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
VZ
Verizon Communications Inc

Communication Services
267
+ 0.62%
$38.89 - $45.0 $10.4K - $12K
43.2K $1.94M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
4.88K
+ 46.49%
$29.62 - $34.42 $145K - $168K
15.4K $514K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
10.8K
+ 35.93%
$13.41 - $14.43 $145K - $156K
40.9K $589K
EOG
Eog Resources Inc

Energy
1.97K
+ 7.31%
$117.9 - $132.65 $232K - $261K
28.9K $3.55M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
11.4K
+ 27.49%
$12.65 - $13.91 $144K - $158K
52.7K $726K
BX
Blackstone Inc.

Financial Services
467
+ 18.41%
$120.77 - $159.66 $56.4K - $74.6K
3K $459K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 4.45%
$33.74 - $37.96 $52.2K - $58.7K
36.3K $1.36M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
12.3K
New
$10.32 - $11.27 $126K - $138K
12.3K $138K
UBOT
Direxion Dly Robotics, Art Int

ETFs
5.29K
+ 34.85%
$17.96 - $24.71 $94.9K - $131K
20.4K $483K
APP
App Lovin Corp

Technology
15
+ 0.56%
$67.14 - $130.65 $1.01K - $1.96K
2.69K $351K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4.94K
+ 19.27%
$24.29 - $24.63 $120K - $122K
30.5K $748K
ETN
Eaton Corp PLC

Industrials
283
+ 16.43%
$272.52 - $333.02 $77.1K - $94.2K
2.01K $664K
IXUS
Ishares Tr

ETFs
797
+ 6.92%
$64.9 - $73.35 $51.7K - $58.5K
12.3K $894K
IMMP
Immutep LTD

Healthcare
17.3K
+ 4.53%
$1.77 - $2.64 $30.5K - $45.5K
398K $880K
CARR
Carrier Global Corp

Industrials
137
+ 2.32%
$61.9 - $80.88 $8.48K - $11.1K
6.03K $485K
NVS
Novartis Ag

Healthcare
726
+ 21.81%
$106.13 - $120.89 $77.1K - $87.8K
4.06K $466K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.52K
+ 38.22%
$22.87 - $23.34 $103K - $105K
16.3K $380K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
4.47K
+ 34.92%
$23.15 - $23.58 $103K - $105K
17.3K $406K
VHT
Vanguard Health Care ETF

ETFs
243
+ 9.74%
$261.88 - $288.1 $63.6K - $70K
2.74K $772K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
175
+ 2.12%
$95.1 - $106.76 $16.6K - $18.7K
8.42K $899K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
132
+ 0.66%
$178.94 - $207.0 $23.6K - $27.3K
20.1K $4.04M
GS
Goldman Sachs Group Inc

Financial Services
96
+ 8.19%
$459.02 - $510.25 $44.1K - $49K
1.27K $627K
TFC
Truist Financial Corp

Financial Services
280
+ 1.31%
$38.22 - $44.94 $10.7K - $12.6K
21.7K $929K
QUAL
Ishares Msci Usa Quality Facto

ETFs
242
+ 4.0%
$162.64 - $179.3 $39.4K - $43.4K
6.29K $1.13M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.03%
$136.93 - $162.81 $137 - $163
3.94K $633K
D
Dominion Energy, Inc

Utilities
784
+ 14.55%
$48.01 - $58.53 $37.6K - $45.9K
6.17K $356K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
53
+ 0.98%
$125.95 - $142.04 $6.68K - $7.53K
5.48K $778K
CGUS
Capital Group Core Equity ETF
429
+ 1.24%
$31.19 - $34.33 $13.4K - $14.7K
35.1K $1.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.02K
+ 8.04%
$42.22 - $48.62 $42.9K - $49.4K
13.6K $634K
IEMG
Ishares Inc

ETFs
1.53K
+ 7.59%
$53.64 - $53.64 $81.9K - $81.9K
21.6K $1.16M
AXON
Axon Enterprise, Inc.

Industrials
10
+ 1.36%
$286.16 - $399.6 $2.86K - $4K
745 $297K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
253
+ 2.21%
$75.88 - $83.21 $19.2K - $21.1K
11.7K $974K
USA
Liberty All Star Equity Fund

Financial Services
10.9K
New
$6.43 - $7.14 $69.8K - $77.5K
10.9K $77K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
226
+ 3.48%
$113.45 - $126.18 $25.6K - $28.5K
6.73K $849K
GAB
Gabelli Equity Trust Inc

Financial Services
13.6K
New
$5.15 - $5.6 $70K - $76.1K
13.6K $74K
LNG
Cheniere Energy, Inc.

Energy
298
+ 7.4%
$172.24 - $186.09 $51.3K - $55.5K
4.33K $777K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 0.52%
$138.85 - $182.81 $2.78K - $3.66K
3.84K $680K
CEG
Constellation Energy Corp

Utilities
31
+ 2.91%
$167.08 - $262.86 $5.18K - $8.15K
1.1K $285K
XLI
Industrial Sector Spdr

ETFs
15
+ 0.3%
$120.56 - $135.44 $1.81K - $2.03K
5.03K $681K
MSCI
Msci Inc.

Financial Services
3
+ 0.45%
$479.31 - $584.91 $1.44K - $1.75K
667 $388K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
10.5K
+ 31.03%
$5.44 - $5.91 $56.9K - $61.8K
44.2K $255K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
258
+ 4.26%
$83.76 - $91.82 $21.6K - $23.7K
6.31K $575K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.69%
$1591.44 - $2140.1 $1.59K - $2.14K
145 $297K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
55
+ 5.71%
$1024.09 - $1201.76 $56.3K - $66.1K
1.02K $1.07M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.94K
+ 6.36%
$23.41 - $23.78 $45.4K - $46.1K
32.4K $768K
CGGO
Capital Group Global Growth Eq

ETFs
426
+ 0.9%
$27.25 - $30.52 $11.6K - $13K
47.7K $1.44M
EHC
Encompass Health Corp

Healthcare
1
+ 0.02%
$83.97 - $97.17 $84 - $97.2
4.1K $396K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
288
+ 13.83%
$91.94 - $113.13 $26.5K - $32.6K
2.37K $261K
MPC
Marathon Petroleum Corp

Energy
841
+ 9.07%
$158.61 - $180.75 $133K - $152K
10.1K $1.65M
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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