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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-914
- 1.67%
$98.47 - $109.35 $90K - $99.9K
53.7K $5.29M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-4.91K
- 32.51%
$46.96 - $51.46 $231K - $253K
10.2K $481K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.72K
- 4.55%
$77.02 - $78.58 $209K - $214K
57K $4.4M
HUM
Humana Inc

Healthcare
-209
- 6.17%
$233.89 - $304.18 $48.9K - $63.6K
3.18K $806K
ASML
Asml Holding Nv

Technology
-178
- 17.82%
$658.43 - $872.27 $117K - $155K
821 $569K
MPC
Marathon Petroleum Corp

Energy
-197
- 1.95%
$131.65 - $174.84 $25.9K - $34.4K
9.91K $1.38M
NEE
Nextera Energy Inc

Utilities
-515
- 2.93%
$69.77 - $85.43 $35.9K - $44K
17.1K $1.22M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.02K
- 19.96%
$59.74 - $60.03 $240K - $241K
16.1K $962K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.63K
- 22.16%
$48.48 - $49.47 $225K - $229K
16.3K $792K
XLE
Energy Sector Spdr

ETFs
-1.41K
- 2.71%
$83.32 - $97.27 $117K - $137K
50.5K $4.33M
NEM
Newmont Corp

Basic Materials
-642
- 5.06%
$37.0 - $58.68 $23.8K - $37.7K
12K $448K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-3.33K
- 3.04%
$65.08 - $73.72 $217K - $245K
106K $7.02M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-10.2K
- 19.26%
$20.6 - $20.71 $211K - $212K
42.9K $885K
NIO
Nio Inc.

Consumer Cyclical
-750
- 0.84%
$4.31 - $7.21 $3.23K - $5.41K
88.6K $386K
CTRA
Coterra Energy Inc.

Energy
-9.39K
- 50.55%
$22.71 - $27.63 $213K - $259K
9.18K $234K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.12K
- 27.6%
$55.73 - $66.16 $229K - $272K
10.8K $650K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.08K
- 5.36%
$115.08 - $119.55 $125K - $130K
19.1K $2.21M
IXUS
Ishares Tr

ETFs
-1.85K
- 15.05%
$65.95 - $72.56 $122K - $134K
10.5K $691K
FNDC
Schwab Fundamental Intl Small

ETFs
-3.85K
- 21.89%
$33.92 - $38.03 $131K - $147K
13.7K $469K
CPRT
Copart Inc

Consumer Cyclical
-4.26K
- 47.99%
$51.36 - $63.8 $219K - $272K
4.62K $265K
VOE
Vanguard Mid Cap Value Index F

ETFs
-771
- 6.3%
$160.89 - $176.18 $124K - $136K
11.5K $1.86M
SCHW
Schwab Charles Corp

Financial Services
-3.76K
- 38.3%
$63.31 - $82.85 $238K - $311K
6.06K $448K
ABT
Abbott Laboratories

Healthcare
-1.52K
- 8.52%
$111.93 - $119.39 $170K - $181K
16.3K $1.84M
SPYG
Spdr Portfolio

ETFs
-6.16K
- 8.64%
$81.74 - $91.38 $503K - $563K
65.1K $5.72M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-9.52K
- 44.86%
$18.41 - $18.97 $175K - $181K
11.7K $216K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.68K
- 16.2%
$26.01 - $28.19 $122K - $132K
24.2K $633K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.3K
- 14.28%
$104.01 - $115.38 $135K - $150K
7.79K $822K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-2.21K
- 20.78%
$32.82 - $45.55 $72.4K - $101K
8.42K $281K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.69K
- 16.91%
$49.28 - $52.29 $133K - $141K
13.2K $653K
PGR
Progressive Corp

Financial Services
-169
- 2.16%
$239.6 - $268.88 $40.5K - $45.4K
7.66K $1.84M
BP
Bp PLC

Energy
-3.1K
- 9.51%
$28.16 - $33.14 $87.2K - $103K
29.5K $870K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-842
- 3.66%
$74.5 - $78.37 $62.7K - $66K
22.1K $1.65M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.75K
- 14.77%
$70.31 - $77.39 $123K - $136K
10.1K $711K
MCD
Mcdonalds Corp

Consumer Cyclical
-117
- 1.56%
$288.47 - $316.54 $33.8K - $37K
7.36K $2.13M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.12K
- 20.15%
$112.69 - $123.97 $126K - $139K
4.44K $500K
VHT
Vanguard Health Care ETF

ETFs
-230
- 8.4%
$250.81 - $283.3 $57.7K - $65.2K
2.51K $636K
DE
Deere & CO

Industrials
-543
- 3.59%
$389.45 - $466.0 $211K - $253K
14.6K $6.18M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-3.17K
- 17.36%
$63.19 - $73.31 $200K - $233K
15.1K $1.04M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-5.23K
- 33.29%
$23.14 - $26.91 $121K - $141K
10.5K $249K
POOL
Pool Corp

Industrials
-15
- 0.44%
$339.32 - $390.03 $5.09K - $5.85K
3.39K $1.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.32K
- 18.35%
$38.37 - $42.82 $88.9K - $99.2K
10.3K $395K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-101
- 1.21%
$59.25 - $72.99 $5.98K - $7.37K
8.25K $492K
INTC
Intel Corp

Technology
-3.49K
- 22.97%
$19.07 - $26.23 $66.5K - $91.5K
11.7K $234K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-2.28K
- 20.33%
$85.33 - $104.24 $194K - $237K
8.93K $870K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-259
- 1.44%
$58.88 - $64.8 $15.2K - $16.8K
17.7K $1.04M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.39K
- 7.17%
N/A
17.9K $1.54M
SOXL
Direxion Daily Semiconductor B

ETFs
-686
- 6.78%
$26.3 - $40.82 $18K - $28K
9.43K $257K
NUE
Nucor Corp

Basic Materials
-89
- 3.13%
$115.78 - $167.74 $10.3K - $14.9K
2.76K $321K
DUK
Duke Energy Corp

Utilities
-10
- 0.07%
$105.76 - $120.76 $1.06K - $1.21K
13.7K $1.48M
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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