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
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.02%
$260.27 - $280.65 $260 - $281
4.85K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
398
+ 2.61%
$118.38 - $133.06 $47.1K - $53K
15.6K $1.88M
PH
Parker Hannifin Corp

Industrials
33
+ 1.39%
$621.74 - $709.46 $20.5K - $23.4K
2.41K $1.53M
PKG
Packaging Corp Of America

Consumer Cyclical
38
+ 1.72%
$211.98 - $248.85 $8.06K - $9.46K
2.25K $506K
MTB
M&T Bank Corp

Financial Services
66
+ 3.84%
$172.48 - $221.95 $11.4K - $14.6K
1.79K $335K
USB
Us Bancorp \De\

Financial Services
187
+ 1.93%
$43.98 - $53.66 $8.22K - $10K
9.88K $472K
STWD
Starwood Property Trust, Inc.

Real Estate
2.55K
+ 16.54%
$18.95 - $20.37 $48.4K - $52K
18K $340K
UBOT
Direxion Dly Robotics, Art Int

ETFs
1.94K
+ 9.47%
$22.04 - $26.35 $42.7K - $51K
22.4K $509K
VOX
Vanguard Communication Service

ETFs
42
+ 2.67%
$144.31 - $163.57 $6.06K - $6.87K
1.61K $250K
SYK
Stryker Corp

Healthcare
67
+ 3.64%
$345.14 - $392.15 $23.1K - $26.3K
1.91K $686K
AZO
Autozone Inc

Consumer Cyclical
4
+ 2.82%
$2981.19 - $3370.27 $11.9K - $13.5K
146 $467K
FXO
First Tr Exchange Traded Fd Fi

ETFs
107
+ 2.53%
$50.63 - $59.0 $5.42K - $6.31K
4.34K $234K
AKAM
Akamai Technologies Inc

Technology
198
+ 3.99%
N/A
5.17K $469K
TFC
Truist Financial Corp

Financial Services
105
+ 0.48%
$41.51 - $48.1 $4.36K - $5.05K
21.8K $947K
PFF
Ishares Trust Ishares Pfd And

ETFs
917
+ 14.14%
$31.23 - $33.51 $28.6K - $30.7K
7.4K $232K
MUB
Ishares National Muni Bond ETF

ETFs
420
+ 3.1%
$105.78 - $108.7 $44.4K - $45.7K
14K $1.49M
MSCI
Msci Inc.

Financial Services
8
+ 1.2%
$569.09 - $635.99 $4.55K - $5.09K
675 $405K
FDS
Factset Research Systems Inc

Financial Services
2
+ 0.29%
$449.69 - $495.72 $899 - $991
700 $336K
ITOT
Ishares Core S&P Total U.S. St

ETFs
36
+ 1.05%
$124.26 - $134.12 $4.47K - $4.83K
3.46K $444K
IWR
Ishares Russell Mid Cap ETF

ETFs
95
+ 0.46%
$87.25 - $95.52 $8.29K - $9.07K
20.9K $1.85M
HYDB
Ishares Tr Edge High Yield Def

ETFs
432
+ 7.17%
$46.68 - $47.95 $20.2K - $20.7K
6.46K $303K
NTAP
Net App, Inc.

Technology
275
+ 10.28%
$115.31 - $131.11 $31.7K - $36.1K
2.95K $342K
ZBRA
Zebra Technologies Corp

Technology
1
+ 0.14%
$360.09 - $411.94 $360 - $412
696 $268K
RF
Regions Financial Corp

Financial Services
234
+ 1.05%
$22.45 - $27.47 $5.25K - $6.43K
22.4K $527K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
59
+ 1.04%
$78.43 - $87.17 $4.63K - $5.14K
5.73K $459K
RSG
Republic Services, Inc.

Industrials
36
+ 3.11%
$198.0 - $218.75 $7.13K - $7.88K
1.2K $240K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
82
+ 8.74%
$209.89 - $233.24 $17.2K - $19.1K
1.02K $216K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
75
+ 1.71%
$94.54 - $104.98 $7.09K - $7.87K
4.45K $425K
MNST
Monster Beverage Corp

Consumer Defensive
64
+ 1.07%
$49.24 - $56.38 $3.15K - $3.61K
6.02K $316K
ABC
Amerisourcebergen Corp

Healthcare
24
+ 1.44%
N/A
1.69K $312K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$121.89 - $135.52 $122 - $136
1.87K $234K
CHD
Church & Dwight CO Inc

Consumer Defensive
34
+ 0.96%
$99.11 - $112.25 $3.37K - $3.82K
3.58K $374K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
884
+ 2.0%
$5.64 - $5.93 $4.99K - $5.24K
45.1K $256K
Reddit Inc
21.5K
+ 47.07%
N/A
67.1K $0
Linde PLC
222
+ 12.33%
N/A
2.02K $0
SFLR
Innovator Etfs Tr Equity Manag
274
+ 1.1%
N/A
25.1K $0
Ge Vernova Inc
364
+ 11.64%
N/A
3.49K $0
Cleancore Solutions Inc
13.9K
+ 138.54%
N/A
23.9K $0
GAB
Gabelli Equity Trust Inc

Financial Services
330
+ 2.43%
$5.36 - $5.83 $1.77K - $1.92K
13.9K $74K
Fidelity Wise Origin Bitcoin
2.37K
+ 13.12%
N/A
20.4K $0
Vanguard Calif Tax Free Fds
350
+ 7.68%
N/A
4.91K $0
Thomson Reuters Corp
44
+ 0.17%
N/A
26.5K $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.98K
+ 95.44%
$27.45 - $55.56 $137K - $277K
10.2K $288K
Qxo Inc
17.5K
+ 32.75%
N/A
70.8K $0
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.04%
$87.42 - $98.06 $87.4 - $98.1
2.26K $201K
SCMB
Schwab Strategic Tr Mun Bd ETF
47.3K
+ 593.42%
N/A
55.2K $0
Arm Holdings PLC
7
+ 0.18%
N/A
3.98K $0
Capital Grp Fixed Incm ETF T
1.89K
+ 3.32%
N/A
58.8K $0
Amc Entmt Hldgs Inc
9.61K
+ 61.38%
N/A
25.3K $0
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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