead Sciences... | 110.72 | +0.67% | 43.48K | +2.42% | 4.02M | 84.04 | 0.19% |
| 116 | IEF | iShares 7-10 Ye... | 94.03 | -0.28% | 43.42K | +1.06% | 4.01M | 98.06 | 0.19% |
| 117 | ANET | Arista Networks... | 95.01 | +2.88% | 36.03K | +100.00% | 3.98M | 110.53 | 0.19% |
| 118 | ARCC | Ares Capital Co... | 21.36 | -0.81% | 179.86K | +1.79% | 3.94M | 20.73 | 0.19% |
| 119 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 169.28K | +187.88% | 3.92M | 22.62 | 0.19% |
| 120 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 113.24K | -19.89% | 3.92M | 32.2 | 0.19% |
| 121 | DLR | Digital Realty ... | 175.97 | +0.86% | 21.99K | -0.66% | 3.9M | 161.83 | 0.18% |
| 122 | XLV | Health Care Sel... | 135.62 | -0.38% | 28.27K | +0.42% | 3.89M | 144.94 | 0.18% |
| 123 | LAMR | Lamar Advertisi... | 119.30 | +0.03% | 31.8K | -0.05% | 3.87M | 133.6 | 0.18% |
| 124 | ROP | Roper Technolog... | 565.07 | +0.77% | 7.38K | +1.91% | 3.83M | 555.76 | 0.18% |
| 125 | TLT | iShares 20+ Yea... | 85.54 | -0.92% | 42.8K | +59.74% | 3.74M | 94.07 | 0.18% |
| 126 | EOG | EOG Resources, ... | 123.26 | -1.61% | 30.39K | +5.19% | 3.72M | 126.11 | 0.18% |
| 127 | NOC | Northrop Grumma... | 496.55 | -3.9% | 7.72K | -0.3% | 3.62M | 528.07 | 0.17% |
| 128 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 25.8K | +3.30% | 3.62M | 134.38 | 0.17% |
| 129 | FV | First Trust Dor... | 57.69 | +0.77% | 61.03K | 0.00% | 3.6M | 56.97 | 0.17% |
| 130 | FE | FirstEnergy Cor... | 39.72 | -1.55% | 90.13K | -8.7% | 3.59M | 44.35 | 0.17% |
| 131 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 43.63K | +68.37% | 3.58M | 82.67 | 0.17% |
| 132 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 2.97K | +4.11% | 3.52M | 1027.11 | 0.17% |
| 133 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 44.73K | +9.42% | 3.38M | 82.94 | 0.16% |
| 134 | GSBD | Goldman Sachs B... | 11.38 | -0.35% | 278.46K | +10.65% | 3.37M | 14.87 | 0.16% |
| 135 | IWP | iShares Russell... | 135.18 | +1.35% | 26.58K | +77.36% | 3.37M | 121.42 | 0.16% |
| 136 | GIS | General Mills, ... | 53.50 | -0.11% | 52.65K | +1.95% | 3.36M | 73.66 | 0.16% |
| 137 | IWF | iShares Russell... | 409.82 | +1.05% | 8.32K | -1.32% | 3.34M | 375.38 | 0.16% |
| 138 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 6.7K | -5.61% | 3.34M | 454.07 | 0.16% |
| 139 | VPL | Vanguard Pacifi... | 80.39 | +0.56% | 46.68K | -0.15% | 3.32M | 78.39 | 0.16% |
| 140 | WAT | Waters Corporat... | 347.88 | +1.63% | 8.9K | +1.56% | 3.3M | 360.06 | 0.16% |
| 141 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 80.5K | -1.18% | 3.25M | 36.75 | 0.15% |
| 142 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 63.25K | +1.59% | 3.17M | 51.1 | 0.15% |
| 143 | VYM | Vanguard High D... | 131.03 | +0.37% | 24.06K | +6.27% | 3.07M | 128.16 | 0.15% |
| 144 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 16.31K | -15.58% | 3.02M | 174.5 | 0.14% |
| 145 | HACK | ETFMG Prime Cyb... | 83.66 | +0.98% | 40.28K | +26.35% | 3M | 69.58 | 0.14% |
| 146 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 126.47K | +198.08% | 2.99M | 23.92 | 0.14% |
| 147 | UL | Unilever PLC | 62.82 | +0.24% | 52.75K | +0.48% | 2.99M | 64.92 | 0.14% |
| 148 | LMT | Lockheed Martin... | 466.60 | -4.08% | 6.08K | +27.68% | 2.96M | 563.18 | 0.14% |
| 149 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 11.01K | +11.19% | 2.91M | 263.86 | 0.14% |
| 150 | VEA | Vanguard Develo... | 56.41 | +0.44% | 60.69K | +2.69% | 2.9M | 52.68 | 0.14% |