Meridian Wealth Management, LLC Purchases in Q3 2024

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
3.88K
+ 2.01%
$194.9 - $224.8 $757K - $873K
198K $41.6M
ORCL
Oracle Corp

Technology
9.73K
+ 36.63%
$125.9 - $170.35 $1.22M - $1.66M
36.3K $6.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
20.2K
New
$114.73 - $120.23 $2.32M - $2.43M
20.2K $2.42M
IYW
Ishares Dj Us Tech ETF

ETFs
15.8K
New
$133.16 - $158.73 $2.1M - $2.51M
15.8K $2.4M
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 3.26%
$163.84 - $199.33 $387K - $471K
74.9K $14.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.88K
+ 11.05%
$801.83 - $917.05 $1.51M - $1.72M
18.9K $16.7M
MCD
Mcdonalds Corp

Consumer Cyclical
7.48K
New
$245.82 - $304.51 $1.84M - $2.28M
7.48K $2.28M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.9K
New
$81.31 - $83.29 $2.11M - $2.16M
25.9K $2.15M
DGRO
Ishares Core Dividend Growth E

ETFs
20.2K
+ 12.36%
$57.47 - $62.76 $1.16M - $1.26M
183K $11.5M
GE
General Electric CO

Industrials
11K
New
$156.66 - $189.66 $1.72M - $2.09M
11K $2.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
12.2K
New
$149.02 - $167.67 $1.82M - $2.05M
12.2K $2.05M
ITB
Ishares Tr

ETFs
16K
New
$97.52 - $128.64 $1.56M - $2.06M
16K $2.03M
ABT
Abbott Laboratories

Healthcare
17.8K
New
$100.07 - $118.13 $1.78M - $2.1M
17.8K $2.03M
PGR
Progressive Corp

Financial Services
7.83K
New
$209.46 - $259.24 $1.64M - $2.03M
7.83K $1.99M
CDNS
Cadence Design Systems Inc

Technology
7.31K
New
$246.84 - $321.11 $1.81M - $2.35M
7.31K $1.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.1K
New
$96.25 - $101.98 $1.84M - $1.95M
19.1K $1.93M
PHM
Pultegroup Inc

Consumer Cyclical
13.1K
New
$103.95 - $144.98 $1.36M - $1.9M
13.1K $1.88M
PM
Philip Morris International Inc.

Consumer Defensive
15.2K
New
$101.25 - $127.45 $1.54M - $1.94M
15.2K $1.85M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
67.3K
+ 22.29%
$22.38 - $23.66 $1.51M - $1.59M
369K $8.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
20.8K
New
$79.92 - $88.19 $1.66M - $1.83M
20.8K $1.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23K
New
$74.26 - $78.84 $1.71M - $1.81M
23K $1.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.11K
New
$194.66 - $225.97 $1.58M - $1.83M
8.11K $1.78M
IWP
Ishares Russell Mid Cap Growth

ETFs
15K
New
$103.87 - $117.59 $1.56M - $1.76M
15K $1.76M
DAL
Delta Air Lines, Inc.

Industrials
33.4K
New
$37.32 - $51.8 $1.25M - $1.73M
33.4K $1.69M
DIS
Walt Disney CO

Communication Services
17.1K
New
$85.6 - $98.61 $1.46M - $1.69M
17.1K $1.64M
QCOM
Qualcomm Inc

Technology
9.59K
New
$156.12 - $209.64 $1.5M - $2.01M
9.59K $1.63M
C
Citigroup Inc

Financial Services
25.8K
New
$56.11 - $67.61 $1.45M - $1.74M
25.8K $1.62M
DHI
Horton D R Inc

Consumer Cyclical
303
+ 0.98%
$135.21 - $197.06 $41K - $59.7K
31.3K $5.97M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
38.1K
New
$37.98 - $41.19 $1.45M - $1.57M
38.1K $1.57M
BA
Boeing CO

Industrials
10K
New
$152.04 - $190.6 $1.52M - $1.91M
10K $1.52M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5.3K
New
$256.4 - $289.78 $1.36M - $1.54M
5.3K $1.51M
PH
Parker Hannifin Corp

Industrials
2.38K
New
$501.01 - $635.92 $1.19M - $1.51M
2.38K $1.5M
MUB
Ishares National Muni Bond ETF

ETFs
13.5K
New
$106.13 - $108.7 $1.44M - $1.47M
13.5K $1.47M
HYG
Ishares Tr

ETFs
17.5K
New
$76.72 - $80.36 $1.35M - $1.41M
17.5K $1.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.33K
New
$285.48 - $330.24 $1.24M - $1.43M
4.33K $1.39M
MS
Morgan Stanley

Financial Services
13.2K
New
$92.07 - $106.96 $1.21M - $1.41M
13.2K $1.37M
IWN
Ishares Russell2000 Val ETF

ETFs
8.19K
New
$150.05 - $171.34 $1.23M - $1.4M
8.19K $1.37M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.5K
+ 69.42%
$52.1 - $59.66 $1.12M - $1.28M
52.4K $3.1M
IEV
Ishares Tr Europe ETF

ETFs
23K
New
$53.25 - $58.78 $1.22M - $1.35M
23K $1.34M
ISRG
Intuitive Surgical Inc

Healthcare
104
+ 0.38%
$416.14 - $494.01 $43.3K - $51.4K
27.5K $13.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.21K
New
$283.28 - $314.39 $1.19M - $1.32M
4.21K $1.32M
IXN
Ishares Global Information Tec

ETFs
16K
New
$73.0 - $87.81 $1.17M - $1.41M
16K $1.32M
FRT
Federal Realty Investment Trust

Real Estate
11.5K
New
$100.42 - $117.38 $1.15M - $1.35M
11.5K $1.32M
UPS
United Parcel Service Inc

Industrials
9.65K
New
$123.32 - $147.38 $1.19M - $1.42M
9.65K $1.32M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.2K
+ 7.64%
$33.89 - $41.64 $379K - $465K
157K $6.27M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.87K
New
$240.48 - $267.94 $1.17M - $1.3M
4.87K $1.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
13.9K
New
$84.81 - $93.54 $1.18M - $1.3M
13.9K $1.28M
VV
Vanguard Large Cap ETF

ETFs
4.85K
New
$236.92 - $263.4 $1.15M - $1.28M
4.85K $1.28M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
49K
+ 45.4%
$23.04 - $24.06 $1.13M - $1.18M
157K $3.78M
Activity Summary
Buys All Purchases 502 New Holdings 343 Increased Positions 159 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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