Meridian Wealth Management, LLC Incresed Positions in Q4 2024

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
12.2K
+ 1.53%
$117.0 - $148.88 $1.42M - $1.81M
808K $108M
AMZN
Amazon Com Inc

Consumer Cyclical
6.16K
+ 1.96%
$180.88 - $232.93 $1.11M - $1.44M
321K $70.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
+ 12.6%
$567.81 - $607.81 $5.94M - $6.36M
93.5K $54.8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.17K
+ 14.07%
$213.65 - $479.86 $890K - $2M
33.8K $13.6M
AVGO
Broadcom Inc.

Technology
7.28K
+ 11.14%
$159.67 - $250.0 $1.16M - $1.82M
72.6K $16.8M
SHV
Ishares Tr

ETFs
42.7K
+ 105.74%
$109.92 - $110.57 $4.7M - $4.72M
83.1K $9.15M
DKNG
Draft Kings Inc.

Consumer Cyclical
123K
+ 1674.17%
$35.32 - $44.84 $4.35M - $5.52M
130K $4.85M
SHOP
Shopify Inc.

Technology
10.6K
+ 9.13%
$78.14 - $119.49 $826K - $1.26M
126K $13.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
792
+ 0.5%
$481.22 - $538.17 $381K - $426K
159K $81.2M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 1.59%
$161.86 - $196.66 $368K - $447K
146K $27.6M
META
Meta Platforms, Inc.

Communication Services
4.07K
+ 15.14%
$554.08 - $632.68 $2.26M - $2.58M
31K $18.3M
GOOG
Alphabet Inc.

Communication Services
916
+ 0.99%
$163.08 - $198.16 $149K - $182K
93.5K $17.8M
TFLO
Ishares Treasury Floating Rate

ETFs
46.3K
+ 45.04%
$50.37 - $50.63 $2.33M - $2.34M
149K $7.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
731K
+ 308.98%
$25.93 - $105.3 $18.9M - $76.9M
967K $27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
44.6K
+ 14.18%
$71.75 - $75.11 $3.2M - $3.35M
359K $25.8M
WMT
Walmart Inc.

Consumer Defensive
6.78K
+ 4.69%
$79.1 - $95.7 $536K - $649K
151K $13.7M
CRM
Salesforce, Inc.

Technology
1.41K
+ 5.92%
$270.87 - $367.87 $381K - $517K
25.1K $8.4M
NOW
Service Now, Inc.

Technology
1.24K
+ 39.38%
$867.18 - $1148.42 $1.08M - $1.43M
4.39K $4.66M
IYW
Ishares Dj Us Tech ETF

ETFs
10.2K
+ 64.66%
$148.14 - $166.23 $1.51M - $1.7M
26K $4.15M
VUG
Vanguard Growth ETF

ETFs
458
+ 0.82%
$378.79 - $428.11 $173K - $196K
56K $23M
IWP
Ishares Russell Mid Cap Growth

ETFs
11.6K
+ 77.36%
$116.4 - $138.52 $1.35M - $1.61M
26.6K $3.37M
NFLX
Netflix Inc

Communication Services
316
+ 4.85%
$687.65 - $936.56 $217K - $296K
6.83K $6.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.7K
+ 68.37%
$81.68 - $82.93 $1.45M - $1.47M
43.6K $3.58M
HEFA
Ishares Currency Hedged Msci E

ETFs
43.1K
+ 15.72%
$34.42 - $35.88 $1.48M - $1.55M
318K $11M
VTI
Vanguard Total Stock Market Et

ETFs
3.59K
+ 11.63%
$280.04 - $302.45 $1.01M - $1.09M
34.5K $9.99M
IOO
Ishares Tr Global 100 ETF

ETFs
11.6K
+ 28.24%
$97.46 - $103.45 $1.13M - $1.2M
52.6K $5.31M
V
Visa Inc.

Financial Services
1.19K
+ 5.74%
$273.87 - $320.91 $325K - $381K
21.9K $6.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16K
+ 59.74%
$87.1 - $98.49 $1.39M - $1.58M
42.8K $3.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
29.7K
+ 9.15%
$29.73 - $30.81 $883K - $915K
354K $10.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
30.6K
+ 77.67%
$35.45 - $40.33 $1.08M - $1.23M
69.9K $2.51M
HYG
Ishares Tr

ETFs
13.7K
+ 77.88%
$78.09 - $80.04 $1.07M - $1.09M
31.2K $2.46M
MAIN
Main Street Capital Corp

Financial Services
538
+ 0.49%
$49.95 - $58.58 $26.9K - $31.5K
109K $6.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.9K
+ 20.85%
$58.39 - $67.04 $638K - $733K
63.4K $4.02M
MS
Morgan Stanley

Financial Services
4.62K
+ 35.1%
$104.42 - $134.99 $482K - $624K
17.8K $2.23M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.15K
+ 295.29%
$134.53 - $150.65 $827K - $926K
8.23K $1.11M
MA
Mastercard Inc

Financial Services
797
+ 6.85%
$491.3 - $536.15 $392K - $427K
12.4K $6.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
352K
+ 213.07%
$22.01 - $66.82 $7.74M - $23.5M
517K $11.7M
GE
General Electric CO

Industrials
5.91K
+ 53.72%
$159.95 - $194.23 $946K - $1.15M
16.9K $2.82M
ORCL
Oracle Corp

Technology
5.2K
+ 14.32%
$165.41 - $192.43 $859K - $1M
41.5K $6.91M
OEF
Ishares S&P 100 ETF

ETFs
2.37K
+ 241.1%
N/A
3.35K $891K
ADBE
Adobe Inc.

Technology
1.97K
+ 43.24%
$437.39 - $552.96 $860K - $1.09M
6.51K $2.9M
EMR
Emerson Electric CO

Industrials
288
+ 0.84%
$108.13 - $134.33 $31.1K - $38.7K
34.6K $4.29M
FICO
Fair Isaac Corp

Technology
252
+ 88.42%
$1911.01 - $2382.4 $482K - $600K
537 $1.07M
GILD
Gilead Sciences, Inc.

Healthcare
1.03K
+ 2.42%
$83.95 - $97.9 $86.1K - $100K
43.5K $4.02M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
170K
+ 116.09%
$24.31 - $49.53 $4.13M - $8.41M
316K $7.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.42K
+ 36.41%
$100.16 - $100.7 $442K - $445K
16.5K $1.66M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 4.88%
$4100.99 - $5300.34 $86.1K - $111K
451 $2.24M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
19.3K
+ 67.42%
$22.71 - $23.47 $438K - $453K
47.9K $1.09M
ET
Energy Transfer LP

Energy
1.99K
+ 1.85%
$16.05 - $19.86 $31.9K - $39.5K
110K $2.15M
Activity Summary
Buys All Purchases 351 New Holdings 51 Increased Positions 300 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 0 Puts 0
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