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
VB
Vanguard Small Cap ETF

ETFs
1.43K
+ 8.16%
$233.76 - $261.58 $335K - $375K
19K $4.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.23K
+ 6.04%
$66.77 - $71.52 $282K - $302K
74.3K $5.12M
QCOM
Qualcomm Inc

Technology
3.56K
+ 37.09%
$150.4 - $178.04 $535K - $633K
13.1K $2.02M
IBDV
Ishares Tr

Technology
19.4K
+ 58.04%
$21.24 - $22.15 $412K - $429K
52.8K $1.13M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.2K
+ 67.46%
$24.82 - $25.48 $401K - $412K
40.1K $998K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.05K
+ 122.06%
$48.33 - $49.08 $389K - $395K
14.6K $708K
EFG
Msci Eafe Growth ETF

ETFs
4.79K
+ 55.25%
$96.83 - $106.88 $464K - $512K
13.5K $1.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
41
+ 1.41%
$260.53 - $404.79 $10.7K - $16.6K
2.96K $1.13M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
16.2K
+ 7.63%
$24.19 - $24.63 $392K - $399K
228K $5.53M
ENVX
Enovix Corp

Industrials
13.7K
+ 11.99%
$8.03 - $12.81 $110K - $175K
128K $1.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.74K
+ 5.51%
$91.29 - $91.8 $341K - $343K
71.6K $6.54M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.2K
+ 10.93%
$23.29 - $23.93 $400K - $411K
174K $4.09M
IEFA
Ishares Tr

ETFs
7.56K
+ 26.79%
$70.06 - $77.43 $530K - $585K
35.8K $2.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
324
+ 1.5%
$241.48 - $274.89 $78.2K - $89.1K
21.9K $5.57M
CGCP
Capital Group Core Plus Income

ETFs
15.1K
+ 43.94%
$22.13 - $23.17 $333K - $349K
49.3K $1.09M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
173K
+ 213.08%
$27.54 - $83.04 $4.76M - $14.4M
254K $7.04M
VO
Vanguard Mid Cap ETF

ETFs
1.11K
+ 11.19%
$261.5 - $284.63 $290K - $315K
11K $2.91M
D
Dominion Energy, Inc

Utilities
5.69K
+ 92.13%
$52.63 - $60.92 $299K - $346K
11.9K $638K
VBR
Vanguard Small Cap Value ETF

ETFs
2.1K
+ 4.01%
$197.36 - $217.3 $414K - $456K
54.3K $10.8M
EOSE
Eos Energy Enterprises, Inc.

Industrials
21.4K
+ 27.21%
$2.15 - $5.17 $45.9K - $110K
99.8K $502K
PAYX
Paychex Inc

Industrials
823
+ 3.3%
$135.86 - $148.73 $112K - $122K
25.8K $3.62M
PANW
Palo Alto Networks Inc

Technology
15K
+ 96.65%
$181.96 - $405.9 $2.73M - $6.09M
30.6K $5.56M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
464
+ 2.16%
$417.69 - $450.94 $194K - $209K
21.9K $9.33M
CDNS
Cadence Design Systems Inc

Technology
91
+ 1.24%
$249.1 - $324.54 $22.7K - $29.5K
7.41K $2.22M
GLD
Spdr Gold Trust

ETFs
1.17K
+ 2.57%
$236.59 - $257.5 $276K - $301K
46.6K $11.3M
ARCC
Ares Capital Corp

Financial Services
3.17K
+ 1.79%
$20.74 - $22.27 $65.7K - $70.5K
180K $3.94M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
117
+ 4.11%
$1146.59 - $1270.6 $134K - $149K
2.97K $3.52M
BAC
Bank Of America Corp

Financial Services
2.44K
+ 8.33%
$39.22 - $47.77 $95.9K - $117K
31.8K $1.4M
MMM
3 M CO

Industrials
2.07K
+ 36.05%
$124.74 - $137.12 $258K - $283K
7.8K $1.01M
QLD
Proshares Ultra Qqq

ETFs
1.08K
+ 8.67%
$97.85 - $120.25 $106K - $130K
13.5K $1.47M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 0.05%
$173.13 - $258.09 $346 - $516
3.84K $885K
AXP
American Express CO

Financial Services
382
+ 10.86%
$267.35 - $305.57 $102K - $117K
3.9K $1.16M
AXON
Axon Enterprise, Inc.

Industrials
81
+ 10.87%
$399.22 - $689.78 $32.3K - $55.9K
826 $490K
ALL
Allstate Corp

Financial Services
951
+ 75.12%
$181.25 - $208.2 $172K - $198K
2.22K $427K
PWB
Invesco Exchange Traded Fd Tr

ETFs
294
+ 0.57%
$98.04 - $108.11 $28.8K - $31.8K
51.5K $5.24M
CGGR
Capital Group Growth ETF Shs C

ETFs
332
+ 0.46%
$34.49 - $39.24 $11.5K - $13K
72.7K $2.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.33K
+ 13.97%
$77.25 - $91.3 $103K - $121K
10.8K $923K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.44K
+ 28.91%
$99.2 - $108.47 $242K - $264K
10.9K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.91K
+ 1.45%
$61.68 - $67.87 $180K - $198K
204K $12.7M
EOG
Eog Resources Inc

Energy
1.5K
+ 5.19%
$118.22 - $136.54 $177K - $205K
30.4K $3.72M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
9.69K
+ 18.38%
$13.61 - $14.58 $132K - $141K
62.4K $899K
LMT
Lockheed Martin Corp

Industrials
1.32K
+ 27.68%
$479.66 - $614.62 $633K - $811K
6.09K $2.96M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.42K
+ 6.27%
$126.68 - $134.74 $180K - $191K
24.1K $3.07M
VTV
Vanguard Value ETF

ETFs
4.34K
+ 4.01%
$168.32 - $181.87 $730K - $788K
113K $19.1M
CSCO
Cisco Systems, Inc.

Technology
611
+ 2.92%
$52.45 - $60.02 $32K - $36.7K
21.6K $1.28M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
8.89K
+ 21.75%
$14.26 - $15.2 $127K - $135K
49.8K $746K
MAR
Marriott International Inc

Consumer Cyclical
42
+ 0.89%
$246.06 - $292.59 $10.3K - $12.3K
4.75K $1.32M
UBER
Uber Technologies, Inc

Technology
4.7K
+ 53.02%
$59.93 - $86.34 $282K - $406K
13.6K $817K
GS
Goldman Sachs Group Inc

Financial Services
89
+ 7.02%
$486.1 - $608.57 $43.3K - $54.2K
1.36K $777K
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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