Meridian Wealth Management, LLC Sells in Q4 2024

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-104K
- 81.58%
$85.0 - $120.04 $8.8M - $12.4M
23.4K $2.01M
AMD
Advanced Micro Devices Inc

Technology
-6.46K
- 6.45%
$118.88 - $172.8 $768K - $1.12M
93.7K $11.3M
DOW
Dow Inc.

Basic Materials
-73.5K
- 84.33%
$39.1 - $55.34 $2.87M - $4.07M
13.7K $548K
UNH
Unitedhealth Group Inc

Healthcare
-1.35K
- 4.34%
$485.52 - $625.25 $656K - $845K
29.8K $15.1M
MRK
Merck & Co., Inc.

Healthcare
-9.25K
- 10.56%
$96.31 - $114.76 $891K - $1.06M
78.4K $7.79M
ABBV
Abb Vie Inc.

Healthcare
-2.59K
- 3.46%
$164.99 - $203.87 $427K - $528K
72.3K $12.8M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-69K
- 35.84%
$21.1 - $23.08 $1.46M - $1.59M
123K $2.63M
PEP
Pepsico Inc

Consumer Defensive
-2.37K
- 4.21%
$151.29 - $176.1 $359K - $418K
54K $8.21M
CAT
Caterpillar Inc

Industrials
-299
- 0.79%
$360.37 - $416.88 $108K - $125K
37.4K $13.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.7K
- 6.02%
$56.06 - $61.35 $769K - $842K
214K $12.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.6K
- 21.49%
$57.29 - $63.1 $667K - $735K
42.5K $2.44M
RTX
Raytheon Technologies Corp

Industrials
-5.28K
- 8.25%
$114.45 - $127.21 $605K - $672K
58.7K $6.8M
HD
Home Depot, Inc.

Consumer Cyclical
-974
- 2.78%
$385.02 - $431.37 $375K - $420K
34K $13.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-28.1K
- 19.89%
$33.92 - $36.6 $953K - $1.03M
113K $3.92M
AMAT
Applied Materials Inc

Technology
-1.6K
- 9.89%
$161.44 - $213.89 $258K - $342K
14.5K $2.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.64K
- 3.31%
$51.09 - $55.27 $441K - $477K
252K $12.9M
FE
Firstenergy Corp

Utilities
-8.59K
- 8.7%
$39.14 - $44.52 $336K - $382K
90.1K $3.59M
IBM
International Business Machines Corp

Technology
-3K
- 5.18%
$204.9 - $238.04 $614K - $714K
54.9K $12.1M
IWM
Ishares Russell 2000 ETF

ETFs
-3.17K
- 4.95%
$216.13 - $242.4 $684K - $768K
60.8K $13.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.2K
- 19.24%
$44.04 - $49.49 $447K - $503K
42.6K $1.88M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-729
- 0.54%
$37.12 - $41.23 $27.1K - $30.1K
134K $4.98M
SOXX
Ishares Semiconductor ETF

ETFs
-330
- 0.98%
$211.27 - $239.8 $69.7K - $79.1K
33.4K $7.19M
ITB
Ishares Tr

ETFs
-1.8K
- 11.23%
$103.31 - $129.34 $186K - $233K
14.2K $1.47M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.54K
- 47.3%
$129.96 - $144.97 $591K - $659K
5.06K $705K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.81K
- 17.95%
$174.22 - $187.62 $490K - $527K
12.8K $2.25M
CVX
Chevron Corp

Energy
-2.5K
- 3.33%
$141.15 - $162.53 $353K - $407K
72.5K $10.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-680
- 36.66%
$501.29 - $612.85 $341K - $417K
1.18K $611K
LOW
Lowes Companies Inc

Consumer Cyclical
-819
- 6.74%
$244.52 - $284.07 $200K - $233K
11.3K $2.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.7K
- 4.59%
$51.54 - $52.55 $345K - $352K
139K $7.21M
CB
Chubb LTD

Financial Services
-1.53K
- 30.41%
$271.57 - $301.89 $416K - $463K
3.51K $969K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-18.2K
- 24.05%
$21.43 - $22.55 $390K - $410K
57.5K $1.24M
NOC
Northrop Grumman Corp

Industrials
-23
- 0.3%
$466.52 - $543.88 $10.7K - $12.5K
7.72K $3.62M
KO
Coca Cola CO

Consumer Defensive
-774
- 1.88%
$61.74 - $71.71 $47.8K - $55.5K
40.5K $2.52M
LNG
Cheniere Energy, Inc.

Energy
-2.73K
- 63.21%
$181.07 - $225.92 $495K - $618K
1.59K $341K
CVS
Cvs Health Corp

Healthcare
-3.29K
- 21.94%
$43.78 - $67.46 $144K - $222K
11.7K $524K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-97
- 9.52%
$701.85 - $1046.91 $68.1K - $102K
922 $656K
LAMR
Lamar Advertising CO

Real Estate
-17
- 0.05%
$121.37 - $138.11 $2.06K - $2.35K
31.8K $3.87M
AER
Aer Cap Holdings N.V.

Industrials
-5K
- 4.94%
$91.85 - $100.3 $459K - $502K
96.2K $9.21M
MU
Micron Technology Inc

Technology
-2.8K
- 39.7%
$84.16 - $113.41 $235K - $317K
4.25K $357K
GFS
Globalfoundries Inc.

Technology
-10.2K
- 39.41%
$36.01 - $46.79 $368K - $478K
15.7K $674K
TWLO
Twilio Inc

Communication Services
-9.1K
- 62.38%
$63.73 - $114.96 $580K - $1.05M
5.49K $593K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.01K
- 15.58%
$170.03 - $192.78 $512K - $580K
16.3K $3.02M
PFE
Pfizer Inc

Healthcare
-5.07K
- 5.54%
$24.8 - $30.19 $126K - $153K
86.4K $2.29M
VGSH
Vanguard

ETFs
-5.46K
- 13.11%
$58.02 - $58.88 $317K - $321K
36.2K $2.1M
ELV
Elevance Health, Inc.

Healthcare
-410
- 31.06%
$365.96 - $514.62 $150K - $211K
910 $336K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-72
- 0.15%
$70.63 - $78.23 $5.09K - $5.63K
46.7K $3.32M
CNI
Canadian National Railway CO

Industrials
-2.2K
- 30.09%
$100.62 - $117.12 $221K - $258K
5.11K $518K
SPGI
S&P Global Inc.

Financial Services
-398
- 5.61%
$480.36 - $529.17 $191K - $211K
6.7K $3.34M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.3K
- 21.71%
$64.85 - $73.04 $214K - $241K
11.9K $778K
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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